Following a volatile first half of the year, there is much to discuss when it comes to the Ravenscroft fund range.
In our latest podcast, Shannon Lancaster sits down with Sam Dovey to discuss the Ravenscroft Global Solutions Fund, its bottom performer – Schroder Energy Transition – and top performer – Regnan Waste & Water – and the impact ongoing geopolitical uncertainty and stubborn inflation rates have had on these holdings.
Despite the challenging macro environment, there are many reasons to be positive, so to end the podcast Sam asks Shannon if there are still reasons to be cheerful when it comes to investments in the environmental solutions space. Spoiler alert – there are many!
(01:00) About the Ravenscroft Global Solutions Fund
(02:59) Performance overview since launch
(04:30) The ‘problem child’ – Shroder Energy Transition
(08:25) The ‘golden child’ – Regnan Waste and Water
(12:00) Investment opportunities in the environmental solutions space
(14:07) Why the outlook is positive
