ESG

“Make your portfolio reflect your best vision for our future. Always be thinking ahead. Be optimistic. Think about the world that you want to create, because sure enough your dollars and mine, our capital, is helping shape the world.”

David Gardner, cofounder, The Motley Fool.

Our Approach to ESG

It all begins with a measurement framework, a lens to view a company through beyond simply economics. At AnBro Capital Investments we developed our own in-house ESG screen for companies we invest in and this is centered around the following values:

Planet

How does the company impact the environment, what does it do to provide a positive impact? How is this measured and what regulation or standard is used as a guideline? So companies are working towards goals and some are already having a positive impact.

Customers

How ethical is the company? Does it treat customers fairly, does it provide reliable disclosures on the product it provides? Can customers express their own rating on the company for service and product experience? What are the governance controls in the company and what is there track record in managing and implementing these?

People

How are staff at the company treated? are there strategies around diversity and inclusion? Are there other unique identifiers that make this a great pace for staff to work?

Community

Does the Company provide a meaningful impact to the community it serves and employs from? How does it interact with the community to provide a positive impact.

Standards and Measurement*

Companies disclose their sustainability, ethics and governance documents. These are publicly available. As an example the Companies in the portfolio subscribe to a broad variety of standards and initiatives including the following:

a) Business for Social Responsibility (BSR) b) Leed rated Real Estate c) United Nations’ Sustainable Development Goals (SDGs) d) The Paris Climate Pledge 2050 e) Washington Employers for Racial Equity. f) The Task Force on Climate-Related Financial Disclosures (TCFD) g) UN Global Compact (UNGC) h) World Economic Forum — International Business Council’s Stakeholder Capitalism Metrics (SCM)

*AnBro Capital investments collates its own ESG screening from all these inputs, our approach is to satisfy ourselves as to validity of the published data that the companies included in our portfolios provide. This is not designed to be a definitive validation of a companies ESG approach rather it is the way we collate and analyze their efforts for inclusion in our portfolios.