Positive Investment Themes
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.
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.
The Renewables Infrastructure Group
The Renewables Infrastructure Group has a diversified portfolio of renewables infrastructure that contributes towards a zero-carbon future.
TRIG’s purpose is to generate sustainable returns for its shareholders from a diversified portfolio of renewables infrastructure that contributes towards a zero-carbon future. Predominantly a wind power focused company, it has a small exposure to solar power. TRIG’s renewable energy portfolio is spread across six European countries.
TRIG’s diversified portfolio includes onshore and offshore wind farms and solar parks in the UK and Europe. These assets generate revenues from the sale of electricity and government-backed green benefits.
We believe this company could be very impactful in constructing and operating renewable energy projects across the globe.
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Please download the latest Annual Stewardship Report using the link below.
This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
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