Regnan, the specialist sustainable and impact investing brand of J O Hambro Capital Management (JOHCM), is launching the Regnan Global Mobility and Logistics Fund.
The Irish domiciled OEIC will be managed by Bertrand Lecourt and Saurabh Sharma as part of the growing thematic range that includes the Regnan Water and Waste Fund, launched in September 2021.
The aim of the fund is to generate capital growth over rolling 5-year periods by investing in a diversified portfolio of companies in the mobility and logistics universe,. This will include original equipment manufacturers to components, systems, distributors, infrastructure and related technology.
The company says that peers in the space “place a narrow focus on alternative fuels and automation but this fund will invest across the mobility and logistics value chain, targeting the changing shape of global supply chains, the modernisation of transport infrastructure, the transition to new fuels and to innovations improving efficiencies in moving goods and people.”
The fund will take a bottom-up approach, seeking above-market growth prospects while remaining focused on revenue, earnings, cash flow and balance sheets to construct a portfolio of 35—50 stocks. The fund will offer investors a distinctive return profile drawn from ‘real world’ sectors.
Bertrand Lecourt, head of Thematic Investments Strategies, said: “I am proud and excited to launch the Regnan Global Mobility and Logistics Fund with Saurabh alongside the highly experienced and dynamic Regnan sustainable team, especially after our success with the Regnan Water and Waste Fund over the past two years.
“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.”
