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
0
Holdings

Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2023VEG9.13%.32%.58%.21%.38%10.77%
MSCI ACWI8.52%-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
VEG9.72%-4.68%0.69%5.31%
MSCI ACWI5.04%-3.70%4.84%6.05%

Strategic Insights

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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.