Income

What is it?

  • Ethical Capital’s best income-producing ideas in a concentrated strategy.
  • A core strategy suitable for clients seeking income.  
  • Younger and less impactful than our flagship strategy, but tactically valuable. 

What's Inside?

This strategy has the flexibility to invest in a lot of different income generating securities. Just in case you’re worried: none of them require you to file K-1 tax forms. Or involve twisted moral bargains. 

Here’s an overview of what could be inside:

These are loans to companies, often made through bond funds or ETFs that have been screened on ethical criteria. 

Preferred stocks are hybrid securities that blend characteristics of stocks and bonds. They generally have the following differences from common stocks:

  • Higher dividends.
  • No voting rights.
  • Bought primarily for income (vs. appreciation).

When preferred stock is issued by companies we regard highly, we usually aren’t as concerned about voting rights. 

Sometimes it makes sense to pool smaller loans together into one fund for easier liquidity. These funds can concentrate their loans on certain industries or communities, which may make them compelling from time to time net of the fees they often charge (which we derive no compensation from).

Performance

Ehical Capital Income Strategy Monthly Performance

Key Statistics

January 2024

Inception

3-10

Positions

>6.7%

Yield as of 2 Sep 2024

Portfolio Manager

Sloane Ortel

Founder & Chief Investment Officer

Portfolio Manager since inception.

Strategic Insights

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