SROI

SROI aims for capital appreciation through investments in companies of any capitalization throughout the world. The adviser believes that competitive advantage and company appreciation are the results of a company's behavior and understanding of ESG risks and opportunities. In constructing the portfolio, the advisor seeks responsible companies with attractive financial attributes. Stock selection is based on a proprietary ESG rating system, incorporating both quantitative and qualitative factors. The ESG assessment involves a three-pronged process that includes exclusionary screens, materiality assessments, and environmental and social impact scoring. The fund's adviser utilizes fundamental research, corporate disclosures, and third-party data to select stocks considered to have above average growth potential. The process also considers a company's position on governance, human development, and ecological impact. The fund maintains at least 40% exposure to emerging markets. Yet, as an actively managed fund, the advisors have full discretion in investment decisions.