Investing in the Future

The last 18 months will go down in the history of financial markets. Rarely has the turmoil in the stock markets been so dramatic. Nobody knows when the market get back to healthy dynamics. It is therefore particularly interesting, to look behind the scenes of a finance company: The SPG fund has also suffered severely in the financial crisis. The fund managers are, however, convinced that the values will develop develope above average in the near future.

The Sustainable Performance Group anticipates that as the financial market s revive and restore confidence, the issue of sustainability will receive a big boost. The SPG investment strategy is based on the four investment themes of energy, water, healthy living and resource efficiency, which they interpreted as forward-looking megatrends. To concretize this vision of the future following Newsboard sustainable future markets has been drawn to illustrate the importance and economic perspective for these trends.

We show for each of the four topics a concrete company SPG invests in.

• Energy: Yingli Green Energy (Yingli) is one of the largest manufacturers of photovoltaic modules (PV) in China.
• Water: Geberit manufactures sanitary systems and piping systems in seventeen locations in eight countries.
• Health: The Swiss company Sonova is a world leader in the development, manufacture and marketing of hearing aids.
• Area of resource efficiency: The Centrotec Sustainable (Centrotec) based in Brilon (Germany) is one of the leading suppliers of energy efficient building systems.

Transparency
The SPG Group attaches great importance to transparency and dialogue with the investor and actresses. Thus, the site is a treasure trove of files, analysis, company profiles and podcasts. Anyone who listens to regular phone calls with investors feel something of the tense atmosphere that prevails at the time and the «persistent optimism» which prevails among the portfolio managers.