Our approach to ESG and Sustainable Risk explained:

1. Purpose

_Supporting our fiduciary responsibility.
_Identifying financial risks associated to the companies we invest in.
_Identifying activist targets as opportunities for value creation.
_We commit to using our voice to effect positive change.

2. Approach

_We have a policy and governance structure.
_We actively exercise our stewardship with the companies we invest in.
_Preference for engagement over exclusion.
_We review external data and companies ESG metrics and zone in on themes.
_We do not try to simply “tick the box” but seek to achieve change.

3. Actions & Support

_Communications to invested companies, including during proxy season.
_Central to the investment process and thesis.
_Reporting to investors.

4. Impact & Achievements

_Create market debate and proxy projects.
_Several tangible results achieved in campaigns, including ESG rating downgrade in one of our target companies.
_Firm level commitments.

Bluebell is a signatory of the United Nations supported Principles for Responsible Investment (“PRI”), an investment framework which aligns with our own sustainability initiative, to help support sustainability and environmental responsibility globally.

PRI

Bluebell Capital Partners Limited | 2 Eaton Gate, London SW1W 9BJ | +44 (0)20 3826 0100 |


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