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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



Portfolio Manager

Sloane Ortel

Founder & Chief Investment Officer

Strategic Insights