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Ownership Capital’s Global Equity Strategy

Ownership’s name captures its approach well. The Netherlands-based manager strives to improve the companies it owns. Dialogue can include energy use, product efficacy and stakeholder engagement. It creates positive social and environmental outcomes while increasing shareholder value.

Investment

$25 million; originated in 2017.

Rationale

Ownership’s global strategy uses a ten-year horizon in seeking fundamentally strong companies. Social, environmental and governance risks and opportunities are fully factored into stock valuation and selection.

Benchmark

MSCI World

Returns

Lessons Learned

Ownership’s strategy underscores the challenge that institutional fiduciaries like McKnight face: we must review performance monthly and quarterly, while embracing a truly long-term point of view. McKnight’s sustainability portfolio provokes important conversations about the right time frame for environmentally integrated strategies to bear fruit.

As of November 2017

Photo Credits: JacobH

Disclaimer of Endorsement: The McKnight Foundation does not endorse or recommend any commercial products, processes, or service providers.