Portfolio Manager Katie Hudson is responsible for coordinating and prioritising the ESG research. However, each specialist (in conjunction with the generalists Dion Hershan and Katie Hudson) is responsible for implementing ESG issues into our decision making process for each stock.
ESG issues are incorporated into the 1-page investment theses specialists develop for every company in our portfolio. They are an essential element to our stock analysis which forms the basis to our bottom-up approach building our portfolios. Industry allocation is the residual of our bottom up stock selection process.