Entire focus is on optimizing returns for the investor. This typically looks like owning thousands of fractional shares in companies across the globe with little connection to any of them. The investor experience is anonymous and transactional.
Focus is on integrated value that accrues to the investor as well as impact on the common good. This looks like a targeted portfolio of local companies that are constantly monitored. The investor experience is engaged and purposeful.
Active Ownership Process
Constantly Monitor Companies
in Portfolio to assess risk, commitment to common good and rebalance.
We visit our portfolio companies to assess leadership and culture.
This often ignored tool empowers shareholders to either confirm or question strategic direction and pay practices recommended by the Board and executive leadership.
OUR Portfolio Design Process
Examine the Corporate Landscape of all publicly-traded stocks in a target state/region.
Through rigorous research and assessment, we identify emerging and corporate citizen leaders.
All of the portfolio positions are vetted to ensure reasonable valuation, proper diversification and adequate liquidity.