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Why would you add clean energy to a portfolio?
 Attractive Investment Thesis
 | The world is responding with $$$ |
 | Supply constraints given forecasted demand |
 | Concerns over dependence on imported energy |
 Massive Stimulus spending supports long term mega-trend
 Portfolio management expertise can add considerable incremental return in this dynamic area.  Clean Energy theme is often absent in Canadian portfolios.
- Need to have a global perspective and knowledge base
- Canadian portfolios are biased to Canadian equities
- Limited depth and diversity of publicly-listed Canadian companies in theme
- Our Fund's portfolio manager, Pictet, has been managing investments since 1805
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