Castlebay takes its management and stewardship responsibilities seriously. We believe it is important to remain up to date on issues impacting our investee companies and to engage with them where appropriate. We assess any issue in terms of its impact to the long term value of an underlying company and thus the value of our clients’ holdings.
We believe that good long-term performance of companies is directly related to their approach to good governance, ethical and environmental responsibility and consideration of social impact. As such, when specific SRI issues are identified Castlebay will consider these in relation to other investment factors.
Our approach to stewardship and SRI is encapsulated in the following principles which are embedded in our investment philosophy:
We are committed to delivering the highest level of client service and ensuring that our clients and fund investors are treated fairly in accordance with the Financial Conduct Authority’s (FCA) Treating Customers Fairly (TCF) guidelines.
We work hard to ensure that:
Fundamental to this commitment are our robust compliance and risk monitoring procedures carried out by our well qualified operation team who work closely with the industry specialists we have appointed.
Castlebay Investment Partners LLP is authorised and regulated by the Financial Conduct Authority (624445)
Registered Office: Crosstrees House, 14 Sandyford Place, Glasgow G3 7NB Tel: 0141 212 7930
Castlebay Investment Partners LLP is a Scottish Registered Limited Liability Partnership SO304149