Investment Strategy

We invest in business models that align financial and social or environmental impact returns such that there is minimal or no tradeoff between the two. Ideally, they mutually reinforce each other: the impact drives value creation in the business and the business growth brings the impact to scale. Specifically, we invest in three types of impact outcomes which we have found over the years to be the most well-aligned with this investment strategy: 

  • Economic Opportunity - Improving educational outcomes and equity across the lifespan and improving access to higher quality jobs and affordable essential services, including financial products and housing (Explore portfolio)

  • Environmental Sustainability - Better conservation and management of water, energy, carbon emissions, and waste (Explore portfolio)

  • Health Equity - Improved outcomes and access to healthcare, particularly for underserved populations (Explore portfolio)

We invest across early and late stage private equity, allowing us to see the trajectories of companies and trends over the years, and we invest both directly into companies as well as into other impact funds. Investing in both companies and funds allows us to create synergies in the impact investing ecosystem, by supporting the creation of high-impact syndicates (to the benefit of both our company and fund portfolios) and bringing even deeper perspectives to our own understanding of each impact sub-sector and theme.

Learn more about our investment criteria, and what value we can bring to your business or firm: