top of page

​Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

    • 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.



If you do not have a work email address, please email us at info@primealpha.com and we can email you the report directly.



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.

Comments

Access PrimeAlpha Alternatives Education, Research, and Database of Managers and Investors
bottom of page