RESPONSIBLE INVESTING

Responsible investing analyzes important aspects of environmental, social and governance (ESG) issues to assess future financial performance

COMMITMENT TO RESPONSIBLE INVESTING

ESG analysis is not just about identifying and measuring risk, it is also about identifying investment opportunities. We consider ESG factors alongside traditional financial measurements to provide a comprehensive view of an investment and help identify those investments that have the potential to deliver sustainable returns

Our landmark acquisition of GoldenRock Asset Hive will unlock new opportunities for our clients, driven by greater scale, diversity and balance. Our Specialist Investment Managers embrace ESG incorporation as it best fits their investment process and enables us to offer a full complement of Responsible Investing strategies to our clients.

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Risk Management

We Believe in Our People

We view risk as the possibility of permanent capital loss. We look for competitively entrenched, well-managed, publicly traded businesses selling at discounted prices to help drive our goal of generating superior long-term absolute returns and minimizing the risk of permanent capital loss.

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Risk Management Process

Security Selection Managing against capital loss is deeply embedded in our investment approach, beginning with our bottom-up investment criteria. High quality, financially sound, competitively advantaged Businesses Capable, shareholder-oriented People Discounted Price trading at 60% or less of intrinsic value

Portfolio Construction Portfolio construction is 100% bottom-up and benchmark agnostic, with strict portfolio guidelines. 18-22 best ideas 5% target position; ~7.5-10% max 15% max industry target ~10-15% max company ownership Hold cash when securities do not qualify

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