Keeping cool in a warming planet
HVAC - the industry producing the most effective technologies to reduce greenhouse gas emissions
This is the weather forecast for major Australian cities today:
It seems like a great time to highlight the opportunity in Heating, Ventilation and Air Conditioning (HVAC) to Australian investors on a day like today.
A mainstay of US and Australian households for decades, the air conditioner is now becoming a requirement for those that live in historically cooler climates. Global warming, a growing middle class and favourable regulatory support has meant that the Heating, Ventilation, and Air Conditioning (HVAC) sector is seeing significant demand growth.
We expect to see additional market tailwinds from megatrends including urbanisation, demographics, resource scarcity, indoor air quality and climate change.
In the latest Firetrail ESG Insight, written by my colleague Annabel Riggs, we look at the HVAC sector.
Annabel notes:
Improving the heating and cooling footprint of buildings will be key to meeting climate-related objectives of governments and corporations. It is one of the few areas where existing technology today can materially reduce emissions whilst also having a no impact on comfort or ambience levels.
Annabel also identifies a company in the HVAC sector that is well positioned for future growth. The company is an ideal company for the Firetrail S3 Global Opportunities Fund (Managed Fund) (ASX: S3GO) with a sustainable business model contributing to positive change through lower emissions from heating and cooling solutions and improving air quality in buildings.
Please visit firetrail.com/keeping-cool-in-a-warming-planet or the attached pdf document for our detailed analysis.
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Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk management. Anthony has two decades of experience including 10 years working as an investment manager in the UK.
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This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so.
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Head of Investment Strategy - Firetrail S3 Global Opportunities Fund
Firetrail Investments
Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk...
Expertise
Head of Investment Strategy - Firetrail S3 Global Opportunities Fund
Firetrail Investments
Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk...
Expertise
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