Socially Responsive Investing


    Socially Responsive Investing

    Our SRI Value mandates - both separate accounts as well as an open-end mutual fund - combine our differentiated, value-oriented investment philosophy with social screens and a holistic ESG (Environmental, Social, Governance) analysis in order to deliver returns in a socially responsive manner. We seek to own value-creating businesses operating in advantaged industries using our proprietary fundamental research methodology.


    UNIQUE: CLIENT IDEALS


    UNIQUE: RESEARCH


    UNIQUE: PORTFOLIO


    UNIQUE: RESULTS


     
    ESG Investing Basics

      Explanation of ESG integration and
      benefits to investors

    The Evolution of SRI

      Recent White Paper written by Portfolio
      Managers Christopher C. Desmarais
      & Kevin V. Dreyer

    Water Scarcity & Stewardship

      Topic of water scarcity in ESG investing

      SRI Value Capabilities

    ALL CAP
    LARGE CAP
    SMID
    SMALL CAP
    GABELLI ESG MUTUAL FUND