MIKE SELL

By MIKE SELL

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Investing in Higher ESG Risk companies: The cement case

We believe it is possible and necessary to invest in higher risk segments, so long as the ESG performance is excellent and that the companies show continuous improvement.

We have compared our holdings in Ultratech and Heidelberg Cement with regional and global peers across many ESG factors, to demonstrate where our companies sit relative to global best ESG practice.

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