Ethical Equities

Our investment team seeks to add value through in-depth, bottom-up, and fundamentally driven analysis while being mindful of benchmarks.

Core Focus

MEIF operates as a long-only global equity fund with a unique ethical focus. Our investment strategy centres around a relatively concentrated portfolio spanning the market cap spectrum. We emphasise a bottom-up approach, with a keen eye on Environmental, Social, and Governance (ESG) factors. We prioritise investments in companies that contribute positively to society while implementing a rigorous screening process to exclude certain industries and companies.

ESG Integration

Integrating ESG factors is fundamental to our decision-making process. We assess these factors both negatively and positively, assigning scores to potential investments. Our primary tools for this evaluation are MSCI ESG Ratings and our internal ESG analysis.

Investment Cycle Structure

  • Idea Generation

    Analysts employ various methods to generate investment ideas.

  • Initial Screening

    We apply metrics to conduct an initial screening, with companies below a 'B' ESG rating screened out.

  • Selection

    Sector heads evaluate proposed investment ideas, aligning them with the fund's objectives. Exceptional ideas progress to the next step.

  • Research Report and Investment Thesis

    Analysts compile comprehensive research reports, vetted by sector heads.

  • Proposal to Investment Committe

    The analysts pitch the idea to the IC who votes on whether to include it in the fund. The majority of ideas will be vetted here, with only the most exceptional ideas passing this step.

  • Portfolio Construction

    The fund managers decide on an appropriate weighting for the holding, taking into account what was discussed at the committee meeting and the PDD team’s recommendations. 

  • Portfolio Management

    The PDD team will continue to monitor the holdings and co-ordinate with the fund managers to keep them aware of any material changes that could affect the fund’s conviction of the holding.

Our Sectors

Each sector prepares Equity reports, which are then scrutinised by the Investment Committee.

Renewable Energy

In a world where energy is the lifeblood of progress and sustainability, our team stands at the forefront of innovation, exploring far beyond traditional boundaries.

Industrials

We navigate the ever-evolving landscape of the Infrastructure & Construction, Aerospace & Defence, Transportation & Logistics, Industrial goods & machinery industry,

Consumer Goods

Engaging with the consumer staples industry today means understanding the transformative trends that will set the stage for a new, conscientious future.

Financial Services

We navigate the ever-evolving landscape of the financial industry, we are driven by a vision that transcends the ordinary

Technology, Media, and Telecommunications (TMT):

 We are on a mission to unravel the captivating mysteries of technology that fuel revolutions in the global economy.

ESG Team

Our ESG Team is a cohesive and dedicated group that places a strong emphasis on scrutinizing, analyzing, and advancing ESG principles across a wide range of investment strategies.

Market Intelligence

Our division comprises three dynamic teams: Macro, ESG, and M&A, each with its own unique focus and contribution to the financial landscape. Moreover, these teams play a pivotal role in supporting our Sectoral teams, enhancing their Equity Research Reports with valuable insights and data.

Macro Team

Joining our Macro Team opens doors to a world of diverse macroeconomic topics.

M&A Team

M&A Division offers an exhilarating opportunity to dive into the world of mergers and acquisitions

Join the Ethical Equities Team

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