• Socially responsible investing viewed through a common-sense lens.
  • Quality, Growth, and Responsibility.
  • Identify and invest in best-in-class companies with a history of durable, high quality growth.
  • Long-term buy and hold focus with low turnover
The SRI Quality Growth strategy invests primarily in common stocks of large capitalization U.S. companies that the portfolio management team believes exhibit superior growth and quality characteristics compared to peers and to the broader market. The portfolio consists of 30-40 securities and seeks to maintain active share vs. the S&P 500 index in excess of 75%.

The portfolio management team strives to generate long-term alpha through superior bottom-up security selection. Buy discipline is designed to focus on high quality, best-in-class companies that exhibit sustainable business models focused on top and bottom-line growth.

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