Ginkgo Results Presentation Deck
Our investors also care... and we believe investors will increasingly need to
focus on the sustainability of their portfolios
Our approach to sustainable investing and ESG integration builds upon [our] active management legacy, with the
understanding that every company has a specific subset of relevant ESG issues that are vital to long-term fundamental
success... Our process avoids reliance on external scoring systems in favor of integrating sustainability analysis with
long-term fundamental analysis, with a goal of generating superior performance for our investors.
With this context in mind, we'd like to thank you for the example Ginkgo sets as a company that understands the
intertwined nature of sustainability and strategy. In particular, we are impressed by the company's ability to grow and
cultivate partnerships throughout the synbio community, which are likely to benefit long-term growth, effectiveness, and
returns. We also note your proactive approach to employee ownership and voting structure, and your far-ranging work
to develop an ethos of care throughout the company and the broader field. In the months and years to come, we look
forward to assessing how these foundational strategies link to longer-term scientific and commercial success.
Though for some investors this type of letter is an administrative process, for our team this is a core investment process,
with the intention of highlighting the potential for long-term value creation for all stakeholders. The challenges of our
current environment present unique opportunities for companies to extend their own potential and to contribute to thriving
individuals, systems, society, and planet. We are grateful for your leadership.
Excerpt from 2022 Annual Letter to Ginkgo from
$175 billion AUM fundamental asset manager
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Property of Ginkgo Bioworks
Q2 2022 UPDATE & BUSINESS REVIEWView entire presentation