We’re back with the latest update to our Socially Responsible (ESG) Portfolio—and after a steady stretch of performance, we’ve made a few adjustments worth highlighting.
Since our last rebalance, the portfolio returned 1.65%, slightly ahead of our benchmark ($ESGU), which landed at 1.2%.
It’s not a blowout win, but in a market this unpredictable, any edge counts—especially when it comes from staying disciplined.
While plenty of investors spent the last few months reacting to every headline, we kept our focus on what we do best: backing companies that are not just financially sound, but aligned with broader ESG values. That long-term approach continues to pay off, and this past quarter was no exception.
One of the biggest tailwinds recently? Cooling trade tensions and fewer tariff-related headlines. That shift gave global-facing names like Apple, Tesla, and Amazon some breathing room—plus a bit of clarity around costs and supply chains.
On the flip side, renewables and healthcare had a rockier stretch, which gave us an opportunity to rethink some of our exposure and rebalance accordingly.
Through it all, the goal remains the same: own great companies doing the right things, without sacrificing performance. So far, that mix continues to hold up.
Let’s dig into the numbers—what worked, what didn’t, and where we go from here.