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.

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