Sustainability

Sustainability approach

We are convinced that sustainability and long-term returns go hand in hand. We want to invest in companies with sustainable business models that take responsibility, work proactively, understand their challenges and manage their risks. These companies are well equipped to be successful today and in the future.

At the same time, we understand that change requires hard work. By being an active and engaged owner, we believe that it is possible to create value that goes far beyond returns. Our experienced team of portfolio managers, analysts and ESG professionals work closely with our portfolio companies to drive them in a more sustainable direction.

Active ownership

Our experienced team of portfolio managers, analysts and ESG professionals work closely with our portfolio companies to drive them in a more sustainable direction. By participating in nomination committees, voting at general meetings and actively engaging in company dialogues, our ambition is to make a tangible, positive impact with our investments. That is how we create long-term value for businesses, society and for our customers.

The aim of Lannebo’s active ownership is to promote long-term sustainable business practices within portfolio companies while minimising negative impacts on people and the environment. This engagement contributes to well-informed investment decisions and supports long-term value creation for both portfolio companies and unitholders.

Active ownership is conducted through three primary strategies:

• Participation in nomination committees
• Voting at general meetings
• Engagement dialogues

Integrating sustainability in investment decisions

To invest in companies with long-term sustainable business models that operate in a sustainable manner, sustainability factors are integrated into the investment process. This reduces risk in the funds since sustainability factors can affect companies’ financial performance, while also supporting the identification of companies that have a positive impact on society and the environment. In addition, an increased understanding of the companies enhances the ability to make well-informed investment decisions.

The portfolio managers integrate ESG-factors into their investment decisions by conducting a sustainability analysis for all new investments. The purpose of this is to identify key sustainability risks and opportunities, ensuring good governance practices, assessing if the investment is classified as sustainable and considering principal adverse impacts (PAI).

Exclusions

Our responsible investment strategy is based on reducing the negative impacts and capturing the positive impacts that our investments have on society. Through exclusion, we limit the funds’ exposure to sectors that are associated with high sustainability risks and that have a significant negative impact on people and the planet.