The requirement for business to be a positive force in society is core to acting as a responsible investment manager and steward, says Leon Kamhi. The fundamentals of the investment management industry, of analysis, valuation, portfolio construction, engagement and stewardship, need to combine to deliver this. As a firm, we have always seen societal aims as being fundamental to the purpose and delivery of sustainable wealth creation for the benefit of investors. While we have been careful not to represent this mission as an ethical or moral endeavour, if we are honest, we could n...
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