Portfolio Construction
Once stocks have passed our detailed financial review and met our rigorous ESG standards, the final task is to combine individual stocks within a portfolio that optimizes overall investment performance. Some of our key portfolio construction criteria include:
- Portfolio must be diversified across multiple industry sectors and geographic regions
- Portfolio must contain a mix of small, medium and large-capitalization stocks
- The amount invested in any single stock must be commensurate with the stock's individual risk profile
The final result of the Inhance investment process is a diverse portfolio of excellent companies, offering the potential for enhanced and sustainable returns with careful risk management.
Be invested. In a better world.