Equity Strategies for a Net Zero Economy
Reduce Carbon Exposure, Strategic Allocation, and Catalyze Sustainable Growth
At Dhanam Prabawa Holdings, we recognise that the path to net zero is not linear, nor is it confined to low-carbon sectors. Decarbonisation is a system-wide challenge — and a system-wide opportunity. Our philosophy is that meaningful climate investing requires identifying the true agents of transition: companies with both the commercial incentive and financial capacity to materially reduce emissions while sustaining long-term profitability.
Our Investment Approach
Transition Leaders, Not Just Low Emitters
We look beyond surface-level carbon footprints. Many of the most impactful opportunities lie in high-emitting industries — steel, cement, shipping, energy — where rapid decarbonization can deliver disproportionate gains for both climate and capital.
Transition Leaders vs. Structural Laggards
Within climate-relevant industries, we identify transition leaders — companies deploying capital and innovation to reduce emissions — and structural laggards — those resisting or delaying adaptation. Our portfolio construction is designed to maximize exposure to transition leaders while minimizing drag from laggards.
Holistic Risk Management
We integrate transitional, physical, and liability risks into portfolio construction, ensuring resilience as policy, technology, and consumer preferences accelerate the shift to net zero.
Strategic Outcomes We Target
Capital Redeployment
Aligning investment flows toward transition-ready companies, reducing stranded-asset risk.
Diversification with Impact
Maintaining a broad portfolio across the global economy while tilting toward climate-aligned growth.
Transition Alpha
Capturing excess returns from firms leading in climate adaptation, technological innovation, and energy efficiency.
Our Belief
Carbon footprints alone are insufficient. We believe a diversified equity strategy that systematically identifies credible decarbonization pathways across all sectors will not only accelerate the transition to net zero but also deliver compelling long-term returns for our private shareholders.
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Important Notice & Disclaimer
This material is provided by Dhanam Prabawa Holdings (“Dhanam”) for informational and illustrative purposes only. It is intended solely for institutional and professional investors and does not constitute, and should not be construed as, investment advice, an offer, solicitation, or recommendation to buy or sell any securities, financial instruments, or investment products, nor as a commitment by Dhanam or its affiliates to pursue any particular strategy.