Kempen Euro Sustainable Credit Stategy
Generally speaking more control results in fewer surprises on the road, in sport, in life generally and so too in investing - For this reason control is one of the core drivers of our approach to investing in our sustainable euro credit strategy. We describe this as ‘Alpha by control’.
While we recognize that credit markets can be inefficient, we also believe that this creates interesting opportunities – so long as the right controls are in place.
As active managers, we believe in engaging with the companies that we invest in to drive the transition to a sustainable economy. Whether it’s equity investing or credit investing, we believe steady engagement can drive real life change. Listen to our latest podcast to learn the rationale behind this, what we ask the companies that we engage with, how we choose between investing or divesting and how we track the effectiveness of our engagements.
Daniel Whitaker- Senior Associate, Institutional Investment Team
Danny Decker- Lead sustainability expert
Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management