We currently hold 59 stocks in the WHEB Sustainability strategy. But when we meet existing or potential investors, the stock that most often comes up is one we don’t own. That stock is Tesla, the revolutionary American maker of electric cars.
WHEB’s 2018 Annual Investor Conference was held at the RSA on 21st June 2018. For those that couldn’t join us, we have combined the audio and slides from the conference and uploaded them to watch here. Please follow the links below to see the presentations.
We are proud of the Impact Reports we have published over the last few years, but we thought it was time to do something different for the fourth edition. Read more …
Health is one of the two largest themes that the FP WHEB Sustainability Fund invests in. We currently have nearly 23% of the fund invested in healthcare companies and structurally the fund is Read more …
At this year’s Annual Investor Conference, we wanted to bring to life the types of companies we invest in and how we engage with them. Austrian company Lenzing joined us to tell us more about what they do and to discuss an issue they had with pollution in one of their Asian facilities.
Weather news in the era of climate change has become somewhat boring. It’s a relentless procession of new record high global temperatures. And as a result, a noisy accompaniment of other records. Heaviest rainfall, strongest winds, largest storms… the list goes on.
In the depths of February two of us went on a research trip to a logistics trade fair. One of the presenters held up a small pineapple from the Caribbean. He marvelled that it was available on UK supermarket shelves for £1. The cost just for sending it as an individual item, he said, would have been over £5.
We expanded our Wellbeing theme this month with an investment in Tivity Health.
Tivity is an American company with a profound positive impact. It provides fitness programs for the individuals covered by its insurance company customers. It designs good courses and encourages the individuals to stick with them. This has a measurably positive impact on their health.
When a smaller holding is our top monthly performer, there is often more than one story to tell. In April, China Longyuan achieved this distinction. And sure enough, there are lots of factors to its rise.
It is nearing five years since we opened our investment in Smurfit Kappa. Listed in Dublin (and now also London), it is one of the world’s leading packaging companies. The 46,000 Smurfit Kappa employees produce 34,000 cardboard boxes every minute.