Our Investment Philosophy
We build our investment strategy around identifying alpha, mitigating risk and maximizing impact.
We focus on fundamental analysis with a technical overlay.
We view investments through an ESG (Environmental, Social, Governance) lens.
ESG
We view ESG not as a stamp, but a process.
We are investors first. We go beyond the basic boxes and consider a wider set of data, including non-financial factors as a part of our analysis to identify material risks and growth opportunities. This holistic approach helps us gain a deeper understanding of the companies and investment teams in which we invest.
Impact
Every portfolio has an impact. What type of impact will yours have?
Increasingly, organizations want their investments to reflect their missions and have impact. To implement an impact strategy, they may carve out a small portion of their portfolio to allocate to impact, while the majority of their portfolio may be invested in companies or strategies that aren’t aligned with their mission and undermine their impact efforts.
We think about impact more broadly and look for ways to weave client convictions into their overall portfolio. We also use material ESG metrics in our due diligence process to help mitigate risk and identify potential alpha.
We can do this through a combination of individual stock selection, customized indexing, actively managed funds, alternative investments and pure impact strategies.