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.
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.
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% |
Our investment beliefs spring straight from our mission, pervade our process, and help us pursue safe passage in the perpetually uncertain investment climate.
We’re updating our performance measurement process to strike a better balance between complexity, accuracy, and timeliness.
We might be in the midst of a recession right now. But what does that actually mean for long-term investors?
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.