Developed Europe
"Developed Europe offers a strong range of industrial, healthcare, and transition-focused companies. The EU policy landscape has also provided clearer long-term support for environmental transition than the United States"
Read more10/09/2026Max Leslie
Corporate bonds
"Corporate bonds allow us to examine the finances & conduct of the identifiable company we are lending to. This provides a clearer line of sight than general government borrowing, although credit & default risks remain important to appropriately evaluate"
Read more10/09/2026Max LeslieHealthcare
"With aging populations across the planet, healthcare investment meets an expanding human need. We favour financially credible companies improving prevention, diagnosis, treatment or access to curative technologies & ongoing care. We always scrutinise a company's pricing, product safety, and real patient outcomes"
Read more10/09/2026Max LeslieEnergy-transition technology
"Renewable power requires technology that can generate, store, manage, and distribute energy. We allocate more to areas such as battery storage, environmentally-conscious grid infrastructure, and energy efficiency, whilst checking every 'green' label thoroughly"
Read more10/09/2026Max LeslieIndustrials sector
"The transition towards a more energy-efficient tomorrow must be physically built. Industrial companies provide the infrastructure, equipment, and engineering needed to improve transport, energy systems, and resource efficiency. Their own environmental & supply-chain impacts must still withstand scrutiny"
Read more10/09/2026Max LeslieGrowth companies
"Many companies advancing healthcare, electrification, and industrial change reinvest today to expand tomorrow. This creates a natural growth tilt. We do not accept growth at any price. Financial strength & core business model valuation still come first"
Read more10/09/2026Max Leslie
