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, Technical Analysis), ensuring rigorous analysis with active risk management.
Investments Strategies
Monthly performance and strategy descriptions are available to review and compare the FERN family strategies. These strategies are designed to meet diverse investment goals while driving positive impact.
Our Investment Process
At FERN Impact, our 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.
The FIT Investment Process
Our FIT Investment Process integrates fundamental analysis, impact factors, and technical analysis to identify and evaluate opportunities aligned with market potential and sustainable business practices.
The process includes:
- Macro-Risk Assessment: Evaluating global trends and economic conditions to guide investment decisions.
- Sector Review: Identifying industries with strong growth potential and structural tailwinds.
- Fundamental & Impact Analysis: Screening companies for financial strength, responsible governance, and impact factors.
- Technical Analysis: Using data-driven analysis to optimize entry, exit, and position management.
- Active Risk Management: Monitoring portfolios on an ongoing basis to navigate market shifts and protect capital.
By applying this structured and adaptable process, we aim to construct portfolios that pursue financial returns while considering progress in environmental and social areas.
FERN’s current offerings include:
FERN Global
All Cap ESG
A diversified long-only global equity portfolio across all market capitalizations.
- Invests in high-quality equities across developed and emerging markets.
- Integrates fundamental, impact ESG, and technical analysis.
- Actively managed with broad sector exposure.
Investment Focus and Strategy
FERN Global All Cap ESG investment strategy provides investors access to a diversified portfolio across all geographies and market capitalizations. FERN utilizes a proprietary FIT investment process, which merges Fundamental Analysis, Impact Factors, and Technical Analysis. The strategy goals are capital preservation and capital appreciation, while managing risk through areas such as sector diversification and strategic position sizing.
FERN employs a holistic and highly scalable investment and risk management process refined over more than three decades. The portfolio is constructed, monitored, and traded using risk controls.
FERN International
All Cap ESG
A diversified International long-only equity strategy focusing on non-U.S. investments.
- Invests in high-quality equities across International, Developed and Emerging Markets.
- Integrates Fundamental Analysis, Impact Factors, and Technical Analysis.
- Actively managed with broad sector exposure.
Investment Focus and Strategy
FERN International All Cap ESG Investment Strategy provides investors access to a diversified portfolio across international geographies outside of the US and across all market capitalizations. FERN utilizes a proprietary FIT investment process, which merges Fundamental Analysis, Impact Factors, and Technical Analysis.This strategy goals are capital preservation and capital appreciation, while managing risk through areas such as sector diversification and strategic position sizing.
FERN employs a holistic and highly scalable investment and risk management process refined over more than three decades. The portfolio is constructed, monitored, and traded using risk controls.
FERN International
Small Cap ESG
An International Small-Cap Strategy focusing on non-U.S. investments.
- Invests in high-quality small cap equities across International, Developed and Emerging Markets.
- Integrates Fundamental Analysis, Impact Factors, and Technical Analysis.
- Actively managed with broad sector exposure.
Investment Focus and Strategy
FERN International Small Cap ESG Investment Strategy provides investors access to a diversified, ESG portfolio across international geographies and within high potential small capitalization companies, focusing on under-researched opportunities. FERN utilizes a proprietary FIT investment process, which merges Fundamental Analysis, Impact Factors, and Technical Analysis. The strategy goals are capital preservation and capital appreciation, while managing risk through areas such as sector diversification and strategic position sizing.
FERN employs a holistic and highly scalable investment and risk management process refined over more than three decades. The portfolio is constructed, monitored, and traded using risk controls.
FERN Impact
Fund LP
A discretionary long/short equity fund investing across global and all market capitalizations.
- Integrates fundamental analysis, impact factors and technical analysis.
- Actively managed between defensive (risk-off) and offensive (risk-on) positioning based on market conditions.
- Broad sector exposure with risk mitigating market hedges.
*Available for consideration to accredited and institutional investors.
Investment Focus and Strategy
FERN Impact Fund LP is a discretionary long/short equity fund across geographies and market capitalizations utilizing market hedges aimed to protect and drive returns in all market conditions. FERN utilizes a proprietary FIT investment process, which merges Fundamental Analysis, Impact Factors, and Technical Analysis. This strategy aims for capital preservation and capital appreciation, while managing risk through areas such as sector diversification and strategic position sizing. FERN Impact Fund L.P. is actively managed and actively traded.
FERN employs a holistic and highly scalable investment and risk management process refined over more than three decades.The portfolio is constructed, monitored, and traded using risk controls.
