Overview
In a world increasingly driven by diminishing resources, Aquillian identifies investment opportunities that deliver superior financial returns by enabling resource efficiency and enhanced sustainability.
Water
Unlike any other commodity, water has no substitute regardless of price. Huge efficiency gains in water distribution, treatment, use, and reuse must be made to address the growing imbalance between water supply and demand in both developed and developing economies.
Investment Themes
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Aquillian specializes in the investment areas in which the pursuit of sustainability confers competitive advantage to businesses: lowering costs, reducing liability, increasing productivity, accessing new markets, improving employee retention, strengthening customer loyalty, and enhancing brand image.
There is increasing market demand for products and technologies that provide cost-effective solutions for achieving resource efficiency. Further, the development of profitable and well-run businesses is the best means of achieving scale, and hence the positive impact of sustainability.
At the same time, the Aquillian team relies on a healthy skepticism to sort through the flood of ideas in the marketplace. We are not easily seduced by claims of revolutionary technologies, but rather take a pragmatic view based on real industry pain points, inefficiencies, funding flows, and demand.
Our analysis has resulted in identifying the below sectors as having the greatest potential to generate superior returns in a prudently allocated and well diversified portfolio.