LTGG Stewardship Report
Stewardship in LTGG is grounded in long-term investment materiality. We consider governance, societal and environmental (ESG) issues wherever they could strengthen or undermine a company’s prospects over five to ten years and beyond. This report sets out how that thinking shaped our engagements in 2025, alongside our updated climate expectations.
Our approach
Governance and sustainability are embedded in LTGG’s 10 Question Stock Research Framework and assessed on an equal footing with every other part of the investment case. Engagement may involve fact-finding, monitoring, support or challenge, and voting is considered on a case-by-case basis.
Data at a glance
Explore the report
The report comprises six sections, designed to be read together or explored individually. Use the links below to explore each one.
Snapshot of influencing change
Examples of engagement shaping company decisions.
Repeated engagements
Multi-year timelines of sustained company dialogue.
Conclusion
Stewardship in LTGG is not a separate overlay but part of how the strategy pursues exceptional long-term returns. Labels like ESG or diversity, equality and inclusion (DEI) matter less than whether those issues are material to the investment case. This approach has been embedded in LTGG’s thinking since inception, and remains as relevant today as ever.
Archive
20 years of LTGG Stewardship
For a deeper look at the 20 year history of LTGG stewardship, view our 2024 Stewardship Report.
Different by design
Why LTGG is designed to be different in a market increasingly shaped by short-term noise, and why that matters for long-term returns.