Investing for what comes next

Radiant’s investment philosophy is based on the simple premise that there is investment opportunity in truly sustainable companies, found at the intersection of strong fundamentals and compelling ESG/impact attributes. We believe that companies that are attractive along both dimensions will have a distinct advantage over their peers and will meet with outsized investment returns.

Combining novel types of information with traditional financial statement data is how we believe we will uncover value-added insights. We believe that the coming years will usher in profound changes with respect to investor assessment of company risk and upside opportunity – ESG and concepts of ‘impact’ will be central to this evolutionary thinking, but we must ground our investment practice in seeking companies that have achieved or are gaining economic traction. Investing just for an ESG story, just for glittery technology, or just for the latest trend won’t cut it over the long run. By selecting stocks that are attractive fundamentally and from an ESG perspective, we take advantage of both the reward potential of proven drivers of return and risk, and additional alpha potential from ‘what comes next’.