Environmental, Social, & Governance

We incorporate ESG principles in our investment philosophy.  We believe that companies with strong leadership, an enduring competitive advantage, and improving fundamentals will outperform their peers and the overall market over the long term.  At the same time, we are determined to invest in economic activities and enterprises that are consistent with our clients’ ESG preferences.

Our ESG strategy involves

• customizing investment strategies to meet the specific objectives and goals of each client

• actively monitoring portfolios to ensure that the investments remain consistent with our clients’ values, goals, and long-term vision

• screening companies in order to determine if their management teams’ values are aligned with our values

• focusing on investing in companies that have positive records regarding corporate governance, environmental impact, community involvement, and employee welfare

• seeking investment opportunities in business activities that are consistent with our values