Regnan, the sustainable and impact investing brand of JO Hambro Capital Management, has launched an Irish-domiciled Global Mobility and Logistics fund.
The objective of the fund is to achieve capital growth over consecutive five-year periods through investments in various facets of mobility and logistics enterprises. This encompasses a broad spectrum, ranging from original equipment manufacturers, components, systems, distributors, and infrastructure to associated technology. The fund will additionally focus on global supply chains, the upgrading of transportation infrastructure, the shift to new fuels, and innovations that enhance efficiency. The fund's strategy involves a bottom-up approach, aiming to construct a portfolio comprising 35 to 50 carefully selected stocks.