5 Top Hedge Funds Focusing on ESG and Impact Investing

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In this article, we discuss the 5 top hedge funds focusing on ESG and impact investing. If you want to read our detailed analysis of these hedge funds, go directly to the 10 Top Hedge Funds Focusing on ESG and Impact Investing.

5. CQS Cayman LP

CQS Cayman LP is placed fifth on our list of the 10 top hedge funds focusing on ESG and impact investing. It is a hedge fund based in Cayman Islands and has a portfolio value of more than $1.4 billion. It is managed by Michael Hintze and concentrates on investments related to the technology and services sectors. Hintze has recently renewed focus on impact investing and has been a vocal supporter of the Global Warming Policy Foundation, a United Kingdom-based lobby group that aims to urge world governments to adopt climate-friendly policies. 

Michael Hintze CQS Capital

Michael Hintze of CQS Cayman LP

CQS Cayman LP has invested a lot of money in Discovery, Inc. (NASDAQ: DISCA), the media firm famous for nonfiction content. Out of the hedge funds being tracked by Insider Monkey, New York-based investment firm Renaissance Technologies is a leading shareholder in Discovery, Inc. (NASDAQ: DISCA) with 3.8 million shares worth more than $167 million. 

In its Q1 2021 investor letter, Mayar Capital, an asset management firm, highlighted a few stocks and Discovery, Inc. (NASDAQ: DISCA) was one of them. Here is what the fund said:

“We also sold most of our holdings in Discovery as the stock price continued to increase to new highs. However, in late March the stock declined considerably when brokers liquidated holdings by Archegos Capital (see above in General Commentary) to satisfy margin calls. That brought the stock price down to levels that we found attractive, and we bought back a significant amount of the shares that we had sold earlier that month.”

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