U.S. Large-Cap Sustainable Value Strategy

INVESTMENT PHILOSOPHY

We seek to identify companies with SCFA(s) using our 3P investment filter, focusing on those leveraging sustainable strategies through their People, Process, and/or Product to drive enhanced financial performance. We consider multiple sources of information in our investment research, including fundamental data and sustainable business practices, which enables us to identify high-quality investments with SCFAs versus competitors.

Free Cash Flow
We aim to invest in the equity securities of high-quality large-sized companies that we believe have attractive and durable free cash flow yields, favorable capital structures, strong capital discipline, and which are listed or traded on the U.S. markets and exchanges.
Capital Discipline
We focus on a company’s capital structure and approach to capital allocation. We place a high emphasis on financial flexibility as well as capital returns to shareholders through buybacks and dividends.
Sustainability
We look for value and sustainability across a wide range of industries and sectors by utilizing our primary sustainable research expertise and seek to uncover SCFA that might be overlooked by the market.
Valuation
We find value opportunities in durable and sustainable free cash flow businesses that maintain prudent capital structures and exhibit capital discipline.