Munro launches Climate Change Leaders Fund

3 November 2021
| By Liam Cormican |
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Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund to provide Australian investors with the opportunity to invest in the decarbonised green economy.

The Australian managed fund would focus on creating a portfolio of companies that would be best positioned to benefit from decarbonisation structural change.

Nick Griffin, Munro Partners founding partner and chief investment officer, said: “The Munro Climate Change Leaders Fund allows Australian investors to focus on one of the most important economic and societal trends today and to invest in support of the drive to a zero-carbon economy.

“We see climate as the biggest opportunity since the internet and we believe we are just at the beginning of the next big S-curve – a sustainable decades-long growth trend. We aim to find those companies that are best positioned to win during this great global transition of decarbonisation.”

The fund would be co-led by Griffin and James Tsinidis, partner and portfolio manager.

The fund would focus on four sub-trends of interest including:

  • Clean energy: Companies at the forefront of renewable energy generation covering wind, solar and renewable diesel;
  • Clean transport: Companies benefiting from the growth of electric vehicles, battery technology and alternative transportation;
  • Energy efficiency: Companies at the forefront of insulation products, electrical switches, lighting and metering technology; and
  • Circular economy: Companies most likely to benefit from efforts to improve recycling, alternative packaging materials and management of wastewater.

GSFM would be the responsible entity and distributor of the Munro Climate Change Leaders Fund in the Australian and New Zealand markets.

GSFM chief executive officer, Damien McIntyre said: “The team at Munro Partners has a 15-year solid track record of picking innovative investments and fast-growing companies throughout the world.

“They are skilled at identifying industries at the beginning of their s-curve and have outperformed over multiple market cycles. I’m confident that they will deliver on green decarbonising investments, and they have a track record in this space.”

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