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
Faith-Based Funds Show No Statistical Underperformance
Key Metric
Statistically Insig.
Performance Differential: Faith-Based vs. Conventional
The Research
Does investing with a conscience cost you money? A matched-pair analysis of 96 mutual funds (24 faith-based, 24 secular SRI, 48 conventional) from 2007–2015 found no statistically significant performance penalty for faith-based funds. While the raw return was slightly lower (-0.55%), the difference was **statistically insignificant** (t-statistic -1.33) once adjusted for risk and fund size. The study concludes that faith-based restrictions do not inherently degrade performance, debunking the "Cost of Piety" myth.
Data Source:
Academic Source:
Key Finding
Faith-based mutual funds do not systematically underperform conventional peers.
The Archalos Thesis
We reject the binary choice between "Values" and "Value." The academic evidence confirms that a constrained universe does not automatically lead to constrained returns. The "Faith Penalty" is a myth perpetuated by those who confuse *screening* with *underperformance*. By using sophisticated active management within a values-aligned universe, we target alpha without compromising on the source of the returns.
Read More Case Studies
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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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