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HQAM x OHOR Sustainable Quality Portfolio

We are pleased to announce the start of an exciting collaboration between Hérens Quality Asset Management AG and Oliver Heer Ocean Racing (www.oliverheer.ch). As part of this collaboration, we are launching a new investment product – the HQAM x OHOR Sustainable Quality Portfolio. The portfolio will follow our systematic quality investing approach and will have a focus on sustainable investing. That is, it will include quality companies focused on areas such as sustainable and alternative energy solutions, sustainable procurement, waste reduction, improved operational efficiency and other sustainable initiatives.

Factsheet

Race Tracker – Vendée Globe 2024

Experience the thrilling progress of the Vendée Globe 2024 up close! Track Oliver Heer’s position live and follow along as he takes on the challenges of the world’s oceans. As a proud partner, we support Oliver on his extraordinary journey and share his passion for the adventure and challenge of the Vendée Globe.

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Oliver Heer Ocean Racing

Immerse yourself in the world of professional ocean sailing

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HQAM x OHOR Partnership

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HQAM x OHOR Interview Oliver Heer und Jelena Oleksejenko

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HQAM x OHOR Interview Oliver Heer und Diego Föllmi

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HQAM Marktgespräch Summer Special mit Oliver Heer

PORTFOLIO

A three-dimensional investment approach is applied to the portfolio

QUALITY AT ATTRACTIVE VALUATION

The companies that stand out for their financial quality, are characterized by strong balance sheets, high returns on capital and consistent profitability. In addition, the quality of the business models is reflected in strong market positions, clear and sustainable competitive advantages, and outstanding management teams. Furthermore, attention is paid to an attractive valuation of the companies.

COMPREHENSIVE SUSTAINABILITY CHECK

We invest in companies that are committed to sustainable practices and have a strong ESG profile. We prefer companies that have appropriate ESG risk management procedures and adhere to strict corporate governance guidelines. By specifically selecting these companies, we aim not only to generate returns for our investors, but also to make a positive contribution to society and the environment.

COMPREHENSIVE IMPACT ANALYSIS

We focus on selecting companies that have a positive and measurable impact on environmental goals and demonstrate a clear commitment to sustainable improvement in terms of various ESG attributes through their products. Our investment decisions are based on an assessment of a company's actual contribution to achieving environmental goals and promoting social responsibility, as well as its governance practices.

INVESTMENT

Investment in the HQAM x OHOR Sustainable Quality Portfolio supports companies driving following environmental goals:

CO2 emission reductions

Trane has helped to reduce its customers’ carbon footprint by 175M metric tons of CO2 since 2019 by offering climate-friendly HVAC technology

Water savings

Tetra Tech’s water solutions help clients preserve essential resource of water: since 2021, the company has enabled 4.75 trillion gallons per year of treated, saved, or reused water

Clean mobility

Analog Devices is a key player in the electric vehicle (EV) industry, with >10M EVs using ADI battery management system

Green electricity

By expanding energy access in underserved areas and providing products for energy supply, Schneider Electric has helped 46.5M people gain access to green electricity since 2019

Based on portfolio composition as of 30.09.2024
Sources: Trane Technologies ESG Report 2023, Tetra Tech Sustainability Report 2024, Analog Devices Investor Day Presentation 2022, Schneider Electric Sustainability Report 2023

Products and Services

Through provision of sustainable products and solutions, as well as by managing their business activities in a responsible way, portfolio companies help to:

Ensure the availability and sustainable management of water and sanitation facilities.

Ensure access to affordable, reliable, sustainable, and modern energy sources.

Ensure sustainable consumption and production patterns.

Combat climate change and its impacts

Conserve and sustainably use the oceans, seas, and marine resources.

Source: Hérens Quality Asset Management AG, MSCI
Based on portfolio composition as of 30.09.2024

Distribution by sector

Distribution by region

Based on portfolio composition as of 30/09/2024
Sources: Refinitiv

We deliver complete transparency

Our ESG integration process is fully transparent, and we are happy to provide our clients with the necessary information to understand the sustainability profile of Quality portfolios. The majority of HQAM Quality portfolios have higher ESG ratings and better ESG indicators compared to their respective benchmarks.

A detailed overview of individual portfolio ESG profile and ESG performance is also readily available to clients upon request. This includes a variety of environmental, social, and governance indicators, in addition to overall ESG ratings.

Below, three company examples from the HQAM x OHOR Sustainable Quality Portfolio are introduced.

ABB
Tetra Tech
Analog Devices

CONTACT US

Further information

The HQAM x OHOR Sustainable Quality Portfolio is now available. 
If you would like more detailed information, please contact us or enter your e-mail address and contact details in the form below.

Contact

Contact

Hérens Quality Assset Management
Bahnhofstrasse 3
8808 Pfäffikon SZ
Switzerland

T: +41 (0)-43 222 31 41
F: +41 (0)-43 222 31 40

E: info@hqam.ch

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