Water: A Cornerstone of Thematic Investing
From a climate investing perspective, water is an essential theme. Floods, droughts, and hydrological cycles are several of the ultimate expressions of climate change, driving water scarcity, influencing population movement, and increasing the need for investment in water sustainability. As a cornerstone of all human survival, we view water as a major component of any well-researched ESG portfolio.
In our research we find that there are several water strategies within the investment universe to consider. Water Asset Management has recently been recognized by eVestment as the number one ranked strategy in the Global Equity ESG-Focused universe since its 17-year inception in April 2006. According to Matt Diserio, President and Co-founder of Water Asset Management, they are “one of only 22 (out of about 466) global ESG funds that have consistently been a top quartile performer for the 1yr, 3yr, and 10yr periods by eVestment.” [1] The rankings were based on performance, down market capture and sharpe ratio.
As a thematic manager in our Mix & Match SMA Suite, Water Asset Management’s Global Water Equity, LP strategy provides concentrated exposure to significant macro themes in the global water sector. Their approach combines top-down water macro theme identification and rigorous bottom-up company analysis to drive stock selection. The opportunity set includes over two hundred water focused companies globally with a sizeable number of small and mid-cap names, which allow for pure expressions of key water themes.
We believe it is important to keep asking clients what they are interested in. Water offers an intuitive topic of conversation with tangible impacts and opportunities for suitable clients to enhance diversification and participate in a long-term secular trend.
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