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  • ImpactAlpha
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Flagship Strategy

The ImpactAlpha Portfolio

A long-only U.S. equity strategy that seeks to generate superior risk-adjusted returns by investing in high-quality, sustainable companies — combining rigorous investment discipline with long-term impact principles. 

Key highlights

  • Strategy inception — April 2019 
  • U.S. Large-cap equity, long only
  • ~50 Holdings, diversified across sectors
  • Separately managed accounts structure
  • 7-year track record

investment objective

Superior risk-adjusted returns through sustainable investing.

The ImpactAlpha Portfolio seeks to generate superior risk-adjusted returns over a full market cycle by investing in high-quality U.S. companies that demonstrate durable business models, strong financial characteristics, and alignment with long-term sustainability principles. 

 "We believe sustainability and financial performance are complementary, not competing. The companies best positioned for the long term are those that operate with integrity, manage risk well, and think beyond the next quarter." 


 - Geetu Sharma, Founder & CIO

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