Sustainable investing

Sustainable investing

Polen Capital’s investment approach: Polen Capital follows a high-conviction investment strategy rooted in bottom-up fundamental research. Their process emphasises sustainability as a core lens for evaluating business durability. By focusing on companies that deliver value across stakeholders, they aim to generate attractive, risk-adjusted returns for clients. 

Polen Capital’s sustainable investing approach: Polen Capital applies a thoughtfully integrated framework that regularly considers a range of sustainability categories—such as stakeholder treatment, carbon emissions, and governance practices—to identify risks and opportunities. This approach supports both financial resilience and sustainable impact across investment strategies, while allowing for flexibility in how these factors are assessed. 

Polen's take on sustainability

  • Stakeholder-centered analysis: Polen Capital prioritises value creation for stakeholders by evaluating competitive advantages and material issues from the perspectives of employees, customers, communities, and more.
  •  Integrated sustainability perspective: The sustainable investment team evaluates factors material to stakeholders, embedding sustainability considerations into analysis where relevant.
  • Long-term value creation: By focusing on initiatives that amplify stakeholder value and mitigate risk, Polen aims to identify companies positioned for financial resilience and sustainable impact over time. 

Read Polen Capital’s report here: 

 

 

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