Historically, ESG portfolios have a strong bias toward 'growth' tech stocks, while 'value' sectors like energy score poorly. In a high-inflation regime where value significantly outperforms growth, how do you construct a high-ESG portfolio without severely underperforming the benchmark?

历史上，高ESG评分的组合往往重仓“成长型”科技股，而传统能源等“价值型”板块得分很低。在通胀高企、价值股大幅跑赢成长股的宏观环境下，你如何构建一个高ESG组合而不至于严重跑输基准？