Acting responsibly is at the heart of what we do, both in our own business and in the way we invest.
We firmly believe that doing the right thing is consistent with creating value.
Jason Gatenby, Chief Executive Officer
We invest in businesses with motivated employees who provide critical products and services that are highly valued by their customers, respected by their regulators, considerate to the environment and welcomed by the communities in which they operate.
By doing this we build a portfolio that we and our investors can be proud of and will also achieve positive returns.
As part of our Policy on Responsible Investing we will always consider ESG factors during the investment process. These issues are evaluated for each portfolio company both when making the investment decision and throughout our investment.
We apply our ESG approach to all of our active funds: Montagu IV, Montagu V and Montagu VI, covering all of our €8bn assets under management (as of January 2021).
We have designed our own comprehensive operating framework, which is core to our investment philosophy and integrated into our investment process.
To identify the relevant factors to an investment, we look to understand and identify the interests of all stakeholders, such as employees, customers, suppliers, communities or the environment.
Having worked out what matters to them, we seek to identify opportunities for improvement in three interlinked areas:
Areas where better addressing stakeholder interests will generate investment returns or reduce investment risk.
The responsibility of Montagu and the companies we invest in to uphold the highest standards and treat stakeholders with respect.
Best practice processes for oversight, continuous learning & improvement. We ask the companies we invest in to meet a set of good practice governance practices, for example, a risk committee and a code of conduct for employees and monitor compliance with these standards.
Montagu believes that good ESG management is both the right thing to do and that by doing this, we generate better returns.
To learn more about our Responsible Investment approach, please contact firstname.lastname@example.org.