sustainable investing
When choosing companies to invest in, we actively seek out businesses and entrepreneurs committed to sustainable practices and view ESG (Environmental, Social, and Governance) performance as a continuous improvement process. While not demanding immediate perfection, we expect a genuine commitment to ESG from the leadership and work collaboratively with portfolio companies to meet or exceed ESG goals throughout the investment.
Our approach involves open communication from the outset, providing tools and guidance to address ESG risks and opportunities. This is implemented through: pre-screening for general ESG awareness, outlining ESG risks in investment memos and discussing them in the investment committee, screening against an ESG exclusion list, using an ESG due diligence framework aligned with GRI and BRSR standards to identify risks, actively monitoring and assisting portfolio companies in integrating ESG strategies, and finally, providing an ESG summary at the exit stage to help new investors understand the company's sustainability journey.
how do we implement this?
01
Pre-Screening
We are mindful of the general themes surrounding ESG and our role as a responsible investor when considering potential investments.
02
Screening
We screen all prospective portfolio companies against our ESG Exclusion List which contains various assets we will not invest into.
03
Due Diligence
We use our ESG DD framework to identify risks as part of the diligence process and drive our decision-making.
The framework is aligned to both GRI as well as the BRSR standards.
04
Investment Committee
We outline ESG risks in the Investment Memorandum. Relevant ESG topics are explored as part of the investment committee discussion and decision-making process.
05
Portfolio Management
We monitor and assist our portfolio companies’ performance through periodic engagement and guidance to integrate ESG strategies.
06
Exit Planning & Management
We provide an ESG summary based on the engagement lifecycle with the portfolio which helps new investors map their expectations and plan appropriately.
sustainable value for all
Holistic Value Creation
This signifies a commitment beyond purely financial returns. We aim to foster investments that generate positive impacts across environmental, social, and governance dimensions, creating long-term value for all stakeholders involved, including investors, portfolio companies, their employees, communities, and the planet.
Integrated ESG Approach
This underscores our commitment to embedding Environmental, Social, and Governance factors into their entire investment process, from initial screening and due diligence to ongoing portfolio management and eventual exit. They believe that considering these aspects is crucial for building resilient and successful businesses.
Long-Term Vision
"Sustainable value" implies a focus on building lasting impact rather than short-term gains. We seek to support companies that are not only financially viable but also operate in a way that is environmentally responsible and socially conscious, contributing to a more sustainable future for all.