Responsibility

Responsible Investment ("RI")
At Nautic, we integrate responsible investment considerations into our core investment approach. We leverage our experience, value creation strategies, and partnership ethos to identify environmental, social, and governance factors that may influence long-term value and risk across the investment lifecycle.
Letter of Intent
Screening
Due Diligence
Specific RI
Due Diligence
Investment Committee
RI Covered in
Investment
Committee Process
Invest
RI Implementation /
Value Creation Plan
Monitoring
Annual RI Monitoring
Reporting
Specific RI LP Reporting
Exit
Responsible Investment in Action
Nautic generally seeks to consider several Responsible Investment topics within our investment and portfolio oversight processes, consistent with and subject to the firm’s RI Policy. Examples of such considerations include, but are not limited to:
The above information is qualified in its entirety by Nautic’s RI Policy, which describes important details and considerations regarding Nautic’s RI approach.
Responsible Investment Leadership
Nautic’s Executive Committee maintains oversight of the Firm’s RI program. It is supported in implementation by the Firm’s RI Committee, which was formed in 2024 and includes members of the Investor Relations, Compliance, and Investing teams. For these teams, Nautic seeks to provide an annual training on the requirements and implementation expectations of the Firm’s RI Policy.