Active Ownership

We actively engage with company management, both during our due diligence process and on an ongoing basis. We aim to assess whether the management shares our views on the trends we identified during the Immersions research process. We also consider how the management is positioning the company to capture those trends.

 

We commit to exercising our voting rights - proxy voting has to be a crucial element of responsible investing.  But we also aim to go further in engaging with management around ESG principles, not least because of the potential for management actions to affect our portfolio returns.

The weaker a company's approach to ESG, the less attractive its valuation due to the impact on the risk-adjusted returns calculation. That, in turn, makes it less likely that we will invest our clients' funds. 

During our engagement with managements, we make clear our investment thesis, testing whether it is corroborated by management. We also consider management's assessment of the major risks that we identify, and their attitude to monitoring and controlling these risks.

View our Voting Disclosure Records

Q4 2017
Q1 2018

Q2 2018

Q3 2018

Address

Trinetra Investment Management LLP
7 Stratford Place
London  W1C 1AY

Phone

+44 20 3908 8900

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© 2019 - Trinetra Investment Management
Trinetra Investment Management LLP is incorporated in England and Wales under company number OC415873 with registered address at
7 Stratford Place London W1C 1AY and is authorised and regulated by the Financial Conduct Authority (Firm reference number: 772919).  

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