Invest in the world you want to live in.
With impact investing, investors can seek to help solve the world’s major social and environmental problems while potentially earning attractive returns. We aim to invest in impact companies whose innovative solutions are supported by long-term societal trends.
We believe short-term volatility is possible given the smaller size and disruptive nature of some companies, making the approach more suitable for long-term investors.
Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.
Capital at risk.
In this three-minute video, Portfolio Manager Eric Rice discusses his team’s philosophy and approach, recent investment opportunities, and the first new impact theme added to the strategy since inception.
3 categories. 11 themes. A world of opportunities.
With extensive research and the development of proprietary key performance indicators (KPIs), we seek to determine each company’s progress toward effecting positive social and environmental change. By adopting a structured, repeatable methodology, we aim to hold ourselves — and the companies we invest in — to high standards of accountability for measuring and achieving impact.
The KPI examples are for illustrative purposes only.