Our Approach to ESG
At Reitway, we recognize the increasing focus on Environmental, Social, and
Governance (ESG) principles within the investment community. While we do not
follow ESG frameworks, we acknowledge that these principles can provide useful
insights into certain risks and opportunities. As part of our broader research
process, ESG factors may be considered where they are relevant to the
investment strategy or objectives.
Our policy takes sustainability risks and opportunities into account where
applicable. This policy ensures that these considerations are part of a
balanced evaluation process, alongside other key factors such as financial
performance, market trends, and company fundamentals. However, we are mindful
that the applicability of ESG factors varies based on the specific
characteristics of the asset class or investment focus.
A Pragmatic and Flexible Perspective
Our primary objective is to deliver superior, risk-adjusted financial
returns to our investors. While ESG principles may inform certain aspects of
our research or analysis, they are not the drivers of our decision-making
process. We adopt a pragmatic approach that prioritizes flexibility, allowing
us to respond effectively to the unique challenges and opportunities presented
by each investment.
We also recognize that strong management practices, operational efficiency,
and long-term sustainability can be indicators of resilient and well-run
companies. These attributes often align with ESG principles but are ultimately
evaluated within the broader context of our investment goals.
Striking the Right Balance
At Reitway, our approach to ESG reflects a commitment to balance. We remain
aware of the potential impacts of ESG factors while ensuring that our
investment decisions are guided by the specific objectives of each portfolio.
By maintaining this balanced perspective, we aim to create value for our
investors while navigating an increasingly complex and dynamic market
environment.