Our Four Guiding Principles:
Disciplined Value Investing
We believe the best way to generate strong returns is to pursue only our best ideas, to minimize downside risk, to seek out underappreciated value, and to invest in high quality companies where we expect value to grow over the long term.
Sustainable Investing
We look to invest in sustainable companies that balance the generation of profits with an awareness of their impact on the environment and society.
Low Shareholder Expenses
We are committed to minimizing shareholder expenses. Currently, the Appleseed Fund is a no-load mutual fund with an annual expense cap of 1.24%.
Portfolio Manager Ownership
When we invest in a company, we like to see insiders own a significant percentage of the company; we assume our own shareholders expect the same of us. The portfolio managers of the Appleseed Fund own more than 10% of the Fund's outstanding shares.
