JK Capital Management applies exclusion filters to its equity investment universe. Such filters include controversial weapons, thermal coal production and tobacco.
Our ESG integration
JK Capital’s idea of ESG integration follows the concept introduced by the UN PRI and defined as “the explicit and systematic inclusion of ESG factors in investment analysis and investment decisions.” It is a holistic approach to investment analysis, where material factors—ESG factors and traditional business and financial analysis factors—are identified and assessed to form an investment decision. Our integration process starts from the pre-investment stage and moves along towards reaching an on-going engagement with companies post-investment. The four steps of such integration are:
- Analysis of sustainability information with the intent to form the ESG profile of a company
- Engagement with companies on issues raised by JK Capital’s ESG due diligence
- Investment Committee prior to any investment decision
- Follow-up and participation in the company’s activities through active voting and engagement