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Apr 15, 2021

European Mid-Cap Equities: A Force for ESG Opportunities

European Mid-Cap Equities A Force for ESG Opportunities


Mid-cap European stocks and ESG


While investments in the European Midcap universe aren't typically driven solely by Environmental, Social, and Governance (ESG) considerations, ESG factors are increasingly recognized as major drivers of performance. Europe has taken a leading global position in ESG, fostering a business environment focused on sustainability. This has led to a proliferation of companies across various sectors deploying innovative and scalable technologies, enhancing their growth and investment appeal.


The prominence of ESG in Europe is supported by a consumer mindset geared toward sustainability, robust funding environments including significant EU stimulus packages focused on "green" initiatives, and stringent regulatory frameworks aimed at reducing CO2 emissions. This cultural and regulatory shift is most pronounced in Northern and core European countries like Germany, Switzerland, and the Nordics. These regions, which are among the wealthiest and maintain low government deficits, are uniquely positioned to invest heavily in future-oriented, sustainable practices.


Industries thriving under Europe’s ESG-centric approach include renewable energy, electric vehicle ecosystems, climate change technologies, and sustainable foods, among others. These sectors are home to companies that have become global leaders, often outperforming in innovation and market adaptation. This dynamic has created rich investment opportunities, particularly in companies at the intersection of innovation and scalability, which despite their potential, often remain undervalued compared to their U.S. counterparts. This scenario presents a compelling case for more focused investment in Europe’s forward-thinking and rapidly growing ESG landscape.


Access the full article to delve deeper into the pivotal role of Environmental, Social, and Governance (ESG) factors in shaping investment opportunities within the European Midcap universe. Discover how Europe’s leadership in sustainability is driving innovation and creating attractive investment prospects across various sectors. Explore the unique advantages that this ESG-focused approach offers to investors looking to engage with the rapidly evolving European market.



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Table of Contents

  • European Leadership in ESG

    • Factors Driving ESG Leadership in Europe

    • Embraced Concepts and Sustainable Focus

  • Thriving Industries in the ESG Environment

    • Overview of Industries Flourishing in Europe

    • Examples of Leading Sectors

  • Lucerne Capital Management's Perspective on ESG and Mid-Cap Companies

    • Focus on Mid-Sized Companies

    • Benefits of Investing in Mid-Cap ESG Opportunities

  • Showcase of Selected Companies

    • Profiles and Potential of Highlighted Companies

    • Innovative Solutions and Business Models

  • Conclusion and Call to Action

    • Changing Perceptions of Europe

    • Encouragement for Exploration and Responsible Investing




Thanks to our Contributor


Lucerne Capital Management


Founded in 2000, Lucerne Capital Management is an SEC-registered alternative investment firm specializing in fundamental, bottom-up stock selection with a focus on mid-cap European markets. The investment philosophy reflects a private buyer’s perspective of owning high-quality, sustainable assets at attractive prices for the long run.

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