KIS Climate Change ESG is a global, thematic and management equity fund with a focus on companies able to offer goods and services that favor the mitigation of climate change or the adaptation to the physical and natural effects it generates.
The active management carried out by the team and the investment selection activity make it possible to pursue complex and coherent strategies, thus overcoming the passive strategies of basketball.
The investable universe, characterized by precise thematic or ESG exclusion criteria, is therefore difficult to represent by a single reference benchmark that precisely reflects the composition of the portfolio.
The investment process begins with the assessment of the investable universe which takes place on a global scale. The manager identifies the companies that are the object of the investment through fundamental analysis. Climate change is a long-term structural megatrend.
The manager, on the strength of his experience in the energy and environmental efficiency market, identifies the companies subject to investment, using various sources, including Kairos’ internal research.
The main objective of management is long-term capital appreciation.
Recording date December 2020
Directional equity fund denominated in Euro
Active, characterised by qualitative analysis and a bottom-up approach
Focused on listed stocks of companies providing solutions to mitigate climate change risk or manage its physical effects, adopting ESG logic
Achieve medium to long-term capital appreciation