Intersectional Company Analysis
We make sure these are real companies with sustainable business models through intersectional analysis that maintains a holistic view. While we consider six key areas that matter for long-term success, our analysis isn't limited to these. About 1-2% of stocks generate 99% of returns over multiple long-term periods (ASU research), and those amazing, successful companies are often unique in—you guessed it—unique ways. We don't want to limit our analysis to some rubric because these are living organisms that evolve and adapt. Any single factor can be dispositive, moving a company's Tick rating from 0 to 10 or vice versa:
People
- Staff retention rates
- Governance quality
- Company culture
Product
- Innovation potential
- Market share position
- Strategic KPIs
Execution
- R&D returns
- Sales effectiveness
- Operational results
Valuation
- Price-to-earnings ratios
- Asset valuations
- Free cash flow
Moat
- Disruption resistance
- Competitive pressures
- Community engagement
Risk
- Adoption challenges
- Regulatory risks
- Capital loss potential
Strategy Design & Portfolio Customization
First, we design core strategies using only the top 1% of securities that pass our analysis. Then we meet with you to customize the perfect mix of strategies for your specific needs, risk tolerance, and ethical priorities. Position sizing comes directly from our scoring process, ensuring each holding earns its place.
Our Three Core Strategies
Growth Strategy
- Full ethical criteria implementation
- ~25 concentrated positions
- Long-term growth focus
- Our flagship strategy
Income Strategy
- Income-generating focus
- Ethical dividend companies
- Balanced risk approach
- Regular distributions
Diversification Strategy
- Broader diversification
- Risk management focus
- Ethical foundation
- Portfolio stabilization
Decision Refinement & Continuous Improvement
We don't just monitor—we actively refine our decisions through rigorous analysis and systematic learning. This isn't set-and-forget investing; it's a continuous cycle of improvement that makes our process stronger over time.
Our Refinement Process
- Scenario Analysis: Testing how portfolios perform under different market conditions
- Collaborative Review: Internal team analysis of investment decisions and outcomes
- Mental Model Assessment: Identifying and evaluating our decision-making frameworks
- Weakness Analysis: Systematic evaluation of past investment decision weaknesses
- Regular Re-scoring: Continuous updates to company scores based on new information
- Criteria Evolution: Updating our ethical framework as new patterns emerge
When ethics and excellence converge, sustainable investing outcomes follow.
Throughout our process, we're guided by simple principles: ethics reveal quality, transparency builds trust, and sustainable investing means considering all stakeholders.
// PROCESS
▸Institutional Rigor, Boutique Attention
We combine analytical depth with personalized service. Every holding is hand-researched, every client relationship carefully tended.
▸Radical Transparency
Our exclusion criteria are open source. Our process is documented. Our reasoning is clear. You deserve to understand exactly what you own and why.
▸High-Conviction Concentration
We maintain focused portfolios of 15-25 companies. Depth of research over breadth of holdings.
// PRACTICE
▸Continuous Evolution
Ethics is not static. As companies evolve and disappoint we adapt. Our screening is a living framework, refined through ongoing research and client dialogue.
▸Intellectual Honesty
We acknowledge uncertainty, learn from mistakes, and evolve our approach. Humility serves our clients better than false certainty.
▸Business-Focused Investing
We invest in companies, not stories. Real businesses with proven models, sustainable advantages, and ethical operations.
Ready to invest with intention?
Schedule a consultation to discuss how our process can work for your unique situation.