The importance of Clean Tech can not be overstated.

In a world with a growing population, particularly in the developing world, desiring a higher standard of living with the associated increase in energy and water consumption, limited resources are already being stretched.

Clean Tech in many of its forms supplies cost effective solutions to these pressing and hugely important problems.

Alex Tsenetis

Partner

Doing MORE with LESS

In the last 5 years Odyssey Green Planet has delivered the following:

 

  • Exceptional returns Clean Tech; outperforming regular Long/Short Equity Funds (*)
  • Agnostic approach; investing in both low and high tech industries
  • Aligned with the United Nations Sustainable Development Goals
  • Produced clear and detailed annual Impact Reports using Bloomberg Data
  • Has a fully Decarbonised portfolio and robust exclusionary lists

(*) Barclay Long/Short Equity Index

Transparency has to be at the core of any Sustainable, Impactful, and Socially Responsible endeavour.

Companies have to behave as advertised and when they do not investors need to have a reliable source to inform them that said companies have become unwelcome.

Only an active Liquid Alternative is sufficiently dynamic to rapidly exclude companies who have strayed outside their own, or societies, moral boundaries.

Over the last 5 years we have endeavoured to maintain the highest standards of exclusionary lists, combining our in house research with that of some of the most respected and proactive Pension Funds in the world.

Elena Gebhardt

Compliance / Regulatory and Sustainability

Marcello Bugnoli

Portfolio Manager

Smart cities and the large scale deployment of environmentally aware systems are giving governments and industry much better data.  

As a Meteorologist I have kept a keen eye on technologies and processes which drive local and regional control systems.

Organic products are clear direct beneficiaries where technology has increased yields previously lost to pests.

Soon buildings will receive highly granular weather information enabling the smart control of heating and cooling, which not only delivers economic benefits but also higher dweller comfort.

Odyssey Green Planet strategy

Odyssey Green Planet Fund is an environmental impact fund.

The companies in which we invest all are involved in making environment in which we live a better place.

We do this by investing in companies who apply technology, sell services or operate infrastructure that positively impacts the environment.

We subscribe to GIIN definitions of impact investing

Impact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return.

Impact investments can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending on investors’ strategic goals.

Impact of a 10 million dollar investment in the Fund

Net CO2 Emissions

Avoided 258 tCO2

Renewable energy

Generated 581 MWh

Water provided/saved or treated

12,000 megalitres

Materials recovered/waste treated

25,444 tonnes

Technology can be applied to lessen our impact on the environment and improve the standards of living for society at the same time.

Energy Efficiency

Renewable Energy

Clean Water & Waste

The fund’s Themes can be split into core theses and enabling technologies. The core themes are driven by structural and societal demands. The enabling technologies are those ancillary technologies that allow and enhance the core themes.
Internet of Things

Cloud Computing

Lightweight Materials

Aligned with 12 out of 17 UN Sustainability Goals  

Impact in Thematic Context

Organic Food

Is energy efficient by its very nature, produce moves no more than 40km from where its grown to where it is sold, a truly energy efficient process.

It also has a low environmental impact as it does not use artificial fertilizers or pesticides.

We invest in the largest retailers of certified organic foods.

Water Treatment

Population growth, especially urban, puts ever greater pressure on water supplies but it also makes significant demands on waste management and pollution control.

Water Treatment and Sanitation are vital components for the health of a growing population.

Sanitation

As growing urban spaces encroach on agricultural and industrial land the need for effective and sustainable waste treatment is essential.

This proximity adds new complications and demands, which is why we invest both in residential and industrial waste companies.

UN SDG 2: “It is time to rethink how we grow, share and consume our food.”

UN SDG 3: “Ensuring healthy lives and promoting the well-being for all at all ages is essential to sustainable development.”

UN SDG 6: “Clean, accessible water for all is an essential part of the world we want to live in.”

Clean Energy

We invest across the entire value chain of renewable energy, from companies generating renewable energy to those supplying the equipment.

Those will include manufacturers of specialist components which increase the efficiency of existing renewable energy systems.

No Child Labour

Our extensive Exclusionary list ensures that we do not invest in companies who are directly or indirectly involved or benefit from child labour.

We also do not invest in companies with poor employment records such as salaries below minimum wages.

Industrial Control

Industrial control systems and 3D printing allow manufacturers to use materials far more efficiently and minimise waste.

The efficient use of materials also leads to a far more efficient supply chain as fewer materials need to be transported to manufacturing sites and less waste is produced. This directly lowers energy usage and carbon emissions.

UN SDG 7: “Sustainable energy is opportunity – it transforms lives, economies and the planet.”

UN SDG 8: “conditions that allow people to have quality jobs that stimuate the economy”

UN SDG 9: “Build resilient infrastructure, promote sustainable industrialization and foster innovation.”

Internet of Things

The cornerstone of the future and sustainability in built environments is the Internet of Things.

Embedded sensors coupled with smart data enables cities to better manage their resources.

From waste collection to traffic and disaster response. Its all about doing more with less.

More with Less

Throughout the fund we focus on recycling.

This can be a simple as metal recycling but can also include the scavenging of waste heat to generate energy (cogeneration).

Cogeneration is particularly popular with companies in the chemical and manufacturing industries

Exclude Polluters

Within our exclusionary list we identify companies that are major polluters, in particular firms that are involved in the mining and burning of coal.

Any company that derives more than 30% of its income from coal or a coal derived business that results in CO2 emissions is removed.

UN SDG 11: “Make cities inclusive, safe, resilient and sustainable”

UN SDG 12: “Sustainable consumption and production  aims at “doing more and better with less,”

UN SDG 13: “But climate change is a global challenge that does not respect national borders. Emissions anywhere affect people everywhere.”

Clean Oceans

We invest in companies that clean coastal environments such as harbours and beaches.

Furthermore we invest in companies that manufacture carbon scrubbers which lessen acid rain and consequently lower ocean acidity.

Forestry

Through our investments in forestry we ensure that large tracts of land, over 5 million hectares, are logged in a sustainable and environ-mentally sound manner.

No Weapons

Our extensive global Exclusionary list ensures that we do not invest in companies involved in the design, development and manufacture of nuclear weapons.

Furthermore we don’t invest in manufacturers of cluster munitions and anti-personnel mines.

UN SDG 14: “Our rainwater, drinking water, weather, climate, coastlines, much of our food, and even the oxygen in the air we breathe, are all ultimately provided and regulated by the sea. ”

UN SDG 15: “Sustainably manage forests, combat desertification, halt and reverse land degradation, halt biodiversity loss”

UN SDG 16: “Promote just, peaceful and inclusive societies.”

Transparency of Data

Since our 2016 report we have noted that quantity of publicly available data produced by the companies themselves has decreased.

We attribute this to a shift in our portfolio where we are more invested in mid and small cap (market cap between 250 million and 5 billion dollars) companies.

This means that in many cases we have had to extrapolate data from companies in similar business segments within the same geographic region.

We believe that this lack of reporting is due to the perceived additional cost as well as the fact that some of the reporting is industry specific. 

No change is shown since 2016 as it is the first year we are using these specific metrics.

Net CO2 Emissions Avoided 32% of portfolio reported
Water provided/saved or treated 3% of portfolio reported
Renewable energy generated 16% of portfolio reported
Materials recovered/waste treated 23% of portfolio reported

Portfolio Composition

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