| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 121 | $3,063 | $3,131.71 | $68.71 | 2.24% |
| ARCA Exchange | US Country |
The company operates as an investment fund that focuses on injecting capital into U.S. companies of any size, with a strong commitment toward sustainable social, environmental, and economic development. This commitment is underpinned by the belief in investing in "Solutions Companies" — entities whose products and services are designed to contribute positively to global sustainability goals. A distinguishing feature of the fund is its strict investment criteria, where at least 80% of its net assets are allocated to securities that meet stringent sustainability benchmarks. This approach is facilitated through the application of proprietary environmental, social, and corporate governance (ESG) ratings, which range from 1 to 4. These ratings serve as a quantifiable measure of a company’s alignment with the fund’s sustainability objectives, guiding investment decisions to ensure that capital is channeled toward businesses that both perform well financially and act as catalysts for positive change.
The core offering is investment in companies classified as "Solutions Companies." These are entities whose products or services are deemed to directly contribute to sustainable social, environmental, and economic advancement. By focusing on these companies, the fund aligns its portfolio with broader objectives of promoting sustainability and responsible business practices across various sectors.
A minimum of 80% of the fund's net assets are invested in securities that satisfy the fund’s sustainability criteria. This commitment ensures that the majority of the fund's investments are directed towards companies that not only have strong financial prospects but also embody principles of sustainability in their operations and business models. This methodology underscores the fund's role in fostering a more sustainable and equitable global economy.
Central to the fund's investment strategy is the use of proprietary environmental, social, and/or corporate governance (ESG) ratings. These ratings, which range from 1 (highest) to 4, are a tangible expression of a company's adherence to sustainability and good governance principles. By quantifying these aspects, the fund provides a clear framework for evaluating potential investments and ensuring that capital is allocated to companies that are not only leaders in their respective fields but also pioneers in sustainability and ethical governance.