- 25-30 mid to large capitalization quality stocks
- ESG screening with Censible.co
- Investing in growing competitive businesses
- Fossil Fuel Free
- Strong return on capital with shareholder-oriented management
- Long-term sustainability focus with low portfolio turnover
Eco Investing Positively Influencing Climate Change
Global Sustainable Climate Action strategy combines the firm’s fundamental quality approach with investing in global businesses that aim to positively impact the environment through good stewardship and sustainable practices. The strategy is fossil fuel free.
The global strategy is actively managed with a concentrated portfolio of approximately 25-30 mid to large capitalization global equities. The stock selection process for this strategy is based on the discovery of companies with strong fundamentals, attractive valuations, and solid environmental practices that can be held over a long-term horizon. A company’s ability to exceed industry standards is part of the company review process.
In evaluating stocks from an ESG perspective, Martin uses the proprietary database and technology of its affiliate, Censible.co, to assess how a company ranks on multiple ESG factors.
Global Sustainable Climate Action Strategy
Global developed market equities with ESG screening