We envision a world where investments not only deliver financial returns but also nurture social and environmental well-being.
Welcome to
FERN Impact
about us
FERN Impact is a female-owned and led investment firm that focuses on investors achieving their financial goals while pursuing positive change through impact-driven investment strategies. We take a research-driven, disciplined approach to capital allocation, balancing performance objectives with responsible decision-making. We screen for, invest in, and pledge to impact.
learn moreOur Purpose
At FERN Impact, we believe investing is about financial returns, goals, and more. It’s also about contributing to a resilient and forward-looking future. Our investment approach is research-driven with disciplined risk management. Our investment strategies are designed to support economic and social progress. As part of our broader commitment, FERN allocates a portion of its performance fees to local community initiatives, at no additional cost to investors, helping to fund projects that strengthen communities and drive positive change.
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Our Investment Philosophy
FERN Impact’s investment philosophy combines rigorous research, strategic capital allocation and active risk management. Guided by our team’s deep investment experience, we apply our proprietary FIT investment process (Fundamental Analysis, Impact Factors, Technical Analysis) to help identify investments that seek to balance financial strength with responsible decision-making and long-term resilience.
learn moreWho We Serve
Investors increasingly seek strategies that reflect both their financial goals and personal values. FERN Impact collaborates with Individuals, Institutions, Family Offices, and Registered Investment Advisors (RIAs).
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Our Investment Strategies
At FERN Impact, we offer a suite of carefully structured investment solutions aimed at generating financial returns and sustainable impact. Each of our strategies is built on our proprietary FIT investment process (Fundamental Analysis, Impact Factors, and Technical Analysis), ensuring rigorous analysis with active risk management. These strategies are designed to meet diverse investment goals while supporting positive impact.
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FERN’s current offerings include
FERN Global
All Cap ESG
A globally diversified portfolio across all market capitalizations.
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FERN International
All Cap ESG
A diversified international equity strategy across all market capitalizations, focusing on non-U.S. investments.
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FERN International
Small Cap ESG
An international small-cap strategy focusing on non-U.S. investments.
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FERN Impact
Fund LP
A discretionary long/short equity fund investing across global and all market capitalizations.
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Community Impact
FERN supports social and environmental initiatives by allocating a portion of performance fees, with no additional cost to the investor, to sustainable community transformation projects. As part of this effort, FERN has established an independent 501(c)(3) American Friends Fund in support of Ranyaka, a nonprofit organization working on holistic community development in South Africa. This partnership reflects our goal of delivering place-based impact through collaborative strategies.
learn moreRecognition
FERN has earned recognition as an Investment Manager and has been sought out to speak and comment at various engagements and conferences.
Learn MoreInsights &
MARKET UPDATES
Welcome to the FERN Impact Monthly Market Updates and Blogs! This is your go-to destination for financial insights, topics for discussion, and commentary on market trends.
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