Our approach to responsible investing - TopFunds
Page Table of Content
Spot A Spot B Spot C
Spot D Spot E Spot F
Spot G Spot H Spot I

        Our approach to responsible investing

  Allan Gray Unit Trust Management   Q1 of 2023 | 1 year ago

As long-term investors, we spend a lot of time trying to calculate a company’s potential, sustainable free cash flow. Companies that operate unethically or do not appropriately manage their societal and environmental externalities face a greater risk of cash flow erosion over the long term. This can manifest in multiple ways, including regulatory fines, loss of an environmental permit or a company’s social licence to operate, or even reduced demand for its products due to reputational damage or shifting societal preferences.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
INVESTORS TURNING INCREASINGLY TO ALTERNATIVE ASSETS.

Why the FTSE isn’t a great benchmark for a diversified portfolio

2024: The year of sustainable investment

THE ODDS OF A GLOBAL RECESSION ARE SLIM

Personal finance lessons from Squid Game

Did You Know ?
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

        Our approach to responsible investing

  Allan Gray Unit Trust Management   Q1 of 2023 | 1 year ago

As long-term investors, we spend a lot of time trying to calculate a company’s potential, sustainable free cash flow. Companies that operate unethically or do not appropriately manage their societal and environmental externalities face a greater risk of cash flow erosion over the long term. This can manifest in multiple ways, including regulatory fines, loss of an environmental permit or a company’s social licence to operate, or even reduced demand for its products due to reputational damage or shifting societal preferences.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
Finding value in a depressed earnings environment

INCOME FUNDS DISPEL THE NOTION THAT RISK AND RETURN ARE OPPOSITES

OCKHAM’S RAZOR AND INDEX INVESTING – THE SIMPLEST INVESTMENT SOLUTIONS ARE OFTEN THE WISEST.

RISKS TO INCOME FUND INVESTING

Sustainability Is No Longer A Buzzword: It’s A High-growth Investment Opportunity

Allan Gray Stanlib H4 Absa Nedgroup
©2012-2024 NGCSOFT