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ESG Investment Solutions Strategy
Why work with us?
Understanding our clients' perspectives on ESG is the initial step in crafting the appropriate strategy, starting with a conversation. Orus Capital Group Investment Managers' approach to ESG is rooted in a comprehensive assessment of our clients' objectives. We employ a consultative method to develop a solutions-oriented approach that aids in achieving these goals, leveraging the expertise of our 36+ independent asset managers.
A Unique Structure
Each of us has a distinct approach to ESG, enabling us to align the expertise of our advisors with the specific needs and objectives of our clients.
Unique Capabilities
Using a fundamental, bottom-up investment approach, the team strives to build a diversified portfolio of undervalued global securities. Their focus is on identifying companies that meet four essential criteria: undervaluation, high quality, strong balance sheets, and capable, shareholder-friendly management teams.
A Firm Commitment from Everyone in the Group
The majority of our affiliated investment managers (Affiliates) have signed the Principles for Responsible Investment (PRI) and have incorporated ESG considerations into their investment analysis and decision-making processes. According to the PRI due diligence questionnaire in 2023, PRI signatories manage 97% of our assets.
By signing the PRI, these Affiliates commit to integrating ESG factors into all facets of their operations, encompassing investment analysis and decision-making, as well as ownership policies and practices.
General principles and expectations
We anticipate that each Affiliate will integrate ESG considerations into their investment decisions, engage as active owners when relevant, and regularly report on their strategies. Furthermore, we encourage our Affiliates to engage in impact and sustainable investment strategies.
A distinct network of specialised Affiliates
While most Affiliates incorporate ESG integration, some extend their efforts by offering sustainable or impact investment funds. These funds often utilize positive screening or focus on themes centered on specific ESG issues, such as water management, job creation, smart cities, or climate change.
The investment strategies outlined here are offered by Orus Capital Group through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.