1919 SRI/ESG Equity Strategy

Seeks long-term capital appreciation by investing in companies that offer both an attractive investment opportunity and that meet our stringent socially responsible guidelines regarding environment, employment practices, human rights, weapons, and tobacco.

Our 5 Social Guidelines lead us to select companies that:

  1. Environment: Minimize the negative impact of business activities on the environment

  2. Employment Practices: Have fair and reasonable employment practices

  3. Human Rights: Contribute to the general well-being of host communities and respect human rights

  4. Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production

  5. Tobacco: Do not derive meaningful revenue from tobacco products

Disclosure

All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.