Investment Objective
Above-benchmark long-term performance through capital appreciation.
We seek to create and consistently maintain a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators. This strategy is managed to invest in companies with more favorable environmental characteristics and to exclude companies with high carbon emissions and poor environmental ratings. However, it does not mean that there will be no, or very few, carbon creating issuers in the portfolio.
Key Tenets of Our Approach
Proprietary, multi-factor stock selection models including environmental metrics for each sector
Downside risk screens (e.g. earnings surprise indicators, quality of earnings)
Leading industry group indicators, integrating top-down and bottom-up metrics
Universe
- Russell 1000 Index
- S&P 500 Index
Benchmark
- Russell 1000 Index
Operating Target
- Typically, 80-100 holdings
- Existing position maximum: 2.5% for any security
- Fully invested: Typically <1% cash
Limiting Exposure
- Sector: +/– 3% vs. the benchmark
- Industry group targets: +/– 2% vs. the benchmark
- Restricts industries with high emissions intensity, such as energy and utilities
The S&P 500 Index consists of 500 widely held common stocks. This unmanaged index is a total return index with dividends reinvested.
The Russell 1000 Index is an unmanaged, market value weighted index, which measures performance of the largest 1,000 companies in the market.
One cannot invest directly in an index.
This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.