We use our competitive advantage to identify compelling long term equity investments that satisfy our ESG criteria and are unlikely to disappoint the market in the short term. Through our fundamental, deep-dive research we uncover the key drivers of company’s performance. At the core of our investment philosophy is the belief that we can deliver positive sustainable investment outcomes for clients via:
Alignment – Lennox staff majority own the firm and have material co-investments. imilar is expected from investee companies.
Research – Deep, independent research and extensive company engagement produces long-term investments.
Conviction – A small number of best ideas resulting from high hurdles for management, ESG and valuation.
