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Ownership Capital

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Attach or provide a URL to your engagement policy.

01.3. Indicate what your engagement policy covers:

01.4. Provide a brief overview of your organization’s approach to engagement

Ownership Capital believes asset managers should act as owners, not traders. We create value by identifying high-quality companies and engaging directly with them to encourage long-termism, strong corporate governance and sustainability leadership.

The investment team at Ownership Capital is responsible for both the financial and ESG analyses of our portfolio companies. They are also responsible for planning, executing and monitoring engagements with the management of portfolio companies. We engage with all our portfolio companies on a continuous basis as part of our ongoing monitoring efforts and base our engagements on rigorous, data-driven analysis and an ongoing dialogue with company management.

01.6. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements
Collaborative engagements
Service provider engagements

Please specify why your organisation does not engage via service providers.

While external engagement services are available, we seek to engage directly with portfolio companies to ensure our activity is focused on the issues we identify as the most financially relevant over the long term. Additionally, direct and proactive engagement enables the investment team to better track the financial and extra-financial profile of our portfolio companies and engage to improve their long-term risk/return profile. 


02.2. Additional information. [Optional]