Investment decisions are based on in-depth fundamental analysis, price sensitivity, a global perspective, a long-term investment horizon and an analysis of ESG issues. LBA’s approach to investing responsibly and integrating ESG considerations is guided by the mandate to deliver returns that will enable clients to achieve their long-term investment objectives and our core values. We believe that companies with sound business practices, including strong corporate governance and responsible management of material environmental and social issues, have better success and deliver stronger financial performance over time. Conversely, companies that have poor environmental, social or corporate governance practices present risks and controversies that may hinder their financial performance. Our industry experts investigate these ESG risks and opportunities through our in-house research process, which is complemented by independent third-party research.
Additionally, we consider ourselves to be long-term partners of our investee companies and have a very strong culture of engagement, maintaining ongoing dialogue with management and occasionally with board members so we can address issues as they arise.
The same investment approach is pursued across all asset classes and applied across all portfolios. Funds managed under segregated accounts may be subject to specific investment criteria tailored to clients' requests.