|Objective & Approach|
The objective of the Walden Core Equity strategy is to outperform the S&P 500 Index with less risk over a full market cycle. The strategy focuses on higher financial quality and portfolio diversification. Walden's high quality emphasis guides security selection, and the portfolio composition policy considers sector exposure and style factors.
In addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders. Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.
|Asset Class||Core Equity|
|Inception Date||January 1, 1981|
|Vehicles||Separate accounts, mutual fund|
|Number of Holdings||Approximately 65|