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Fairpointe Capital, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.

Roles

Select from the below internal roles

          Jean Orr, Director of Research
        

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

Fairpointe's Portfolio Managers include Thyra Zerhuse, CEO and CIO along with Fran Tuite and Brian Washkowiak.  Ms. Zerhusen, Ms. Tuite and Mr. Washkowiak have dual roles as portfolio managers and analysts.  The portfolio managers are supported by Jean Orr, Director of Research and Sara Hostalet, Analyst.  Ms. Orr is responsible for new idea generation and maintenance research, while Ms. Hostalet assists with all aspects of the research process.  However, Ms. Orr and Ms. Hostalet do not have any RI oversight responsibilities.  

Fran Tuite leads the ESG effort at Fairpointe.  She brings rigor and depth to our ESG analysis and ultimately, has the RI oversight responsibility with the assistance of Ms. Zerhusen and Mr. Washkowiak.  

 

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

5 Number

07.4. Additional information. [Optional]


SG 07 CC. Climate-issues roles and responsibilities (Private)


SG 08. RI in performance management, reward and/or personal development (Private)


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