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OMNES CAPITAL 2. OMNES%u2019 INVESTMENT STRATEGIESSupply Chain and Sustainability GovernanceAs of year-end 2025, 100% of Capenergie portfolio companies have either already implemented or are in the process of implementing mechanisms to monitor compliance with UN Global Compact principles and OECD Guidelines for Multinational Enterprises. Omnes assesses compliance with these principles through the following four key criteria:Existence of a company Code of Ethics or Code of ConductImplementation of anti-bribery and anticorruption policies and processesEstablishment of whistleblower protection and grievance handling mechanismsAdoption of a code of conduct for suppliers, at a minimumSince the prior reference period, two portfolio companies have made significant progress in this area. Furthermore, Ortus Power has established a Code of Conduct policy, an anti-corruption and bribery policy, and a whistleblower procedure. A supplier Code of Conduct remains outstanding; however, implementation is underway and expected to be completed over the course of 2026. Omnes continues to engage actively in these issues, in line with its own Responsible Business policy.OutlookThe energy transition is entering a more demanding phase. It is no longer sufficient to build renewable generation capacity; today, the challenge lies in building the right kind of capacity with the right configuration to function within a grid system that is itself being transformed by the technologies receiving investment. The Capenergie strategy has been designed to operate in this environment. The combination of solar PV, wind, and battery energy storage across development, construction, and operational stages reflects a deliberate decision to invest across the full value chain of the modern energy system, rather than in a single technology at a single lifecycle stage. The growing BESS allocation within the portfolio should not be seen as