The team builds the portfolio one company at a time by looking for quality businesses with the potential to generate strong returns at attractive valuations. This includes assessing the long term durability of a company’s balance sheet, earnings and cash flows with a focus on material Environmental, Social and Governance (ESG) factors.

A proprietary framework is used to identify and invest in a select portfolio of companies that satisfy the Strategy's ESG criteria. By incorporating ESG criteria and through active engagement where determined appropriate, the team seeks to invest in industry leading, durable franchises, to manage risk as well as benefit from positive corporate decision making and industry leading productive change where possible.

The team consists of over 18+ sector experts averaging 19+ years of experience. The team’s fundamental, bottom-up approach leverages deep company and industry expertise. In considering ESG factors, the team applies a proprietary approach that goes beyond third party ESG scores. This proprietary approach to ESG integration is a hallmark of the strategy.