Water is incre­a­singly being recognized as a promi­sing invest­ment theme on the stock markets. There are numerous listed compa­nies opera­ting in the water sector. These include utili­ties, water treat­ment compa­nies, and provi­ders of techno­lo­gies for impro­ving water use effici­ency, as Dr. Eva Reuter explains in her article.

Our fund manager Stefan Schütz explained why compa­nies such as Veolia and GEA Group are among the core positions of the Tareno Global Water Solutions Fund and how we combine returns with positive impact.

Award-winning water package solution: Tareno Global Water Solutions Fund

As Dr. Eva Reuter reports, the Tareno Global Water Solutions Fund is one of the outstan­ding funds in the field of sustainable water invest­ments: launched in 2007, this actively managed fund focuses on compa­nies that offer solutions to water scarcity and pollu­tion.

Veolia is banking on profi­table growth through the complete takeover of its water techno­logy unit and expects this to result in rising earnings in the long term. DZ Bank views the strategy positively and conti­nues to rate the stock as a “buy.” De.mem, a fast-growing company from Australia, scores with innova­tive membrane solutions and conti­nuous sales growth, already in its 25th conse­cu­tive quarter. The company is a techno­lo­gical leader and has a strong inter­na­tional network. GEA surprised in the first quarter of 2025 with strong results that exceeded expec­ta­tions. The company also offers energy-efficient water techno­logy and could poten­ti­ally be promoted to the DAX, explains Dr. Eva Reuter.

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