Ownership Capital's investment philosophy is based on thorough knowledge of each portfolio company's business and how ESG relates to the company's societal license to operate. This knowledge, combined with a continuous dialogue with company management and our deep experience in engagement, provides the foundation for monitoring and evaluating engagement activities.
Ownership Capital believes that engagement activities will yield optimal results when conducted with a long-term vision and an understanding of a company's strategy. Our 10-year investment approach uniquely positions us to fully incorporate the outcomes of our engagement activities within our overall investment models and ownership processes.
Our in-house developed ESG tools monitor the engagement progress. The goal of our engagements is to enhance returns and reduce risks. Our risk tools and valuations are updated when engagement results are achieved to reflect the impact on the risk profile and cash flows.