
Quarterly Client Update
We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.
Use the links to quickly navigate the report:
Introducing the Indian Subcontinent Sustainability VCC
We are excited to announce that our Indian Subcontinent Sustainability strategy, first launched in 2003, is now available to investors in the EEA and Switzerland as an Irish-domiciled VCC. Managed by Sashi Reddy and David Gait since inception, the fund leverages the team’s expertise and strong track record of investing across Asia. Holding between 30-60 investments at one time, the fund will focus on delivering strong absolute returns over cycles and invest in companies based in, or where the majority of the company’s activities take place in, the Indian subcontinent region.
Investment Forum
On Wednesday 10 May 2023, we will be hosting an investment forum in London, where we will be seeking to get back to basics in addressing “What is the point of sustainable investing today?”
We will be joined by guest speakers from two of our widely held portfolio companies: Aavas Financiers and CSL. We will also be joined by WRAP, the climate action NGO whose India Plastics Pact we were pleased to support.
In addition, our investment team will provide updates on our strategies, engagements and share their reflections on investing sustainably since 2005.
Agenda
8:30 - 9:00am: Registration and breakfast
- Welcome - Grigor Milne & Rob Harley
- What is the point of sustainable investment today? - David Gait
- Company presentation: CSL - Joy Linton CFO, hosted by Chris McGoldrick
- Emerging markets companies in a global world - Sujaya Desai
- Q&A session with WRAP - Peter Skelton, Strategic Partnerships Manager, hosted by Lorna Logan
- Company presentation: Aavas Financiers - Sachinder Bhinder CEO, hosted by Doug Ledingham
- Is it possible to invest sustainably in China? - David Gait, Doug Ledingham & Chris McGoldrick
1:00pm: Lunch and networking
2:00pm: Finish
Overview
- Kings Place, 90 York Way, London, N1 9AG
- Wednesday 10 May 2023
- 9:00am - 2:00pm
Introducing the Indian Subcontinent Sustainability VCC
We are excited to announce that our Indian Subcontinent Sustainability strategy, first launched in 2003, is now available to investors in the EEA and Switzerland as an Irish-domiciled VCC. Managed by Sashi Reddy and David Gait since inception, the fund leverages the team’s expertise and strong track record of investing across Asia. Holding between 30-60 investments at one time, the fund will focus on delivering strong absolute returns over cycles and invest in companies based in, or where the majority of the company’s activities take place in, the Indian subcontinent region.
Team updates
In January, Anya Prakash who joined the team in January 2021 as a graduate investment analyst based in Edinburgh, left the business. Please join us in wishing Anya all the very best for her future endeavours.
Pensions for Purpose – Best Client-led Innovation
We are delighted to have won the award for Best Client-Led Innovation in the UK Pensions for Purpose Content Awards for our interactive Portfolio Explorer tool. We developed this tool to provide our clients with greater transparency, directly mapping the companies in which we invest to climate solutions, human development pillars and the Sustainable Development Goals.
Select the strategies you are interested in. Strategy update and Proxy voting can also be split out. You can then download a copy of the report by clicking on the button.