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Oasis Group Holdings

PRI reporting framework 2020

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Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The Oasis investment philosophy provides our clients with attractive risk adjusted returns at lower volatility. We invest in high quality businesses below their intrinsic value. This includes a focus on investing in secular growth stories or opportunities which the market is not yet pricing in. We deliver better downside protection than the markets and our peers on the back of our meticulous and thorough investment process which incorporates stringent share selection criteria and ensures that we buy high quality undervalued streams of cash flows. Oasis’s in-house global research capacity also provides us with a competitive edge in analyzing global companies. The consistent application of our investment philosophy has contributed to significant value creation for our clients over the long term. Furthermore, Socially Responsible Investing has been embedded in the Oasis investment process since inception. We adhere to the CFA Code of Ethics & Standards of Professional Conduct and are also signatories to the Principles for Responsible Investing (PRI). We believe that incorporation of ESG considerations into the investment process ensures sustainability in society and delivers attractive risk adjusted returns to our clients over the long term.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Social responsibility is the cornerstone of the Oasis investment philosophy since its inception in 1997. Oasis is a signatory to the Principles for Responsible Investing (PRI). Oasis has also developed corporate action guidelines in accordance with best global practices including amongst others, the CFA Code of Ethics and Standards of Professional Conduct, the PRI, King IV Code of Governance, Cadbury Report, CRISA and other relevant guidelines.

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 attractive risk adjusted returns for our clients over the long-term. As part of being a responsible investor, we ensure that we are active owners and that our fiduciary duties in terms of shareholder rights are exercised in the best interest of our clients. We also ensure that all decisions are based on thorough analysis and that actions are properly recorded and communicated. Oasis endeavours to vote on all investee company resolutions at AGM’s. Oasis also engages with investee companies on all three aspects of ESG on a continuous basis.

We  incorporate Responsible Investing in our investment decision making process through quantifying the potential risks or opportunities arising from the ESG practices of a company. This includes quantifying the impact on earnings as well as the stock’s valuation and risk rating.

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

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02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

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02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

We have a detailed conflict of interest policy which has been circulated to all employees, setting out best practices. We consider all circumstances and relationships that could potentially lead to a conflict of interest and have measures to prevent, manage or mitigate any identified conflict of interest. We disclose any identified conflict of interest to the client and intermediary to ensure transparency.

We also have a stringent policy on personal account trading for investment professionals. All employees including investment professionals are encouraged to invest within the firm's unit trust products thus ensuring alignment of interests with our clients.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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