Regulatory Disclosures

SFDR Disclosures

Sustainable Finance Disclosure Regulation (SFDR) Compliance

Oak Ridge Partners S.à r.l. is committed to complying with the Sustainable Finance Disclosure Regulation (SFDR) and maintaining transparency regarding our approach to sustainability risk management. Below are our formal disclosures in accordance with SFDR requirements.

SFDR Articles

Article 3

Sustainability Risk Policy

Art. 3

Our policy on how environmental, social, and governance (ESG) risks are factored into our buying decisions, holding decisions, and risk management processes.

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Article 4

Principal Adverse Impacts Statement

Art. 4

Our statement explaining that we do not consider Principal Adverse Impacts (PAIs) of our investment decisions on sustainability factors at this time, along with our alternative approach to managing material sustainability risks.

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Article 5

Remuneration Policy

Art. 5

Our remuneration policy detailing how compensation structures are aligned with our approach to managing sustainability risks and preventing conflicts of interest.

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SFDR Compliance Framework

The Sustainable Finance Disclosure Regulation (SFDR) is an EU regulation that requires financial market participants to make specific sustainability-related disclosures. As a Luxembourg-based fund manager, Oak Ridge Partners is subject to SFDR requirements and is committed to maintaining the highest standards of transparency and accountability.

Our disclosures in this section address the key SFDR articles applicable to our business and provide comprehensive information on how sustainability considerations are integrated into our investment decision-making, risk management, and organizational practices.

Additional Information

For comprehensive information on our sustainability and governance practices, please also refer to:

Regulatory Authority

Oak Ridge Partners is regulated by the Commission de Surveillance du Secteur Financier (CSSF) of Luxembourg. For more information about SFDR and regulatory requirements, visit www.cssf.lu