Priorities for engagement with investee companies are established using a priority matrix.
This approach engages Epworth’s clients to identify the issues they care most about and then aligns these with the areas where we can exert the most influence through our equity stakes in those companies.
The priority matrix is updated on an annual basis.
For more information from Epworth directly, please email enquiries@epworthim.com or fill in the form below:
Epworth Investment Management Limited (Epworth) is authorised and regulated by the Financial Conduct Authority FCA registered number 175451. Incorporated in England and Wales. Registered number 3052894. Registered office 9 Bonhill Street, London EC2A 4PE.
Epworth managed funds are designed for long term investors. The value of units in funds can fall as well as rise and past performance is not a guide to future returns. The level of income is also variable and investing in Epworth’s funds will not be suitable for you if you cannot accept the possibility of capital losses or reduced income. Any estimates of future capital or income returns or details of past performance are for information purposes and are not to be relied on as a guide to future performance.
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