After a decade of Big Tech dominance that delivered strong returns to Nasdaq investors, the market may be setting up for a rotation. ...

Core Perspective - The company emphasizes the importance of aligning investments with ethical values, particularly in the context of faith-based investing, and aims to create positive impacts through its investment choices [1][4][5]. Investment Philosophy - The company has developed a framework called "business 360," which assesses how a company's products and services create or extract value from six key stakeholders: customers, employees, supply chain, host communities, environment, and society [2][3]. - The investment approach is rooted in a "love your neighbor" philosophy, focusing on ethical responsibility and the impact of business on the global common good [3][4]. Market Positioning - The company identifies a significant problem in the marketplace regarding values misalignment, where faith-driven investors unknowingly support companies that conflict with their values [5][19]. - The firm aims to provide a win-win investment opportunity that balances risk and return while ensuring that investments are aligned with positive values [10][14]. Investment Strategy - The company avoids sectors such as communication services, consumer staples, and defense, particularly those associated with addictive behaviors like alcohol, tobacco, and gambling [9][10]. - The firm has a dedicated team that collaborates with its investment team to identify companies that not only perform well financially but also have a positive societal impact [7][8]. Performance Expectations - The company believes that by focusing on qualitative aspects and value creation, it can achieve returns comparable to major indices like the S&P 500 while maintaining a values-driven approach [15][21]. - The firm screens out nearly 70% of the investable universe to ensure alignment with its ethical standards while still aiming for competitive returns [14][15]. Industry Trends - There is a growing trend towards faith-aligned investing, with an estimated $22 trillion held by church-attending Christians, indicating a potential shift in investment practices [19][20]. - The company believes that this movement will gain traction due to its foundation in biblical principles, which are seen as enduring and relevant [20][21].