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 settlement with chemical company Solvay on the environmental controversy in one of their soda ash plants

• 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

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