We are value investors who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our investors.
We are long-term investors who recognize that value is not created in a single quarter or even in a single year. Long-term, enduring value is created over years of hard work through smart decisions and prudent long-range planning. We examine a company’s Environmental, Social, and Governance (ESG) factors when we evaluate an investment, when we communicate with management, and when we vote on shareholder initiatives.
Where appropriate we initiate shareholder advocacy efforts to encourage boards and management teams to be more transparent and responsible in ESG matters.
Dialogue with Management
We believe investors can have significant influence on the companies they own through informal engagement, proxy voting, and shareholder resolutions.
We vote proxies in a manner that considers investors’ interests and that encourages boards to govern companies more responsibly. Our votes support management incentives that we believe are aligned with the creation of long-term value for stakeholders, encourage more transparent reporting on companies’ sustainability initiatives, and bolster boards’ efforts to govern more responsibly.
Filing a formal resolution to ratify or request a specific action be taken by a corporate board is another way to encourage companies to become more sustainable.