Our Philosophy
We believe we can add financial value for our customers while also letting our moral compass guide our approach to portfolio building.
We favor companies contributing to a more equitable society or actively seeking to repair damage to society. We look to invest in companies with clear plans for positive contribution to the communities in which they operate, conciously avoiding arms trading and businesses which rely on addiction as their primary economic moat.
We take an environmentally conscious approach to investment, preferring bonds supporting climate action, and funding activities which contribute to the health of our oceans and waterways.