Sustainable
Global Equity
Investing in attractive companies whose products, operations and activities help create a more sustainable future.
Reasons to invest
Connect performance with positive outcomes for people, the planet and investors
Focus on companies leading the global sustainability transition
Target profitable businesses capitalising on underappreciated long-term change
Access skilled stock-picking, thematic investing and world-leading engagement teams
Benefit from innovative, proprietary ESG analysis that delves deeper than mainstream ratings
Quick links
Strategy overview
By investing with high conviction in companies leading the sustainability transition, we target financial outperformance and positive outcomes.
Martin Todd, CFA - Portfolio Manager
Why Sustainable Global Equity?
Businesses driving the sustainable transition operate on the right side of social and environmental change and are usually built on strong foundations. They are purposeful, resilient, innovative companies in control of their own destinies – consistently generating cash flow and profits through products, services and activities that help create a better world.
Sustainable investing seeks long-term financial outperformance and social and environment change benefiting current and future generations. By focusing on companies whose activities are aligned with clear themes – including health and wellbeing, inclusivity, efficient and circular production and a thriving natural environment – investors can make a real difference.
Markets can be relatively efficient over the short term, but they struggle to discount positive change over the medium and long term. This means quality businesses helping to improve society and the environment often have better long-term performance prospects than many of the largest stocks in the index today.
How we invest
We apply exclusions to the global equity universe to ensure that companies restricting sustainable outcomes are omitted from the portfolio, and then identify potential investment opportunities aligned with our four key themes of environment, social inclusion, efficiency, and health and wellbeing.
With a fusion of fundamental analysis seeking evidence of business strength, ESG and engagement integration and product impact. We construct proprietary and comprehensive sustainability scores for companies which we believe have greater depth than third-party ESG ratings.
We seek attractive companies where the share price does not reflect the sustainable growth of the business. And with a combination of investment analysis and engagement insights – in collaboration with our stewardship business, EOS at Federated Hermes (‘EOS’) – we ensure that portfolio companies continue to deliver on their financial and sustainability targets.
Investment philosophy
The beliefs driving our investment approach
Investment process
Team
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Martin Todd, CFA Lead Portfolio Manager 16 years' industry experience |
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Ingrid Kukuljan Co-Portfolio Manager 23 years' industry experience |
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Henry Biddle, CFA, FCA Deputy Portfolio Manager 15 years' industry experience |
Supported by
5
Investment Office professionals
13
Responsibility Office professionals
38
EOS at Federated Hermes professionals
Our Purpose
To deliver Sustainable Wealth Creation
Like all our investment capabilities, Federated Hermes Sustainable Global Equity aims to deliver Sustainable Wealth Creation: the generation of wealth through investments that enrich investors, society and the environment over the long term.
Our business provides three equally powerful pathways to achieving this aim. Sustainable Global Equity features in the Sustainable route.
