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?
Big Idea #1
Most investors ignore the qualitative, cultural, and behavioral data (the 80%).
Through 50 years of experience, we have gained unique insight into key areas of investing in which few seem interested.
We've distilled what's missing into three Big Ideas.
Big Idea #1
Most investors ignore the qualitative, cultural, and behavioral data (the 80%).
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.
Big Idea #2
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.
Faith-based and values-driven investors face an artificial constraint.
The investment options available to them follow a simple pattern: remove companies that clearly violate their principles, then invest in what remains without using financial analysis. The result is a portfolio that avoids the worst offenders but offers no actual analytical advantage.
This approach starts – and ends – with exclusion. It answers the question of what not to own, but never addresses what should be owned. Investors end up believing that aligning investments with values requires accepting mediocrity.
Archalos was built because we believe that the entire values-based framework is backwards.
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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Big Idea #3
We believe that gathering, processing, and analyzing qualitative data creates real insight into a company’s culture and character. This insight is our investment edge. This is our Core Competency.
These advantages compound year after year, creating economic value that doesn't show up in financial statements until much later.
Productivity and innovation rise
because talented employees stay longer and work harder.
Customer loyalty strengthens
because relationships are built on trust rather than just price.
Supplier partnerships deepen
because fair treatment creates mutual benefit.
Think about what happens when organizations demonstrate integrity consistently.
Employees know that doing the right thing won't be punished when it conflicts with short-term metrics
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Lower employee turnover
Customers trust that they won't be exploited during negotiations.
Higher customer lifetime value
This is why we believe character drives financial performance.
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.
Proven Through Time and Discipline
Values-based investing doesn't require accepting lower returns. It requires complete analysis. When you measure the factors that actually determine long-term success, rather than just the metrics everyone else examines, we believe you gain an analytical edge that compounds over time.
The portfolio we've constructed through this process focuses on companies with enduring qualities, strong competitive positions, and leadership that makes disciplined decisions aligned with sound principles. These aren't the fastest-growing companies or the ones generating the most headlines. They're the ones built to last.
67
Number of securities
19.06%
% in top 10
7.79%
Return on assets
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
The companies most worth owning aren't those with the most compelling growth stories or the most aggressive expansion plans.
They’re the ones led by people who maintain principle under pressure, treat stakeholders with dignity and fairness, allocate capital wisely, and build for decades rather than quarters.
Archalos represents years of research into what separates businesses that endure from those that fade. This isn't a strategy built on sentiment or hope. It's built on evidence that the qualities we teach our children about character, integrity, and long-term thinking apply just as powerfully to organizations and investments.
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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