Turning Points interviews Jamie Padkin, Senior Analyst from Osmosis Investment Management

Listen to why Resource Efficient portfolios in less efficient markets make a compelling investment case

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. 

Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.

Episode description
Today, we are joined by Jamie Padkin, Senior Analyst from Osmosis Investment Management. In this episode, Jamie contrasts the levels of corporate disclosure underpinning Osmosis’ proprietary Model of Resource Efficiency (MoRE) signal across geographies and industry sectors in emerging markets compared with developed markets, and what this means for portfolio construction. Jamie also discusses how Osmosis’ research process navigates macro themes and heightened volatility in emerging markets and why Resource Efficient portfolios in less efficient markets are a compelling investment case going forward.

The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.

Osmosis Investment Management
Osmosis IM manages developed market equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their sector peers. Osmosis believes that forward-thinking companies that take a proactive approach to a more sustainable future deliver greater value to their shareholders. 

Osmosis manages Core and active, low volatility, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios. Osmosis was established in the UK in 2009, launched its first ‘environmental’ fund in 2010 and started managing the first of the MoRE strategies in late 2011. Osmosis has only recently begun to actively market its products and services to a broad institutional and sophisticated investor audience. Assets under management have grown to over US$16bn currently.  

Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.  

For more information on Osmosis Investment Management and their suite of resource efficient strategies, please contact Clearway Capital Solutions: 

 www.clearwaycapital.com.au  

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au