ESG Policies

In terms of the Sustainable Finance Disclosure Regulations (SFDR) we do not consider the adverse impacts of sustainability.

The following is an extract from the Company’s ESG Policy:

The Company does not consider the adverse impacts of investment decisions on sustainability factors. The basis for this decision is described in further detail below

ESG data readily available on third party data provider platforms is still somewhat limited in relation to small and mid-cap companies, which make up the major share of the investment spectrum of client portfolios and which are inherent to the Company’s value investing approach

The Company determines that it has limited ability to conduct due diligence or influence and control the consideration of ESG issues in connection with the investments it makes at the level of the Fund. For example, the Company is often a minority shareholder, has limited governance rights or is unable to monitor ESG related performance goals.

Click here to download our Sustainability Policy