Ivka Kalus – Founder, CIO, Portfolio Manager
Diversified international investing with strong ESG characteristics
The strategy utilizes a sector and region neutral risk-controlled framework that seeks to provide long-term capital appreciation and excess returns relative to the MSCI ACWI ex U.S. Index. The portfolio invests in companies that exhibit attractive risk/return profiles and favorable ESG characteristics.
Intentionality Incorporated in the Portfolio
Diversity & Inclusion
Women in leadership
Human Rights Protection
Protect community health
|Impact Results||Portfolio||Benchmark||% Better|
|Women on Boards||27%||20%||35%|
|Women in C Suite||16%||9%||78%|
|S&P Global Env Rank||77||50||54%|
|Scope 1 GHG/Sales||82||360||77%|
|Scope 2 GHG/Sales||36||62||41%|
All data as of September 30, 2021 unless otherwise noted.
Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility
International investing involves additional risks, including social and political instability, economic developments, reduced regulation, market illiquidity, and market volatility, and currency exchange rate fluctuations.
ESG involves additional risks, including lower returns as a result of the foregoing of certain investment opportunities based on certain industries or ESG ratings.
Investors should carefully consider the Strategy’s investment objectives, risks, charges and expenses before making an investment decision. This and other information about the Strategy, including additional risks, are contained in the Prospectus, which can be obtained by contacting us.