We are particularly sensitive to any issues in a business that may impact financial performance. In this regard, Zadig’s investment professionals incorporate the governance of a company, its social behaviour, and its environmental impact in their fundamental analysis, as well as their view of the impact of these issues on the valuation of a company.
Zadig’s analysts generally document the basis of their investment recommendations in a monthly report. This report typically covers a range of factors, and may include views on the potential impact of ESG issues, where relevant, along with views on the drivers of company returns. While a Portfolio Manager/Analyst is never prohibited from purchasing or holding a position due to an ESG issue, consideration of these issues is made part of the investment decision.