Engaging for Prosperity

We view the management of the companies we invest in as essential partners in our quest to enrich our clients’ wealth. ESG considerations are intricately woven into both the data-driven and fundamental components of our investment philosophy. Our engagement with boards and management encompasses diverse approaches, including direct interactions and written correspondences. Our proactive engagement philosophy leads us to actively participate in the annual voting process, utilizing proxy voting as an essential element. Occasionally, when it’s in the best interest of our clients, we attend general meetings.