Web-conference : LO Fonds-TerreNeuve.

investment viewpoints

Web-conference : LO Fonds-TerreNeuve

Investing in the sustainability movement: an alternative approach

 

Webinar replay by Arnaud Langlois, Tuesday 7 May 2019 (20 mns)

Sustainability is the defining principle of today’s world and is a key driver of long-term value creation. Understanding sustainability issues is critical in uncovering both risks and opportunities.

In this live webinar, Arnaud Langlois, Portfolio Manager of our L/S Equity fund with a focus on sustainability, LO Funds–TerreNeuve, will explain how the Fund looks to uncover risks and opportunities by identifying firms that are ill-equipped for the sustainability revolution and those that are well positioned to benefit.

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Arnaud Langlois joined LOIM in February 2018. He is the Portfolio Manager for the TerreNeuve strategy. The UCITS version of this strategy, LO Funds–TerreNeuve, was launched on 4 September 2018.

Since he began his career over 20 years ago, Arnaud Langlois has been a firm believer that sustainability is a driver of long-term returns and has incorporated this notion into his investment approach. Arnaud notably founded and headed the environmental, social and governance research team at JP Morgan.

Arnaud is an authority on the workings of a range of sectors, including consumer staples, discretionary, materials and medical technologies, and has successfully managed L/S Equity portfolios focused on sustainability for Brevan Howard, UBS O'Connor, and Millennium Capital Partners. Arnaud brings the same tried and tested approach he employed during this nine year period to his management of the TerreNeuve strategy.

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