As long-term investors, we believe that an active and fundamentally driven approach free from benchmark considerations is key to delivering consistent risk adjusted returns. With this in mind, we have anchored our investment approach on time-tested principles relying on in-depth research, portfolio construction discipline and active risk management.
RESEARCH AT THE ROOTS OF OUR CONVICTIONS
We base our investment decisions on in-depth proprietary research with direct access to companies’ managements. We also benefit from the insight of internal experts on macroeconomic research, cross-asset investment strategy and Responsible Investment. At the same time, we recognise the value that can be extracted from independent research and have built a comprehensive network of experts in the academic and corporate world to identify long-term risks/opportunities.
RESPONSIBLE INVESTMENT AT THE HEART OF OUR PROCESS
For several decades, our aim has been to address real issues facing society while at the same time delivering financial returns. This has shaped our sustainability investment framework bolstered by the Edmond de Rothschild Group’s DNA.
From an investment perspective, we believe that over time, the achievements of a great business will go beyond pure financial performance. We have developed our own sustainability ratings in order to be proactive and to bring ESG factors into the mainstream of our investment decisions. We are also committed to active stewardship and engagement to foster change and enhance best practices on ESG issues.
INTEGRATED RISK MANAGEMENT
Our objective is to ensure that the value creation resulting from our stock picking is not derailed by unwanted risks, and to shelter the portfolio from risk concentration. To this end, our portfolios are diversified across style factors and sectors, and portfolio risks are actively monitored at several levels by our investment teams and independent risk teams.