Robeco Sustainable Water is one of the longest-standing water strategies, managed by the same lead portfolio manager since its 2001 inception. Dieter Küffer has executed a well-defined and disciplined process throughout his tenure, but our conviction is tempered by concerns about his additional responsibilities and the strategy’s lean supporting resources. We maintain an Average People Pillar rating and an Above Average Process Pillar rating.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Robeco Sustainable Water I-USD Capitalisation’s performance objective and investment process is for both security selection and portfolio construction.
United States