About Us
We’ve been serving financial professionals, consultants, and institutions since our founding in 2017. We are dedicated to our simple philosophy of investing for the common good.
Investment Philosophy
Ultimately, we desire to be good stewards. That means we care about our return on investment while being aware of how that return is achieved. Because we deeply value the sanctity of human life, we more highly value companies that create value for humanity. We call this “investing for the common good”. Put simply, we believe companies that create the most value for humanity will be the most successful in the long-run.
Investment Process
Our investment process includes traditional financial analysis as well as fundamental research to determine the most attractive investment opportunities. We are looking at companies holistically to identify those which are creating the most value for humanity. This includes utilizing our proprietary Bright Score methodology where we evaluate a company’s products, processes, and priorities. Through this methodology, we can better identify companies that act justly in the marketplace and create value for all stakeholders.
