• We champion leaders in sustainability, investing in companies ranked within the top tier of ESG performance - well above the benchmark
• We seek out businesses reducing their environmental impact, targeting at least a 50% lower carbon footprint than the broader market
• We use a data-driven lens to uncover sustainable opportunities that align financial goals with deeper values
• We unlock differentiated return streams, offering diversification through low correlation to traditional equity strategies

By focusing on what others may underestimate, the portfolio has delivered outperformance relative to the MSCI All Country World Index since inception. Investing exclusively in highly rated ESG companies, it maintains a minimum 50% reduction in carbon emissions (Paris-aligned) versus the benchmark. Built for resilience, it is designed to navigate challenging market environments while continuing to uncover opportunity.

Integrating ESG is not an overlay - it’s how we uncover hidden resilience and long-term value. Our approach blends stock selection with portfolio construction to identify profitable, well-capitalised businesses with strong cash flows and durable competitive advantages. We prioritise companies with the ability to grow sustainably - across revenue, earnings and cash flow- at attractive returns. By avoiding superficial value traps and focusing on high-quality, undervalued opportunities, we give investors an edge grounded in insight, not assumption.

Our systematic investment approach is designed to uncover and capture enduring sources of return across Quality, Value and Growth. By consistently harnessing these risk premia, we build performance over time with a balanced, risk-aware foundation. We tilt tactically towards quality and value, while selectively introducing growth opportunities as they emerge. ESG integration is embedded throughout- ensuring the portfolio not only exceeds benchmark ESG profiles, but invests exclusively in companies within the top 20% of ESG ratings.