We are pleased to share our sixth annual Responsible Investing (RI) update.

Responsible investors may have varying objectives. At QV, we view ESG-related risks through the lens of business risk. Understanding material ESG factors and how they influence corporate strategy is a fundamental aspect of long-term investing. Our integrated approach to RI complements our bottom-up analysis and contributes to more informed decision-making.

We remain focused on applying our established approach to responsible investing, with the key objective of supporting strong risk-adjusted returns for clients.

Highlights from the past year include:

• Continued use of our proprietary ESG scorecard to provide additional context on material ESG considerations across portfolio companies
• Maintaining our fully independent proxy voting efforts
• Flexible company engagement on material ESG-related matters identified through our research
• Completing our fifth reporting cycle under the Principles for Responsible Investment (PRI) framework
• Renewing our membership in the Canadian Coalition for Good Governance (CCGG)
  
  To learn more about our RI activities in 2026, access the full report here.