Specialist

value investor

managing

institutional


Emerging

Markets

equity

portfolios.

01

Regulatory Disclosures

  • Code of Ethics

  • GDPR Privacy Notice

  • MIFID Minor Non Monetary Benefits Disclosure

  • Modern Slavery Transparency Statement

  • Pillar 3 Disclosure

02

Responsible Investment & ESG

  • Responsible Investment Policy

  • Climate Change Policy

  • Conflicts of Interest Policy

  • Exclusion Policy

  • Engagement Reporting


  • —  Engagement Report 2H21

  • —  Engagement Report 1H21

  • —  Engagement Report 2H20

PRI Signatory Climate Action 100+ WDi

03

Stewardship & Proxy Voting

  • Stewardship Code & SRD II

  • Proxy Voting Policy

  • Proxy Voting Reporting


    2022


    — Proxy Voting Q1 2022

    PDF
  • 2021

  • — Proxy Voting Q4 2021

    PDF

    — Proxy Voting Q3 2021

    PDF

    — Proxy Voting Q2 2021

    PDF

    — Proxy Voting Q1 2021

    PDF