Sustainability

We believe that thinking about sustainability is now integral to good investment decisions. Built into our analysis of a stock is consideration of how that business will perform in a world likely to increase regulation and taxes on heavy environmental and social impacts.

The best management in all sectors are aware of these opportunities and risks and this provides us with another quality flag on the companies we choose to invest in. We look for superior businesses with top quality management teams.

We believe that from now on all sectors will continually lighten their impact.