Wardhaven is an active manager that believes the best returns can be achieved through a robust investment process and deep local knowledge.
We employ a disciplined, research driven, bottom-up investment process, incorporating material ESG metrics, which leads to long-term conviction investment.
We focus on companies that are attractively valued and exhibit strong growth potential. We also like deep value propositions where we can find them.
We try to have a positive impact on investee and target companies through active engagement, to help them grow and mitigate material risks.
We believe that companies that demonstrate ESG leadership can gain long-term competitive advantage.
Wardhaven believes that companies that demonstrate ESG leadership gain long-term competitive advantage.
We believe that the assessment of a company's ESG strategy is an important component of a thorough and effective bottom-up approach to investment.
Wardhaven analysts and portfolio managers, where possible, engage with management to assess their awareness of material ESG risks and opportunities, and their commitment to make reasonable and sustained improvements.
We evaluate key company specific ESG risks, paying particular attention to those likely to pose significant ongoing business and shareholder value risk.
We believe we have a duty to raise awareness of the importance of ESG factors with Vietnamese companies for long-term value creation.