Our socially responsive domestic equity portfolios are available in Core , Value , or Growth investment styles. Separate accounts and accounts with customized social screening have higher minimums. On behalf of the Fund, the adviser pursues an ambitious social advocacy agenda, including corporate dialogue and shareholder resolutions, to convey client concerns and to promote corporate change among portfolio companies.
Emphasis is placed on shareholder advocacy, rather than on screening criteria.
The Walden Social Equity Fund seeks long-term capital growth through an actively managed portfolio of common stocks. On behalf of the Fund, the adviser seeks to invest primarily in the shares of companies that it believes have strong current and historical profitability, have good prospects for revenues and earnings growth and are selling at reasonable prices. The adviser evaluates companies on environmental performance, employment practices, community relations, product quality and respect for human rights. Walden's socially responsive core accounts invest in a blend of established, high quality, large and mid-cap equities. The growth or value emphasis of core portfolios, as well as other aspects of portfolio composition, such as industry emphasis or average firm size, are varied depending upon the changing economic outlook.