Appleseed Fund: Sustainable, Responsible Investments

At Appleseed Fund, we believe the best way to generate strong returns is to make prudent, disciplined, and sustainable investments.

We look to invest in socially, environmentally responsible companies at prices which are steeply discounted relative to our own estimate of intrinsic value. With this strategy, we believe we can generate attractive returns while minimizing the risk of capital losses.

At Appleseed, we examine a company’s Environmental, Social, and Governance (ESG) factors when we evaluate an investment, when we communicate with management, and when we vote on shareholder initiatives.

We apply responsibility screens as an important risk management tool and to ensure that we own responsible companies with managers who make decisions with an awareness of their impact on the environment and on their community.

We exclude companies from the Appleseed portfolio that generate material revenues in industries such as the fossil fuel and weapon systems industries.

We also exclude natural resource companies that have direct investments in certain countries, such as Myanmar (Burma) and Sudan.

We have allocated a portion of the Fund’s capital to CDs in various Community Development Financial Institutions (CDFIs) to provide loans to individuals and businesses which are under-served by traditional banks.

https://www.appleseedfund.com/

161 North Clark Street, Suite 2200
Chicago, IL 60601
(312) 896-9660
contact@appleseedcapital.com