- 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 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.