Responsible Investing

Evaluating a company’s environmental, social and governance practices is core to our deep-dive fundamental research process. We employ a proprietary, fully integrated evaluation approach that was developed by investment professionals who know small cap companies best — our own equity analysts.

Having built our own set of materiality risks, we fully understand the methodology that informs our framework.

Our Activities

UN PRI
We are a signatory of the United Nations supported Principles for Responsible Investment.

ESG COMMITTEE
Our ESG committee consists of three portfolio managers and our chief compliance officer. They oversee our ESG policy and report directly to the board.