Responsible Investing report

FINANCIAL YEAR 2023

In our ever evolving and complex world, it is increasingly apparent that, to create long-term sustainable value for all stakeholders, investors and businesses must consider, assess and manage external risk.

building enduring value

Our FY2023 report, highlights our continued focus on integrating responsible investing across our investment lifecycle and business operations. In doing this, we seek to generate outstanding financial returns, mitigate risk, assess opportunities and foster positive social and environmental outcomes.

ESG highlights

45%

CARBON EMISSIONS

Our direct portfolio1 has completed a baseline carbon assessment for scope 1 and 2 emissions, including third-party verification.

64%

Renewable energy

Our direct portfolio companies use renewable energy to supplement their total electricity usage.

100%

Annual ESG Reporting

Engaged 100% of our direct portfolio to report on ESG performance.

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18%

Baseline Carbon Assessment

A further 17% of our direct portfolio have engaged with, or are currently undertaking, a baseline carbon assessment with an external consultant.

45%

Renewable energy

Our direct portfolio companies generate renewable energy to supplement their total electricity usage.

100%

ESG due diligence

All direct portfolio companies acquired2 in FY23 included ESG due diligence.

RESPONSIBLE INVESTING IN DISCUSSION​

Responsible investing report

Roc Partners is committed to disclosing ESG and Responsible Investment progress appropriately, viewing this as an ongoing journey that we take seriously. 

More on Responsible Investing at Roc Partners

We hold ourselves accountable for shaping tomorrow, and our approach to responsible investing is strongly aligned to realising a more sustainable future.

1 Roc Partners defines our direct portfolio companies as those organisations in which Roc Partners has meaningful control and/or influence as an investment manager.
2 Refers to new portfolio companies in FY23 only. Excludes bolt on acquisitions and other investments related to existing portfolio companies

CONTACT US

If you’re a sophisticated investor, a business seeking capital or a business adviser with an opportunity you would like to discuss, please contact our team today. For business owners seeking capital please also include a brief description including the company name and turnover.

Hive and Wellness Group

(Unrealised)

Investment Year

EXIT YEAR

Description

The Local Broadband Network Company (LBNCo) is an installer and owner of superfast broadband networks in residential developments. LBNCo is engaged by property developers to install and maintain the fibre infrastructure, and sells ‘wholesale’ network acces to the retail service providers who then provide services to the tenants. LBNCo is now part of Uniti Group (ASX: UWL) following its acquisition in August 2019.

Stone Axe Pastoral

(Unrealised) 

Investment Year

Description

Stone Axe is a producer of ultra-premium wagyu beef. The company has operations in NSW, QLD, WA and Victoria and is actively growing its herd via large scale embryto transfer program. Stone Axe has rapidly grown to become on of the largest fool blood wagyu producers in the world.