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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.

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Investment

$25 million; originated in 2017.

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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.

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Benchmark

MSCI World

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Returns

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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.

Photo Credits: iStock Artist/JacobH

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

Last updated 7/18/2019

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