Heard Capital (the "Firm") views its responsibility as an investor from the perspectives of its internal practices, its investment activity and its support for instruments of positive impact.
Diversity, equity and responsibility are cornerstones of the Firm's structure and are embedded into the Firm’s day-to-day activities. The Firm has a diverse talent pool and seeks to maintain a fair and equitable compensation structure and conduct its operations with a view of environmental sustainability, focusing on responsible consumption.
As a long-term investor, the Firm believes it is critical to assess a company’s ability to maximize drivers of value while minimizing material risks. In addition to evaluating a company’s strengths, weaknesses, economic moat, supply chain and management team, the Firm analyzes corporate governance and alignment of interests, and may seek to engage with company management over such issues. The Firm also monitors companies’ disclosures and other public sources for material environmental, social and human capital issues that may impact long-term investment returns. The Firm will continue to assess its approach to identifying and analyzing such issues as practices, research and standards evolve.
The Firm supports instruments of positive impact outside of day-to-day investment activities, both directly and through the efforts of its employees, with a particular focus on creating a more sustainable and equitable future. The Firm sponsors organizations dedicated to creating opportunities for underrepresented communities. In addition, the Firm supports the efforts of its employees who invest time, expertise and financial support in a variety of environmental and social justice oriented organizations.
Heard Capital is a signatory to the UN-supported Principles for Responsible Investment (PRI).