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Macro of Sustainable Investments
With energy and resource prices reaching all-time highs and environmental stresses
due to pollution and over-extraction as a result of the growing global economy, the
time has never been better to invest in companies whose technologies offer a chance
to change the ‘rules of the game’ through decoupling energy and material intensities
from GDP and a smarter use and choice of natural resources.
Untapped Market Potentials
Given the current market failures and inefficiencies seen through the lens of the physical
and social sciences, the scope of the market opportunity is hard to understate. In a world
of increasing population and a growing demand for higher material standards, the value
of those companies who are able to continue to service those markets in a world of natural
resource (source and sink) constraints is enormous.
Policy & Legislation
A predictable system effect of this market tension is the emergence of new policies and laws
aimed at aligning our economic system of production with our environment’s carrying capacity
and our social needs. Understanding and predicting the desired goals of such policies is key
to an optimal market strategy, whereas failing to gasp the driving factors behind them are a
risk to any strategy for growth.
At the Sustainable Technologies Fund, we are fortunate to have the requisite mix of experience
and backgrounds that speak to mastery in understanding all three areas.
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