ESG
Our approach to ESG and sustainability risk explained
1. Purpose
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Supporting our fiduciary responsibility
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Identifying financial risks associated to the companies we invest in
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Identifying activist targets as opportunities for value creation
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We commit to using our voice to effect positive change
2. Approach
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We actively exercise our stewardship with the companies we invest in
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Preference for engagement over exclusion
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We review external data and companies ESG metrics and zone in on themes
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We do not try to simply “tick the box” but seek to achieve change
3. Actions & Support
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Communications to invested companies, including during proxy season
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Central to the investment process and thesis
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Reporting to investors
4. Impact & Achievements
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Create market debate and proxy projects
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Several tangible results achieved in campaigns, including settlement with chemical company Solvay on the environmental controversy in one of their soda ash plants
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Firm level commitments
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Bluebell is a signatory of the United Nations supported Principles for Responsible Investment (“PRI”), an investment framework which aligns with our own sustainability initiative, to help support sustainability and environmental responsibility globally