Fund managers are incentivised to generate performance

Fund managers will invest their personal wealth into the fund

All our directors are shareholders

Our company is owned by its employees

We invest in companies that meaningfully contribute to a more sustainable economy

Our strategy is to be sector experts and compound our knowledge

We only invest in Green Sectors

We are value investors at heart, focusing on valuations and we do not want to overpay for businesses. The price we pay is the best risk mitigant available

We are aware of biases and apply a systematic process that can be improved over time. One tool available to us is our proprietary investment checklist. Our biggest enemy in investing is our own ego and biases

We are long-term investors and want to minimise our trading activity

We will sell a position if the valuation overshoots our intrinsic value estimates

We integrate ESG into all aspects of our decision making. Sustainability is a core element of our philosophy and integral part of our strategy

We want to be able to size positions according to opportunities

Portfolio allocation is a key return driver and we do not believe in standard fund “diworsification”

We aim to be fully invested during normal periods but the option to hold cash in extreme situations or stock market bubble scenarios is a further risk mitigant

Due to unknown risks and uncertainty we will limit the maximal initial position size for a new position to 10%

The market has periods of mild, medium and wild volatility. Behaviour in wild volatility periods is what matters. Our strategy is designed to take advantage in these opportunistic times

A cornerstone of our portfolio construction is mitigating downside risk