BOSTON – June 17, 2024 – Berkshire Partners today released its 2023 Responsible Investment report titled “Leading by Example,” which is available for download here.

The report provides an update on the firm’s progress and management strategies aimed at creating long-term, sustainable value for all stakeholders, including its funds and investors, employees, and portfolio companies. Also covered in the report are details on efforts within Berkshire Partners and its portfolio companies to pursue advancement in governance, shared ownership, human capital management, and decarbonization.

"We are excited to share our progress across a range of Berkshire Partners’ responsible investing practices. We believe that integrating responsible investment principles into our processes is a strategic advantage that drives value," said Dawn Wolfe, Director of Responsible Investing, Berkshire Partners. "Our focus remains on creating lasting impact for all our stakeholders."

Key areas of the report include:

• The principles that guide the firm’s approach to responsible investing
• A timeline of key milestones in responsible investment that date back to the firm’s founding in 1986
• The firm’s governance model for responsible investment
• A look at how the firm embeds responsible investment principles into its investment process
• Examples of how the firm measures progress within its portfolio companies
• Partnerships with organizations focused on climate change, employee ownership, and diversity, equity, and inclusion 
• Discussions about responsible investment practices at certain of our portfolio companies

ABOUT BERKSHIRE PARTNERS

Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity. The firm’s private equity team invests in well-positioned, growing companies across technology & communications, consumer, healthcare, and services & industrials. Since inception, Berkshire Partners has made more than 150 private equity investments and has a strong history of collaborating with management teams to grow the companies in which it invests. The firm's public equity group, Stockbridge, founded in 2007, manages a concentrated portfolio seeking attractive long-term investments. The firm’s Stockbridge and Private Equity teams frequently collaborate and leverage their collective industry expertise across sectors. For additional information, visit www.berkshirepartners.com.