Learning: Unstructured

Engagement is an important part of the day job for all of our analysts as it contributes essential insights to our bottom-up assessment of company quality. As long-term, bottom-up investors, we don’t have interactions with companies that are limited to ESG issues in a transactional sense. Rather, we seek to build relationships around a shared objective of improving the company’s quality and sustainability positioning for the long-term benefit of all stakeholders.