Why Impact Investment?
Our investment strategy is meticulously designed to identify and capitalize on long-term growth opportunities by systematically narrowing our focus from broad market trends and disruptive forces to high-conviction individual assets. This approach allows us to effectively invest in technologies poised to outperform the market, driven by deep consumer trends, evolving regulations, social shifts, and scientific breakthroughs.
Stock Selection: High-conviction Quality
Our investment philosophy centers on Quality Investing – the conviction that companies with established superior fundamental characteristics are positioned to outgrow the market over the long term.
What Defines Quality for Us:
- Durable Competitive Advantages: Hard-to-replicate business models and unique moat positions.
- Attractive Market Dynamics: Operating within expanding or underpenetrated, protected markets with high barriers to entry and/or significant customer switching costs.
- Exceptional Leadership: Proven management teams driving strategic vision.
- Financial Strength: Strong current profitability or clear potential for exponential operating leverage, coupled with the ability to internally fund future growth.
Clear Skies client’s contribution to impact is through capital allocation. We employ a disciplined, global approach combining financial modeling and rigorous fundamental analysis to identify these impactful quality companies and assess their relative valuation. We commit to capture sustained growth while navigating inevitable short-term market fluctuations.
The Impact investor’s contribution is channelled through an accompaniment of the investee in its Impact journey.
Dialogue: See our commitment to stewardship principles here.
Proxy Voting:
To strengthen our capabilities in extra-financial strategic services aligned with sustainability risks and opportunities, we have forged a valuable partnership with “Groupe Investissement Responsable (GIR),” a renowned leader in Canada. In line with our adopted proxy policy, Clear Skies ensures that our voting decisions are aligned with the guidelines set forth by the Shareholders Association for Research and Education (SHARE).
See a review of our voting decisions here.
Responsible exits
Top-down Thematic Exposure
Our Investment Framework begins with a top-down thematic exposure, allowing us to narrow down the broad investible universe to target global solutions.
The 5 themes are:
- Sustainable Energy and Climate Action
- Shared Prosperity
- Preserving the Planet
- Smart and Resilient Infrastructure
- Fundamental Human Needs
Sustainable Energy and Climate Action
Investing in innovations driving the global energy transition and environmental sustainability.
Key Technologies:
- Advanced Solar Photovoltaics (PV)
- Wind Turbine Technology (Onshore & Offshore)
- Battery Storage Solutions (Li-ion, Solid-state)
- Carbon Capture, Utilization, and Storage (CCUS)
- Hydrogen Production & Fuel Cells
- Smart Grid Infrastructure
Shared Prosperity
Investing in businesses and innovations that foster equitable growth, enhance social well-being, and broaden access to opportunities for all segments of society.
Key Technologies:
- Inclusive FinTech Solutions (Microfinance, Digital Wallets)
- EdTech for Skill Development & Accessibility
- Affordable & Sustainable Housing Technologies
- Circular Economy Solutions & Waste Reduction
Preserving the Planet
Investing in solutions that protect and restore natural ecosystems, promote biodiversity, and mitigate environmental degradation.
Key Technologies:
- Sustainable Agriculture & Food Systems
- Water Conservation & Management Technologies
- Waste-to-Value & Recycling Innovations
- Ecosystem Restoration & Reforestation Solutions
- Pollution Control & Remediation Technologies
- Pest Control
Smart and Resilient Infrastructure
Focusing on companies at the forefront of watertech, digital Infrastructure, automation, and the digitalization of industries.
Key Technologies:
- Measurement & Control
- Cloud Computing Infrastructure & Services
- Cybersecurity Solutions
- Robotics & Industrial Automation
- Data Analytics & Business Intelligence Tools
- Water Treatment
Fundamental Human Needs
Targeting breakthroughs in medical science, biotechnology, and healthcare delivery that address critical global health challenges.
Key Technologies:
- Gene Editing (CRISPR) & Cell Therapies
- mRNA Vaccine Technology
- Precision Medicine & Diagnostics
- Telemedicine & Digital Health Platforms
- Medical Robotics & AI-assisted Surgery
- Drug Discovery & Development Platforms
We Use Impact Investing to Harness Value for You
The Clear Skies Top-Down Thematic Exposure is intentionally driven by the United Nations Sustainable Development Goals (SDGs). These goals allow our team to review target level and indicator level decisions when identifying positive or negative impact and to identify impact measurement baselines.
We currently offer Four Impact Funds with different asset strategies. Click to Explore.
IMPACT RADAR
Clear Skies has developed an Impact Radar which is able to use various levers to customize an impact screen based on specific targets and themes. Used at the sourcing stage, the technology creates algorithm-based recommendations to increase efficiency in identifying impactful companies.
