Strategies

A diversified equity strategy investing in companies that have the ability to increase dividends over the long term and impact the world for good.

A large-cap equity strategy seeking a high active share by investing in high conviction companies that are creating compelling value for the common good.

A broad market US equity strategy that provides a Business 360® screened portfolio that is systematically managed to limit tracking error to the benchmark.

A large-cap value strategy that seeks to deliver robust and stable dividend yields while investing in companies providing long-term solutions necessary to human flourishing.

A growth strategy focused on companies developing compelling solutions for unmet healthcare needs, with a concentration on biotech and pharmaceuticals. Provides access to private and other illiquid healthcare investments (<15% of strategy assets).  

A mid-cap growth strategy that represents our best ideas for long-term capital appreciation and service of the common good. Historical emphasis in small- and mid-cap growth, healthcare, and information technology. 

A technology strategy investing in companies participating in innovation, technology themes, or technology trends that serve human flourishing and create compelling value for the common good.

A balanced equity and fixed income strategy designed to provide current income, maintain potential for capital appreciation, and promote human flourishing. 

An income strategy that invests primarily in income-producing short-term securities that serve the common good by providing support to themes like home ownership, food security, energy efficiency, clean water, wastewater management, and private loans serving the underprivileged in the developing world.

An income strategy that seeks total return consistent with income generation by primarily investing in bonds with an expected weighted average duration between three and nine years. These investments provide support to themes like home ownership, food security, energy efficiency, clean water, wastewater management, and private loans serving the underprivileged in the developing world.