Impax Asset Management
Organization
Specialist investment manager focused on environmental markets and sustainability-related equities, infrastructure, and private assets.
What experts have said about Impax Asset Management
20 statements · 12 positive · 8 negative
Impax Asset Management may be reaching a business turning point.
“And I feel this is a turning point.”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 24:13
Impax Asset Management may be reaching a business turning point.
“I feel this is a turning point.”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 24:13
Impax Asset Management’s deteriorating trend may have reversed.
“Has the worm turned? I think it might have done”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 24:45
Impax Asset Management increasingly appears to be a value trap.
“it is looking increasingly like a value trap, unfortunately, Impax”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 1:45
Impax offers little upside despite appearing inexpensive on its balance sheet.
“it's difficult to see much upside even if it does look good value on a balance sheet basis”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 2:33
Impax now appears to be a value trap despite its strong net-cash balance sheet.
“Really does look a value trap now, I'm afraid, despite the immensely strong net cash balance sheet”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 13:20
Impax’s low P/E and high yield may deteriorate if profits continue falling.
“if profits are now in a downward spiral, you can't hang your hat onto a low PE and a high yield because they could come under continuing pressure”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 13:47
Impax Asset Management appears to be a declining business.
“Is it a dying business at Impax? It doesn't look good to me, I've got to say.”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 14:05
Impax Asset Management appears to be a declining business.
“Is it a dying business at Impax? It doesn't look good to me”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 14:05
Impax receives a cautious assessment despite its strong net-cash balance sheet.
“I can't get above Amber on that”
Open the episode · Paul's Podcast - Fri 10 Apr 2026Listen at 14:10
Impax trades at a single-digit earnings multiple with an approximately 15% dividend yield.
“You're getting a single-digit earnings multiple. You're getting a near 15% dividend yield in this stock, near 15, 1-5.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 11:45
Impax Asset Management offers a dividend yield near 15%.
“You're getting a near 15% dividend yield in this stock, near 15, 1-5.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 11:48
Investors should examine Impax because its shares appear very cheap.
“I would implore people to look at it at this level. It looks just very cheap”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 12:06
Impax’s cash and investments equal roughly 40% of market capitalization.
“the cash and investments represent around about 40-odd percent of its market capitalization.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 12:10
Impax’s operating business is valued at approximately half price after cash adjustment.
“You're getting the business on that basis for circa half price.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 12:17
Impax’s decline is not over; the company still has recovery potential.
“But I would suggest that it's got some way to go.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 12:29
Impax’s business is not finished and remains good value.
“Is it really over? We think not. We think it's got the valuation and looks pretty good value to us.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 12:58
Impax Asset Management appears attractively valued.
“We think it's got the valuation and looks pretty good value to us.”
Open the episode · Investor Insights: Unveiling Market Movers & Bonkers BargainsListen at 13:00
Impax Asset Management’s valuation has fallen by more than half.
“that valuation's been more than cut in half”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 17:09
Impax Asset Management offers approximately a 6% dividend yield.
“you get a nice dividend yield, circa 6% on that one”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 17:13
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
4 episodes featuring Impax Asset Management
UK Small/Mid Caps with Paul Scott
Paul Scott makes the case for direct premium subscriptions
The episode is chiefly a subscriber note, clarifying how listeners can access premium content while separating personal investment opinions from financial advice.
Jul 10, 2026 · 32 min
UK Small/Mid Caps with Paul Scott
Paul Scott corrects access to a three-company market report
The episode shows how a small-cap research service adjusted its paywall after an initial access error limited the report to premium subscribers.
Apr 10, 2026 · 19 min
Investor's Champion Podcast
Investors weigh AI bets, AIM bargains and pension policy
The discussion connects portfolio decisions with a broader question: should policy redirect pension capital, or improve the conditions facing UK companies?
Mar 16, 2025 · 27 min
Investor's Champion Podcast
Investors weigh dividends, valuations and overlooked UK stocks
The episode tests whether income demands, market narratives and business quality are creating genuine opportunities or masking material risks.
Jun 8, 2024 · 34 min