about us

we are a global systematic
investment manager

NEXAFUNDS is a mining and smelting company headquartered in Luxembourg, founded in 2017. It operates in multiple countries, including Brazil, Peru, and Canada. The company’s main activities revolve around the exploration, extraction, and processing of zinc, lead, and copper. Nexa Resources also offers various services related to mining and smelting operations. While it does not have any specific brands, it is known for its commitment to sustainable practices and responsible mining.

Our Commitment and Vision


We embrace sustainability as our core, In each role we play, We strive for more

From asset owner to manager to our entity, Sustainability's woven in all we do, you see, Principles and ambitions guide our way, Leading us forward, day by day.
As owners, we steer, For Prudential, we adhere, Allocating funds with care, Seeking outcomes rare.

Decisions made, we must define, The paths that ensure we align, Financial goals with sustainability's hue, Creating value, old and new.
For instance, industries we may shun, If sustainability's not to be won, Customer outcomes, our prime quest, Balancing finance and societal zest.

As managers too, we invest, For clients, we attest, Over billions, we hold, A trust, a promise bold.
Managing assets, our aim, Financial gains with sustainability's flame, Each fund, each mandate, we uphold, In sustainability's tale, we're bold.

External and internal, we serve, Yet sometimes, paths may curve, Our values, our guide, On sustainability's ride.

NEXAFUNDS PRINCIPLES


We're stewards, trusted and true, Of assets, we carefully accrue.

Compass
Client interest, our guiding light, Always ensuring what's right.
In diligence, none can surpass, Our work ethic, a steadfast class.
Honesty and integrity, our moral code, In every deal, on every road.
Superior returns, our aim to achieve, In markets we thrive, never naive.
Creativity sparks our investment route, Innovation, our inner pursuit.
Collaboration, intelligence, judicious thought, In synergy, success is sought.
Our people, our strength, our driving force, Together we rise, our path, of course.
Talent we seek, talent we keep, Excellence, in every leap.
Teamwork echoes in every endeavor, Unity, our lasting endeavor.
Opinions valued, decisions aligned, Consensus sought, our path defined.


Communities, we support, where we reside, Giving back, our commitment, our pride.

OUR SUSTAINABILITY STRATEGY: UNDERPINNED BY CONSTANT EVOLUTION AND A LONG-TERM APPROACH






ESG INTEGRATION


We integrate environmental, social and governance information into our analysis and decision-making across our investment teams and business lines.





STEWARDSHIP


We are active stewards of the entities in which we invest; this goes hand-in-hand with our active investment approach.





CORPORATE RESPONSIBILITY


ESG is ingrained in our business activities through our corporate responsibility program. This includes our Barings Social Impact philanthropic program, as well as our focus on diversity, equity and inclusion across our business.

OUR SUSTAINABILITY GOVERNANCE, RESOURCES AND PARTNERSHIPS








DEDICATED RESOURCES


Our dedicated resources help develop and deliver our sustainability and ESG strategy, policy, partnerships, research, training and reporting.





INDUSTRY PARTNERS


We are a signatory to the Principles for Responsible Investment, a member of the United Nations Global Compact and Climate Action 100+, and public supporters of the Task Force on Climate-related Financial Disclosures. We work to advance the missions of these industry partnerships.





FORMAL GOVERNANCE


Our Sustainability Committee consists of senior business leaders and is tasked with supporting sustainability strategy execution.

Our Sustainability Working Groups focus on long-term strategic projects and regularly meet and report to the Sustainability Committee.

Investment Criteria


Passfolio Finance seeks to make investments in companies that meet the following investment criteria:

Led by managers with an established track record of achievement
Participate in economically attractive, fragmented, niche industries with strong fundamentals
Demonstrate a sustainable competitive advantage, including an ability to grow, innovate and withstand economic downturns
Possess strong market positions, attractive cash flow attributes and high return on investment enabling them, inter alia, to service a leveraged capitalization
Enjoy excellent organic or acquisitive growth prospects

Passfolio Finance has experience executing the following transaction types:

Management buyouts of public and privately held companies and divisions of larger companies
Recapitalizations of closely held businesses in order to provide additional financing or liquidity for existing investors
Acquisitions of companies seeking the financing required to execute consolidation strategies in fragmented but attractive industries
Selected equity financings of growth companies that have demonstrated significant potential Equity investments in growth companies
Investments in companies participating in industries in which Passfolio Finance has extensive investment experience

Our Purpose


This means supporting our colleagues, customers and clients, and the communities and environment in which they operate, for the benefit of all our stakeholders. It means helping people and businesses unlock their potential and plan for the future with confidence, building relationships that stand the test of time. And it means that we continue to be there for the long-term, whatever the climate, making decisions that are right for today and for generations to come.
To achieve this, our long-term strategic approach place exceptional service at the heart of everything we do. Each of our diverse, specialist businesses have a deep industry knowledge, so they can understand the challenges and opportunities that our customers and clients face. We support the unique needs of our customers and clients to ensure that they thrive, rather than simply survive, whatever the market conditions.

We believe in putting our customers and clients first. Our cultural attributes bring out the very best of our people, skills and strong reputation that we have built with our stakeholders over many years. A combination of expertise, service and relationships with teamwork, integrity and prudence underpins our approach and gives us the tools to thrive over the long term.
And we recognise that to help the people and businesses of Britain thrive, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and clients, now and into the future.

The Passfolio Finance way

A dedicated risk management team


Operating independently of the investment businesses, and reporting to the CEO, the Portfolio Construction and Risk Group (PCG) guides the allocation of risk capital. It is supported by a dedicated R&D team to create custom tools and technologies.

The Risk Management Center


Passfolio Finance Risk Management Center provides a comprehensive view of the various investment portfolios and how they fit within pre-established guidelines. Built in 2014, its front-end consists of a 27’ by 8’ interactive touchscreen designed to visualize data in ways that allow for rapid comprehension. Its back-end systems, which connect to every Passfolio Finance office worldwide, continuously run a wide range of operational readiness, risk, and stress test monitors.
















Run rigorous processes


In pre-trade discussions, the Portfolio Construction and Risk group works to identify the impact of potential trades on a portfolio’s risk and stress exposures. In the ex-post analysis, the group evaluates the skill, infrastructure, investment universe, risk and working capital utilization of each business, and uses this information as a part of the risk capital allocation process.

Reinforce the culture


A solid framework is important, but successful risk management can only be accomplished when it becomes a central part of the portfolio manager’s analysis of potential trades and portfolio construction. Continuous communication and collaboration with the investment teams, combined with an in-depth understanding of the portfolios, play a critical role in maintaining and strengthening our risk culture.
As we work as a community to prepare for the impact of COVID-19, we wanted to share assure you nexafunds.org is adhering to the current situation. The health and safety of our employees, customers, and communities are our primary concern.

We are taking all measures to ensure we manage to safely get through this fluid situation while continuing to serve our customers, partners, and employees effectively.



COMPANY PDF COMPANY CERTIFICATION