
Screening
Value-based Investing
The Steward Funds apply a comprehensive set of cultural values screens to all the investments. The screening techniques applied during the portfolio management process allow investors to avoid owning securities in companies that choose to profit from businesses that are at odds with values consistent with a Christian lifestyle.
- The Funds apply strict exclusionary screens to companies involved in the businesses of abortion and pornography.
- The Consulting Team screens businesses that are principally involved in gambling, as well as alcohol and tobacco products.
- We use only avoidance screens and do not dilute the portfolio by seeking to invest in companies that promote any individual cultural or social issue.
This methodology gives the Funds the ability to serve the rapidly growing number of investors seeking competitive investment returns without compromising their personal convictions.
