The Sustainability Revolution
The long awaited tipping point where unsubsidised sustainable technologies beat dirty industries is upon us. Nanuk sees enormous growth, along with misery and stranded assets for legacy technologies.
Nanuk applies its specialist investment focus to industries which it believes are benefiting from or contributing to improved global environmental sustainability and resource efficiency. Climate change, pollution, environmental degradation, resource scarcity and demographics are key drivers behind a notable shift in public opinion, corporate behaviour and public (government) policy directed towards improving global environmental sustainability and resource efficiency.
Nanuk believes that a Sustainability Revolution has commenced, wherein sustainable technologies are reaching economic viability which will surpass and supplant existing technologies and industries in coming decades. This unstoppable sustainability trend is evident in the publicly-listed companies which populate the industry groupings defining Nanuk’s investment universe.
Our portfolio investments extend globally across the full value chain of a broad range of industries, these often influenced by the complex interaction of government policy, new technology, changing industry structure, growing demand and changing cost curves. Industry insight is an important source of actionable ideas for portfolio investments.
For Nanuk, thought leadership is best expressed through industry insight and perspective.