Pella aims to beat the Benchmark across all factors: higher returns, lower volatility, and superior sustainability
Beat the Market
Pella aims to construct a portfolio that offers the best relationship between quality, growth, and value in the belief that such a portfolio should outperform the Benchmark over the medium-to-long term.
To create the target portfolio, Pella seeks companies that are high quality, sustainably growing, well-managed, and have attractive valuations.
The portfolio is designed to have several uncorrelated geographic, sector and economic exposures to ensure it is not vulnerable to any one risk.
Pella avoids companies that are susceptible to wild swings, including those with excess debt, poor sustainability or governance practices, or have a questionable outlook.
Pella targets creating portfolios with superior Environmental, Social & Governance ('ESG') scores to the Benchmark, lower carbon intensity than the Benchmark, and have greater positive-impact exposures than the Benchmark.
We exclude companies with unacceptable ESG characteristics or are involved in activities that unnecessarily harm the world.