GCA Sustainable Growth Fund
We invest in the public equities of companies in
developed markets that are solving constraints around
energy, food and water, and using these resources in
a more sustainable manner.
Transmission and Distribution
We utilize deep fundamental research and a value-chain driven approach to generate investment ideas. In many cases, there are constraints and excesses across these value chains and the companies and management teams in which we invest are the likely beneficiaries. We are long-term investors and our investment decisions are based upon a superior depth of knowledge in the sectors we cover, as well as sound financial and cash flow analysis to assess valuation. Our best performing ideas are value stocks with a catalyst, but we maintain flexibility and are willing to be early if necessary.
We seek to understand markets and opportunities ahead of our investment peers, and our public investing experience in Sustainable Infrastructure since the mid-1990s establishes our long-term commitment to the sector. We apply rigorous financial modeling and a forward-thinking methodology to find the best investment opportunities in Sustainable Infrastructure that we believe will provide superior risk-adjusted investment returns to our partners.