The Fund

Value Squared - The Responsible Investment Fund - invests in global public equity that adheres to our three golden principles: 

 

  • Responsible companies with high Environmental, Social and Governance (ESG) performance; 

  • Companies with Sustainable Goods and Services (SGS) which provide solutions for global challenges and thus encompass impressive growth potential;

  • Companies with high-quality financial performance and potential.

 

Our Investment Process and Unique Methodology:

Choosing the leading ESG-performing companies that supply goods and services with high growth potential (SGS).

Financial analysis of the high-performing companies leads to "cherry picking" of the highest quality equity options.

The investment committee, which convenes at least once a week, builds the investment portfolio and determines the correct exposure to the various companies, sectors and geographical zones.

How Most Other

Responsible Funds Integrate ESG

How We Integrate ESG: Impact First

The Fund's Inherent Advantages

  • Ensured impact from our unique methodology and in-depth analysis

  • Full transparency: LP investors have access to the Fund's entire portfolio

  • Exclusive focus on responsible investment; not just one product in a huge financial institution

  • High quality, hands-on financial analysis and more liquid than private equity

  • Low volatility relative to other equity portfolios

  • Better risk management than conventional funds and many other impact funds; reduction of risk exposure through hedging and "short strategies".

  • Increasing opportunities to invest in high-growth companies 

  • Partnership with Vigeo Eiris, a global leader in ESG analysis

©2019 Designed by 2ordigital

Legal disclaimer: The data detailed above constitute general information regarding the Partnership's operations. The investment in the partnership is based on a private offering and at the sole and absolute discretion of the general partner. Rights in the partnership are not offered and will not be offered to the public. The foregoing does not constitute an indication and / or any undertaking regarding the future results of the Partnership's activity. The investment in the partnership is in accordance with the terms of the partnership agreement to be signed between the general partner and the investor, containing risks as detailed in the partnership agreement, as well as additional risks deriving from exposure to securities. The foregoing does not constitute a substitute for investment advice by a person authorized to do so, which is consistent with the customer's needs. Publication of this information does not constitute an offer to the public to invest in the partnership.

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