This website uses cookies. A cookie is a small data file placed on your computer which captures information about your choices which allows us to improve your experience of the website, for example, by remembering your country of residence.  By continuing to access this website, you agree to be bound by our Cookie Policy.  You can accept and/or block cookies at any time by changing your browser settings.

 

    • {{ region.title }}

Active engagement

Responsible stewardship is a fundamental part of our investment process. This is because we believe that we are most likely to deliver enduring value for our clients through the careful selection of investment targets, and the close monitoring of those companies we hold on our clients' behalf. Before we commit our clients' capital to a company, we undertake detailed due diligence guided by our thematic investment process.

Once our clients do become owners of a company, we stay very close the management. On occasion, we encounter unexpected risks, and where we believe we can play a helpful role to secure the company’s prospects, we will seek to do so.

We seek to act as partners with companies, supporting sound corporate governance and favouring management teams that welcome shareholder views. We also use our clients’ voting rights. We have clear voting policies based on principles that we believe should be universal and enduring, although we are willing to override them when we believe it is in clients’ best interests.

Our principles

  • A long-term mindset
  • A constructive attitude
  • Commitment to challenge disappointing behaviour
  • We do not micro-manage
  • We use our clients’ voting rights
  • Our conversations with companies are generally confidential
  • We will speak out publically where we believe it is necessary
  • We liaise with other shareholders
  • We do not seek to be ‘taken inside’