Methodology and Advantages
Value Squared – The Responsible Investment House –
invests in global public equity that adheres to our three golden principles:
Responsible companies with high Environmental, Social and Governance (ESG) performance;
Companies with Sustainable Goods and Services (SGS) which provide solutions for global challenges and thus encompass impressive growth potential;
Companies with high-quality financial performance and potential.
Our Investment Process and Unique Methodology:
1
Choosing the leading ESG-performing companies that supply goods and services with high growth potential (SGS).
2
Financial analysis of the high-performing companies narrows potential investments down to the highest quality equity options.
3
The investment committee, which convenes at least once a week, builds the investment portfolio and determines the correct exposure to the various companies, sectors and geographical zones.
How do we do it?
Selection of companies with the best ESG performance
Selection of companies with SGS revenue
Selection of financially strong companies
Active portfolio management
Value² Advantages
Ensured impact from our unique methodology and in-depth analysis
Full transparency: LP investors have access to the Fund's entire portfolio
Exclusive focus on responsible investment; not just one product in a huge financial institution
High quality, hands-on financial analysis and more liquid than private equity
Low volatility relative to other equity portfolios
Better risk management than conventional funds and many other impact funds; reduction of risk exposure through hedging and "short strategies"
Increasing opportunities to invest in high-growth companies
Partnership with Vigeo Eiris, a global leader in ESG analysis