JO Hambro's Regnan launches mobility and logistics equity fund
The fund aims to generate capital growth over rolling five-year periods by investing in mobility and logistics companies.
The strategy, managed by Bertrand Lecourt and Saurabh Sharma, will be part of the thematic range that includes the Regnan Water and Waste fund, which launched in September 2021.
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The fund aims to generate capital growth over rolling five-year periods by investing in mobility and logistics companies, from original equipment manufacturers to components, systems, distributors, infrastructure and related technology.
It will also target global supply chains, the modernisation of transport infrastructure, the transition to new fuels and efficiency boosting innovations. A bottom-up approach will be implemented to construct a portfolio of 35 to 50 stocks.
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Bertrand Lecourt, head of thematic investment strategies, said: «Our focus is to deliver compelling returns by investing in companies with sustainable business models, high quality management, strong balance sheets and with histories of cash generation within the mobility and logistics universe.»
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