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We don’t consider regulatory filings or rating systems sufficient to understand a company’s commitment to sustainability. We want to uncover the business realities—and the Environmental, Social, and Governance realities—that no screen or checklist can fully provide.
Our research process, led by our investment team, hinges on human insight.
We have an unwavering appreciation for the ability to uncover what’s true through the collection of multiple perspectives within a company’s sphere of relevance. To us, this work is essential to responsible investing.
And, because we believe responsible investing is an engine to further human flourishing, we think it’s only appropriate that the process for selecting responsible investments is also fundamentally human.
We continually look for companies that stand out in their markets.
Through data analysis and face-to-face meetings, we examine a company’s fundamentals.
We continue to review these fundamental building blocks to ensure a company remains sound.
We believe a responsible investment is a compelling business investment.
A healthy culture that values employees with development opportunities, competitive compensation, and strong communication of mission
Top talent is attracted and retained, enhancing the company’s offerings
A high value on diversity
A culture of constant improvement, aiming to get 1% better every day
Diverse thought is taken into consideration, allowing the company to improve
Company is able to pivot and change with their customers
High levels of customer intimacy demonstrates a focus on the changing needs of the customer
Customer retention and new customer acquisition enables strong unit growth and allows for more predictable business conditions
Expertise and deep understanding of industry challenges empowers company to solve its customers’ largest pain points
Does not need to predict where the market is going because its customers trust them enough to inform them
Focus on discovering and resolving inefficiencies in customer’s workflows
Business is less easily displaced
Avoids taking short cuts and disincentives unethical behavior
Allows company to focus and execute on long-term strategy vs. external factors and near-term challenges
Encourages “conservative” business practices and rational decision-making regarding resource use and talent
Company is not reliant upon external financing to sustain its growth across the business cycle
Management exercises responsible governance – they do not cut corners for the sake of external perception
Earnings are not overinflated – investors can be confident in the information management is conveying
Commitment to long-term value build vs. short-term earnings maximization
Transparent representation of company progress
This starts with company management and then extends to extensive conversations with those both inside and outside the company who know it best.
We look forward to continuing to contribute and learn from others in this space.