Do you sacrifice returns for values alignment?

How ethical investing can enhance rather than detract from risk-adjusted returns.

We reject the premise that ethical investing requires sacrificing returns. Our approach demonstrates that values alignment and financial performance are synergistic when implemented through rigorous active management.

How Exclusions Enhance Performance

Our research shows that thoughtful ESG screening can enhance rather than detract from risk-adjusted returns by:

• Avoiding hidden risks: Companies with ESG-related risks often face future regulatory and reputational challenges
• Sustainable advantages: Focus on businesses with sustainable competitive advantages
• Risk reduction: Reduced exposure to regulatory and reputational risks
• ESG premium: Access to improved stakeholder relationships and market positioning

Our Performance Philosophy

• Quality focus: Ethical screening naturally filters toward higher-quality companies
• Long-term perspective: Values-aligned companies often demonstrate superior long-term sustainability
• Risk management: ESG factors increasingly important for comprehensive risk assessment
• Active management: Individual security selection rather than passive ESG index tracking

Transparency Commitment

We provide honest reporting of both successes and challenges, with regular performance attribution analysis and benchmark comparisons to demonstrate how ethical investing enhances rather than constrains financial outcomes.