We believe our clients benefit from our rigorous, fundamental, bottom-up research process that couples the best thinking of our sector-specific analysts with the investment acumen of our experienced portfolio managers. We recognize that in many instances, the incorporation of Environmental, Social, and Governance (ESG) factors into our research process has the potential to enhance our ability to make better, more informed stock-selection decisions which, in turn, helps us deliver value to our clients.
Considering fundamentally material ESG factors as part of our investment research process:
To address client-specific requirements, the firm has managed the Small Cap Select SRI (Socially Responsible Investing) strategy since 2003 and the ESG SMID Cap strategy since 2017.
We are proud supporters of the Paris Climate Agreement & the Task Force on Climate-Related Financial Disclosures.