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You are in Direct - Listed Equity Active Ownership » Engagement
Our approach to 'engagement', ie meeting with company management, covers any and all areas that we wish to discuss or improve
As outlined in 1.2 above.
Type of engagement
Reason for interaction
Individual/Internal staff engagements
Service provider engagements
Engagement activity is led by the fund manager responsible for the strategy in which the relevant company is held. It is unlikely that an individual fund manager will be involved in multiple initiatives at any one time.
As our strategies are typically low turnover, our 'engagement' discussions are ongoing and long term in nature. This allows us to monitor progress.
The objective of any engagement, collaborative or individual, is to change company behaviour.
Individual / Internal staff engagements
The Investment Director keeps records of all engagement activities between fund managers and company management.
We are happy to discuss all aspects of engagement, while respecting the confidentiality of the situation, with interested clients.