Value the Earth with Value Investing

About us

The fund that helps you while you help the world

We are an active equity funds manager employing a value-based approach to investing, and we believe that environmental, social and governance (‘ESG’) factors can have a significant impact on business risk and share price performance.

Resultantly, we incorporate ESG risks and opportunities into our investment process, which aligns us with our client objectives of delivering long-term outperformance while managing both financial and ESG risks.

This fund is designed to deliver returns while supporting the sustainability of our future.

We always aim to have a long term strategy with our investments and not quick wins, which inherently supports our mission to do good while making a profit

Our Impact

We are seeking companies that meet our minimum ESG criteria, and where possible are positively contributing to the United Nations Sustainable Development Goals (‘UN SDGs’). The Fund will not invest in companies engaged in certain activities, including alcohol or tobacco production or fossil fuel production. For a full list of exclusions, please see our Responsible Investment Policy.

Social

Labour management, modern slavery, diversity and inclusion, product safety and quality, customer privacy.

Environment

Climate change, carbon emission, water management, biodiversity, raw materials sourcing, green products.

Governance

Corporate governance, ethics and corruption, board composition and effectiveness, remuneration, leadership and financial transparency.

Our Impact

Donating part of our management fees

As part of our commitment to the environmental aspect of ESG and to make our commitment to the environment more tangible, we have committed to donating 5% of our management fees from the Value Earth Fund to the Foundation for National Parks and Wildlife (‘FNPW’). The proceeds from these charitable donations will be used to plant trees in Australia, and we will be tracking the cumulative impact of these donations over time. For more information on FNPW, please visit their website at https://fnpw.org.au/

Foundation

Environment

Climate change, carbon emission, water management, biodiversity, raw materials sourcing, green products.

Social

Labour management, modern slavery, diversity and inclusion, product safety and quality, customer privacy.

Governance

Corporate governance, ethics and corruption, board composition and effectiveness, remuneration, leadership and financial transparency.

Launch Webinar

Value Earth Fund Launch Webinar

Our Fund

The Value Earth Fund will donate 5% of our management fees to the Foundation for National Parks & Wildlife (‘FNPW’), which will be used to plant trees in Australia.