An innovative, global multi-asset fund investing in established leaders and emerging winners that stand to benefit from the convergence of climate change, population growth and resource scarcity.
The Climate Assets Fund seeks to achieve long term capital appreciation and provide income by multiasset allocation and multi-thematic investment. The Fund invests around the world with a focus on investment opportunities arising from the convergence of climate change, resource scarcity and population shifts.
Cheviot's investment process combines strong disciplines with bespoke, flexible asset allocation and stock selection. Our approach is a combination of 'bottom-up' and 'top-down' analysis. We are not constrained by one particular investment style (such as growth, value etc.) and believe the best returns come from a flexible approach during different economic cycles. We aim to reflect our views on asset class and geographical allocation through the portfolio and support these with conviction ideas within our five investment themes: Energy, Food, Health, Resource Management and Water. To select our holdings we use a combination of quantitative analysis, in-house fundamental research, brokers' research notes and management meetings.