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Vantage Capital Fund Managers (Pty) Ltd

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Vantage is looking to invest between R50 million ($5 million) and R200 million ($20 million) in established mid-market and large companies with the following characteristics:

  • A talented and committed management team with performance-based financial incentives;
  • Minimal or manageable technology risk;
  • Product lines with extended life cycles and low obsolescence risk;
  • A diverse mix of products, customers, geographic markets and suppliers;
  • Stable demand for products or services and a defensible market position;
  • Sound historical financial performance and stable, predictable earnings and cash flows;

Vantage embraces sustainable development practices in the investment process by integrating ESG management principles into decision making. This outlines how Vantage will implement its commitment to promote ESG management and sustainability by using its reasonable commercial endeavours to:

  • incorporate ESG considerations in its investment activities;
  • define the requirements for ESG risk assessment and monitoring;
  • develop and communicate ESG performance standards that clients will be expected to meet within an acceptable time frame; and
  • define ESG roles and responsibilities for both Vantage and its clients.  

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Vantage Capital has an advisory board in place consisting of representatives of the investors with commitments in excess of $20 million. The advisory board meets twice every calendar year.

Vantage Capital Group does not establish any new divisions or make investments that pose potential conflicts of interest without advisory board approval and all potential conflicts will be referred to advisory board for resolution.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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