Considering positive investment themes when making investment decisions is important at Castlefield. We believe responsible business practices, along with sustainable products and services, will allow companies to produce better investment returns over the long term.
Our ten positive themes provide a framework for assessing the positive credentials of any individual investment.
Below are a few example holdings to demonstrate how these positive themes works in practice. You can filter the results to see which sustainable theme investments contribute to and click through for more information on the stock.
Medica
Medica is the market leader in the UK and Ireland in teleradiology. Teleradiology involves the transmission and display of radiological images, such as CT scans and X-Rays, to a different location to the clinical setting in which the image was taken.
Medica, whose shares we hold in our CFP Castlefield Sustainable UK Smaller Companies Fund, is the market leader in the UK and Ireland in teleradiology. Teleradiology involves the transmission and display of radiological images, such as CT scans and X-Rays, to a different location to the clinical setting in which the image was taken. The company, which began life in 2004 as a small business above a flower shop, now has a global network of over 450 GMC-registered radiology professionals who review and report back on Plain Film X-Rays, CT scans and MRI scans to offer diagnostic support to clinicians working in around 100 NHS Trusts as well as in private healthcare facilities. Medica’s mission is to support doctors and the NHS in providing better outcomes for patients.
Inspiration Healthcare
Inspiration Healthcare Group plc is a global supplier of medical technology for critical care, operating theatre and home healthcare applications. A fully integrated medical technology company with a focus on the neonatal intensive care market.
1 in 10 babies are born prematurely. Inspiration Healthcare aims to become the largest neonatal provider in the U.K.
Some of the company’s positive values and successes are as follows:
Vestas Wind Systems
Denmark’s Vestas Wind Systems, design, manufacture, install, and service wind turbines across the globe. They are the world's largest manufacturer and producer of wind turbines.
Founded at the end of the nineteenth century, Vestas has undergone transitions and perilous times. Even since its listing in 1998, the company has had to innovate to keep itself ahead and prove itself in a fast-moving market where upstream fossil fuels have carried much political capital and, to be blunt, jobs and votes. This ability to innovate has stood Vestas in good stead and we continue to believe in the company’s ability to make a meaningful contribution to our investors’ returns.
Croda International
Croda creates, makes and sells speciality chemicals that deliver real benefits to a range of diverse products including health and beauty, engine lubricants, plastics and many more.
Croda take pride in their ‘restorative strategy’. They aim to give back more than they take away and the company’s aims are to be climate, land and people positive by 2030.
Between 2015 and 2020, the company made good progress against six of their sustainability targets. Some achievements during this period were improving energy intensity and ensuring 85% of palm derivatives are now sustainable. In addition, one quarter of the fuel used is now from non-fossil sources. This is a huge achievement and positive ESG story for a company in the chemical industry.
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