Our Investment Beliefs and Competitive Advantages
Our investment beliefs spring straight from our mission, pervade our process, and help us pursue safe passage in the perpetually uncertain investment climate.
May 30, 2023
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Veda Ethical Growth
As of May 1, 2023
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.
- 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
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Holdings
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | VEG | 9.13% | .32% | .58% | .21% | .38% | 10.77% | |||||||
| MSCI ACWI | 8.52% | -4.10% | 3.21% | 1.36% | -.95% | 7.84% | ||||||||
| 2022 | VEG | -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% |
| MSCI ACWI | -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 | VEG | 9.72% | -4.68% | 0.69% | 5.31% | |||||||||
| MSCI ACWI | 5.04% | -3.70% | 4.84% | 6.05% |
Strategic Insights
How We Measure Investment Performance
We’re updating our performance measurement process to strike a better balance between complexity, accuracy, and timeliness.
May 8, 2023
What Would a Recession Actually Mean for Long-Term Investors?
We might be in the midst of a recession right now. But what does that actually mean for long-term investors?
July 5, 2022
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.