Door 20! 🎄
Behind door number 20, we find EssilorLuxottica in the CB European Quality Fund, and Halma, which is held in both the CB Save Earth Fund and the CB European Quality Fund.
EssilorLuxottica – a French-Italian global market leader in vision care and optics.
⭐ Vertical leadership: EssilorLuxottica controls the entire value chain, from R&D and manufacturing to iconic brands such as Ray-Ban and Oakley, as well as more than 18,000 retail locations worldwide.
⭐ Demographic tailwinds: Benefiting from the global “myopia epidemic” and an ageing population with lifelong demand for vision correction.
⭐ Innovation: A pioneer in AR glasses (in collaboration with Meta) and clinical myopia management.
🌱 The company actively supports the UN Sustainable Development Goals and has set SBTi-validated CO₂ reduction targets.
Halma – a British technology leader saving lives every day.
⭐ Strong moats: Halma’s technologies in gas detection, water quality and patient safety are mission-critical in zero-tolerance environments. This creates strong competitive advantages and high margins in highly regulated niche markets.
⭐ Emissions monitoring: Through advanced sensor technology, the company enables precise measurement of emissions and hazardous gases, helping industries comply with strict environmental regulations and actively reduce their climate impact.
⭐ Water treatment: With a focus on chemical-free purification and leak detection, Halma addresses the global challenges of water scarcity and access to safe drinking water.
🌱 The company has a particular focus on four of the 17 UN Sustainable Development Goals: Goals 3, 6, 9 and 11.
Disclaimer:
This communication should not be regarded as financial advice, but as marketing material. Please note that all investments involve risk. Fund units may increase or decrease in value, and there is always a risk of loss. Past performance is not a guarantee of future results. Please note that the companies were included in the respective fund portfolios as of 20 December. The holdings may, in theory, have changed at the time of publication of this specific door.