Relative Value ESG

We strive to identify companies that exhibit an asymmetric return pattern over a full market cycle and a solid ESG profile.  Anchored around four pillars, our process is executed by the entire Investment Team.

1

Proprietary Model
  • Quantitative assessment vs. industry peers
  • Metric and policy-based factors sourced directly from company filings
  • Focus on multi-year trends

2

Materiality Framework
  • Evaluate material and strategically relevant ESG factors for each business model
  • Controversy evaluation discipline

3

Direct Engagement
  • Benchmark the sustainability profile for each company
  • Actively engage with companies to better understand their commitment to ESG issues and to advocate for positive change

4

Active Ownership
  • Rigorous and customized proxy voting guidelines
  • Powerful tool for change in corporate behaviors and priorities
  • ESG Insights provide thought leadership and client education
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