Under Rule 2.2.3R of the FCA’s Conduct of Business Sourcebook, Broad Reach Investment Management LLP (the “Firm”) is required to include on this website a disclosure about the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (the “Code”) or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers.
The Firm provides investment management services to funds that pursue investment strategies that involve discretionary macro investments in most asset classes and instruments across both emerging markets and developed markets. The Firm does not generally trade single equities, meaning the Code is relevant at most to a very limited aspect of the Firm’s activities
While the Firm generally supports the objectives that underlie the Code, the Firm has chosen not to commit to the Code. The approach of the Firm in relation to engagement with issuers and their management is determined globally. The Firm takes a consistent approach to engagement with issuers and their management in all of the jurisdictions in which it invests and, consequently, does not consider it appropriate to commit to any particular voluntary code of practice relating to any individual jurisdiction.
For further information on the Firm’s approach, please contact info@broadreachllp.com.