Our investment philosophy is set on 4 tenents:
Long term business sustainability
Sound corporate governance ( management team and board of directors)
Strong and sustainable cash flows and balance sheet
ESG is therefore intricate in how we evaluate investment opportnuties. The key question that anlayst have to answer is "What could go wrong and how much money would be permanently lost ?"
Again ESG is at the centre of answering that question from a risk measurement perspective.