ESG: Investment Principles and Policy

We view ESG as integral to a company’s long-term potential – much like safety when driving. If you drive without using the mirrors, it does not mean you will get to the supermarket quicker or slower the first year, but with time the chances of a costly encounter rise.

For a company to sustain its growth and reach its long-term potential, we believe management needs to maintain a healthy balance between four core stakeholders:
  • Shareholders
  • Employees
  • Customers
  • Society
In this paper, Sudhir Roc-Sennett outlines some of the guidelines the Quality Growth team uses when analyzing companies as investment candidates.