Ethical Growth

Low angle shot of old-growth forest with dried plants and tall trees in Slovakia

Ethical Growth

Portfolio manager

Investment Objective

Our flagship Ethical Growth strategy aims to deliver long-term investing excellence on both a moral and material basis. It is a concentrated portfolio of growing companies that demonstrate a distinctive commitment to responsible growth, innovation, and avoiding preventable harm to living things.

Why Invest?

  • High conviction equity exposure with a distinctive ethics-first lens.
  • Disciplined portfolio construction and security selection processes mitigate negative externalities.
  • Holdings generate most or all of their revenue in ways that generate substantial and directly observable positive impact.
Key Statistics
0
Holdings
0 %+
Active Share

Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2023Strategy8.14%-.10%.70%.55%.38%5.49%2.02%-3.91%-7.11%-6.08%15.25%8.84%30.10%
Index7.38%-4.17%3.21%1.36%-.95%4.57%3.52%-2.29%-4.43%-2.72%7.94%4.09%22.22%
2022
Strategy-13.22%-3.38%3.62%-11.52%-.75%-3.72%14.21%-4.61%-7.28%4.19%10.44%-4.88%-18.78%
Index-3.76%-5.40%4.26%-8.56%-.30%-6.94%6.11%-4.22%-9.22%6.39%8.43%-4.65%-18.27%
2021
Strategy9.72%-4.68%0.69%5.31%
Index5.04%-3.70%4.84%6.05%

Strategic Insights

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Invest Vegan LLC is a Utah registered investment adviser that provides managed account services to individuals, institutions, and others interested in aligning their investment activities with vegan ethical principles.