Why Tareno Global Water Solutions Fund

 

Investment Case

Water as an investment theme is based on long-term structural developments such as population growth, climate change, urbanization and technological change. Taking into account those inevitable global megatrends, companies positioned along the value chain of water have an increased chance of achieving above world-GDP growth.

What defines us

  • Mid Cap bias; blend approach
  • Model-based investment approach
  • Use of Big Data and Artificial Intelligence
  • Integration of ESG knowledge, combined with a strong commitment
  • Consistent fund investment team since inception
  • Acting Benchmark agnostic. Not dependent of “sell side” research
  • Take short-term action to ensure the value of long-term perspectives

Investment philosophy

The Tareno Global Water Solutions Fund’s investment philosophy is based on the following five strategic value drivers:

It combines the quantitative nature of a top-down process with fundamental bottom-up analysis. The backbone of the investment process is the exclusive collaboration with experienced, independent financial analysts. This ensures an objective company evaluation.

We focus predominantly on mid-cap companies, where we can add significant value through our own research. We prefer companies which are the market leaders or which can position themselves in market niches. Key criteria are as follows:
1) the company is contributing to the protection of the resource of water;
2) the company has unique products and solutions that can be profitably marketed globally;
3) the company operates in markets with high barriers to entry.

We apply a proprietary approach to responsible investing. As a UN PRI member, we invest exclusively in companies committed to responsible corporate governance by signing the UN Global Compact. Our aim is to achieve a positive effect on the economy, the society and the environment.

You can find our current sustainability performance here.

In our research, we use latest information technology and artificial intelligence methods, which helps us to process company information and contribute to „quasi“ real-time transparency of opportunities and risks.

In our investment profile we have a long-term approach. Nevertheless we are opened also to capture short-term opportunities. We recommend our investors to have an investment horizon of up to 7 years.

The Tareno Global Water Solutions Fund is a signatory to the European Transparency Code for Sustainability Funds. The Eurosif logo stands for more transparency in the sustainable investment market and the quality assurance of sustainable investments.

Social and ecological factors as well as the form of corporate management have a lasting effect on financial performance. That is why we take the so-called ESG criteria (environmental, social and corporate governance) into account in our investment strategy and have committed ourselves to the UN Principles for Responsible Investment (PRI).

Our Statement on the Eurosif transparency guidelines

The European SRI Transparency logo signifies that Tareno AG commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund. Detailed information about the European SRI Transparency Guidelines can be found on www.eurosif.org, and information of the SRI policies and practices of the Tareno Global Water Solutions Fund can be found at: www.tareno-globalwatersolutionsfund.ch. The Transparency Guidelines are managed by Eurosif, an independent organisation. The European SRI Transparency Logo reflects the fund manager’s commitment as detailed above and should not be taken as an endorsement of any particular company, organisation or individual.