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
