Goodlander Investment Management’s absolute return global decarbonisation listed equity strategy is a powerful example of strong prospective return for less than commensurate risk. The strategy targets 15-25% per annum net, yet possesses defensive characteristics to protect and outperform in market drawdowns.
Commercialisation of global energy transition to low or no carbon energy provides one of the most exciting investment opportunities of our lifetimes. Yet, it is an early stage, dynamic and complex sector, characterised by a lack of coherent research, naivety, and opportunism. This sets up for strong risk-adjusted returns for investors with holistic and deep insight across the decarbonisation ecosystem.
Goodlander is one of the very few portfolio management firms globally to focus exclusively and holistically on companies that are proactively enabling the decarbonisation of the planet.
Lead Portfolio Manager, John Labanowski, possesses an exceptional record evidencing a unique and exciting talent, which substantially underwrites Catallyst’s deep conviction behind this strategy.