WHEB Asset Management is a specialist investor focused on the opportunities created by the global transition to more sustainable, resource efficient and energy-efficient economies. Its focus is to create long-term value investors through a small number of high-conviction products. It is based in London.
Industry and manufacturing has been slow to develop compelling responses to the challenge of carbon emission reductions - until now, writes Seb Beloe, partner and head of research at WHEB Asset Management.
Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.