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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

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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

With an investment of 1 million euros, you achieve the following:

~ 780

metric tons of CO2 avoided

> 640 000

empty containers collected for recycling

~ 2 000 000

gallons of water treated, saved or recycled

~ 640

tree seedlings supplied

Products and Services

The portfolio companies contribute to achieving the following climate goals through sustainable products and responsible business:

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.

Address climate change and its impacts.

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

Source: Hérens Quality Asset Management AG, MSCI

Distribution by sector

Distribution by region

Source:

We deliver complete transparency

Our ESG integration process is fully transparent and we are ready to provide our clients with the necessary information to understand the sustainability profile of quality portfolios. Upon request, our clients receive a detailed overview of the ESG performance of portfolio companies, which includes a variety of useful environmental, social and governance indicators in addition to overall ESG ratings. We pay particular attention to the carbon intensity of our portfolios. Detailed information on the carbon intensity of portfolios and individual companies is available to our clients upon request. We are proud that our portfolios have a significantly lower carbon footprint compared to their respective benchmarks, which is due not only to sector allocation but also to advantageous stock selection.

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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