is an investment screen designed to address investor concerns about the source of corporate income by considering from whom and from what we profit.
Solari screens for publicly traded equity investments in companies that generate a positive “Total Economic Return” to both shareholders and society at large. Stocks are screened in an effort to identify businesses adding value through genuinely productive activities which provide returns to shareholders by contributing to the overall productivity of the general population.
Investors may access our screens through:
- Parvin Fund Management for the publicly traded mutual fund, Parvin Hedged Equity Solari World Fund (PHSWX), and
- Parvin Asset Management for individual separate account services.
Solari Screens receives compensation for Parvin’s use of our screens.
To learn more about our investment screens, watch Catherine’s discussion with Steve Smith, Portfolio Manager at Parvin Asset Management. Or, download the Investor Presentation.
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