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Text-only bullet slides with a blue banner header; no charts, no valuation work. Dates inferable as ~2019 from '2018 CDP scores' and '2020' aspiration, but no explicit date on cover so presentation_date left null. CIFF = Children's Investment Fund Foundation, Christopher Hohn's philanthropy, referenced as a regulatory-advocacy channel. Mentions list effectively doubles as TCI's portfolio disclosure for the period.", "kpisCited": [ { "detail": "7 names: Alphabet, Canadian National, Ferrovial, Microsoft, S&P, Union Pacific, Vinci", "metric": "CDP A-grade portfolio companies (2018)" }, { "detail": "8 names: Aena, Airbus, Anthem, Atlantia, Canadian Pacific, Getlink, Moody's, Safran", "metric": "CDP B-to-D-grade portfolio companies (2018)" }, { "detail": "2 names: Charter, Univar", "metric": "CDP non-disclosing portfolio companies (2018)" }, { "detail": "TCI actively assisting companies to achieve an A-grade CDP score in 2020", "metric": "CDP score target" } ], "closingAsk": "Use power of argument, transparency, shareholder engagement, voting, public embarrassment, CDP membership and regulatory advocacy (CIFF) to force portfolio companies to disclose emissions and execute credible low-carbon transition plans.", "extraction": { "at": "2026-04-22 17:50:27+00", "model": "unknown-legacy", "runId": null, "seconds": 79.28293, "promptVersion": null }, "scqaReward": "Better climate disclosure, emissions reduction and board accountability protect portfolio value by mitigating regulatory, brand, financing and physical risks, while pushing the industry and asset owners toward consistent ESG standards.", "thesisTypes": [ "governance_board", "other" ], "top3Reasons": [ "Climate change is a material investment risk across regulation, tax, brand and assets", "Portfolio companies must disclose emissions and a credible low-carbon transition plan", "TCI will vote against directors and auditors who fail to disclose or plan for climate risk" ], "scqaSituation": "TCI runs a concentrated global equity portfolio spanning diversified sectors where long-term value depends on how portfolio companies navigate climate-related regulation, taxation, competition, financing, physical asset and litigation risks.", "thesisSummary": "TCI frames climate change as a multi-dimensional investment risk spanning regulation, taxation, competitive disadvantage, brand impairment, financing, physical asset impairment and litigation. In response, the fund sets an explicit ESG policy: portfolio companies must disclose greenhouse gas emissions and reduction targets, submit annually to CDP, and publish a credible low-carbon transition plan covering processes, energy, renewables, transport, offsets and supply chains. TCI will typically vote against directors who fail to disclose or plan for emissions reduction, vote against auditors who ignore material climate risks, and keeps divestment on the table. 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