“Overcoming challenges effectively necessitates a well-thought-out strategy.”

You want to invest in the securities of companies that are leaders in environmental sustainability. The Foundation Green Income Fund is focused on achieving these goals in the current investment landscape.

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The Strategy Explained

The Foundation Green Income Fund (FGIF) starts with companies that are helping to build a greener future: Solar and wind farm owners and builders; companies that make electric vehicles, batteries, or charging infrastructure, and their suppliers (amongst many other examples).  If the company or its products reduce the use of fossil fuels while paying a well covered dividend, we will consider it for FGIF.  From there, we apply traditional valuation screens and our in-depth knowledge of the industry-leading companies to predict these companies’ future role in a more sustainable future.  We focus on companies with solid financials and income streams while trying to avoid overpriced, flavor-of-the-moment stocks.

An Opportunity

By utilizing the competitive prices on Wind, Solar, and LED technologies and with the increased interest in investment activism, you as an investor can create a more certain range of outcomes for your investment. Enhancing your transition to clean energy through smart investing.

Representative Example: Covanta Holdings (CVA)

Covanta is a leader in waste-to-energy solutions. The company earns revenue from collecting waste, filtered incineration of waste to produce electricity, scrap metal recovery / recycling, and sale of incineration byproducts for road construction.  

The company’s solutions are more environmentally-friendly than landfills in multiple ways. 

Dr. Konrad has followed Covanta for more than a decade.

Top Holdings

wdt_ID Company Symbol Net Exposure Theme Thesis Summary
electric-car.png 19 PowerFleet, Inc. AIOT Transportation Mobile asset management solutions company offering software to help provide data and drive cost / energy efficiencies for owners of large vehicle fleets.
wind-energy.png 20 Cadeler AS CDLR Renewable Electricity Key supplier within the offshore wind industry for installation services, operation, and maintenance.
house.png 21 Hannon Amstrong Sustainable Infrastructure HASI 7.0% Building Efficiency A unique renewable energy and energy efficient speciality financier with a flexible business model that has been resilient in a wide variety of market conditions.
electric-car.png 29 NFI Group Inc NFYEF Transportation Manufacturer of transportation systems such as public transit buses. Public transit is inherently more environmentally-friendly than individual vehicles, and NFI may benefit from IRA Act incentives.
ecology-2.png 30 Veolia Environment VEOEY 4.4% The largest water company globally, and the company provides the portfolio with exposure to waste management and renewable energy.
house.png 31 Rockwool AS ROCK-B 1.9% Building Efficiency Leading building insulation supplier in Europe.
wind-energy.png 32 Brookfield Renewable Corp BEPC 6.8% Renewable Electricity Owner and developer of operating renewable electricity generation and grid assets and pays a high dividend yield.
wind-energy.png 33 NextEra Energy Partners LP NEP 12.7% Renewable Electricity Owner and developer of operating renewable electricity generation and grid assets and pays a high dividend yield.
wind-energy.png 34 Clearway Energy Inc CWEN 7.1% Renewable Electricity Owner and developer of operating renewable electricity generation and grid assets and pays a high dividend yield.
ecology-2.png 35 Umicore SA UMICY 5.4% Recyling Leading circular materials technology company with processes to extract and repurpose precious metals and inputs to batteries used for electric vehicles.
36 Total Top 10 Holdings 6.5%

An Opportunity

By utilizing the competitive prices on Wind, Solar, and LED technologies and with the increased interest in investment activism, you as an investor can create a more certain range of outcomes for your investment. Enhancing your transition to clean energy through smart investing.

Representative Example: Covanta Holdings (CVA)

Covanta is a leader in waste-to-energy solutions. The company earns revenue from collecting waste, filtered incineration of waste to produce electricity, scrap metal recovery / recycling, and sale of incineration byproducts for road construction.  

The company’s solutions are more environmentally-friendly than landfills in multiple ways. 

Dr. Konrad has followed Covanta for more than a decade.