Our investment approach combines real moral discernment with investment excellence.
Our investment approach combines real moral discernment with investment excellence.
Good investing requires moral discernment.
We believe our distinct investment advantage lies in our ability to identify companies that are creating the most value for society. Our approach, which we call Business 360®, employs a holistic evaluation of the moral qualities of a business by analyzing what the company makes (its products) and how they make it (its practices).
We look for companies creating good products—those that develop, sustain, or restore good in the world.
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We look for companies that operate with good practices—which we define as service to customers, employees, suppliers, communities, the environment, and society.
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Our proprietary framework combines data with human research and discernment to produce a holistic, 360-degree assessment of the company’s value creation and value extraction.
Our investment approach is anchored in the idea that
businesses that create value for society are best
positioned for long-term outperformance.
“To deliver high performance with values, with virtue, and with integrity, is to me, the most rewarding thing I can accomplish in my career.”
DOLORES BAMFORD, CFA
Co-Chief Investment Officer, Senior Portfolio Manager