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OMNES CAPITAL 2. OMNES%u2019 INVESTMENT STRATEGIESESG at Sourcing and ScreeningAt sourcing and screening, Omnes assesses each opportunity through three complementary lenses: the nature of the underlying activity, the ESG maturity of the GP, and the ESG maturity of the company itself. Together, they provide a structured basis for evaluating how each opportunity fits within the responsible investment framework.The first lens addresses the core business model. It asks whether the company%u2019s products, services, or operations are aligned with a more sustainable economy. Omnes gives preference to companies contributing to environmental or social objectives such as:Environmental Impact Social ImpactAccelerating decarbonizationExpanding access to education and workOptimizing resource consumptionEnhancing access to healthcare and well-beingReducing impacts on land, water, and natural ecosystemsImproving the safety of people and propertyBy focusing on sectors and business models structurally positioned to benefit from the transition to a more sustainable economy, Omnes reduces exposure to assets facing rising regulatory, market, and reputational headwinds.In parallel, Omnes applies a rigorous exclusion framework to guide investment decisions. It rules out sectors that are incompatible with the fund%u2019s environmental and social objectives, including fossil-fuel extraction and coal-based power generation.ESG as an Integrated Dimension of Investment ArbitrageAs part of its responsible investment approach, Omnes integrates ESG considerations into its investment arbitrage process, which informs the selection of co-investment opportunities and the terms of investment. In practice, ESG factors are weighed alongside financial, sectoral, and structural criteria when evaluating a co-investment. A company%u2019s ability to absorb exogenous shocks, such as regulatory tightening, energy price volatility, supply chain disruption, or shifts in consumer expectations, is informed directly by its ESG profile.This risk-integrated approach reflects a broader belief at Omnes: properly conducted ESG analysis improves the quality of investment decisions. By identifying material non-financial risks at sourcing and screening, we can avoid downside risks and identify resilient longterm opportunities.

