Khaleel

Water ETFs Managing to Tread Above Market

Hi Murray.
I really found your reseach very insightul for investing in the 'Water Space.'
Please let me know why the row totals of the different ETF's you have listed do not all add up to 100%? Do these ETF's take short positions in the subsectors you have identified?

Thanks.

Investing in Water - It's Not Just for Drinking

The 'Water' value chain is highly fragmented from Pipe manufacturers, Filteration experts, Valve and Metering companies, Utilities, Turnkey operators, Chemicals and Infrastructure and Distribution.

I have spent a lot of time understanding the players but if one needs quick access to the 'Water Space' my suggestion is to look at ETF's such as PHO, PIO and CGW.

It is also very important to get the 'Sub Sector' right when investing in water so subscibe to a newsletter like 'WIN' to keep updated on trends in the industry and where they are flowing (No Pun Intended)

Water is the New Oil

Hi Faisal.
I have been studying the water industry for a little while now.
I recently also attended Aquatech in Amsterdam in September.
My question to you in that from the companies that make up PHO,
what % are actually involved directly in water?
You will find the percentage very small.
Please let me have your comments on [e-mail]