We believe that a disciplined long-term contrarian approach is the most reliable way to achieve superior absolute returns for investors over the long term. From idea generation to detailed industry research, company management meetings, fundamental company research, portfolio construction, voting and engaging on our clients' behalf and continual review of our performance and attribution analysis - there is a disciplined yet dynamic process involving all members of our investment team.
Our long-term investment focus drives our involvement in research and disclosure initiatives that will enhance our understanding of the long-term risks facing the companies in which we invest on our clients' behalf. As such, our Investment Process also integrates our detailed Environmental, Social and Governance (ESG) research into our fundamental research of companies in our portfolio universe.
Furthermore, Element Investment Managers is seen as a leader in the field of Responsible Investment in South Africa with a well documented track record highlighting the incorporation of Responsible Investment principles as an integral part of our investment process.
For more information, please refer to our website for our approach to ESG and Responsible Investment: http://www.elementim.co.za/responsible-investment/overview/