Our methodology sets us apart.

By looking closely at a company’s management and culture, we can assess how they treat the environment; their employees, communities and stakeholders; and the integrity with which they govern their organization. In our business, this is called ESG Investing (Environmental, Social and Governance).

We incorporate ESG attributes into our analysis to better manage risk and generate sustainable, long-term returns. Companies with these strong characteristics are better equipped to adapt to change and evolve, and have lower probability of unforeseen liabilities.

Working with us means that we will prioritize environmental, social and governance (ESG) factors in tandem with financial factors during the portfolio-building process.


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ENVIRONMENTAL companies mitigate the negative impact that their operations have on the environment and strive to become more efficient in how they interact with the environment. Companies with lower carbon emissions and other waste streams, and more efficient water and other resource management systems have a competitive advantage.

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SOCIAL companies consider their impact on all stakeholders, including the cultures and communities impacted by their operations. We believe companies should leave a positive footprint on communities where they operate and have solid and trusting relationships with employees and supply chains.

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GOVERNANCE companies behave as honorable corporate citizens and act in the best interest of shareholders. We expect these companies to have a sound corporate structure in place, with checks and balances to ensure diversity, transparency, responsibility and compliance.