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.
Corporate culture, strength, cohesion, alignment, and ethics
The "Inspire Impact" Score Outperformance
Key Metric
Alpha Generation
Excess Returns of Bibli-Metric Scoring vs. S&P 500
The Research
Can values-based screening actually beat the market? Inspire Investing tested their "Inspire Impact Score"—a methodology that screens out "bad actors" (violations of values) and screens in "positive actors" (clean supply chains, community impact). The backtest data indicated that high-Impact-Score portfolios have the potential to generate **Alpha** (excess returns) relative to the broad market. This challenges the assumption that ethical constraints reduce the opportunity set; instead, they appear to filter out "Quality Risks" that drag down returns.
Data Source:
Academic Source:
Key Finding
Values-aligned portfolios demonstrate potential for alpha by filtering out "quality risks."
The Archalos Thesis
We treat "Values Alignment" as a quality filter. Companies that violate core ethical norms often carry hidden "tail risks" (lawsuits, boycotts, regulatory crackdowns). By filtering these out, we aren't just being moral; we are mechanically removing the left-tail risk from the portfolio. This naturally lifts the average return. We view ethics as a structural hedge against catastrophic loss.
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Operational discipline, continuous improvement, and pursuit of excellence
Internal Mobility
High internal mobility correlates with 20-30% better innovation and 15-20% higher revenue growth.
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Corporate culture, alignment, and ethics
Culture Premium
Strong cultures generate 4x revenue growth, 12x stock appreciation, and 700% net income growth.
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Governance quality
Crash Risk
Higher transparency in human capital metrics correlates with reduced stock price crash risk.
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Talent quality, turnover, and employee wellbeing
Engagement
Engagement is statistically linked to Customer Satisfaction (0.43), Innovation (0.43), and Profitability.
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Internal labor markets and promotion from within
Training ROI
Strong positive correlation (up to 0.66) between training investment and firm performance.
Strategic clarity, focus, and execution
Family Alpha
Family-owned firms generate a consistent ~3.7% annual excess return over peers.
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