Activating Capital Beyond Financial Returns
The Roots of Our Investment Approach
A Culture of Integration
Recognize ESG criteria within financial analysis to build diversified, responsible investment portfolios
Generate Returns and Create Impact
Seek competitive investment returns, investing in companies that contribute to and benefit from more sustainable growth
Active, Engaged Ownership
Improve products, processes, and policies of the companies we invest in
What is Active, Engaged Ownership?
We use our voice as stewards of capital to challenge companies across industries to redirect capital, research and development, and innovation towards social equity and environmental regeneration.
Through collaborative dialogue with executive managements we have meaningfully changed corporate behavior.
Past performance does not guarantee future results. All investments involve risk, including the risk of losing principal. The information in this document should not be considered a recommendation to buy or sell any security. There is no assurance that any securities discussed in this report will remain in an account’s portfolio at the time you receive this document. The securities discussed do not represent an account’s entire portfolio and may represent only a small portion of an account’s holdings. It should not be assumed that any securities transactions we discuss were or will prove to be profitable.