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 Characterizes us?

Systematic

  • Model-based investment approach
  • Bottom-up driven title selection with qualitative top-down component in the portfolio construction

Innovative

  • Use of Big Data and artificial intelligence in the specially developed valuation model
  • Not dependend of “sell side” research thanks to collaboration with independent analysts

Sustainable

  • Systematic inclusion of sustainability criteria
  • FNG certified
  • Exclusion of reputational damaging activities

All Weather

  • Acting Benchmark-agnostic
  • Heterogeneous investment universe: From defensive water utilities to cyclical industrial stocks

Boutique

  • Direct and personal access to the fund management team
  • Fund manager Josef U. Bollag is majority shareholder of Tareno Ltd

Expertise

  • Water pioneers in Switzerland: Specialized in equities in the water sector for 18 years
  • Unchanged investment team since inception
  • Regular awards for the performance achieved

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.