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Impact & Income

What is it?

  • The highest rated income producing securities in our investable universe.
  • A benchmark-agnostic portfolio of bonds, loans, funds, and other securities.
  • A low-turnover, high-conviction portfolio.

Why Invest?

  • Research process provides the best of sustainable + fundamental analysis. 
  • In-house ethical screening sharpens coverage universe and mitigates risk.
  • Holdings generate positive impact as they generate revenue. 

Key Statistics

3-10

Positions

>6.5%

Yield as of 1 Mar 2024

Portfolio Manager

Sloane Ortel

Founder & Chief Investment Officer

Strategic Insights