I always enjoy my conversations with the team at NorthStar Impact Funds, and this interview with Claudia Kwan is no exception. Claudia has a thoughtful and passionate perspective on impact investing – it’s not about ticking boxes or keeping up appearances, it’s about solving real-world problems by investing in innovative companies offering practical, viable solutions. We get to the heart of Impact Investing, which fundamentally is about creating positive impact whilst making an investment return.
Claudia has over 15 years of experience as a business and investment professional with extensive experience in stock research. Prior to joining NorthStar Impact, she was a Senior Investment Analyst with Morphic Asset Management, and also had roles at Smithtan Asset Management in Hong Kong, Morgan Stanley (HK), Management Consultant in China, and Saltbush Funds management.
Claudia has a Bachelor of Business/ Bachelor of Arts in International Studies from University of Technology, Sydney.
NorthStar Impact case study:
Scidev (ASX: SDV)
The company offers advanced chemistry and water treatment technologies, enabling clients to reuse water, enhance operational efficiency, and reduce environmental footprints.
- Input: $8.394mn spent in investing activities, including $4.113mn in payments for property, plant and equipment. Scidev also paid $3.6mn for deferred consideration in relation to the acquisition of Haldon Industries
- Output:
- Awarded an Operation and Maintenance contract for 98 remote water quality monitoring units across multiple mines in WA and a total 140 remote WQMS (water quality management systems)
- Deliver ten PFAS Treatment projects throughout 2023
- Delivered two Design and Construct (D&C) packaged drinking water plants for the Queensland Government Qbuild Public Works Division with a total contract value >$500k
- Outcome: Provide bespoke chemistry and water treatment technology as environmental solutions for complex water-intensive industries & environmental remediation.
- Impact: Improving the quality of life for the community and quality of the environment by applying innovative technologies and strategies regarding water treatment and chemical services. Removing contaminants including PFAS.
- Water quality monitoring systems reduce mine and stream water contamination.
- Chemicals supporting water overflow increases water recyclability.
- Proprietary PFAS remediation technology treated >7 billion liters of water to non-detect.
- Increased water return
- Improved water quality
- Efficiency processing time
7,000,000,000 litres of water treated
I hope you enjoy listening to this interview with Claudia Kwan of NorthStar Impact Funds (Note that NorthStar was formerly known as Inspire Australian Equities, and I interviewed Founder and CIO Kerry Series back in December 2021, if you’d like to go back and listen to that episode.
You can check out their website at: northstarimpact.
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the NorthStar Impact Australian Equities Fund (“the Fund”). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
The Investment Manager for the Fund is North Star Impact Pty Ltd (“NorthStar”) (ABN 56 635 773 974), an Authorised Representative of Longreach Alternatives Pty Ltd (“Longreach”) (ABN 25 082 852 364) AFSL 246747. This publication has been prepared by NorthStar to provide you with general information only. In preparing this publication, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information.
Neither NorthStar, Longreach, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.
The Fund’s Target Market Determination is available here: NorthStar-Target-Market-Determination. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging.
For more information about EIA see: ethicalinvestment.
