Transformation
Transformation is the foundation of our investment thesis and the essence of our sectors of focus:
● SK transforms companies to reach new levels of value.
● The companies we invest in transform molecules into materials that make modern life possible.
Sustainability, too, is about transformation: transforming processes, practices and products to meet higher expectations and more stringent standards.
Skeptics at both ends of the spectrum have questioned whether manufacturing industries can coexist with a more sustainable world. SK’s answer is that they must. In fact, if the world is to meet the demands of a growing population, more extreme climate conditions and constrained resources, companies like those in our portfolio must do more than survive. They must thrive and grow.
The United Nations Sustainable Development Goals provide a roadmap to a resilient, healthy and sustainable planet. Virtually every product and technology needed to meet the UN goals relies on specialty chemicals, advanced materials and pharmaceuticals:
- Low and no carbon energy sources like wind turbines, solar cells and advanced batteries
- Safe, lightweight and electric vehicles that enable mobility and efficient transportation of goods
- Resilient, energy efficient building materials that provide safe, comfortable shelter and withstand more extreme conditions
- Medicines and medical devices that fight illness and extend lifespans
- Packaging that keeps food fresh over extended distances and keeps hygiene products sterile and safe
- Solutions that improve crop yields, enhance nutrition, save water and preserve soil health
- New fabrics and textile treatments that extend the use of clothing and enable easier textile recycling
- New processes that will allow resources to go further and turn waste into useful materials that can be utilized again and again
