Ocean Health
INVESTMENT PORTFOLIO
Why Invest In Ocean Health?
This portfolio seeks long-term capital appreciation by investing in primarily domestic equities. It invests in companies that are attentive to CO2 emissions, end of lifecycle product waste, wastewater discharge into bodies of water, development of alternative feedstocks and aquaculture, and company’s commitments to environmental protection.
THE NEWDAY DIFFERENCE
Education, Protection and Restoration are Foundational
Our ongoing data modeling monitors harmful issues like the production of plastics, waste runoff, overfishing and unsustainable aquaculture practices, oil drilling, coral bleaching, and other factors that negatively impact our ocean ecosystems.
Holistic Definition of Impact and Success
A healthy ocean is one where both people and nature are thriving. We identify companies that are committed to mitigating climate change, helping achieve food security, increasing the supply of sustainable energy, and providing equitable jobs for those that are dependent on the oceans to provide a living.
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.
OCEAN HEALTH AND THE SDGS
The Newday Ocean Health Portfolio helps achieve a number of the United Nations Sustainable Development Goals (SDGs), including:
- 2 – Zero Hunger
- 6 – Clean Water & Sanitation
- 8 – Decent Work and Economic Growth
- 12 – Responsible Consumption and Production
- 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) Tetra Tech, Inc (TTEK)
Tetra Tech is applying cutting-edge approaches to improve the health of the world’s oceans and fisheries and is at the forefront of developing and implementing strategies to combat ocean plastic pollution.
2) Austevoll Seafood ASA
A seafood company, engages in the salmon and trout, white fish, and open sea pelagic practices businesses in Norway, the European Union, the United Kingdom, Eastern Europe, Africa, Asia, North America, South America, and internationally.
3) Garmin Ltd (GRMN)
Garmin offers a broad range of products and is a leading manufacturer of recreational marine electronics. In 2020, Garmin was able to recycle more than 183 metric tons of waste.
4) Jacobs Engineering (J)
One of the top-ranked global environmental firms and a recipient of the World Environment Center’s Gold Medal Award for Sustainable Development. Jacobs’ Consolidated Safety Services provides coastal restoration and fisheries management services to the National Oceanic and Atmospheric Administration. Aiming to address evolving economic, environmental, and social pressures on our ocean and coasts.
5) Agilent Technologies Inc. (A)
Agilent develops products that help measure and combat plastic pollution in oceans and water supplies across the globe. Agilent has also ranked in the top three of Barron’s Most Sustainable Companies for three years in a row.
6) Clean Harbors (CH)
Directly aids in the helping of man-caused ocean contaminations as well as their underlying commitment to running an environmentally responsible company. Their refurbishment activities allow them to extend the life of their parts washers and avoid disposal of over 500 tons of metal and plastics annually.