Socially Responsible Investing
Socially Responsible Investing (SRI) has been embedded in the Oasis investment process since its inception. We adhere to the CFA Code of Ethics & Standards of Professional Conduct and the group has been a signatory to the Principles for Responsible Investing (PRI) since 2007. Oasis has developed corporate action guidelines in accordance with best global practices including amongst others, the CFA Code of Ethics and Standards of Professional Conduct, the Principles of Responsible Investing, the Cadbury Report, and the South African King IV Code of Corporate Governance. At Oasis, our belief is that integrating Environmental, Social and Governance (ESG), considerations is good business practice.
We recognise our responsibility to carry out the stewardship of our clients’ assets in a socially and environmentally responsible manner and we are active owners on behalf of our clients. We endeavor to vote on all corporate actions and engage with the investments we hold, where potential areas of concern are identified. We believe that companies that adopt responsible investment practices, including low-risk business strategies and incorporate environmental, social and governance considerations into their business model, are more likely to be successful over the long-term.
We look for firms that have the ability to deliver a high level of sustainable returns over an extended investment time horizon. At the same time, we analyse ESG factors to identify possible risks/opportunities and integrate these into our investment decision-making process. As part of our investment philosophy, we favour companies that have strong market leadership positions, the ability to convert that leadership into profit leadership and adopt ESG practices, which will maintain the sustainability of that profitability.