Deep consideration of governance, social and environmental issues — coupled with active ownership — enhances investment, business and community outcomes.
Practices counter to the spirit of the law are unsustainable
Practices which knowingly target vulnerable groups are unsustainable
Practices which do not take reasonable steps to reduce significant harm are unsustainable
Our success requires strong management of ESG issues.
Long term alignment supports strong ESG outcomes.
We actively engage with companies and other stakeholders
Investment scenarios that capture ESG issues, such as climate
Personal and societal values can shape research insights
ESG considerations require dedicated and specialist capability
ESG Integration at Merlon – Part 1 : Philosophy
ESG Integration at Merlon – Part 2: Process
ESG Integration at Merlon – Part 3: Engagement
We believe people are motivated by short-term outcomes, overemphasise recent information and are uncomfortable having unpopular views.
At Merlon we focus on assessing the sustainability of a company's free cash flow because we believe that is the basis on which companies should be valued.
At Merlon we are committed toESG integration and active ownership, including formal engagement with our portfolio companies.
“A culture of integrity, passion and purpose. Deep
client trust. Investment outcomes worth the trust.
A business built to outlast us.”
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