Nanuk believes that resource constraints and environmental challenges like climate change, pollution and water scarcity necessitate significant changes to business practices globally. These changes present significant investment opportunities and risks over the coming decades which can be meaningfully captured in a diversified portfolio to provide long term capital appreciation and outperformance against traditional global equity indices. Nanuk invests in listed global companies which are materially exposed to industries that are benefiting from or contributing to improving global environmental sustainability and resource efficiency. We focus on high quality businesses offering solid returns on capital which are benefiting from favourable industry trends and which are not priced to reflect their fundamental value. Our investment approach is sustainably themed, one which incorporates ESG information into the investment decision-making process through a pragmatic lens in respect of positive, negative and norms-based screening. Nanuk is dedicated to investing sustainably and managing responsibly on behalf of its clients, driven by our fiduciary responsibility and our purposeful investment in companies that benefit from or contribute towards greater global sustainability and improved resource efficiency – for the benefit of future generations.