Responsible Investing
The Manager believes that active engagement with public companies is a fiduciary responsibility of all responsible investors. Furthermore we believe that engagement should not be restricted to companies that are underperforming or have distinct governance issues, but rather be applied consistently as part of the day to day investment process.
This belief is based on the premise that companies that are governed well, and actively supported by their shareholders, will deliver superior risk-adjusted returns over the long term.
We acknowledge that shareholders should not attempt to run public companies or determine their strategy themselves. However, we also believe that shareholders should actively participate in the development of the companies that they invest in, working in partnership with management to maximise the probability of success.
In our case this means using the full range of resources available to us; contributing expertise where it is useful and access to resources beyond financial capital.
Our team of experienced public and private equity investment managers aim to apply this policy in line with our core investment principles:
- We aim to increase the value of the companies we invest in though our engagement
- We aim to create shareholder value through long term sustainable performance improvements, not short term opportunism
- We work in partnership with other stakeholders
- We seek to participate on equal terms with other shareholders
- We communicate our aims openly and transparently
We fully agree with the principles of the UK Stewardship Code and aim to comply fully with it. The basis on which we do this is set out in the SVG Investment Managers website www.svginvestmentmanagers.com.