J. Safra Sarasin

JSS Sustainable Equity - Green Planet

29. März 2022

Daniel Lurch, Portfolio Manager, gave an update on the performance, on the portfolio and outlook on the strategy.

 

Key Takeaways:

 

  • Strong performance since strategy launch: ranking top quartile vs. Morningstar Ecology category peers
  • Returns were driven by good stock picking and style: small and mid-cap overweight, as well as positive value and momentum effect
  • The Ukraine crisis has underscored the relevance of a move to fossil fuel independence, thereby strengthening the case for green technologies.

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