The Global Income Fund operates with a philosophy grounded in innovation, prudence, and a forward-looking perspective. Our strategy is supported by in-depth, bottom-up research and analysis, with a strong emphasis on generating sustainable returns, minimizing environmental impact, and fostering positive community relationships.

The Fund maintains a clear regional focus, enabling us to gain valuable insights into local trends and emerging opportunities.

Our investment approach is built on multiple pillars and follows the criteria outlined below:

• We define a strong investment as one that contributes to building better businesses—delivering meaningful returns, supporting sustainable growth, enhancing climate resilience, and strengthening community ties.
• A successful investment opportunity must offer a compelling value proposition, grounded in a thorough understanding of the business and a clear path to innovation.
• Local presence is essential to our success. Our on-the-ground experience, combined with the strength of our diverse and inclusive team, provides a significant advantage in identifying and managing investments.

Our investment philosophy guides the way our team operates and reflects the values we stand for. We believe this philosophy is central to achieving long-term, successful investment outcomes.