Investment Philosophy

We believe that investing through a socially responsible lens, with a focus on companies with a positive record on environmental, social responsibility and corporate governance factors (ESG), can deliver better long term results both for the client and for society at large.

At Forty4 Financial, we use various screens to find the right investments for our clients, showcasing a positive ESG profile. We consider the following key characteristics, among others;

  • ESG and impact profile, such as
    • energy footprint, pollution, water usage
    • gender equality, equal opportunity, giving back to the local community
    • board composition, shareholder involvement
  • Performance and risk profile
  • Expense ratios and trading efficiency
  • Tax efficiency
  • Manager tenure and experience