Stock Selection
We believe that companies with strong fundamentals and positive performance across sustainability indicators are best positioned for long-term success. Our clients share our commitment to socially responsible investing, understanding that the investments we make today shape the world of tomorrow.
We take a highly customized approach to creating investment portfolios with sustainability integrated at every step. We start by listening to gain a clear understanding of each client’s financial goals and priorities for sustainable investing. We then select stocks that align with those objectives, based on careful analysis of each company’s environmental, social and governance performance.
While some sustainable investment strategies focus only on what to exclude, we take a positive approach. We structure portfolios around broad themes with the greatest potential for sustainable growth into the future. We focus on high-quality growth companies, performing both thematic and bottom-up analyses, paying careful attention to sustainability factors that are often not captured on balance sheets.
We emphasize long-term holding periods for a select portfolio of stocks. This is not only more tax-efficient, but also enhances our ability to influence corporate sustainability strategies through our shareholder engagement activities.
Public equities have historically provided the highest after-tax returns of all major asset classes.*
Broad, secular themes help identify potential long-term investments
25-30 equity positions, long-term holding periods
Sustainability performance, high-growth, well-managed, efficient use of capital
* From 1928 to 2025, the S&P 500 Total Return Index returned 11.9% per year, whereas U.S. 10 Year Treasury Bonds returned 4.8% and T-Bills returned 3.4%. Similarly, since the price of gold was allowed to float freely at the end of 1974, it has returned approx. 6.4% annually vs. the S&P 500’s approx. 11.3%.
Sources: Aswath Damodaran (NYU Stern) 2026; FactSet