We avoid industries that most negatively contribute to climate change and human health. This includes Fossil Fuels, Weapons, Gambling, Tobacco, Alcohol, Cannabis, and Predatory Lending.
We identify and screen out companies based on their revenue exposure to these industries.
We also avoid companies that engage in controversial business practices.
Financial Return
We are investors at our core, so financial return is foundational to our decision making process.
We believe that Socially Responsible Investing can be used as a tool to augment return potential.
We use both fundamental and quantitative techniques in our investment process.
We follow a core and satellite approach that combines active and passive investing.
Identify Emerging Themes
We believe there are long-term trends that are occurring in society and on the planet, such as an aging population, a warming climate, and increased urbanization.
We look for emerging themes that will be amplified by these trends, such as energy transition, sustainable urban development, and modernization of human health care.
We invest in innovative companies that capitalize on these themes, have strong fundamental valuations, and Socially Responsible Investing merits.
