As part of our in-depth research process, we use a robust Research Questionnaire to help us analyze various aspects of a company. Sionna has integrated environmental, social and governance questions into the Questionnaire – formalizing our process to ensure that any potential issues are raised and addressed during our fundamental research and analysis.
We strive to invest in companies that are positioning their businesses to prosper over the long term. Such quality businesses aim to limit environmental and social issues, as these concerns have been growing increasingly impactful over time. We question management teams regarding these issues and believe that astute management teams have a good understanding of ESG implications on their businesses.
Analyzing a company’s governance practices is a critical component of our research process. We consider board composition, historical track record, and best practices to determine if a company follows strong governance. We have a preference for directors and management teams that are aligned with shareholders.