350 and Fossil Free Portfolios

JM specializes in developing proprietary quantitative stock selection and portfolio management methods that integrate fundamental financial with ESG data in the portfolio construction process. Our socially responsible 350 and fossil free portfolios invest in firms that promote health and well-being of individuals, communities and the environment through their products, services and fair business practices affecting all their stakeholders. 350 portfolios are constructed to exclude the “top 200 listed companies by carbon reserves” as identified by 350.org and companies and that produce alcohol, tobacco, weaponry, gambling and nuclear energy.

350 portfolios seek to meet or exceed return to the index over the long run. There are currently seven available products:

Large Cap

  • 350 Large-Cap 50 Value* is a large cap core portfolio of stocks drawn from the S&P 500, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). The goal is to deliver substantial long-term performance in a more concentrated portfolio than our other large cap products.

Mid Cap

  • 350 Mid-Cap Value applies our optimized ESG investment process to the S&P 400 universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). It is designed to deliver substantial excess return over the long-term in the mid-cap space, significantly exceeding the performance of the S&P 400 Index.

Small Cap

  • 350 Small-Cap Value applies our optimized ESG investment process to the S&P 600 Index universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). The goal is to deliver superior excess return over the long-term in the small-cap space, significantly exceeding the performance of the S&P 600 Index.

All Cap

  • 350 All-Cap Value is an actively managed socially responsible portfolio of large-, mid-, and small-cap domestic companies drawn from the S&P 500 Index, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). The goal is to deliver superior excess return over the long-term in the small-cap space, significantly exceeding the performance of the S&P 1500 Index.
  • 350 Fossil Free applies our optimized ESG investment process to the S&P 1500 Index universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG) and excluding 100% of the carbon industry companies in the S&P 1500 energy and utility sectors. It is designed to deliver substantial excess return over the long-term in the large-cap space, significantly exceeding the performance of the S&P 1500 Index.

Performance available on request at info@jantzmgmt.com.

Neither past nor simulated performance is necessarily indicative of future results. This site does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation for any securities.