Sustainable Investing
How we think
As we invest on behalf of others, we must do so with a clear sense of fiduciary duty. We believe that investing responsibly – that is – investing in such a way that we can sustainably preserve and enhance investor capital, fulfils this fiduciary duty.
We believe a business will only qualify as a quality growth investment if it respects and operates in the interests of its owners and in the sustainable interest of the overall enterprise. In our view, this necessarily includes the fair treatment of all stakeholders. We consider stakeholders to be fairly treated when the business has created an environment in which it can generate enduring earnings.
How we act
- We start by filtering out non-OECD countries. This is designed to only allow companies from countries that have a commitment to democracy, the protection of human rights and to open and transparent free markets.
- Next, sectors are excluded in industries that, according to our philosophy, are not sustainable such as energy, metals & mining and weapons manufacturers.
- Once companies have made it through this initial screen, they are put through our specific quality growth tests. This helps determine whether they are truly durable.
- Finally, once the business is admitted into the investible universe it is reviewed continuously. This helps ensure that the business consistently meets our long-term sustainability requirements.
Industry associations
We are a signatory to industry bodies that reflect our commitment to investing in a way that preserves and enhances investor capital.
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