Capmont regards sustainability aspects as an integral part of prudent, risk-aware investment decisions and as a driver of long-term value creation across our portfolio. Capmont is a signatory to the Principles for Responsible Investment (PRI), and Capmont Mid-Cap Fund II is classified as an Article 8 fund under the EU Sustainable Finance Disclosure Regulation (SFDR).
The investment approach of Capmont Mid-Cap Fund II is built around ESG exclusions, ESG integration and active engagement, covering the full investment lifecycle.
We exclude selected industries, business practices and countries from our investment universe. We do not invest in companies involved in:
We systematically integrate ESG factors into all stages of our investment process, assessing both risks and value creation opportunities. Investments under the Mid-Cap Fund program are subject to an ESG due diligence, including a review against our exclusion criteria as well as an assessment of material environmental, social and governance risks and opportunities. We also evaluate the alignment of business activi-ties with the United Nations Sustainable Development Goals (SDGs). Early and continuous dialogue with target companies allows us to develop a deep understanding of their ESG profile, supported by AI-based research tools and external databases where appropriate.
We actively engage with portfolio companies and relevant stakeholders to drive continuous improvement and sustainable progress. The findings from our ESG assessment and due diligence pro-cess help define ESG priorities throughout the ownership period and support informed decision-making by our Investment Committee.
