LEA 07.1 - The insights gained from engagements are shared with members of the investment team to ensure that research outcomes and investment decisions are improved. All previous contacts are documented and available to members of the investment team.
LEA 07.3 - Each year we prepare a document containing examples of our approach to responsible investing that is available to clients on request. More specifically, this document contains:
- An overview of our approach to ESG incorporation and stewardship.
- Summary of the proxy voting record for the Orbis Global Equity Fund (the voting records for other Orbis Funds are also available to investors).
- Examples of when ESG issues influenced our investment decisions.
- Number of company meetings and examples of when Orbis engaged with companies.
- Examples of when Orbis voted against management’s recommendation at a shareholder meeting.