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ESG Policy

Capital Value Securities Pty Limited. is committed to ESG management in our private equity portfolio. We’ve aligned our ESG policy with the American Investment Council’s comprehensive Guidelines for Responsible Investing. We regularly revisit and update our ESG Policy to ensure that it evolves with changes in industry demands and regulations.

Guiding Principles

  • Wellness and Safety: Ensure proper labor and working conditions to safeguard the health and safety of Capital Value Securities employees and employees at Capital Value Securities portfolio companies.
  • Inclusivity: Encourage a culture of meritocracy, fairness and transparency.
  • Trust and Responsibility: Promote honesty, integrity, fairness and respect in all of our business practices.
  • Privacy and Cybersecurity: Protect the privacy of confidential consumer and corporate information through our own operations and those of Capital Value Securities portfolio companies.
  • Transparency: Provide stakeholders with clear, transparent information regarding ESG risks.
  • Protecting Our Planet: Ensure and continuously improve the environmental responsibility and energy efficiency of our firm and our portfolio companies.
  • Social and Community Empowerment: Promote the development of our communities and use our position as a community leader to provide charitable contributions, with a focus on job training and opportunity, access to education, supporting the arts and culture, and protecting our health and environment.

Broad Accountability

At Capital Value Securities, we foster ESG understanding and accountability throughout the firm. Our investment professionals are responsible for managing and instilling the guiding principles of our ESG policy across our portfolio companies. In addition, the Capital Value Securities Consulting Group is actively involved in addressing potential ESG risks during the private equity investment process and within the Capital Value Securities firm. Our Compliance team provides oversight and ensures that employees at Capital Value Securities adhere to our ESG policy.

Responsibility: From Sourcing to Exit

We incorporate ESG analysis into our private equity investment process to limit stakeholder risks and position our portfolio companies for sustainable growth and success. Before every deal and add-on acquisition, subject matter experts conduct an in-depth review of the company’s technology, cybersecurity and data privacy practices. Additionally, we engage law firms and consulting firms to assess potential ESG risks and opportunities. All material findings are communicated to the investment committee.

 

After a deal has closed, Capital Value Securities continues to monitor ESG performance and progress throughout the life of each private equity investment. We ensure ESG measures are maintained through regular conversations and documented check-ins with Capital Value Securities portfolio company management and leadership, as well as board oversight during quarterly meetings.

Our Commitment to Investors

We advance the market impact of Capital Value Securities portfolio companies while safeguarding stakeholder interests.