Great businesses can lower their cost of capital by leading on ESG issues.
We are value investors focused on long-term investment opportunities as well as opportunistic dislocations. We use environmental, social, and governance (ESG) factors to source and underwrite investments.
Through our engagement, we aim to inspire investors and managers to incorporate sustainability into their decisions and to encourage business more broadly to address environmental and social challenges. Great businesses can lower their cost of capital by leading on ESG issues. Conversely, we expect the capital markets to increasingly penalize businesses that do not adequately address material sustainability issues. We seek both to catalyze and capitalize on these developments.