Speaker
Bertrand Lecourt
Senior fund manager and head of thematic investments strategies, Regnan, brought to you by J O Hambro Capital Management
Bertrand leads the thematic investing strategy at Regnan. He is senior fund manager on the Regnan Sustainable Water and Waste strategy. Previously he was a portfolio manager at Fidelity International and at Polar Capital and the founder and CIO of Aquilys Investment Management. Before moving to the buyside, Bertrand worked at Deutsche Bank, Dresdner Kleinwort Benson and Goldman Sachs.
Company profile
J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From our offices in London, Singapore, New York and Boston, we manage $42.1 billion of assets across a range of global and regional equity strategies and a multi-asset strategy. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.
Regnan is the specialist sustainable and impact investing brand of the Australian-listed asset manager Pendal Group, which encompasses J O Hambro Capital Management, Thompson, Siegel & Walmsley and Pendal Australia. The Group collectively manages in excess of $100bn and has offices that span across the globe.
At Regnan, we have been influencing and playing a part in shaping the responsible investment movement since our inception in 1996, helping to drive it into the mainstream.
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Strategy presentation
Meet the managers, Bertrand Lecourt and Saurabh Sharma, who explain the strategy behind the fund and why Water and Waste is an investment opportunity.
Fund profile
Regnan Sustainable Water and Waste Fund aims to generate long-term outperformance by investing in listed shares of sustainable companies that provide solutions to the global water and/or waste related changes.
It is an actively managed, high conviction, diversified portfolio with an ESG integrated process enhanced by Regnan’s proprietary ratings and engagement framework.
The team are pioneers in combining exposure to both water and waste value chains, including companies developing new technologies; this means extremely low overlap with global equity portfolios.
Fund Size: $29.3m (Strategy size: $85.3m)
Domicile: Ireland (ICAV)
Data as at 28/02/2022
Top 5 exposures
| Exposures | (%) |
| Veolia | 3.87 |
| Evoqua | 3.42 |
| Steris | 3.36 |
| Waste Management | 3.31 |
| Advanced Drainage System | 3.29 |
Data as at 28/02/2022
Data as at 28/02/2022
MORE FUND INFORMATION
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