Decarbonising industry and agriculture, one microbe at a time

For the Global Environment team at Ninety One, Novozymes exhibits one of the primary characteristics they look for in a potential investment: the potential to benefit from the structural (as opposed to cyclical) economic growth being driven by the shift to a low-carbon world. Simply, they expect demand for solutions that enable decarbonisation to grow over the long term as the shift to a more sustainable economy progresses. Other key traits the team look for include durable competitive advantages and the potential to consistently generate returns for shareholders. Capital at Risk.