Environmental Improver

The world is facing a monumental crisis and fundamental changes that threaten life on Earth due to an exploitative and unsustainable use of our planet. One particularly challenging issue is the rising global temperature, which has been increasing at a rapid pace since the Industrial Revolution. Global warming is fueled mainly by the burning of fossil fuels such as coal, oil, and gas, and by deforestation. But factory farming also plays a crucial role, as animals emit enormous amounts of greenhouse gases, and forests are often sacrificed to produce animal feed. In addition to climate change, other factors such as plastic waste, water scarcity or air pollution also put a strain on our planet. To allow for sustainable life on the planet, entire industries must change. Hence, special opportunities arise for companies that can tackle the problems mentioned above. For this reason, the idea behind this portfolio is to focus precisely on companies that offer solutions and thus have a positive impact on the environment. The portfolio takes a holistic approach, with companies from all over the world and from different industries represented. A key component is the sustainable generation and storage of energy, as well as e-mobility. The circular economy, especially recycling, also plays an important role. In the food sector, the focus is on manufacturers of plant-based foods. However, the portfolio also includes companies that contribute to improving the environment in other areas. The most important criterion for selecting portfolio companies is their impact on improving the environment. In addition, earnings growth is an important metric for the decision-making process, as the focus is on growth stocks. A long-term holding period is aimed for. The resources used for decision-making are diverse and range from the company's own materials to scientific articles or interviews.