As fund managers investing in small cap stocks, we believe that companies that disclose and improve their Environmental, Social and Governance (ESG) credentials attract more capital, better customers and top talent.
This leads to better shareholder returns over time.
We encourage all our portfolio companies to adopt an ongoing ESG improvement program and quarterly ESG reporting.
An ESG program that is appropriate for the size and scale of a small cap listed company.
We think that companies that take ESG seriously, will over time, become more attractive investments.
As a result, engaging with our portfolio companies to disclose and improve ESG is an important part of our Investment process.
Currently 31 out of our 44 Investments are disclosing ESG using a set of globally recognised ESG metrics on a quarterly basis.
We’re confident this will be a net benefit to our returns in the long run, the companies themselves, shareholders and the wider world.
Click on to view the most recent ESG report for any of our portfolio companies:
Noble Helium (ASX:NHE) <committed to ESG disclosure - initial report coming soon>
Prominence Energy (ASX:PRM) <committed to ESG disclosure - initial report coming soon>
Our Portfolio companies yet to start disclosing standard ESG metrics:
Invictus Energy (ASX:IVZ)
Titan Minerals (ASX:TTM)
Los Cerros (ASX:LCL)
Tempus Resources (ASX:TMR)
The Food Revolution Group (ASX:FOD)
BOD Australia (ASX:BOD)
Auroch Minerals (ASX:AOU)
Iron Road (ASX:IRD)
Ragusa Minerals (ASX:RAS)
TechGen Minerals (ASX:TG1)