DWA Sustainable Equity Strategy
Douglass Winthrop launched the DWA Sustainable Equity Strategy in 2017 for clients who seek exposure to companies that we believe will prosper as the global economy transitions to a low-carbon future and addresses a range of environmental concerns.
Our Sustainable Equity Strategy builds on our five core investment criteria, adding a sixth lens: how companies are positioned for environmental opportunity and risk.
For this strategy, we focus on businesses
- That strengthen our core criteria through environmental advantage
- That provide solutions to growing environmental challenges
- Whose environmental performance reinforces durability, efficiency, or long-term competitiveness
- That generate meaningful and expanding revenue from products and services tied to energy, food, water, and broader ecological and climate-related needs
Our thesis is that environmental opportunities and risks are not yet fully priced by the markets, creating an opportunity for our deep focus on these factors to enhance long-term shareholder value creation.
Links & Resources
Our Core Investment Criteria
Sustainable competitive advantages
Strong balance sheets that provide financial flexibility
Ample reinvestment opportunities
Shareholder-oriented management teams
Attractive valuations
