CURRENT HOLDINGS


Our Portfolio

We select the companies in our portfolio using our (HEAD + HEART) X MATH approach.

  • Head — Identify potential companies with innovative, marketable concepts & strong leadership team
  • Heart — Target companies combating world problems with measurable impact
  • Math — Critically analyze all potential partners through a series of economic models & financial projections, focused on identifying positive growth and potential target returns
Head Heart Math

AREAS OF FOCUS


Green ETF Environmental Impact Icon

CLIMATE CRISIS SOLUTIONS: Climate change is real. Let's combat it together. We will do everything in our power to preserve our planet for generations to come so that our childrens' children can live on a safe, clean and stable planet.Scientific evidence proves that we're in a crisis due to excessive heat and weather swings, which are negatively impacting our planet and our people.By championing renewable energy, the reduction of greenhouse gasses, proper waste management and responsible consumption, we support organizations that are dedicated to re-thinking energy usages and to reduce our collective carbon footprints.

CLEANTECH INNOVATION: Even if it's not easy being green, we should try. As champions of environmentally friendly companies and practices, we believe in supporting businesses that are dedicated to finding ways to minimize negative effects on the environment.

Clean Tech
Clean Tech

CLEANTECH INNOVATION: Even if it's not easy being green, we should try. As champions of environmentally friendly companies and practices, we believe in supporting businesses that are dedicated to finding ways to minimize negative effects on the environment.

DPO Econoomic Companies Doing Good Icon

ECONOMIC EQUALITY: Fairness and justice are rights, not privileges. People from all income levels deserve fairness, justice and equal access to services, as well as investment options. We will provide access to options for people from all income levels, with the goal of democratizing the industry.We support organizations that fight for equality and those that directly or indirectly work to reduce poverty.

SOCIAL JUSTICE: Let's fight for equality. We will work to democratize investing by providing access to investment options to people from all income levels. Investing is no longer an option for only the wealthy. We will create opportunities for individuals at any income level to participate in investing in causes they believe in, while simultaneously providing financial returns.

Holding Company Social Justice Icon
Holding Company Social Justice Icon

SOCIAL JUSTICE: Let's fight for equality. We will work to democratize investing by providing access to investment options to people from all income levels. Investing is no longer an option for only the wealthy. We will create opportunities for individuals at any income level to participate in investing in causes they believe in, while simultaneously providing financial returns.

CAUSES WE LOVE


POVERTY ALLEVIATION

GENDER EQUALITY

CLIMATE ACTION

REDUCED INEQUALITIES

LIFE BELOW WATER

AFFORDABLE & CLEAN ENERGY

DECENT WORK & ECONOMIC GROWTH

SUSTAINABLE COMMUNITIES & CITIES

RESPONSIBLE PROD. & CONSUMPTION

LIFE ON LAND

PEACE, JUSTICE & STRONG INSTITUTIONS

CLEAN WATER & SANITATION