Veda Ethical Growth

As of November 1, 2022

Investment Objective

The Veda Ethical Growth Strategy seeks to achieve long-term growth by building a concentrated portfolio of global 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 risk.
  • All holdings generate revenue in planet-positive ways.
  • Long-term focused, low turnover strategy with significant fund manager alignment.
  • Deep commitment to regenerative investment research practices.
Key Statistics
0
Holdings
0 %
Dividend Yield
90 %
Active share

Performance

  JanFebMarAprMayJunJulAugSepOctNovDecYTD
2022
VEG-13.92%-.42%.73%-10.97%.27%-6.08%16.64%-4.04%-8.19%5.24%-22.30%
MSCI ACWI-4.89%-2.55%2.22%-7.97%.19%-8.39%7.02%-3.64%-9.53%6.06%-20.81%
2021
VEG7.35%-.57%-1.58%5.05%
MSCI ACWI5.13%-2.38%4.03%6.77%

Strategic Insights

Invest Vegan Logo

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