Activism ‘Our Way’
Active investment is more than deviating from the benchmark
We believe that as shareholders, we have a fiduciary duty to be actively involved with the companies in which we invest. That’s why we take our way of active investment a step further. We see ourselves as long-term partners of the management teams of the companies in which we invest. We make sure they know us, and that they know our views.
Active involvement is not a goal itself. When management teams take appropriate strategic decisions, we let them excel at what they do.
However, when we believe a management team has an opportunity to make value-enhancing strategic decisions, we enter into a constructive dialogue.
Value-enhancing actions we may focus on include:
- operational improvements
- balance sheet restructuring
- corporate restructuring
- corporate governance
Our constructive dialogue should help crystallise hidden value in the business, ultimately benefiting all shareholders.