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Engagement case studies

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

845x620 firefighter pfa clothing

Infineon Technologies - Net Zero

Q3 2024

845x620 factory emissions

Daikin - Negative product impact

Q3 2024

845x620 daikin hvac chemicals white

Siemens Healthineers - Product impact

Q3 2024

845x620health care gloves

Danaher - Shareholder resolution on DEI reporting

Q2 2024

845x620 danaher dei

STMicroelectronics - Carbon - Net Zero Target/ Strategy

Q2 2024 

845x620 scope emissions factory

Gerresheimer - Product impact (end of life)

Q2 2024

needle orange background

AstraZeneca - Executive pay

Q1 2024

executive pay 125 276

Infineon Technologies - DEI

Q1 2024

diversity 195 267

First Solar - NZC and GHG emissions

Q1 2024

solar panels 125x276

Thermo Fisher - Potential UN GC Violation

Q4 2023

genetic sequencing thermo fisher 620

MSA Safety - Gender diversity

Q4 2023

Diversity

Ecolab - Hazardous chemicals

Q4 2023

Chemicals again

TE Connectivity - NZC

Q4 2023

Car anatomy

CSL - ethical sourcing

Q3 2023

Blood donation

Smurfit Kappa - biodiversity

Q2 2023

Jungle

Xylem - gender diversity

Q3 2023

Gender diversity smaller

Vestas - biodiversity

Q2 2023

Bird wind turbines

TE Connectivity - net zero carbon targets

Q2 2023

Target

Belimo - UN Global Compact

Q2 2023

Airconditioning

HelloFresh - animal labour

Q1 2023 (Update)

Coconuts

SolarEdge - hazardous chemicals

Q1 2023

abstract chemicals

Steris - product impact

Q1 2023

Surgeon Hygiene

WHEB's Public Policy Engagement

2022

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MSA Safety - net zero

Q4 2022

Firefighter

HelloFresh - animal labour

Q4 2022

Coconuts

Keyence - product impact

Q4 2022

Factory Machine Vision

Vestas & Xylem - gender diversity

Q3 2022

Reproductive Rights

Power Integrations - tax

Q2 2022

Tax Crop

Ecolab & Linde - hazardous chemicals

Q2 2022

Chemicals Orange

Danaher - voting a shareholder resolution

Q2 2022

Voting Spotlight

Centene - governance of healthcare

2022

Holding Hands

Daikin - net zero and CA100+

2022

HVAC

Vestas - biodiversity

Q1 2022

sander weeteling GIR rS hhG4 unsplash

A.O. Smith - gender diversity

2021

iStock Board room scaled

First Solar - biodiversity

2021

iStock bird on solar panel scaled

China Everbright - emissions from waste to energy

2021

iStock Waste to energy scaled

Intertek - net zero

2020

Intertek Image 2 new

Hikma - COVID-19

2020

Doctor syringe

Hella - EU Taxonomy

2020

car headlights

Horiba - gender diversity

2019

vishnu mohanan pfR18JNEMv8 unsplash

TPI Composites

2019

impact performance blocks

Premier - governance of sustainability

2019

MRI Scanner

Johnson Controls - CEO remuneration and board independence

2018

skyscrapers

MSA Safety - governance

2018

Firemen

Smurfit Kappa - gender diversity

2018

Cardboard

Lenzing - pollution

2017

Java

Orpea - director independence

2017

Elderly hands

CSL - ethical standards

2017

Female Surgeon

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