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Gramont Capital Ltd (Delisted)

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

The objective of Gramont Equity Opportunities Fund is to achieve an attractive risk-adjusted return. The Fund seeks to achieve this objective by primarily using a combination of macroeconomic analysis to develop equity market themes and fundamental research on individual companies to capture inefficiencies in the equity markets. The Fund bases its investment decisions on proprietary fundamental analysis and incorporates ESG factors and the real economy impact into investment analysis and decision-making processes. The timing of investments may be based on technical factors.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Gramont Capital's board members, employees, appointed representatives and consultants are bound to follow a Policy for Management of Conflicts of Interest, as approved by the Board of Directors of Gramont Capital Ltd.

The policy covers the identification of the circumstances which constitute or may give rise to a conflict of interest, procedures to be followed and measures to be adopted in order to prevent, manage and monitor such conflicts and finally processes around the information that are to be disclosed to the investors.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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