Energy Transition
Renewable generation, grid modernization, and energy efficiency solutions.
Equity Strategy
Sustainable Growth.
An ESG-integrated equity strategy balancing measurable impact with disciplined return and risk objectives.
All Strategies Strategy Architecture
Responsible investing, held to the same capital standard.
The strategy integrates sustainability analysis into business quality, revenue durability, and risk assessment while keeping the Pembrium investment standard intact.
10.8%
5-Year CAGR
0.92
Sharpe Ratio
$3M
Minimum
2018
Inception
Investment Discipline
The mandate, in plain terms.
Sustainable Growth is built on the view that environmental, social, and governance integration can enhance investment analysis when it is connected to real business quality.
The process goes beyond exclusion. A proprietary materiality framework identifies companies where sustainability is a core driver of revenue growth and competitive advantage.
Core Themes
Sustainability translated into business durability.
Circular Economy
Waste reduction, sustainable packaging, and water management technologies.
Health & Wellbeing
Innovative healthcare, food safety, and education technology platforms.
Performance Record
Performance History
Compared with the MSCI ACWI ESG Leaders benchmark.
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +11.5% | +9.8% | +1.7% |
| 1 Year | +13.2% | +11.0% | +2.2% |
| 3 Years Ann. | +8.9% | +7.5% | +1.4% |
| 5 Years Ann. | +10.8% | +9.2% | +1.6% |
| Since Inception | +10.1% | +8.8% | +1.3% |
Operating Standard
Impact remains subordinate to investment discipline.
Sustainability themes are evaluated through cash flow, competitive advantage, valuation, and risk. The result should feel like Pembrium, not an ESG microsite.
- Materiality framework tied to revenue, margin, and risk outcomes
- Company-level ESG review integrated into research memos
- Impact reporting balanced with return and drawdown accountability
IMPORTANT DISCLOSURES: Sustainable investing focuses on companies that demonstrate adherence to environmental, social, and governance practices; therefore the universe of investments may be limited. Future performance is not guaranteed. Impact metrics are based on reported company data and proprietary estimates.