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Ownership Capital

PRI reporting framework 2019

You are in Direct - Listed Equity Active Ownership » Engagement

Engagement

LEA 02. Reasoning for interaction on ESG issues

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

02.4. Additional information. [Optional]


LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagements.

Indicate the criteria used to identify and prioritise engagements for each type of engagement.
Type of engagement
Criteria used to identify/prioritise engagements
Individual / Internal engagements

Internal / Individual engagements

Collaborative engagements

Collaborative engagements

03.3. Additional information. [Optional]


LEA 04. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Indicate whether you define specific objectives for your organisation’s engagement activities.
Individual / Internal engagements
Collaborative engagements

04.2. Additional information. [Optional]

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.


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate if you monitor and/or review engagement outcomes.
Individual / Internal engagements
Collaborative engagements
Indicate if you do any of the following to monitor and review the progress of engagement activities.
Individual / Internal staff engagements
Collaborative engagements

05.3. Additional information [Optional]

It is Ownership Capital's belief that investors should act as long-term owners of their portfolio companies through continuous monitoring and dialogue with management.

Our engagement priorities are founded upon a deep fundamental understanding of the company and industry environment in which it operates. Through our own analyses and proprietary tools, we determine the priorities for our engagement activities. We recognize that these engagement activities are specific to the circumstances of our portfolio companies and that these circumstances are continuously evolving.

Although we prefer to conduct our engagements directly with the management of our portfolio companies ourselves, when our investors, other organisations and/or shareholders are engaging on topics similar to ours, we will look to combine efforts in the hope of reaching an optimal result.


LEA 06. Role in engagement process

06.1. Indicate whether your organisation has an escalation strategy when engagements are unsuccessful.

06.2. Indicate the escalation strategies used at your organisation following unsuccessful engagements.

          re-evaluating the engagement strategy
        

06.3. Additional information. [Optional]


LEA 07. Share insights from engagements with internal/external managers

07.1. Indicate whether insights gained from your organisation's engagements are shared with investment decision-makers.

Type of engagement

Insights shared

Individual / Internal staff engagements

Collaborative engagements

07.2. Indicate the practices used to ensure information and insights collected through engagements are shared with investment decision-makers.

07.3. Indicate whether insights gained from your organisation’s engagements are shared with your clients/beneficiaries.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

07.4. Additional information. [Optional]


LEA 08. Tracking number of engagements

08.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

08.2. Additional information. [OPTIONAL]


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