ENVIRONMENTAL
Focus on resource management, sustainability of operations, pollution, and reporting
At Wasatch Global Investors the thoughtful incorporation of responsible investment practices, including the analysis of Environmental, Social, and Governance (“ESG”) factors, is integrated into the investment due diligence process to reduce risk and maximize long-term returns.
A hallmark of Wasatch’s investment approach is extensive independent due diligence on every investment. This approach naturally aligns with integrating ESG factors. We believe that each successful investment involves analyzing a mosaic of factors, both financial and non-financial, to identify key drivers of risk and return.
Wasatch’s responsible investment approach centers around four key pillars: Integration, Specialized Due Diligence, Engagement, and Compliance & Oversight.
Focus on resource management, sustainability of operations, pollution, and reporting
Focus on human rights, labor relations, product quality and safety, data privacy, workplace conditions, and reporting
Focus on long-term client and shareholder value creation, transparency, oversight, and accounting practices
Over the last several years, Wasatch has formalized the integration of ESG initiatives in the investment process
Wasatch ESG & Responsible Investment Policy available upon request
Proxy Policies & RecordsThe foregoing is provided for informational purposes only to highlight the practices of Wasatch Global Investors related to ESG integration at the firm and in the investment research process. While Wasatch believes ESG metrics are important factors to consider during its research process, these factors should not be taken in isolation but should be viewed within the broader context of the stock evaluation and selection process. Adherence to global ESG frameworks does not necessarily alter long-standing investment strategies.