Home / Leaderboard / Impax Asset Management Group Plc
Impax Asset Management Group Plc
Ian Simm · Asset Manager · Growth
Impax Asset Management Group plc is a London-based specialist asset manager founded in 1998 by Ian Simm. The firm is a pioneer in sustainable investing, focusing on the transition to a more sustainable global economy. It invests in companies providing solutions to resource scarcity and environmental challenges, such as renewable energy, water, and waste management. Impax operates across listed equities, fixed income, and private markets, aiming for superior long-term returns by integrating environmental, social, and governance (ESG) factors into its fundamental analysis.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.9% |
| YTD return | +18.1% |
| Sharpe ratio | 3.17 |
| Win rate | 59% |
| AUM | $8.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $8.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.impaxam.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 9.9% | +15.7% |
| TSM | Taiwan Semiconductor Manufacturing | 8.9% | +24.3% |
| MSFT | Microsoft Corporation | 8.4% | -0.7% |
| LIN | Linde plc Ordinary Shares | 8.3% | +0.7% |
| VLTO | Veralto Corporation | 6.1% | -3.5% |
| XYL | Xylem Inc | 5.9% | -24.8% |
| AWK | American Water Works | 5.9% | +11.0% |
| CTAS | Cintas Corporation | 5.9% | +9.1% |
| KLAC | KLA-Tencor Corporation | 5.3% | -26.7% |
| ASML | ASML Holding NV ADR | 4.1% | +52.8% |
| WCN | Waste Connections Inc | 3.9% | +10.1% |
| AIQUY | Air Liquide SA ADR | 3.8% | +7.5% |
| ECL | Ecolab Inc | 3.4% | +1.0% |
| SBS | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR | 3.2% | +12.0% |
| A | Agilent Technologies Inc | 3.1% | +3.2% |
| WMS | Advanced Drainage Systems Inc | 3.0% | -3.3% |
| VEOEY | Veolia Environnement SA ADR | 3.0% | 0.0% |
| HUBB | Hubbell Inc | 2.7% | +6.1% |
| IEX | IDEX Corporation | 2.6% | -6.3% |
| RNR | Renaissancere Holdings Ltd | 2.4% | -0.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | VEOEY | 3.0% → 3.0% |
| Aug 31, 2026 | SELL | WMS | 3.2% → 3.0% |
| Aug 31, 2026 | SELL | SBS | 3.1% → 3.2% |
| Aug 31, 2026 | SELL | AIQUY | 3.8% → 3.8% |
| Aug 31, 2026 | SELL | ASML | 4.3% → 4.1% |
Investment Style Analysis
Impax Asset Management Group Plc is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $8.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Specialty Chemicals sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Impax Asset Management Group Plc made a significant move by reducing the position in VEOEY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Impax believes that capital markets are profoundly shaped by global sustainability challenges such as climate change and resource scarcity. Their strategy involves identifying well-positioned companies that benefit from the transition to a more sustainable economy, particularly those focusing on resource efficiency and climate solutions. They utilize rigorous fundamental analysis and integrate ESG factors to identify high-quality companies with resilient business models and sound risk management, aiming to deliver superior risk-adjusted returns over the medium to long term.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Impax Asset Management Group Plc.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +32.6%
- Summit Partners, L.P. — Peter Y. Chung · 3M +39.0%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -16.2%
- Hartline Investment Corporation — Brian W. Hart · 3M +2.8%
Frequently asked questions
How is the simulated portfolio for Impax Asset Management Group Plc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Impax Asset Management Group Plc's largest holding?
As of the latest filing, Impax Asset Management Group Plc's top position is NVIDIA Corporation (NVDA), representing 9.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Impax Asset Management Group Plc's historical performance and risk profile?
Our simulation indicates a total return of +16.9% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.17, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Impax Asset Management Group Plc primarily invest in?
Impax Asset Management Group Plc has a strong preference for the Semiconductors sector, which makes up 18.8% of their disclosed assets. The portfolio also has exposure to Specialty Chemicals, indicating a specific thematic focus.
Is Impax Asset Management Group Plc's portfolio concentrated or diversified?
Impax Asset Management Group Plc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Impax Asset Management Group Plc performed in 2026?
Our AI-simulated model portfolio for Impax Asset Management Group Plc tracks a Year-to-Date (YTD) return of +18.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ian Simm manage Impax Asset Management Group Plc directly?
Yes, Ian Simm serves as the key portfolio manager for Impax Asset Management Group Plc, overseeing the investment strategy and final capital allocation decisions.