Equities European Equities: What does ESG mean to us?
Our focus as active fund managers is on finding mispriced stocks. We are open to buying companies whose qualities and future potential are not properly reflected in their share prices. Equally, we look for companies whose willingness and efforts to change have yet to be recognised by the market. Correctly anticipating change for the good and the scope for market perceptions to catch up with reality can generate strong investment returns. The key is identifying the issues and focusing on the path to improvement.
December 14, 2020
