Ardevora’s investment process lies at the heard of everything it does. Ardevora’s objective is to generate significant outperformance over the long-term whilst maintaining a relentless focus on risk.
Ardevora are dedicated to achieving the best possible risk-adjusted returns for its investors and believe responsible investment ("RI") is an important factor in achieving this. As part of this Ardevora strive to gain an understanding of the relevant environmental, social, governance ("ESG") issues applicable to Ardevora's investments.
To enhance Ardevora’s ESG understanding and supplement existing fundamental research, Ardevora collects ESG information from third-party providers of ESG research, which strengthens its Fund Managers understanding of a company’s ESG practices and risks. The external service provider reports are used to derive scores for ESG respectively. Identifying and incorporating ESG factors does not substitute Ardevora’s existing investment process. It presents additional factors to be considered in the investment decision.
Ardevora’s Global Long-only Equity SRI Fund has exposure to a broad spread of stocks in most of the major equity markets. The construction of the Fund includes an overlay screen, which include some of the principles of Sustainable Responsible Investment ("SRI").