Responsible investing and active stewardship are integral to our investment approach
Our investment philosophy is built on in-depth knowledge of the companies we invest in, allowing us to apply careful, context-specific ESG considerations. Our approach to responsible investing is tailored to our niche, recognising that companies often face unique challenges and opportunities in managing material ESG risks.
While our funds are not managed to specific sustainability criteria, we carefully consider material ESG issues alongside traditional financial metrics. This balanced approach allows us to pursue attractive returns while being mindful of evolving risks and opportunities in our specialist market segment.
Our Approach
Our boutique approach allows us to maintain deep, specialised knowledge with high levels of company engagement that we believe can create long-term value for our clients. By integrating material ESG considerations into our rigorous investment process, we aim to identify well-managed companies poised for long-term success.
While we don’t apply exclusion criteria or manage labelled sustainability-focused strategies, we consider a company’s management of material ESG issues as an indicator of management quality and long-term competitive advantage.
Our investment teams’ expertise is supported by dedicated external ESG specialists to ensure relevant ESG risks and opportunities that may impact investment performance are identified.
We are signatories to both the United Nations-backed Principles for Responsible Investment and the UK Stewardship Code 2020.
Stewardship
Our stewardship approach is tailored to the unique characteristics of the companies we invest in. We believe that these businesses often benefit from constructive engagement with shareholders, and we devote significant time to this activity.
Our annual Engagement Plan supports our stewardship by addressing information gaps, highlighting material ESG topics, and communicating management expectations.
As active investors, we exercise our voting rights on all company and shareholder resolutions. We publish quarterly Engagement and Voting Reports alongside our annual UK Stewardship Code Report to provide transparency on our activities.
Responsible Investing Policies & Reports
Signatories to
