Investing that makes the world rejoice®

Read On

Eventide’s approach to values-based investing is grounded in the belief that humankind was created with intrinsic dignity, value, and worth.

Our Investment Ideals

We believe our investing behavior should be consistent with our belief that successful businesses create value for society. Our investment ideals help guide us as we seek to invest in companies:

This includes the right to life at all stages and freedom from addictive behaviors caused by gambling, pornography, tobacco, and alcohol.
This includes fair and ethical relationships with customers, suppliers, and business partners and avoidance of products and services that promote weapons production and proliferation.
This includes protecting children from violent forms of entertainment and also includes serving low-income communities.
This includes fair dealing with employees, communities, competitors, suppliers, and customers as demonstrated by a company’s record regarding litigation, regulatory actions against the company, and its record of promoting products and services that improve the lives of people.
This includes practices considered more sustainable than those of industry peers, reduction in environmental impact when compared to previous periods, and/or the use of more efficient and cleaner energy sources.

Our Thematic Approach

Powerful trends emerge as societies grow, collectively adopting new habits and innovations to address their needs. These trends are what we call themes, and they are the driving forces behind societies ongoing transition from an old economy–the way things used to be done–to a new economy–the way things will be done in the future.

  • Long-term growth themes are powerful trends that emerge as societies grow, adopt new habits, and innovate to address their needs, whether beneficial or harmful.

Long-Term Growth Themes

Important Human Needs

Themes of Human Flourishing

How can Eventide serve you?

Our partnership with you is important to us. Investing that makes the world rejoice® is made possible by partnering with others who believe in this mission.

A graphic of a man on his laptop sitting in a chair.

If you are looking for more information on our products and philosophy, start here.

A graphic of two individuals communicating about a project.

If you are looking for resources to share with your clients, or if you would like to connect with our team, start here.

A graphic of a large white institutional building.

If you are looking for more information on our strategies or to connect with our institutional team, start here.