The Solanas ESG Sustainability UCITS Fund is a low net L/S Equity strategy with an absolute return focus that deploys capital primarily across alternative energy, sustainable resources, energy efficiency and technology, mobility, water infrastructure, vertical farming, and recycling companies through a fundamental bottom-up approach, combined with a top-down macro view. 

The strategy seeks to capitalize on the secular shift towards a low carbon economy and investments in sustainable resources in a L/S format. The strategy leverages an experienced team with a successful 12-year track record of pursuing a strategy that focuses on Environmental, Social and Governance (“ESG”) considerations, combined with the infrastructure of the Leucadia Asset Management platform (“LAM”).

The Solanas ESG Sustainability UCITS Fund launched on June 28, 2021 with seed capital from LAM, to run pari passu with the Solanas ESG Sustainability main strategy. The UCITS strategy seeks to diversify its portfolio by investing across alternative energy, efficiency, and sustainable resources sub-sectors on a global scale. The UCITS Fund utilizes proprietary ESG screens that leverage in-house long-term knowledge as well as institutional data and third-party carbon intensity data providers.

KEY POINTS

The Solanas ESG Sustainability UCITS Fund

01

Long-term track record – The Solanas team has employed an ESG alternative energy and sustainable resources investment strategy for over 12 years.

 

 

02

Structural and Secular Tailwinds - The themes of Sustainability, Energy Transition and Efficiency are poised to remain at the forefront of investors, consumers and policymakers’ minds, which Solanas believes will create tailwinds for the strategy.

03

Technical understanding of the value chain – Solanas has significant experience analyzing cost structures, supply/demand dynamics, and regulatory requirements that are important to understand when investing in ESG sub-sectors.

04

Intensive investment process – Solanas pursues intensive bottom-up, fundamental analysis when analyzing potential investments, which it believes is a key differentiator versus passive strategies. The team is constantly evaluating new business models and adapting as disruptive technologies emerge.

Terms and Conditions Apply

Read the disclaimer

Waystone Investment Management (IE) Limited, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.

MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.

The Manager of MontLake UCITS Platform ICAV is Waystone Fund Management (IE) Limited, a company regulated by the Central Bank of Ireland. 

This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.

Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.

The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.

Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.

Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.

The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.

A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.

The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.