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A sustainable partnership for a better future

Discover the HQAM x OHOR Sustainable Quality Portfolio - an innovative product resulting from the exclusive cooperation between HQAM and Oliver Heer Ocean Racing that offers sustainable investment solutions.

HQAM x OHOR Sustainable Quality Portfolio

Invest in quality and sustainability

The HQAM x OHOR Sustainable Quality Portfolio is a unique investment product created as part of the partnership between Hérens Quality Asset Management AG (HQAM) and Oliver Heer Ocean Racing. This portfolio combines HQAM’s systematic quality investment approach with a clear focus on sustainability.

The portfolio makes targeted investments in quality companies that pursue sustainable and future-oriented business models. The focus is on companies that develop innovative solutions for the environment and society, for example in the areas of sustainable energy solutions, waste reduction, efficiency improvements and sustainable procurement.

*Quality companies are those companies that comply with Hérens Quality Asset Management quantitative financial criteria (e.g., conservative financing, high capital profitability, stable profits and other factors) and qualitative criteria (e.g., strong market position, proven business model, led by experienced management teams and other factors).

Factsheet

The portfolio is based on a three-dimensional investment approach for sustainable success

QUALITY AT ATTRACTIVE VALUATION

Companies that stand out for their financial quality are characterized by strong balance sheets, high returns on capital and consistent profitability.

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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, valuation is carefully considered during the investment process.
Eco friendly

ESG-INTEGRATION

HQAM x OHOR Sustainable Quality Portfolio adheres to an ESG Integration approach.





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HQAM x OHOR Sustainable Quality Portfolio adheres to an ESG Integration approach. At Hérens Quality Asset Management, we believe that a Quality company must have proper ESG practices, as mismanagement of ESG can have severe implications for the fundamental quality of a company and investment returns. Therefore, ESG criteria are fully integrated in our investment process. Before investing in a company, our analysts perform detailed ESG research, which includes quantitative analysis of ESG performance indicators and qualitative analysis of a company’s ESG policies, strategy and the associated sustainability risks.

THEMATIC FIT

In addition, HQAM x OHOR Sustainable Quality Portfolio adheres to thematic investment approach.



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In addition, HQAM x OHOR Sustainable Quality Portfolio adheres to thematic investment approach. The HQAM x OHOR Sustainable Quality Portfolio invests in companies that offer products or services which promote environmental sustainability, such as recycling services and products, energy-efficient products, circular economy solutions, water-saving technologies and many others. A qualitative and quantitative analysis of the company’s product portfolio, target markets, customer base, strategy, and other factors is conducted to determine the role its products or services play in addressing environmental challenges.
Further information

INVESTMENT

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

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

Terra Tech
Analog Devices
Schneider Electric

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

More about our products and solutions

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, upon request, we provide the necessary information to understand the sustainability profile of our Quality portfolios.
A detailed overview of individual

portfolio ESG profiles and their 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 fill in
your e-mail address and contact details in the form below.

Give us a call

+41 43 222 31 41

Write to us

info@hqam.ch

Visit us

Bahnhofstrasse 3
8808 Pfäffikon SZ

A sustainable partnership for a better future

Find out more about the exclusive cooperation between HQAM and Oliver Heer Ocean Racing, which has led to the development of the HQAM x OHOR Sustainable Quality Portfolio.
Learn more

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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