Values-based investing without compromise
At Archalos, we believe that good character, sound culture, and strong values are the foundation of a successful company and therefore are a strategic asset for investing. This means investors can invest in companies that support their values without conceding returns on that investment.
An innovative approach that goes beyond traditional methods
Most investors focus primarily on financial data, but at Archalos we understand picking a successful investment goes deeper. We’ve set out to identify those hard-to-see, intangible qualities of winning companies. We have developed a research-backed, innovative approach that measures those qualities by analyzing vast amounts of data.
Decades of experience identifying what makes a company succeed
With 50 years of combined investment experience, we’ve studied thousands of companies, managed capital across every market cycle, and seen what truly sets enduring businesses apart. Your hard-earned capital will be diligently invested by seasoned portfolio managers.
What if we told you that most investors miss 80% of the data?
We've distilled what's missing into three Big Ideas.
Through 50 years of experience, we have gained unique insight into key areas in which portfolio managers simply miss.
#1 Investment Edge
We gather, process, and analyze vast amounts of qualitative data. We believe this creates real insight into a company’s culture and character. This insight is our investment edge.
We begin our process by gathering data from hundreds of sources such as: industry journals, blogs, social media, online discussions boards, traditional media and alternative media.
Archalos works to capture the 80% of data that is unstructured.*
At Archalos we have spent years developing data gathering and framework analysis processes.
#2 Our Conviction
We believe that the character and culture of a company predict its long-term success. Focusing only on financial data ignores deeper, predictive insight into a company’s competitive position.
Character traits aren't soft virtues.
They’re measurable drivers of durable outperformance. Strong character shapes how companies hire, innovate, serve customers, and make decisions when everything is on the line.
Strong character compounds.
Quietly at first, then decisively. We believe the qualities that define strong character in people also define strong performance in organizations.
Virtues are measurable attributes.
Not soft virtues that sound nice in annual reports. Archalos’ belief is that these virtues are measurable attributes that create durable competitive advantages and compound into superior returns over time.
Academic research supports our claim.
Multiple studies demonstrate that companies with strong stakeholder relationships, long-term oriented leadership, and resilient cultures generate superior risk-adjusted returns across market cycles. The outperformance isn't marginal. It's material and consistent.
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#3 Our Solution
Most investors ignore the qualitative, cultural, and behavioral data (the 80%). Assessing this information is our core competency.
Big Idea #4
Experience is a valuable edge.
People want to deal with experience. Between Sam Sweitzer and Mark Demos, the Archalos team brings over 50 years of institutional investment experience to your portfolio.
We have navigated every market cycle since the late 90s. This isn’t a strategy built on sentiment; it’s built on decades of evidence.
Dig Into The Research
Case Study
Earned Growth
NPS Leaders Grow 2x Faster Than Peers
Case Study
Culture Premium
Strong Cultures Drive 4x Revenue and 12x Stock Growth
Case Study
CEO Character
The Character Premium: 5x Higher Return on Assets
Case Study
Internal Mobility
Internal Hires Drive 30% Better Innovation
Case Study
Turnover Alpha
High Turnover Firms Underperform by 3.5% Annually
Case Study
Engagement Profit
High Engagement Drives 21% Higher Profitability
Disclosure and Legal Notice
Archalos and its representatives maintain compliance with current SEC registration and applicable state notice-filing requirements in the jurisdictions in which Archalos conducts business. Archalos may provide advisory services only in those states where it is properly registered or has obtained an exemption or exclusion from applicable registration requirements.
The Archalos website is intended solely to provide general information regarding the firm’s advisory services. The publication of this website should not be construed as a solicitation, offer, or recommendation to effect transactions in securities, or to render personalized investment advice for compensation via the Internet. Any direct communication with prospective clients shall be conducted by an Archalos representative who is properly registered or otherwise exempt or excluded from registration in the relevant jurisdiction. The Advisor’s judgment about the quality of a particular company may prove to be incorrect.
A current copy of Archalos’ Form ADV Part 2A brochure, which describes the firm’s business practices, services, and fees, is available upon written request. Personalized investment advice will be provided only after the delivery of required disclosure documents and the execution of a written advisory agreement.
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Archalos expressly disclaims all liability for any direct, indirect, incidental, special, or consequential damages arising from the use or inability to use this website or its content. In jurisdictions that do not permit such limitations, liability shall be limited to the maximum extent permitted by law.
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Investment Risk and Content Limitations
Investment strategies involve varying degrees of risk, and there is no assurance that any specific investment or strategy — including those referenced by Archalos — will achieve its intended objectives or match past performance results. Certain website materials, such as articles or commentaries, may reflect opinions and positions as of specific prior dates and may not represent current views or recommendations.
Archalos is not a law or accounting firm, and no portion of the website content should be interpreted as legal, accounting, or tax advice. Interactive tools or calculators provided on the website are for illustrative purposes only and do not constitute personalized advice.
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