Our approach to active investment management is based on an investment process that fully integrates sustainability analysis into our decision-making and is focused on long-term performance. Our investment process underpins our differentiated thinking about the dynamics that drive and influence the performance of companies. We construct portfolios of sustainable companies with the confidence derived from our deep research and analysis.
To deliver superior investment performance by consistently taking a long-term view and fully integrating sustainability research within a rigorous framework of traditional financial analysis.
Delivering outstanding investment results will also achieve our goal of providing the business case for sustainable capitalism.
To create long-term partnerships by delivering differentiated investment insight and exceptional service.
To attract, retain and develop best professionals within a passionate culture and with who we share a commitment to our values.
We are committed to providing exceptional service – above all by delivering superior long-term performance and by ensuring our interests are aligned with those of our partners.
Integrity and honesty are the bedrock of our business. We expect the highest ethical standards in our work and in our personal lives.
We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning.
Teamwork underpins our firm culture. We consider each one of our colleagues with whom we work as individuals entitled to respect and dignity, and we recognize and reward their contributions on the bases of merit.
Effective communication is critical to teamwork and to our relationships. We encourage and value hearing different viewpoints and respectful challenges to consensus opinions.
Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.
Diversity, in the broadest sense, helps drive our success. A welcoming work environment, where individuals can bring totality of their experience and perspectives, is an invaluable contributor to greater economic success.
We have chosen an independent, owner-operated partnerships as an enduring business model. Similarly, we are committed to remaining a boutique investment company focused on continual improvement in our performance.
Through engagement with our partners, our portfolio companies and the broader financial markets, we strive to promote more sustainable form of capitalism. The MS foundation is an important element of that work.
We are committed to providing exceptional service – above all by delivering superior long-term performance and by ensuring our interests are aligned with those of our partners.
Integrity and honesty are the bedrock of our business. We expect the highest ethical standards in our work and in our personal lives.
We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning.
Teamwork underpins our firm culture. We consider each one of our colleagues with whom we work as individuals entitled to respect and dignity, and we recognize and reward their contributions on the bases of merit.
Effective communication is critical to teamwork and to our relationships. We encourage and value hearing different viewpoints and respectful challenges to consensus opinions.
Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.
Diversity, in the broadest sense, helps drive our success. A welcoming work environment, where individuals can bring totality of their experience and perspectives, is an invaluable contributor to greater economic success.
We have chosen an independent, owner-operated partnerships as an enduring business model. Similarly, we are committed to remaining a boutique investment company focused on continual improvement in our performance.
Through engagement with our partners, our portfolio companies and the broader financial markets, we strive to promote more sustainable form of capitalism. The MS foundation is an important element of that work.
We focus our investment approach in long-term performance by fully integrating sustainable analysis into our decision-making at every step.
Comprehensive, nuanced and multifaceted, our research process incorporates secular analysis, topical and industry research, company analysis and input form a variety of external subject matter experts.
Comprehensive, nuanced and multifaceted, our research process incorporates secular analysis, topical and industry research, company analysis and input form a variety of external subject matter experts.
Comprehensive, nuanced and multifaceted, our research process incorporates secular analysis, topical and industry research, company analysis and input form a variety of external subject matter experts.
Once we have formed a strategic view, we then look to identify quality companies we believe will thrive in this environment in the long term. We seek to invest in sustainable business providing products and services consistent with a low carbo, prosperous, equitable, healthy and safe society.
The search for quality is at the core of our investment analysis and diligence. We integrate fundamental analysis and sustainability factors to better assess the quality of the business and management teams. We believe our investment process leads to differenced conclusions on the quality and long-term performance of the companies and management teams we invest in.
Once we have formed a strategic view, we then look to identify quality companies we believe will thrive in this environment in the long term. We seek to invest in sustainable business providing products and services consistent with a low carbo, prosperous, equitable, healthy and safe society.
