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Slater Investments Limited

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

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.

Slater Investments believes that investing in growth shares using value filters provides the optimal combination of risk and reward in the long term, particularly when combined with focus, discipline, intellectual rigor and a healthy dose of common sense.

Our focus is on buying shares in companies based on sensible fundamental criteria with a considerable margin of safety and holding them on a long term basis. We strongly believe that those rare companies that are able to grow dynamically irrespective of the macroeconomic challenges will be disproportionately rewarded over time.

As long-term investors, we use ESG factors to help to identify companies positioned for strong long-term performance. As a business we approach ESG integration from a practical perspective, considering these issues against the backdrop of investment time horizon and goals of each portfolio.

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]

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.

URL/Attachment

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

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.

Slater Investments has a comprehensive coflicts of interest policy that covers potential conflicts of interest in the investment process. The company's Risk Committee acts as the Conflict of Interest Committee and will deal with any related matters as well as the annual review of conflicts register. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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