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.
Operational discipline, continuous improvement, and pursuit of excellence
Internal Hires Drive 30% Better Innovation
Key Metric
30% Innovation
Improvement in Innovation Metrics (Patents/Speed)
The Research
Does 'homegrown' talent perform better? Research by the Corporate Executive Board (CEB) and McKinsey suggests yes. Analyzing talent mobility, they found that organizations prioritizing internal fills (70%+ of roles) achieve up to **20-30% better innovation metrics** (patent filings, product speed) due to embedded institutional knowledge. Furthermore, high internal mobility correlates with **15-20% higher revenue growth**. External hires often carry a 'portability penalty,' whereas internal promotions leverage existing networks to move faster.
Data Source:
Academic Source:
Key Finding
High internal mobility correlates with 20-30% better innovation and 15-20% higher revenue growth.
The Archalos Thesis
We view 'Internal Mobility' as a proxy for operational velocity. A company that hires externally for senior roles is often paying a premium for a slower ramp-up. A company that promotes from within is compounding its own intellectual property. We look for high internal fill rates because they signal a deep bench and a culture where institutional knowledge is an asset, not a liability to be replaced.
Read More Case Studies
.jpg)
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.
.jpg)
Corporate culture, alignment, and ethics
Culture Premium
Strong cultures generate 4x revenue growth, 12x stock appreciation, and 700% net income growth.
.jpg)
Governance quality
Crash Risk
Higher transparency in human capital metrics correlates with reduced stock price crash risk.
.jpg)
Talent quality, turnover, and employee wellbeing
Engagement
Engagement is statistically linked to Customer Satisfaction (0.43), Innovation (0.43), and Profitability.
.jpg)
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.
.webp)
