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BLI believes that analysing all the potential financial and non-financial risks is a prerequisite for making the most appropriate investment decisions that will generate sustainable returns.
We consider that analysis of environmental, social and governance (ESG) issues is an additional and useful tool for mitigating the risks in our portfolios. It gives us a different viewpoint and supplementary information about the companies we are considering. Guy Wagner, Managing Director.
As fund managers, we apply a disciplined investment philosophy based on the principles of what we call "Business-Like Investing" or BLI. This means that we consider our investments as stakes in a business with a long-term investment horizon. This means that we are constantly on the lookout for quality companies with a tangible competitive advantage that generate high levels of profitability and free cash flow. These kinds of companies have the potential to create long-term value for shareholders.
The companies we consider must have a sustainable competitive advantage and offer attractive prospects for growth. All stock selection, investment and sale decisions are based on a fundamental analysis of each company. We only invest in a company when its valuation is attractive and its share price provides a safety margin compared to the company’s fair value.
Our fundamental investment methodology aims to produce portfolios offering below-average volatility and, over a complete business cycle, above-average performance. In order to further enhance the risk-return profile of our products, the integration of non-financial criteria into our investment process is a logical step, especially given the wide range of external ESG research now available. This prompted our decision to become a signatory to the United Nations Principles for Responsible Investment (UN PRI) in July 2017.
Our conviction and commitment to responsible investing