European Equities Sustainability Report Q1 2023 – Federated Hermes Limited
With the electric vehicle market close to an inflection point, the European Equities team explain why exposure through suppliers involved in the electric transition is the best way to play the electric vehicle theme.
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Fast reading: -
- The electric vehicle (EV) market has the potential to deliver strong growth and long-term outperformance both in terms of financial returns and driving sustainable change.
- Companies that provide key components to the auto industry and boast significant market share can provide a compelling way to gain indirect exposure to the market. Federated Hermes Limited prefer to focus on suppliers developing products that they believe will prove integral to the electric-powered, self-driving vehicles of the future.
- In this report, they look at three holdings that highlight this ‘indirect play’ on the EV theme: Epiroc, Sika Group, and Soitec, as well as charting their engagement progress and SDG alignment.
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