Growth Strategy
Growth Strategy
Purpose
To identify and invest in companies associated with unambiguous positive impact, a compelling fundamental outlook, and clarity of purpose.
Perspective
- Holding stocks directly allows for the purest implementation of our screening criteria.
- Results will diverge from the index.
- Best for 7+ year
Performance (net of fees through Aug 2025)
As-of date applies to all stats and charts.
Top holdings
| Security | Weight |
|---|---|
| MercadoLibre (MELI) | 11.1% |
| Nintendo (NTDOY) | 11.1% |
| Federal Agricultural Mortgage (AGM) | 9.2% |
| Hudson Technologies (HDSN) | 6.2% |
| ELF Beauty (ELF) | 6.2% |
Theme mix
Net of fees through Aug 2025
Annualised returns
| YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since inception | |
|---|---|---|---|---|---|---|
| Strategy | +17.2% | +11.7% | +16.8% | — | — | +7.7% |
| Benchmark | +14.5% | +15.9% | +16.5% | — | — | +8.8% |
| Excess | +2.8% | -4.1% | +0.3% | — | — | -1.0% |
Based on 47 monthly net returns (3.9 years) covering Oct 2021 – Aug 2025.
Data Lineage
Performance data sourced from separately managed account records. Returns are net of 1.00% annual management fee. Benchmark returns represent total return with reinvested dividends (MSCI ACWI (net)). Calculations follow standard industry methodology for annualized returns and risk metrics.
Disclosures
Past performance is not indicative of future results. Returns are net of management fees where noted and include dividends when stated. Benchmarks include reinvested dividends. Investing involves risk, including loss of principal. This is not an offer to sell or a solicitation to buy any security. You cannot invest directly in an index.
Questions? Email hello@ethicic.com.