We believe that aligning your investments with your values should never mean sacrificing performance. The Patriot Portfolio™ is designed to be both ethically aligned and financially sound.
📈 What Drives Performance?
The portfolio uses a strategy built on:
Growth and momentum factors
Market capitalization screening (companies above $250M)
Diversification across large, mid, and small-cap firms
Inclusion of ETFs like FDLS, which follow a multi-factor strategy
These fundamentals help ensure that performance isn’t compromised by our commitment to values.
📊 Faith-Aligned Companies Often Perform Better
Data from Inspire shows that companies with positive Inspire Impact Scores tend to outperform those with negative scores.
While no investment strategy can guarantee results, we believe that faith-aligned portfolios offer a unique blend of ethics and opportunity.
🔍 What About Labor and Environmental Compliance?
Critics of non-ESG strategies often assume that companies not focused on progressive causes are less compliant. In reality, non-ESG companies frequently outperform ESG funds in core regulatory areas.
A recent study comparing 147 ESG fund portfolios with over 2,400 non-ESG portfolios showed that ESG companies had worse compliance records for both labor and environmental standards.
You can build a strong portfolio without supporting causes that conflict with your values.