Conduct research with highly-skilled global industry experts
Thinking independently often leads to non-consensus holdings
Qualitative
Focus on sustainability (supply/demand, barriers to entry, management, substitutability)
Allocate capital globally, benefitting from comparative advantages and specific country pricing anomalies
Integration of Environmental, Social, and Governance (ESG) principles consistent with our overall investment approach - conviction that the companies in which we invest should act ethically and in the best interest of all corporate stakeholders across the value chain, including employees, customers, suppliers, community members, the government, and shareholders