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Blue Oceans Capital

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Investment Principles and Strategy 

Fundamental, active, long-term investments in profitable companies whos business model is disrupting or creating an industry for the benefit of environment and people. The majority of our analysis is focused on the drivers of price and volume. 

- Concentrated portfolio

- Screen all investment opportunities manually, looking at the business model as a first filter

- Detailed analysis of financials, notes to financials, industry, and competitors. (Company must have earning from operations or we must be able to clearly establish a likely pathway to profitability)

- Calculate intrinsic value based on tangible value in the business (value of advertising, R&D, balance sheet) and value of distributable earnings (cash flow from operations) (We can only purchase a company where the stock price represents a fair or discounted value as compared to our valuation). 

- Detailed ESG analysis (Company must align with good ESG management practice). 

- Accounting manipulation checks (check on any evidence of accounting manipulation or embellishment). 



Our investors perceive us as sustainable. It is therefore our duty to to interpret what sustainability means and to enact it in our daily activities. 

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

We only make investments that do not involve polluting commodities, weapons or defence, gambling, alcohol, or any media harmful to psychological well-being. We conduct ESG analysis and report on ESG factors for each of our investments as per the guide and case studies in “A practical guide to ESG integration for equity investing.”  We only invest in companies with good ESG alignment and have divested where there has been misalignment during the course of our holding. 

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。






02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)