We believe that making long-term investments in companies with high corporate governance quality and competitive advantage in businesses responding to environmental and social challenges, will enable us to achieve attractive returns.
Unique approach
We analyze and understand companies in detail through bottom-up research by analysts, focusing on non-financial information from an ESG perspective.
In common ESG research, companies are analyzed from each of the E・S・G aspects separately. Our analysts utilize a unique approach integrating ESG factors, focusing on the “business model” and “stakeholder relationship” to determine the condition of companies from an ESG perspective.
Concentrated Portfolio
We strictly select and invest in companies which have been evaluated highly in terms of ESG quality.
Long-Term Investment
We believe the impact from ESG factors accumulate over a long timeframe. Thus, we invest in companies with high ESG profile from a long term perspective.
We establish good communication with the companies we invest in and conduct engagement with them when necessary.
Investment Process
Disclaimer
This page is directed for professional investors only.
The purpose of this page is to express the general investment method of the strategy, and not intended for offering or soliciting any new subscriptions.
The information contained in this material is prepared based on a representative fund of the strategy.
All data used herein are that of the past and do not guarantee future returns.
Although the information used on this page has been obtained from public sources which are considered to be reliable and credible, T&D Asset Management does not guarantee the correctness or the credibility of such information.
