|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.
The long‐term sustainability of a business is also connected, in part, to its treatment of customers, workers, communities, and the natural environment. Hence, 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.
|Asset Class||Large Cap|
|Inception Date||January 1, 1981|
|Vehicles||Separate accounts, mutual fund|
|Number of Holdings||Approximately 65|