Our portfolio manager, CEO, and partner, Alexander Jansson, is a guest on episode #38 of the podcast Benchmark Live. In this episode, he discusses environmental and ethical investing and developments within the industry. During the interview, Alexander talks about how the market for environmental technology solutions has evolved in recent years, the challenges posed by rising interest rates, and why certain funds, like our CB Save Earth Fund, have continued to deliver strong performance.
Topics covered in this episode include:
- How rising interest rates have impacted the demand for responsible investments.
- Why Europe has the potential to take the lead in sustainable solutions.
- A closer look at our funds – CB Save Earth Fund and European Quality Fund – and how they complement each other with distinct areas of focus.
Alexander also shares insights into the types of companies we invest in, our largest holdings, and how we work to create value through active management. Listen here.