Inception Date: 2019

Portfolio Manager

Lead Portfolio Manager: Alex Rowe


The strategy focuses on companies that the team believes can have the greatest total positive impact on society, with a strong bias towards investing in high quality businesses trading below intrinsic value, while avoiding companies that have a clear negative impact on our planet and society. The team’s stock selection process combines its proprietary ‘Total Stakeholder Impact’ framework and UN Sustainable Development Goals analysis.


  • Separately Managed Accounts

Nomura Asset Management U.S.A. Inc. (“NAM-USA”) is part of the NAM Group. NAM-USA will delegate investment discretion and trading authority to one or more of its affiliates for all client accounts. The investment philosophies, strategies and teams described herein are those of a NAM-USA affiliate. This website is a general communication. It is being provided for information purposes only, and is subject to change without notice. Nothing herein is intended to constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Any examples used in this material are generic, hypothetical and for illustration purposes only. The views and strategies described may not be suitable for all investors. Investing involves risk.