Oquendo provides flexible capital to low-mid market businesses in Spain and Portugal through a combination of debt and non-control equity instruments, Oquendo supports acquisitions, growth and shareholder reorganization.
In the asset allocation process, Oquendo operates an "exclusions and concerns" dynamic filter. The investment committee has established some exclusion criteria preventing the portfolio to be exposed to certain activities that are not aligned with Oquendo's Responsible Investment Policy. For other specific activities and industries, Oquendo will carry out a more meticulous due diligence and close monitoring.
During the investment selection stage, Oquendo carries out a broad, all-encompassing materiality assessment. This materiality assessment aims to appraise a potential investment's performance in a series of ESG criteria, in order to thus evaluate what ESG risks the investment poses.
At the execution stage of the investment process, Oquendo carries out exhaustive due diligence involving the recollection and analysis of both financial and ESG data relating to the investment.
During the holding period, Oquendo's strategy is based on the triple action of systematically assessing ESG performance, engaging with its investees and managing eventual controversies.
Oquendo carries out a yearly ESG Portfolio Review in order to collect up-to-date information on ESG risks and its investees' performance.