We are value investors who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our investors.

Impact Investing

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 with 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.

Shareholder Advocacy
Shareholder advocacy efforts we initiate encourage boards and management teams to be more transparent and responsible for Environmental, Social and Corporate Governance (ESG) matters.

Dialogue with Management
We believe investors can have significant influence on the companies they own through informal engagement, through proxy voting and through shareholder resolutions.

Proxy Voting
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.

Shareholder Resolutions
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.

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