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Sycomore invests in the energy transition with its eco solution fund

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Ahead of the COP21 Summit, Sycomore AM launches the Sycomore Eco Solutions fund to invest in companies committed to the Environmental and Energy Transition.

Jean-Guillaume Péladan

As preparations for the COP21 Summit in Paris are now well underway, Sycomore Asset Management announces the launch of Sycomore Eco Solutions, an equity fund focusing on listed companies that contribute positively to the Energy and Environmental Transition.

A broad investment universe as far as sectors are concerned, but selective in terms of environmental impact

The rising pressure on resources, changing regulatory frameworks and increased public awareness are strong advocates for environmentally-friendly growth models. "In 2015, investment strategies can no longer ignore the environmental impact of the business models they target. The first specificity of our fund is to work from an investment universe that is broad as far as sectors are concerned, but selective in terms of environmental impact: the eco-solutions universe", explains Jean-Guillaume Péladan, Director, Energy and Environmental Strategy, and Manager of the Sycomore Eco Solutions fund alongside Thomas Dhainaut and Alban Préaubert.

"We select innovative and environmentally efficient companies that stand out from the crowd” adds Thomas Dhainaut. “We concentrate on businesses and sectors that interact strongly with the environment and analyse the environmental impact of each company’s products and services", explains Alban Préaubert.

Strong exclusion criteria and strategic stock selection process

Sycomore Eco Solutions therefore focuses on five key areas: mobility and transport; the circular economy; renovation and construction; energy production and management; and ecosystem related businesses. The fund systematically steers clear of businesses that visibly destroy natural capital. The investment approach is based on strong exclusion criteria (coal, minimum ESG rating…) and on a strategic stock selection process. This proprietary methodology relies on an environmental quantification process that measures, for each business, the extent to which companies align with the Energy an Environmental Transition.

In keeping with the investment firm’s “out of the box” approach to stock picking, Sycomore Eco Solutions tends to prefer small and mid-caps as they are nimble and offer greater visibility; however the fund also invests in larger stocks. As a result, the portfolio of 40 to 50 stocks is broadly diversified across different sectors.

In keeping with the investment firm’s “out of the box” approach to stock picking, Sycomore Eco Solutions tends to prefer small and mid-caps as they are nimble and offer greater visibility; however the fund also invests in larger stocks. As a result, the portfolio of 40 to 50 stocks is broadly diversified across different sectors.

To demonstrate its strategic commitment towards sustainable development

Sycomore AM has also set up a Strategic Environment Committee of experts with academic, institutional, corporate or NGO backgrounds. “This steering committee will be a venue for members to exchange critical and constructive views on the complex issues raised by Environmental metrics when applied to the field of asset management” explains Jean-Guillaume Péladan.

With the launch of Sycomore Eco Solutions, Sycomore AM - official sponsor of COP21 and signatory of the Montreal Carbon Pledge – further demonstrates its strategic commitment towards sustainable development and joins the large group of active and voluntary economic players that design and bring solutions to the market.

Sycomore Eco Solutions

ISIN code I share class LU1183791281
Fund type Compartment of the Luxembourg SICAV Sycomore Fund Sicav
Currency EUR
Subscription fees 7% maximum
Minimum initial investment 1 share
Management fees 1%
Performance fees 25% of the fund’s outperformance against the MSCI Daily Net TR Europe index
ISIN code R share class LU1183791794
Fund type Compartment of the Luxembourg SICAV Sycomore Fund Sicav
Currency EUR
Subscription fees 3% maximum
Minimum initial investment 1 share
Management fees 2%
Performance fees 25% of the fund’s outperformance against the MSCI Daily Net TR Europe index

Download our press release on our Eco Solutions fund

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