Diversifying Allocation
What is it?
- The highest scoring externally managed funds in our investable universe.
- Position sizing is derived directly from the scoring process.
- Scores for each security in the strategy are re-evaluated quarterly.
Why Invest?
- Research process provides the best of sustainable + fundamental analysis.
- Effectively diversifies our internally managed strategies.
- Opportunistic exposures that complement our other strategies.
Key Statistics
3-10
Positions
Portfolio Manager
Sloane Ortel
Founder & Chief Investment Officer
Strategic Insights
Investor Education
Do You Need Diversification?
Diversification is a great way to control risk, but it’s not the only way.
Sloane Ortel
June 14, 2023
Investor Education
Stock Market Performance: What Should You Expect When You’re Investing?
The longer you stay invested, the more predictable your outcome will be.
Sloane Ortel
May 6, 2023