How to generate alpha from a climate-transition-focused strategy – Marsham Investment Management

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Maria Lozovik, Portfolio Manager and Co-Founder of Marsham Investment Management, examines how climate change can be an investment opportunity.

In her latest insight, Maria Lozovik offers a compelling perspective on leveraging climate change as a substantial investment opportunity within the fixed income asset class.

Central to her analysis is the imperative for a thorough examination of companies undertaking transitions towards sustainable practices. Maria effectively challenges prevailing misconceptions surrounding impact investing, underscoring its capacity to generate resilient returns.

She further highlights the pivotal contribution of governmental and industry initiatives in propelling the energy transition forward, thereby creating novel avenues for discerning investors within this dynamic and evolving landscape. Marsham's approach, focusing on underappreciated sectors undergoing transformation, aims to secure robust returns for clients, aligning financial growth with sustainable development.

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How to generate alpha from a climate-transition-focused strategy – Marsham Investment Management

Fund Operator, October 2023.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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