Core Equity

Objective & Approach

The objective of the Walden Core Equity strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models


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.

 
Strategy Information
Asset Class  Core Equity
Benchmark  S&P 500 
Inception Date  January 1, 1981 
Vehicles Separate accounts, mutual fund 
Number of Holdings Approximately 65