In our day-to-day routine. We deliver what we promise. We provide investors with transparent, easy-to-understand information. Since our inception in 1989, our annual financial statements have been audited.
What do we believe in?
We do what we say and say what we do
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Honesty
Adaptability
To the environment and market trends. We seek the most suitable financial solutions for each profile in an effort to foster relationships based on trust with our clients and the companies in which we invest.
Conviction and Consistency
In our investment style. Our success is based on a different approach to investment: more than three decades of investing in prosperous, responsible businesses with good fundamentals and a conventional management style.
Experience and Excellence
Choosing businesses in which to invest and attending to the needs of our clients. We offer the knowledge and strength of experienced managers and that of a team fully committed to EDM’s culture, as evidenced by our minimal staff turnover.
Responsibility
To our clients, the companies in which we invest, and society. We are aware that the sensible path is one of responsible investment. That’s why we joined to the United Nations Principles for Responsible Investment in 2014. To help us fulfil this mission, our investment criteria include environmental, social, and governance considerations:
“We aim to make financial investment increasingly ethical, transparent and responsible."
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