7315 Wisconsin Avenue
#400
Bethesda, MD 20814
Google Maps
Contact
Main Phone: 833-527-6372
Web Site:
https://www.karnerbluecapital.com/
Mutual Fund Brand(s)
Karner Blue Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Karner Blue Capital specializes in environmental impact investing, with a particular focus on biodiversity. The firm launched its first SMA strategies in 2018, and its flagship mutual fund, the Karner Blue Biodiversity Impact Fund, debuted in 2019.
The Karner Blue Capital team includes both industry-specific analysts, doing academic research, and CFAs on a fundamental management team. They start with a social and governance overlay, then look at 16 industries with "significant dependencies on nature." Their investment philosophy is that companies that better manage their impact on nature are going to perform better for shareholders.
The boutique's namesake is the Karner blue butterfly, which president Vicki Benjamin describes as having been brought back from the brink of extinction "as the result of the collaborative efforts of multiple stakeholders- NGOs, private citizens, scientists and governmental agencies." And like with that example, the Karner Blue Capital team is engaged with the Convention on Biological Diversity and has made the Finance for Biodiversity pledge.
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Sponsored Opportunities
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Key People:
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Vicki Benjamin
CEO, Co-Founder, Karner Blue Capital, LLC |
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