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 - Hazardous chemicals
Q3 2024
Infineon Technologies - NZC targets
Q3 2024
Daikin - Product impact
Q3 2024
Siemens Healthineers - Product impact
Q3 2024
Danaher - DEI
Q2 2024
STMicroelectronics - NZC targets
Q2 2024
Gerresheimer - Product impact
Q2 2024
AstraZeneca - Executive pay
Q1 2024
Infineon Technologies - DEI
Q1 2024
First Solar - NZC and GHG emissions
Q1 2024
Thermo Fisher - UN Global Compact
Q4 2023
MSA Safety - Gender diversity
Q4 2023
Ecolab - Hazardous chemicals
Q4 2023
TE Connectivity - NZC commitments
Q4 2023
CSL - Ethical sourcing
Q3 2023
Smurfit Kappa - Biodiversity
Q2 2023
Xylem - Gender diversity
Q3 2023
Vestas - Biodiversity
Q2 2023
TE Connectivity - NZC 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 - NZC targets
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
Q2 2022
Centene - Governance
2022
Daikin - NZ and CA100+
2022
Vestas - Biodiversity
Q1 2022
A.O. Smith - Board gender diversity
2021
First Solar - Biodiversity
2021
China Everbright - Carbon emissions
2021
Intertek - NZC targets
2020
Hikma - COVID-19
2020
Hella - EU taxonomy
2020
Horiba - Board gender diversity
2019
TPI Composites - ESG disclosure
2019
Premier - Governance and sustainability
2019
Johnson Controls - CEO remuneration and Board independence
2018
MSA Safety - Governance
2018
Smurfit Kappa - Board gender diversity
2018
Lenzing - Pollution
2017
Orpea - Director independence
2017
CSL - Ethical standards
2017
