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Our Process
We believe the opportunities that result from eschewing exploitation, oppression, and extraction in all forms are poorly understood by traditional investment managers who focus too much on traditional measures of success, short-term news, and “zero-sum” thinking.
Our process recognizes that ethical businesses have reduced operating costs, innovative processes, and the capacity to put our capital to work with unusual care and effectiveness.
It also reinforces long-term thinking by constraining us to trading only once a month (on the new moon).
By aligning our intentions before taking action in this deliberate process, we hope to habituate holistic thinking in our entire organization.
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A Natural Balance
Our iterative investment process centers the creative synthesis of outputs from both top-down and bottom-up analytical tools.
Top-Down Research
Screening
We systematically exclude companies linked to products or conduct that we deem unacceptable. This includes animal testing, carbon emissions, and many other attributes.
Scenario Analysis
We conduct holistic scenario planning exercises to integrate disparate information into testable forward-looking narratives.
Summary
We created a proprietary summary metric that facilitates cross-sector comparison, quickly integrates new information, and supports portfolio construction.
Blended with a
Bottom-up Aproach
High Conviction
We construct portfolios of liquid, publicly traded securities in a benchmark-agnostic fashion that represents our baseline level of conviction in each individual holding's holistic value.
Long Term Alignment
We focus on finding management teams that we can trust to deliver for our clients over multiple economic cycles, not just the next quarter.
Risk Aware underwriting
We use company-specific factors to estimate risks of permanent capital loss, stewardship lapses, and execution failures.
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.