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Fairpointe Capital, LLC (Delisted)

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources


SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。



          Jean Orr, Director of Research

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

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. 組織にいる専任の責任投資担当者の人数を記載してください。


07.4. 補足情報 [任意]

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

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