Opportunistic Additions
The
VPI Sustainability Leaders Pool has delivered a 10.9% one-year return and 12.1%
annualized since inception. The portfolio holds 31 companies across 10
countries, remaining focused on businesses solving global challenges,
profitably.
During
the quarter, the portfolio manager used market weakness to add to SAP,
Microsoft, Waste Management, and Veralto. They also added Alcon, a global
leader in eye health. Alcon holds the #1 position in surgical equipment and
eyedrops, addressing significant unmet needs in a largely non-discretionary
category. With aging populations and deteriorating eye health globally, the
company is positioned to benefit from many long-term tailwinds.
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