Emerging Markets: A Focus on Carbon Intensity
16 March 2023
A thorough analysis of a company’s ESG is always the first step of our specialist Emerging Markets partner, Northcape Capital’s investment process. They seek companies that have sound ESG track records and practices, and this is the only one of Northcape’s ‘8 Principles’ where there is zero wiggle room – that is, they assess whether a company meets their minimum ESG standards first. Their experience over the years is that the most frequent reason for significant loss of capital at an EM company has been due to ESG-related failures.
