We have a fundamental belief in the exploitable advantage of financially and economically relevant environmental, social and / or governance information.
We also believe that long term absolute returns and market relative outperformance is a function of having an exploitable information advantage, avoiding over paying for assets at time of purchase and adopting an ownership rather than trading mindset.
Exploitable information advantage:
The market has tended to ignore or failed to recognize the economic importance of key environmental, social or governance (ESG) information available in the markets.
The price you pay
The price we pay today will deeply influence our long term returns. As such we focused on finding businesses where the market has ignored or misunderstood the extent of the ESG information relevant to that particular company or sector in terms of risk and opportunities.
We seek to adopt a longer term ownership approach than traditional market participants, adopting an engagement methodology to further endorse our ownership approach.
|Investec's Reponsible Investment hypothesis|
|We seek to invest in under valued, high quality companies with distinctive environmental, social or governance (ESG) information characteristics, using pragmatic engagement approach.|