Investing Responsibly
Our Approach
Aubrey invests its clients’ money in a responsible manner, in assets which we believe will provide long-term sustainable returns. Aubrey supports the UK Stewardship code and is a signatory to the Principles for Responsible Investment (“PRI”).
Framework for equity investments
Since 2006, our company research has integrated an internally developed assessment on sustainability. This analysis is today based on the United Nations Global Compact and we focus on four key themes: Human Rights, Labour, Environment and Anti-Corruption. Companies scoring poorly are not automatically excluded from investment.
The companies we invest in are analysed through our own bespoke in-house framework and toolkit, including a which highlights the key performance indicators below, ensuring a targeted evaluation of each of our holdings. This enables us to delve into specific aspects of our portfolio companies’ environmental impact, social responsibility, and governance practices.
Case Studies - Apollo Hospitals
Engagement
Engagement is key to our focus on responsible investing. Visiting and speaking to companies directly allows the investment team to form a better opinion of the firm’s sustainability focus. We find this approach is more effective than relying on external scoring methodologies.
Voting
Aubrey has an independent voting policy and seeks to vote all shares held.
We consider the quality of management when determining whether the company is a suitable investment. We only invest in companies where we believe the management team is an appropriate custodian of the business that will act in the interest of all shareholders.