Tech Innovators Yield Shares Purpose ETF · NEO:YMAG
Tech Innovators Yield Shares Purpose ETF — Purpose Global Climate Opportunities Fund — Investor Presentation (November 2021)
24 slides from Tech Innovators Yield Shares Purpose ETF's investor presentation, Nov 25, 2021
Slide 1: Purpose Global Climate Opportunities Fund
PURPOSE GLOBAL CLIMATE OPPORTUNITIES FUND INVEST IN A GREENER FUTURE Jeremy Lin, CFA, MBA Portfolio Manager November 25th, 2021
Slide 2: Who We Are
WHO WE ARE • Purpose Investments was founded in 2013 by Som Seif • We provide retail & institutional investors with access to high value, outcome- oriented investment products • We currently manage >$14B in AUM across 20 core strategies • Wherever possible, we make each strategy available as both ET
Slide 3: Fund Overview
FUND OVERVIEW Purpose Idea Highlights A comprehensive solution to • Global consensus around the threat • A fundamental approach to invest in the fight against climate posed by climate change is driving selecting global equities from a change with a growth-first ambitious commitments to reduce broad
Slide 4: Portfolio Management Team
WHO WE ARE: PORTFOLIO MANAGEMENT TEAM Jeremy Lin Nick Mersch Greg Taylor Lead Portfolio Manager Investment Analyst Chief Investment Officer • CFA • CFA • CFA • B.A, Computer Engineering, • BA., Western University • BBA in Finance, Bishop’s University University of Toronto • Over 10 years of experien
Slide 5: Seasoned Analysts with Sector Focus
INVESTMENT TEAM: SEASONED ANALYSTS WITH SECTOR FOCUS Ilia Verpakhovski Ragheb Othmani Nawan Butt Mike McNabb Claire Vaughan Graeme Cooper Analyst Analyst Portfolio Manager Portfolio Manager Product Analyst Product Manager Coverage: Mining, Coverage: Financials Coverage: Marijuana Coverage: Real Esta
Slide 6: Why Now?
Why Now? • Renewed global commitment to reduce GHG emissions. • Pressure from both consumers and governments for companies to achieve carbon neutrality. Source: Climate Tracker, Global Update: Climate Summit Momentum • Any serious effort at meeting 2050 net-zero targets will require a massive transi
Slide 7: How We Differentiate
HOW WE DIFFERENTIATE 1 Emissions Driven Opportunity Set 2 Look Across Entire Value Chain • Target both energy and non-energy • Metals and mining sector key to sectors energy decarbonization • Decarbonize both supply and demand • Sustainably sourced critical minerals • High potential for emissions •
Slide 8: Our Investment Philosophy
OUR INVESTMENT PHILOSOPHY
Slide 9: Where Are the Emissions?
INVESTMENT PROCESS: WHERE ARE THE EMISSIONS? 49.4 GtCO2e Source: World Greenhouse Gas Emissions, 2016: World Resources Institute 9
Slide 10: Five Key Themes
INVESTMENT PROCESS: FIVE KEY THEMES Clean Energy Transport Energy Circular Energy Transition & Infrastructure Efficiency Economy • Proven • Oil & gas production • Utilities committed to • Energy efficiency of • Water treatment solar/wind/hydro targeting net zero or increasing renewable commercial an
Slide 11: Positive Screening
INVESTMENT PROCESS: POSITIVE SCREENING Identifying “green” businesses with low carbon intensity, high abatement potential and Leader transformational technologies. High Abatement Potential Laggard High Carbon Intensity Transition Low Abatement Potential Leader Risk Low Carbon Intensity Climate Lagga
Slide 12: Spanning the Life Cycle
INVESTMENT PROCESS: SPANNING THE LIFE CYCLE • Leverage proven Example: Low-Carbon Electricity Production & Infrastructure technology for carbon reduction today and invest in future Mature Early Adoption Demonstration Prototype cleantech • Diversifying across the maturity spectrum Hydropower Solar PV
Slide 13: Diversification
PORTFOLIO CONSTRUCTION: DIVERSIFICATION Weighting by Theme* Weighting by Sector* 35% Equipment, 4% 30% Oil, 4% Solar, 14% Utilities, 6% 25% 20% Autos, 6% Natural Gas, 10% 15% Materials, 7% 10% Renewable Oil & 5% Infrastructure, Gas, 10% 7% 0% Clean Energy Transportation Energy Energy Circular & Effi
Slide 14: Global Exposure with North American Focus
PORTFOLIO CONSTRUCTION: GLOBAL EXPOSURE WITH NORTH AMERICAN FOCUS* 40% 35% 30% 25% 20% 15% 10% 5% 0% United States Canada Europe Other *As of October 31, 2021 14
Slide 15: Tactical Flexibility / Analytical Discipline
INVESTMENT PROCESS: TACTICAL FLEXIBILITY/ ANALYTICAL DISCIPLINE 15
Slide 16: Opportunities and Positioning
OPPORTUNITIES AND POSITIONING 16
Slide 17: Case Study: NKT A/S
CASE STUDY: NKT A/S Theme: Clean Energy Description: Global provider of turnkey AC/DC cable solutions Core Thesis: Companies that provide solutions to greenify essential energy infrastructure will benefit from the EU’s sweeping clean energy initiatives Key Attributes: • NKT connects the power grids
Slide 18: Case Study: Greenlane Renewables
CASE STUDY: GREENLANE RENEWABLES Theme: Circular Economy Description: Biogas upgrading technology provider Core Thesis: Meaningful beneficiary of shifting fuel standards with abatement potential across multiple use cases Key Attributes: • 30% YoY industry growth driven by California’s Low Carbon Fue
Slide 19: Case Study: Whitecap Resources
CASE STUDY: WHITECAP RESOURCES Theme: Energy Transition Description: Conventional light oil & gas producer Core Thesis: Strong by traditional metrics, demonstrating realized abatement potential and ability to internalize carbon cost in business model. Key Attributes: • Net negative CO2 status as own
Slide 20: Case Study: Lithium Americas Corp
CASE STUDY: LITHIUM AMERICA CORPS Theme: Transport & Infrastructure Description: Engages in lithium development projects in Argentina and the US Core Thesis: If EV adoption takes off quicker than expected (driven by a shift in consumer preferences and government intervention), LAC can take advantage
Slide 21: Case Study: Legend Power Systems
CASE STUDY: LEGEND POWER SYSTEMS Theme: Energy Efficiency Description: Patented product for Legend Power’s product, SmartGATE, is a dynamic power management of leading product in power management commercial and industrial buildings Core Thesis: Key beneficiary of new commercial building regulations
Slide 22: Purpose Global Climate Opportunities Fund Details
Fund Details PURPOSE ETF Ticker ($CAD Non-H) CLMT GLOBAL Class A PFC4700 CLIMATE Class F PFC4701 OPPORTUNITIES Management Fee 0.75% FUND Distributions Monthly Fund Structure Investment Trust Liquidity Daily
Slide 23: Your Purpose Team
YOUR PURPOSE TEAM Sylvie Methot sylviem@purposeinvest.com Kevin Black kevinb@purposeinvest.com VP, Sales Eastern Region 514-266-5453 VP, Sales Western Region 780-862-1454 Ibrahim Lyasse ibrahiml@purposeinvest.com Peter Giglio, CFA peterg@purposeinvest.com Inside Sales 438-222-0027 Inside Sales 403-7
Slide 24: Disclaimers
DISCLAIMERS Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The in
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