Voting

As investors in many companies, we have the right to vote on strategic issues such as executive pay, director nominations and political donations. We take the time to consider each resolution carefully and aim to vote on all the stocks we hold. In our view, voting is an integral part of being a thoughtful investor.

We’ve taken great care in developing our Corporate Governance and Voting Guidelines. The guidelines help us vote consistently over many hundreds of resolutions. They’re also an example of how we put our clients’ values into practice. For instance, we take a firm stance against companies making political donations and excessive executive pay. In addition, we vote against the re-appointment of auditors and directors if we think that they’re no longer independent.

We also publish our voting record in full, here. The record covers all votes for the year to 31 December 2023. 

Download a copy of the latest Annual Stewardship Report

Please download the latest Annual Stewardship Report using the link below.

This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

Download Annual Stewardship Report

See How We Vote

View our historic Monthly and Annual Voting Records.

View Voting History

Latest news

Oct 14/10/2024
News

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Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.

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Sep 25/09/2024
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Castlefield in the news - Summer 2024

This ‘In the news’ feature provides a summary of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the summer.

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Jun 20/06/2024
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Castlefield respond to SDR consultation extension

We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.

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May 27/05/2024
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Castlefield joins Financial Vulnerability Taskforce Charter

Castlefield has pledged support to the Financial Vulnerability Taskforce Charter to promote greater understanding in respect of consumer vulnerability.  

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