investment strategy

We care about a company’s strategic intent as well as its impact on all stakeholders. In our mission to identify well-managed companies with robust business models, we assess a company’s use of critical sources of capital (financial, human, natural and social) via continuous analysis and engagement. We believe that broader ESG research enables a more comprehensive overview that allows us to determine a company’s “quality”, as well as risks and opportunities, giving us a competitive edge. As stewards of capital, we seek to preserve our clients’ long-term interests by investing in companies that, in our view, can deliver sustainable financial returns. We believe our concentrated approach is a key factor in creating sustainable value and inspiring investor confidence.