Our Philosophy
Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to environmental and social problems that provide value across all their stakeholder groups, will position themselves to be tomorrow’s winners.
Our investment philosophy focuses on purpose-led Future Quality businesses — those that can attain and sustain some of the best returns on capital available in the market.
We believe the market will increasingly allocate capital to companies solving society’s major challenges and that these companies will be best placed to sustain high returns, while creating value for all their stakeholders.
ESG Implementation
As long-term investors, we focus on companies that not only behave appropriately but can actively provide solutions to the social and environmental problems we face. However, for this to be done sustainably, we believe it also needs to be done profitably.
Profits are essential for companies but the purpose of a business is far more than simply the generation of profit. The best businesses already understand this and, with purpose, consistently provide value to all their stakeholders.
Our search for Future Quality focuses on researching and investing in some of tomorrow’s most profitable companies available in global markets. Given the scale of the challenges faced across the world today, we are finding an ever-increasing number of companies that can form part of the solution rather than be part of the problem, which is critical for both future financial returns and the wellbeing of future generations.