risks.

The following risks may be materially relevant but may not always be adequately captured by the summary risk indicator and may cause additional loss: Concentration risk, Emerging market risk and Active management risk. Sustainability risks may lead to a significant deterioration in the financial profile, profitability or reputation of an underlying investment and may therefore have a significant impact on its market price or liquidity. The environmental, social, and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.

Circular Economy

Harnessing the regenerative power of nature


From bio and performance materials, circular brands, waste management, through to smart packaging – we invest in companies embracing the many systems changes within materials.

Please note before 1 May 2023, the fund was previously named as LO Funds – Natural Capital.

1 World Economic Forum, ‘Nature risk rising’ report, January 2020. Other sources : LOIM Research projections.

Nature is the most productive asset of the global economy. Our current, linear economic model is dangerously depleting this resource, despite its regenerative nature. However, powerful forces, enabled by policy, technology and innovation, are now pushing for this linear model to evolve into a new circular economy that is harnessing the power of nature on the one hand and preserving it on the other.

our strategy.

Circular Economy1 gives investors the opportunity to benefit from the growth potential of companies that are harnessing the productive and regenerative power of nature via the circular bioeconomy, and from the need to preserve natural capital by transitioning to leaner forms of industry.

 

portfolio characteristics.

philosophy.

Our investment philosophy starts with our investment roadmaps.

These begin with an analysis of scientific principles that are driving a cleantech revolution, providing a structured way to forecast the impact that the environmental transition has on profit-pool shifts.

We seek to understand the policy environment that supports various system changes, the technological and economic viability for specific innovations and the consumer behaviour changes further driving potential shifts in profit-pools.

For each system change, our inhouse team works with specialized consultants and experts as well as the University of Oxford to create economic and financial forecasts for specific clusters. For example, we look at how biomaterials are replacing plastics as a result of the materials system transformations.

 

Source: LOIM Research. For illustrative purposes only. There is no guarantee that a target objective will be reached (not an accurate indicator).

the market opportunity.

We see four key investable revolutions made possible by innovation, technology and digitalization, further reinforced by government policies globally.

our themes explored.

why us?

investment process.

investment team.

LOcom_AuthorsAM-Donets.png
Alina Donets
Lead PM Circular Economy,
Lead PM Biodiversity

LOcom_AuthorsAM-Rabattu.png
Didier Rabattu
Co-Lead PM,
Equity CIO

LOcom-AuthorsAM-Menges.png

Pascal Menges
Head of Macro & Investment
Process

LOcom-AuthorsAM-Walsh.png
Conor Walsh
Co-PM Circular Economy,
Lead PM New Food Systems

 

LOcom_AuthorsAM-Udall.png LOcom-AuthorsAM-Burke-Smith.png LOcom_AuthorsAM-Nguyen.png
Paul Udall
Co-Lead PM
Planetary transition
Peter Burke-Smith
Co-PM
Planetary transition
Thuy-Mai Nguyen
Macro & Investment Process

 

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insights.

LOIM Circular Economy: three years of investing in the power of nature
investment viewpoints Institutional
investment viewpoints Institutional Equities Circular Economy

LOIM Circular Economy: three years of investing in the power of nature

This anniversary insight assesses the performance of the strategy since inception, current growth drivers in its universe and the growth outlook for the investment themes.

COP28: delivering on food, nature and energy
investment viewpoints Institutional
investment viewpoints Institutional Planetary Transition Sustainable Circular Economy Future Electrification New Food Systems TNZ equities

COP28: delivering on food, nature and energy

Our key takeaways from COP28 include significant agreements on nature, food and energy systems, plus insights from Lombard Odier’s re-NATURE hub.

Transition investing for today’s economic revolution
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Equities Circular Economy Future Electrification Planetary Transition New Food Systems

Transition investing for today’s economic revolution

Energy, land and oceans, and materials systems are being revolutionised, bringing sustainable solutions to mass markets. Forward-thinking investors should assess the potential opportunities.

Biodiversity investment case study: Innovative urbanisation
investment viewpoints Circular Economy

Biodiversity investment case study: innovative urbanisation

In this case study, we discuss the innovative ways that cities are integrating nature into the built environment and helping to protect biodiversity.  

 An entry point for sustainable SMID caps?
investment viewpoints Institutional
investment viewpoints Institutional Circular Economy Sustainability Wholesale

An entry point for sustainable SMID caps?

SMID valuations present an attractive entry point for investors. These companies also look set to benefit from a range of new government priorities.

How fungi and lizards help the economy
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Sustainable Circular Economy

How fungi and lizards help the economy

With biodiversity in focus at COP15, we explore nature's economic relevance, showing how a variety of industries depend on a thriving natural world.

important information.

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