With an average holding period of 4-7 years for our investments, our view is inherently longer-term than investment industry averages. This means that we naturally act as owners of investee companies, rather than short-term traders.
Our engagement activity with portfolio companies is mostly proactive, based on strategic objectives and is often carried out over several years. Where necessary, we use escalation tactics or collaborate with other investors to achieve our desired results.
MSA Safety - PFAS phase-out
Q3 2024
Infineon Technologies - Net Zero
Q3 2024
Daikin - Negative product impact
Q3 2024
Siemens Healthineers - Product impact
Q3 2024
Danaher - Shareholder resolution on DEI reporting
Q2 2024
STMicroelectronics - Carbon - Net Zero Target/ Strategy
Q2 2024
Gerresheimer - Product impact (end of life)
Q2 2024
AstraZeneca - Executive pay
Q1 2024
Infineon Technologies - DEI
Q1 2024
First Solar - NZC and GHG emissions
Q1 2024
Thermo Fisher - Potential UN GC Violation
Q4 2023
MSA Safety - Gender diversity
Q4 2023
Ecolab - Hazardous chemicals
Q4 2023
TE Connectivity - NZC
Q4 2023
CSL - ethical sourcing
Q3 2023
Smurfit Kappa - biodiversity
Q2 2023
Xylem - gender diversity
Q3 2023
Vestas - biodiversity
Q2 2023
TE Connectivity - net zero carbon targets
Q2 2023
Belimo - UN Global Compact
Q2 2023
HelloFresh - animal labour
Q1 2023 (Update)
SolarEdge - hazardous chemicals
Q1 2023
Steris - product impact
Q1 2023
WHEB's Public Policy Engagement
2022
MSA Safety - net zero
Q4 2022
HelloFresh - animal labour
Q4 2022
Keyence - product impact
Q4 2022
Vestas & Xylem - gender diversity
Q3 2022
Power Integrations - tax
Q2 2022
Ecolab & Linde - hazardous chemicals
Q2 2022
Danaher - voting a shareholder resolution
Q2 2022
Centene - governance of healthcare
2022
Daikin - net zero and CA100+
2022
Vestas - biodiversity
Q1 2022
A.O. Smith - gender diversity
2021
First Solar - biodiversity
2021
China Everbright - emissions from waste to energy
2021
Intertek - net zero
2020
Hikma - COVID-19
2020
Hella - EU Taxonomy
2020
Horiba - gender diversity
2019
TPI Composites
2019
Premier - governance of sustainability
2019
Johnson Controls - CEO remuneration and board independence
2018
MSA Safety - governance
2018
Smurfit Kappa - gender diversity
2018
Lenzing - pollution
2017
Orpea - director independence
2017
CSL - ethical standards
2017
