"I am looking for dislocation, opportunities to add value over a long period of time. You take a company like GlaxoSmithKline, profitability is up two-fold in the last 13 years, yet the share price is down 30 percent. So as a long-term investor, if I can buy Glaxo at 30 percent less, and 12 years on it has doubled its profitability, that's a good trade," Haig Bathgate, CIO at Turcan Connell, told CNBC.
"In many places water is taken for granted, but that is changing now, and we see a lot of countries becoming much more aware of their relationship with and dependence on water," Anders Berntell, executive director at SIWI, told CNBC's Investing Edge. He added those companies that were aware of their relationship with water and how it affected their businesses were likely to be more successful than others in the long-term.