Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund to provide Australian investors with the opportunity to invest in the new decarbonised green economy.
The fund focuses on creating a portfolio of climate winners that help enable the decarbonisation of the planet– those companies that are best positioned to champion and win from this structural change. It is offered in a managed fund for Australian retail investors.
Nick Griffin, Munro Partners Founding Partner and Chief Investment Officer, said: “The Munro Climate Change Leaders Fund allows Australian investors to focus on one of the most important economic and societal trends today and to invest in support of the drive to a zero-carbon economy.
“We see Climate as the biggest opportunity since the internet and we believe we are just at the beginning of the next big S-curve - a sustainable decades-long growth trend. We aim to find those companies that are best positioned to win during this great global transition of decarbonisation.”
Climate is also one of the major “Areas of Interest” in the flagship, absolute return Munro Global Growth Fund and the relative return Munro Concentrated Global Growth Fund, both of which are available to Australian investors.
Munro, through Canadian wealth management firm CI Global Asset Management, launched the strategy to Canadian investors in July through the CI Global Climate Leaders Fund. Both funds are managed pari passu.
The Munro Climate Change Leaders Fund will have Co-Lead managers in Mr. Griffin and James Tsinidis, Partner and Portfolio Manager.
Munro has identified four sub-sectors or sub-trends of interest related to the world’s move toward a net zero carbon emissions goal which will form areas of focus for the fund:
· Clean Energy – Companies at the forefront of renewable energy generation covering wind, solar and renewable diesel.
· Clean Transport – Companies benefiting from the growth of electric vehicles, battery technology and alternative transportation.
· Energy Efficiency – Companies at the forefront of insulation products, electricals witches, lighting and metering technology.
· Circular Economy – Companies most likely to benefit from efforts to improve recycling, alternative packaging materials and management of wastewater.
GSFM is the responsible entity and distributor of the Munro Concentrated Global Growth Fund and the Munro Global Growth Fund in the Australian and New Zealand markets.
GSFM Chief Executive Officer, Damien McIntyre said: “The team at Munro Partners has a 15-year solid track record of picking innovative investments and fast-growing companies throughout the world. They are skilled at identifying industries at the beginning of their s-curve and have outperformed over multiple market cycles. I’m confident that they will deliver on green decarbonising investments, and they have a track record in this space.”
Our Chief Investment Officer, Nick Griffin, explains the Case for Climate in this 3 minute video: