ACATIS FAIR VALUE SPEZIAL

This section provides monthly reports about current issues and exciting portfolio titles from the sustainability segment.


ACATIS FAIR VALUE SPEZIAL - January 2024

Sumitomo Forestry: From Timber to Prefab Homes - A Sustainability Leader with Impressive Annual Performance

Sumitomo Forestry, a subsidiary of the Sumitomo Group, emerges as an unexpectedly intriguing player in the forestry sector. Originally involved in mining, it now owns 277,000 hectares of FSC-certified forests across Asia, offering a range of products from building materials to prefab homes. The company also operates biomass power plants and commits to reforestation, planting up to two million trees annually. Contributing significantly to sustainability goals and with a robust ESG rating, Sumitomo Forestry boasts an impressive annual performance of 65.7% and holds prominent positions in two ACATIS funds.


ACATIS FAIR VALUE DEUTSCHLAND ELM Investment report January 2024

Investment report January 2024

We invest in german sustainability. In this context, we assume the perspective of an owner with a long-term outlook.