In our experience, investors who want to develop an investing program that aligns with their personal values are interested in knowing just what they’re buying. We do our best to work with each client on what they do and don’t want to invest in.
Victor Schramm, LLC does not advocate any set, specific Socially Responsible Investment (often known as SRI) strategy- we prefer to work in a collaborative fashion to provide a truly tailored portfolio. That’s because we find that investors who want to look at the social impact of their investments exercise their own conscience. Many investors who seek this advice differ greatly in their approaches and concerns, from finding industries they want to invest actively in to specific businesses they want to avoid. At VSL, we’re always looking for great SRI potential in investment opportunities. We may recommend these opportunities to many individuals. In the end, it’s up to each client to take those recommendations or have us pursue other investments.
Our unique approach to socially responsible investing is what we call “where Values meet Value.” We stick to our focus of finding growth and income at reasonable prices, no matter what ethical constraints are placed on the portfolio at hand. Our bottom-up, fundamental analysis-based approach is well suited to SRI concerns, as we look at companies in a detailed and specific way that puts the business practices and the financial status of investments at the forefront of every decision. Those evaluations are a great place to find key information for the values investor while meeting the objectives of the value investor. When you’re investing for the future, it’s not enough to love what a company does- the emphasis on meeting clear investment goals needs to be constant.
We’ve seen how investing with your personal values can make a positive impact on your portfolio, and we’re happy to encourage each client to give serious thought to what they want in their portfolio. Not only does it align with our philosophy. It’s our belief that not becoming biased towards your investment based on a dislike of business practices can go a long way towards maintaining a facts based, empirically driven strategy that puts information first.