Making investments that produce both financial and social returns.


 

From The Managing Partner:

We don’t shy away from talking about our track record.  Rather, we’re incredibly proud of posting top decile returns year after year.  But a top tier investment record is only half of our story.

Before impact investing became fashionable, our investments were making an impact.  Before financial empowerment became a buzzword, our portfolio companies were empowering millions. 

While each of our portfolio companies strives to be a great corporate citizen, the majority specifically focus on underserved individuals (individuals below the median income level) and small businesses.  Think of: 

NetSpend supplying an immigrant with his first payment card; Homeowners of America issuing affordable home insurance to a first-time home buyer; Tio Networks helping an unbanked individual pay his utility bill at the corner store; Higher One providing a college freshman with her first bank account; Bolt Solutions offering low-cost insurance to a home-based business; Ceannate Corp. assisting a recent college graduate modify her student loan; Credit Sesame  providing a millennial with her free monthly credit score.

Superior investments that make a difference.  That’s what we do.

In addition, we are proud of our involvement in our communities. I encourage you to learn about the other organizations we support, including Newark School of the Arts. Also, check out my free eBook, Thank You For Being Youngand my articles on Hedgeco.net

Sincerely, 

Andrew Lerner 

Managing Partner