The Caravel Emerging Markets Sustainability Fund
A strictly confidential investment opportunity, The Caravel Emerging Markets Sustainability Fund offers a unique approach to sustainable investing in emerging markets. This fund, not intended for widespread distribution, provides a strategic avenue for investors looking to tap into the potential of emerging markets while prioritizing sustainability and long-term growth.
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The Caravel Emerging Markets Sustainability Fund Strictly Confidential. Not for Distribution
COMPANY SELECTION: INTEGRATING SUSTAINABILITY CRITERIA EM Sustainability Fund INVESTMENT CHARACTERISTICS: INVESTMENT THEMES: CLIMATE CHANGE Clean Energy Energy Efficiency Strong management & robust corporate governance + Water Treatment & Distribution Responsible Irrigation WATER SCARCITY Waste Management Recycling WASTE MANAGEMENT Structural competitive advantage Sustainable Agriculture & Food Production Food Retail FOOD AVAILABILITY + Banking Insurance FinTech FINANCIAL INCLUSION Strong ROIC / Growth compounders EPC Contractors Building Materials INFRASTRUCTURE + Medical Care Pharmaceuticals HEALTH & WELLNESS Cash flow focused / Strong balance sheets Telecom Internet INTERNET & COMMUNICATIONS + Schools Technology EDUCATION Attractive valuations Transmission ELECTRICITY Strictly Confidential | Not for Distribution | 1
COMPANY SELECTION: INTEGRATING SUSTAINABILITY CRITERIA EM Sustainability Fund Full integration of ESG criteria to achieve superior returns Identify companies where sustainability presents an opportunity or mitigates a risk: Brand SUPERIOR Trust GROWTH Competitive Position Emissions ENVIRONMENTAL Resource Intensity Opportunity Waste HIGHER PROFITABILITY Efficiency Employee Productivity and Retention Customers SOCIAL Employees Communities Transparency LOWER COST OF CAPITAL Stakeholder Engagement Costs of Debt Corporate Governance GOVERNANCE Transparency Shareholder Rights Mitigation Regulatory/Litigation Risk COMPLIANCE & RISK MANAGEMENT Risk Product Integrity Community Relations Strictly Confidential | Not for Distribution | 2
COMPANY SELECTION: INTEGRATING SUSTAINABILITY CRITERIA EM Sustainability Fund CORPORATE GOVERNANCE FACTORS CUT ACROSS ALL REGIONS AND SECTORS Board structure & compensation Related party transactions Disclosure & transparency Executive incentives & compensation Shareholder rights & alignment of interests Regulatory environment & compliance AND OTHER MATERIAL SUSTAINABILITY FACTORS VARY BY SECTOR AND COMPANY Banks Airlines Cement Fuel consumption & carbon pricing Financial inclusion Greenhouse gas emissions Responsible lending Labor relations Water usage & efficiency AML & Cyber security Accidents & Safety Waste production & disposal Risk exposure to sensitive sectors Competitive behavior Community relations Customer satisfaction & loyalty Customer satisfaction & loyalty Health & Safety Strictly Confidential | Not for Distribution | 3
