Pax World’s investment process combines insights derived from macroeconomic themes, fundamental security analysis and Environmental, Social and Governance (ESG), or sustainability, analysis. By evaluating a broader set of data than that associated with traditional financial analysis, we seek to identify sources of long-term value creation for the benefit of our shareholders.
- Top Down Analysis
Begin with a global macro view to identify investment trends and themes the Investment Management Team believes represent the most compelling growth opportunities. Learn More - Financial Analysis
Identify companies determined to offer above-average relative growth rates, sound business models, strong competitive positioning and attractive valuations. Learn More - ESG Analysis
Evaluate companies’ Environmental, Social and Governance (ESG) performance in order to help us assess their long-term growth potential and risk profile. Learn More - Portfolio Construction and Management
Within the parameters of Funds’ benchmark, build, monitor and periodically adjust a portfolio of securities based on investment themes and companies’ risk and return characteristics. Learn More
As Pax World Chief Investment Officer Chris Brown, has noted, “We know more about the companies we invest in because we look at them more rigorously and with a broader lens.”