Eco-EquityTM Strategy
See statisticsOur Eco-Equity™ strategy invests in companies within market segments projected to grow due to the increasing need to preserve and restore natural capital and to construct infrastructure more resilient to climate change. The next generation will own the Thick sustainable infrastructure and business systems companies develop today, so we need to be thoughtful about the infrastructure we construct.
Our Investment Objective
We invest in publicly listed equity securities in companies that provide products, services or technologies that support the energy transition, address the scarcity of natural capital, or address the need for climate resiliency.
Why Invest?
Eco-Equity™ is for investors who seek to:
Gain exposure to the equity market;
Balance the return on their investment capital and the return on Natural Capital;
Direct investment capital to companies that will significantly impact climate resiliency and resource scarcity.
We invest in companies that are advancing...
Investments in Thick sustainable infrastructure span generations, and their impact on environmental sustainability is immediate.
We invest in companies that develop or deploy outstanding Thick sustainable infrastructure as they deliver products and services to their customers.
Our Investment Thesis: Over a long-term investment horizon, companies that offer Thick sustainable products, services or technologies will create leading competitive positions - and will offer balanced returns on both financial capital and natural capital.
Market Value of Holdings in water and electric Utilities
Market Value of Holdings impact Agriculture Habitat
Market Value of Holdings impact grid resiliency
Eco-Equity™ Summary
*Investment performance since inception are calculated from October 1, 2023.
Past performance is not indicative of future results. Investment return and principal value will fluctuate so that when money is withdrawn, they may be worth more or less than their original cost. Income is generally exempt from regular income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax. Due to market conditions, current performance may be higher or lower than the data shown. Total returns for a period of less than one year are cumulative. Investment returns are net of all expenses, including management fees and trading expenses. Return calculations are based on actual fees deducted from client accounts.
Invest in Eco-Equity™ today
Join us in preserving and restoring natural capital — become an investor today!