KBI Water Fund is a high conviction, global, long-only equity portfolio that taps into the potential of companies from the water sector.
Water is a key resource and growing demand from a rapidly-expanding global population, coupled with an unrelenting requirement from industry and agriculture, has focused the worlds’ attention on how these scarce water resources are managed.
The fund invests in 35-50 publicly traded companies, providing value-added solutions to meet this vital and growing need for water.
1. Long-term growth drivers*
There is no substitute for water, while water consumption keeps rising.
Stricter global regulations are leading to massive investment (estimated more than USD11.7trn by 2030)
2. A USD 500 billion market centered around three sectors:
Utilities (supply and distribution).
Infrastructure (pipes, irrigation, etc.)
Technology (purification, destination, etc.).
3. Innovative, value-generating companies
The water sector is linked to many different industries and drives technological innovation with the arrival of newcomers.
The market has undergone considerable restructuring which has seen the emergence of solid, sustainable companies.
*Sector growth does not necessarily entail the growth of companies in the which the fund is invested