The Hermes Impact Opportunities Fund is a high-conviction global equity strategy with a bold objective. It aims to generate long-term outperformance by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change that addresses the underserved needs of society and the environment. In this way, it focuses on tomorrow’s leading companies, today.
In our Q2 Impact Report, we explain how two portfolio holdings – a global logistics company and a European bank – are generating positive social and environmental changes that support the delivery of the United Nations Sustainable Development Goals. We also introduce a new theme to help inform our stock selection: food security, which addresses the need to ensure productive farmlands for current and future generations.