Macrovue's Clean Technology Global Portfolio

A portfolio of ten stocks – rigorously analysed and researched – that we think are best poised to profit from the global transition to clean technologies.

Macrovue’s Global Clean Technology Portfolio’s Performance*

* Returns as of 31 August 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Why invest in Global Clean Technology Portfolio?

Three main trends are driving the global path to clean energy. Firstly, cost savings afforded by energy efficiency measures. Secondly, energy security. Thirdly, environmental and health concerns.

Although domestic Australian policies have swung from one side of the pendulum to the other in recent years, the rest of the world is forging ahead. Investment in clean tech in China in 2015 reached US$101 billion.

In fact, China plans to invest $368 billion in high-voltage grids, smart grids and distribution grids by 2022, in addition to a goal of getting 5 million electric vehicles on the road by 2020.


According to the International Energy Agency, of $1.7 trillion invested in energy supply last year, 43% was went to clean technologies – a record high.

Australian investors who see this trend need to ask themselves a key question: which companies will thrive and benefit from the advent of clean technologies, and which will not? The next question, of course, is how to invest in those that will.

Find out which 10 global clean-tech companies were hand-picked by Macrovue’s experts to help you maximise your investment returns.


Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.


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