
Sustainable Investing |
Shareowner Engagement |
Fundamental Judgement |
Global Focus |
is an investment manager and a leader in global sustainability initiatives. We specialize in long-only equity and balanced strategies and pursue long-term capital appreciation by seeking to invest in diversified portfolios of high quality, socially responsible stocks. Through rigorous analysis of financial, environmental, social, and governance (ESG) factors we identify what we believe are attractively valued companies for investment. As shareholders, we urge portfolio companies to improve transparency, accountability, and attention to ESG issues. Our focus is global; we manage U.S. and international portfolios to meet the needs of institutional and individual investors. We are independent, employee-owned, and field a seasoned, close-knit team of professionals.