Our search for global leaders is based on our philosophy that:
High quality companies should produce higher returns to shareholders with lower risk.
Major indicators of quality include higher-than-peer set return on investment and integration of ESG risks into business model.
Great investments are found in companies of any size, any sector, and in most regions of the world.
Conversely, some industries and companies may present unacceptable environmental risks for long-term investors.
A long-term investment perspective should facilitate long-term investment success.
It is important to buy companies at reasonable valuations.
Our investment philosophy is supported by a consistent, rigorous investment process.