Efficient air conditioning
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Efficient air conditioning
While Illingworth has lost faith with Ørsted , the move to a low-carbon world remains a key theme in his portfolio . People often picture solar and wind farms when thinking about environmental preservation , but just as important as producing energy sustainably is using it more efficiently . With this in mind , Illingworth holds Trane and Daikin , which are both seeing increased orders for their modern air conditioning systems . “ A quarter of the world ’ s total carbon emissions come from heating and cooling buildings and transporting refrigerated goods ,” he says .
“ Trane has the target of reducing one gigaton of carbon emissions from its customers ’ footprint by 2030 – the equivalent of the combined annual emissions of the UK , Italy and France . With regulatory pressure to reduce the energy demands of this infrastructure , this should be a profitable space for those with the best technology .” The manager adds that this is an example of why the best investments are not necessarily the most obvious : “ If you identify a theme but struggle to find companies of sufficient quality with which to populate it , don ’ t let your standards slip – wait .”
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