Global Equities Investment Specialists

Responsible Investment at Copper Rock

Philosophy

Copper Rock is a global equities investment management boutique. We seek to provide superior investment performance across our strategies and employ a disciplined investment process driven by direct interaction with company management, fundamental research, and quantitative support. We believe the quality of management is critical to the assessment of a company and that a good, effective and quality management team takes into consideration social, environmental and governance issues when forming business plans and long term strategies for growth.

As stewards of our client’s assets, Copper Rock believes these issues are of critical importance in managing risk and generating long term superior investment performance. Armed with the additional knowledge of key environmental, social and governance risks and a strong framework to assess those risks are fundamental to our thorough research program and further define the adequate fair value in an investment opportunity. The combination of both financial and non-financial measures that reflect environmental or social considerations should lead to improved performance and profitability over time and therefore, further enhance shareholder return. ESG is thoroughly integrated into our investment process through our seasoned quantitative model, the incorporation of leading edge third party ESG research, fundamental analysis enhanced with rich contact with management teams, and strong proxy voting oversight and engagement.

Responsible Investing Statement