What we mean by "Impact"

Impact is not an ESG label. It is a discipline.

Our investment discipline identifies Impact in the explicit linkages between Board Accountability, Audit, Governance and Disclosure, Innovation, Capital Allocation, Employee Engagement and buy-in, and Resource and Energy security, with sustained profitability and long-term returns accruing to ALL stakeholders (consumers, suppliers, distributors, employees, and minority investors).

We believe that companies that do the right thing with intent, compound returns for longer, and that companies that cut corners and neglect their stakeholders, eventually pay a price in their P&L, and on their balance sheets.

We assess every company on seven things:
• Board accountability
• Audit and governance
• Corporate disclosure
• Capital discipline
• Innovation
• Resource and energy discipline
• Employee engagement

Why Tantallon
• Three decades of depth. Our corporate relationships across Asia have been built over more than three decades, not assembled for a fund raise.
• Genuinely concentrated. We hold 30–35 unconstrained positions, sized with conviction.
• Aligned. The Fund's principals are invested in the Fund alongside our investors.
• Capacity discipline. The Fund will hard-close at US$1 billion.