Sustainable Equities

Sustainability and quality

For us, sustainable investing is first and foremost an opportunity for outperformance for two important reasons:

1. Companies with a compelling sustainability strategy often also have more agile management teams that develop more successful business strategies. Successful business strategies lead to outperformance.

2. Companies with an above-average sustainability profile will increasingly benefit from positive capital flows from investors. Higher inflows lead to higher valuations of such companies.

Investments in quality companies

Serafin takes the next decisive step: outperformance results from systematic investment in good companies. Our fundamental stock selection is based on companies that combine outstanding characteristics in 5 dimensions and achieve high values.

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Dr. Gabriel Herrera

Senior Partner
Head Artico Equity Team
+41 (44) 201 40 20

Eylem Cetin-Hansmeyer

Director Sales
+49 (69) 950 643 012

Awards

How do we combine performance, ESG, and climate targets?

We have developed a very systematic investment approach that combines traditional fundamental analysis with a balanced ESG strategy and a clear decarbonization target. This allows us to systematically combine three objectives simultaneously in one portfolio.

  • Fundamental analysis: Classic criteria of fundamental analysis
  • ESG selection: Exclusion of the most controversial companies and sectors concerning ESG
  • Decarbonization targets: Portfolio construction with a explicit decarbonization target

Sustainability recognition

In our implementation, we focus on quality companies with solid growth profiles and reasonable valuations. Excessively strict exclusion strategies reduce the opportunities and thus the outperformance potential too much. One-dimensional "best-in-class" approaches to tracking down "sustainability leaders" can lead to distorted sector allocations and ultimately fail because they neglect other key fundamental performance factors. Our systematic selection favors companies with higher and more stable growth rates, with sustainable and above-average profitability, with a healthy balance sheet, and with a more reasonable valuation than others. This results in portfolios with clearly superior fundamental characteristics.

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You would like to invest? Contact our experts

Dr. Gabriel Herrera

Senior Partner
Head Artico Equity Team

Dr. Ulrich Niederer

Senior Investment Advisor, Partner
Artico Equity Team

Michael Brenneis

Investment Manager, Partner
Artico Equity Team

Tero Toivanen, CFA

Senior Investment Advisor, Partner
Artico Equity Team

Eduardas Lazebnyj

Investment Manager
Artico Equity Team

You would like to invest? Contact our experts

Dr. Gabriel Herrera

Senior Partner
Head Artico Equity Team

Dr. Ulrich Niederer

Senior Investment Advisor, Partner
Artico Equity Team

Michael Brenneis

Investment Manager, Partner
Artico Equity Team

Tero Toivanen, CFA

Senior Investment Advisor, Partner
Artico Equity Team

Eduardas Lazebnyj

Investment Manager
Artico Equity Team

Publications

TWO PAGER | ARTICO SUSTAINABLE EMERGING MARKETS

TWO PAGER | ARTICO SUSTAINABLE EMERGING MARKETS

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TWO PAGER | ARTICO SUSTAINABLE EQUITY FUNDS

TWO PAGER | ARTICO SUSTAINABLE EQUITY FUNDS

Download now (PDF)