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.

Learn about the Archalos fund

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.

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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.

Meet our team

Archalos Case Studies

Operational discipline, continuous improvement, and pursuit of excellence

Internal Mobility

Internal Hires Drive 30% Better Innovation

Corporate culture, alignment, and ethics

Culture Premium

Strong Cultures Drive 4x Revenue and 12x Stock Growth

Governance quality

Crash Risk

The "Opacity Discount": How Human Capital Reporting Lowers Crash Risk

Talent quality, turnover, and employee wellbeing

Engagement

Engagement as a Leading Indicator of Net Income

Internal labor markets and promotion from within

Training ROI

Training Spend as "Human Capital Capex"

Strategic clarity, focus, and execution

Family Alpha

The "Family Alpha": Outperforming Peers by 3.7% Annually

Strategic clarity, focus, and execution

Vitality Premium

The Vitality Premium: Generating 12% Higher 5-Year Returns

Corporate giving, community engagement, and reputation

Reputation Value

Reputation Accounts for 38% of Market Capitalization

Corporate culture, strength, cohesion, alignment, and ethics

Strategic Culture

Culture Strength Correlates with 3x Revenue Growth

Operational discipline, continuous improvement, and pursuit of excellence

Cash Flow

The Cash Flow Advantage: Family Firms Generate Superior Returns

Strategic clarity, focus, and execution

Future Value

The Vitality Ratio: 50% of Value Comes from Future Potential

Governance quality and board strength

Analyst Accuracy

Reducing Earnings Surprises Through Transparency

Talent quality, turnover, and employee wellbeing

Turnover Alpha

High Turnover Firms Underperform by 3.5% Annually

Customer loyalty, satisfaction, and retention

Purpose Growth

Purpose-Driven Brands Grow 2x Faster

Talent quality, turnover, and employee wellbeing

Turnover Cost

The Replacement Tax: Turnover Costs 2x Salary

Talent quality, turnover, and employee wellbeing

Recognition ROI

Recognition Reduces Turnover by 31%

Governance quality and board strength

Disclosure Alpha

Transparency as a Proxy for Management Quality

Talent quality, turnover, and employee wellbeing

Engagement Profit

High Engagement Drives 21% Higher Profitability

Leadership quality and senior management character

Institutional Pressure

The $6.6 Trillion Demand for Human Capital Data

Leadership quality and senior management character

Manager Impact

The 70% Variance: Why Managers Are the Fulcrum

Leadership quality and senior management character

CEO Character

The Character Premium: 5x Higher Return on Assets

Customer loyalty, satisfaction, and retention

Earned Growth

NPS Leaders Grow 2x Faster Than Peers

Internal labor markets and promotion from within

Human Capital ROI

Human Capital Management Adds 35% to Shareholder Value

Strategic clarity, focus, and execution

Execution Readiness

Strategy is 10%; Execution is 90% of Value

Corporate culture, strength, cohesion, alignment, and ethics

Digital Culture

Why 84% of Digital Transformations Fail

Governance quality and board strength

Investor Demand

The Human Capital Information Gap

Strategic clarity, focus, and execution

Market Mispricing

The 5-Year Lag: Why the Market Misses Culture

Corporate giving, community engagement, and reputation

Strategic Philanthropy

Improving the "Competitive Context" Through Giving

Leadership quality and senior management character

Ethical Multiplier

Ethical Leadership Drives Organizational Performance

Operational discipline, continuous improvement, and pursuit of excellence

Green Efficiency

Green Innovation Increases Financial Performance

Talent quality, turnover, and employee wellbeing

Employee Alpha

The 3.5% Annual Excess Return of Happy Firms

Customer loyalty, satisfaction, and retention

Green Revenue

Green Products Drive Market Share Growth

Corporate culture, strength, cohesion, alignment, and ethics

Values Alpha

Values-Based Screening Outperforms by 2.6% Annually

Corporate giving, community engagement, and reputation

Controversy Risk

Severe Controversies Cost 4% in Equity Value

Governance quality and board strength

Institutional Mandate

The Rise of the 'Pro-Social' Proxy Vote

Operational discipline, continuous improvement, and pursuit of excellence

Global Productivity

The $8.9 Trillion Cost of Disengagement

Strategic clarity, focus, and execution

Intangible Value

The 90% Reality: Why Book Value is Dead

Corporate giving, community engagement, and reputation

Sentiment Alpha

Real-Time ESG Sentiment Predicts Stock Returns

Corporate culture, strength, cohesion, alignment, and ethics

Faith-Based Alpha

The "Inspire Impact" Score Outperformance

Strategic clarity, focus, and execution

Innovation Gap

The Widening Gap Between Leaders and Laggards

Talent quality, turnover, and employee wellbeing

Stress Cost

Workplace Stress Costs 1.5x the Engagement Gain

Corporate culture, strength, cohesion, alignment, and ethics

Cultural Alpha

Culture Leaders Outperform by 5.3% Annually

Governance quality and board strength

Diversity Risk

The Governance Risk of Homogenous Boards

Governance quality and board strength

Cost of Capital

Ethical Firms Enjoy a Lower Cost of Debt

Corporate giving, community engagement, and reputation

Dynamic Materiality

The Speed of Information: AI Sentiment vs. Annual Reports

Pay practices and incentive design

Fairness Alpha

Unexplained Pay Disparity Costs 1.8% in Returns

Pay practices and incentive design

Merit Premium

Merit-Based Pay Gaps Drive 1.4% Higher Returns

Corporate culture, strength, cohesion, alignment, and ethics

Ideological Clarity

The "Ambiguity Penalty": Investors Reward Clear Stances

Corporate culture, strength, cohesion, alignment, and ethics

Stakeholder Alignment

Alignment with Local Values Boosts Returns by 0.8%

Corporate culture, strength, cohesion, alignment, and ethics

Small Cap Ethics

Small-Cap "Sin Stocks" Underperform by 1.1% Monthly

Corporate culture, strength, cohesion, alignment, and ethics

Faith Parity

Faith-Based Funds Show No Statistical Underperformance

Talent quality, turnover, and employee wellbeing

Turnover Risk

Unexplained Pay Gaps Predict Employee Turnover