As long-term investors, we are focused on identifying companies that are intelligently driving sustainable outcomes. We typically look for founders and management teams that have high governance standards and whose interests are well-aligned with minority shareholders.
We have always believed that sustainability challenges and opportunities are a core part of investment fundamentals and can have an outsized impact on a company’s returns. We actively seek to invest in businesses whose sustainable practices and products are able to meet the world’s changing expectations.
As allocators of capital and stewards of our clients’ assets, we recognise that the decisions we make as investors can influence the nature and speed of the transition to a low carbon global economy.
There are a number of industries that we either exclude in their entirety or where we apply thresholds. Applying thresholds affords us the opportunity to engage with the company on parts of their business that are less sustainable than others.