Our long position for American Water Works (AWK) is founded on the fact that it is the largest water utility company in the US with high ESG ratings. AWK’s board is uniquely majority female and dedicates to integrating ESG principles into AWK’s business. As impact investment becomes more and more popular, AWK is in a good position to benefit from the trend. Furthermore, expanding the number of residential communities in central locations through M&As will generate more residential clients serviced by AWK and create cost synergies for AWK, producing an increase in profit margins. Therefore, we believe that there is still a lot of room for AWK’s share to rise in the future.

Monthly rebalancing of the portfolio. Buying top 5 high momentum stocks in the top 3 high momentum sectors. Initial position in utilities sector.

Industry 12. Utilities (1/4) Utility stocks are an example of the latter. The reasoning for considering utilities a safe bet during a recession is that people will still need to pay their water and electric bills during a recession.

Passive Utilities Index investing strategy | Cap-weighted |American Waterworks is found in MSCI USA Utilities Index.

Buy and hold.

This fund invests in female-led blue chip companies with strong long-term performance expectations. All stocks have equal beginning balance.

Started expanding its customer base in 2019. Named as one of top 100 most sustainable companies for the second year in a row. Aims to reduce its greenhouse gas emissions by 40% by 2025. Strong expected growth and historically well performing stock.