As an active investment manager, commonly investing with a long-term view in a concentrated portfolio of holdings, we are often able to develop relationships with the companies in which we invest, engage directly with company representatives and develop an in-depth understanding of a company’s strategic ambitions, including their ESG position and aspirations.
Such an understanding allows us to ensure we are allocating capital to those companies that have strong ESG credentials, or those that are transitioning their business to ensure ESG considerations are fully integrated.
As long-term active investors, we believe that the strength of a company’s governance, along with its environmental and social sustainability is fundamental to its ability to deliver long-term growth. Accordingly, such considerations are incorporated within the research process prior to any investment being made. This review helps to identify any ESG risks which may be best addressed through direct engagement with the target company. The engagement with investee companies is undertaken by the Investment Advisers we work with and by utilising research from Third Party Specialist Companies.