If anybody promises you that their strategy will outperform the market, put on your skeptical hat. Despite how humans may try, nobody can predict the future.
So, we zoom out and look at the big picture. If we are to be on a path to solve climate change, some major trends will have to emerge in the next 10-20 years. Fossil fuel production will drop significantly and decarbonization technologies like solar, EV’s, and green hydrogen will rise to take their place.
Our portfolios reflect such macro-assumptions. If you agree, then you could reasonably expect our portfolios to outperform the market, but that’s your conclusion to make.