When undertaking due diligence on a potential investment, as part of the investment decision making process, the firm considers all relevant factors which include analyzing the macro-environment, industry/sector issues, operational issues, management, financial position, performance over the long-term and ESG opportunities and risks.
We believe that companies which incorporate Environmental, Social and Governance (ESG) considerations into their business model are more likely to be successful over the long-term. Consequently, we believe that incorporating ESG considerations into the investment decision-making process is likely to deliver superior and sustainable returns for our clients over the long-term. As part of our investment philosophy, we favour/look for companies which have strong market leadership positions, ability to convert market leadership into profit, cash flow and balance sheet leadership and has best-in-class ESG practices to ensure the sustainability of that profitability.
We integrate social inclusions such as analysing the extent to which the company engage with labour, development of staff and community (Bursary Programmes) and we attempt to ascertain political affiliations.