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Veda Ethical Growth
As of February 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
0
Holdings
0
%
Dividend Yield
90
%
Active share
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | VEG | 8.33% | -.14% | 8.40% | ||||||||||
| MSCI ACWI | 7.38% | -4.17% | 7.38% | |||||||||||
| 2022 | VEG | -13.92% | -.42% | .73% | -10.97% | .27% | -6.08% | 16.64% | -4.04% | -8.19% | 5.24% | 10.61% | -4.91% | -17.66% |
| MSCI ACWI | -4.89% | -2.55% | 2.22% | -7.97% | .19% | -8.39% | 7.02% | -3.64% | -9.53% | 6.06% | 7.80% | -4.65% | -18.30% | |
| 2021 | VEG | 7.35% | -.57% | -1.58% | 5.05% | |||||||||
| MSCI ACWI | 5.13% | -2.38% | 4.03% | 6.77% |
Strategic Insights
Why We Need A New Food System Now
The food system creates more than just a massive carbon footprint: it leaves half the world’s population exposed to risk of famine.
March 3, 2022
How I Became an Active Manager
Here’s how I realized that index funds just won’t work for ethics-first investors.
February 25, 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.