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.
Governance quality and board strength
The Rise of the 'Pro-Social' Proxy Vote
Key Metric
Voting Power
Shift in Institutional Voting on ESG Proposals
The Research
The era of passive capital is over. A review of proxy voting trends by the 'Big Three' (BlackRock, Vanguard, State Street) reveals a structural shift. Institutional support for Human Capital and Social proposals has moved from 'niche' to 'mainstream.' The data indicates that major asset managers are increasingly voting *against* directors who fail to oversee material social risks (diversity, human rights). This shifts 'Values' from a soft preference to a hard constraint: companies that fail on social metrics now face the risk of losing their own Board members.
Data Source:
Academic Source:
Key Finding
Institutional investors are increasingly voting against directors for human capital failures.
The Archalos Thesis
We align with the 'Universal Owners.' The largest pools of capital in the world have decided that social risk is investment risk. We do not bet against the house. When we see a company ignoring human capital signals, we see a company risking its cost of capital and its governance stability. We invest in firms that are 'Proxy Proof'—those actively managing social risks before they become shareholder rebellions.
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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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