- The electric vehicle (EV) market has the potential to deliver strong growth and long-term outperformance both in terms of financial returns and driving sustainable change.
- Companies that provide key components to the auto industry and boast significant market share can provide a compelling way to gain indirect exposure to the market. We prefer to focus on suppliers developing products that we believe will prove integral to the electric-powered, self-driving vehicles of the future.
- In this report, we look at three holdings that highlight this ‘indirect play’ on the EV theme: Epiroc, Sika Group, and Soitec, as well as charting our engagement progress and SDG alignment.
To find out more about our Sustainable Europe and Europe ex-UK strategies, please visit our website.
For further insights from our European Equities team, please watch our ‘Meet the Manager’ video profile.