We seek companies with sustainable competitive advantages that form the foundation for generating strong and enduring relative returns. Portfolio companies must adhere to our principles for investment, thus increasing the likelihood that these firms will continue to outperform into the foreseeable future.
In selecting investments, we employ a bottom-up approach, concentrating on the specific characteristics of individual companies from the global universe of securities. From this broad and inclusive opportunity set, we focus on companies that we believe have good long-term growth potential and excellent environmental practices.
Companies able to sustain success over the long term share certain defining characteristics. We have found that these characteristics apply whether the company is an established global market leader or a smaller regional player with a new or better product.