Clean Water
INVESTMENT PORTFOLIO
Why Invest In Clean Water?
This portfolio invests primarily in domestic securities and seeks long term capital appreciation. The portfolio invests in companies working to provide safe and affordable drinking water, and those that develop technologies or manage improvements in water efficiency, intensity, recycling, and sanitation.
THE NEWDAY DIFFERENCE
Real Solutions to Conserve and Protect Water
This portfolio invests in companies that are leaders in water stewardship. They are industry leaders who are reducing their water intensity, protecting water habitats, supporting water conservation efforts, and developing technologies that more effectively measure and control water resources.
Attention to Innovation
A healthy ocean is one where water plays a critical role in nearly every business in the world. We expect that the next wave of leading technology companies will be innovators in water. We are focused on companies that are developing innovative technologies that protect and conserve this precious resource.
High Concentration of Pure Plays
We construct portfolios to ensure that at least 50% of portfolio constituents are “pure plays” tied to the ESG theme. Every company in our portfolios has either a direct or indirect connection to the impact issue with which it’s associated, and every portfolio is connected to an impact NGO or nonprofit partner.
CLEAN WATER AND THE SDGS
The Newday Clean Water Portfolio helps achieve a number of the United Nations Sustainable Development Goals (SDGs), including:
- 1 – No Poverty
- 4 – Quality Education
- 5 – Gender Equality
- 13 – Climate Action
- 14 – Life Below Water
SAMPLE PURE PLAY HOLDINGS
- Industry leaders in fulfilling mission aligned Impact goals
- Competitive returns vs. non-impact alternatives
- Chosen based on proven ESG-ratings & scoring systems
1) Watts Water Technologies (WTS)
Market-leading supplier of products and solutions that conserve water and manage the flow of fluids and energy through buildings. They have been named to Newsweek magazine’s “America’s Most Responsible Companies” list for a second year.
2) Middlesex Water Company (MSEX)
has built a strong reputation as a public water utility providing life-sustaining utility services. Recently enhanced its ESG program in 2020 to create improved processes and outcomes and support and contribute to seven United Nations SDGs.
3) Waters Corporation (WAT)
Waters is the world’s leading specialty measurement company and technology innovator with large and growing end-markets. Has made meaningful progress towards its 2025 Sustainability Goals of having more than 50% of electricity coming from renewable sources.
4) Raymond James Financial (RJF)
Ranked as the nation’s second leading underwriter of water, sewer and gas transactions with 21 negotiated bond issues since 2019. Developed expertise in water to help those who keep water flowing, and assist them in addressing the biggest challenges they face: scarcity, quality and aging infrastructure. Raymond James has a
record for participating in transactions that strengthen facilities dedicated to recycling of wastewater from oil and gas production.
5) Hawkins, Inc (HWNS)
A sustainable company by virtue of the environmental services it provides with a history of strong operational performance. With its state-of-the-art oil refinery, it collected over 62 million gallons of used oil to be recycled and re-refined thereby reducing pollution and conserving energy.