The quarterly rebalance has arrived

Nicole Sara Sivens
January 18, 2018
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It’s almost time for the new year and we’re ready to make a fresh start.

As 2017 winds to a close, we’re welcoming the winds of change that will carry us into a happy, healthy, and energized 2018.

You may have heard that we are making some switches, and here’s the scoop. We’ve taken another look at the companies in our portfolio to make sure that they still are aligned with our criteria. As a result, we let go of a few holding and added a few more.

What is a quarterly rebalance, anyway?

Each quarter, Swell’s portfolio management team reviews the portfolio holdings to make sure the companies are up to snuff with our standards, while working to optimize the risk/return profile.

We use a "rules-based" investment approach that double-filters for impact and for investment performance. Want a refresher on our process? Learn more about our investment approach.

To learn even more about what we do and how we do it, check out the fact sheets for each of our thematic portfolios.

Meet the new holdings

We’ve added 2 companies to the Green Tech portfolio:

Park Electrochemical Corporation is a printed circuit board manufacturer. The company’s Nelco brand of copper-clad laminates and reinforced composite materials are used to make printed circuit boards and other components for laptop computers, cellular phones, satellite switching systems, and other electronics. Park also makes engineered materials including composites for electronics, aerospace, and industrial markets.

We also added Integrated Device Technology, Inc. to the portfolio. The company designs high-performance semiconductors and modules for computers, computer peripherals, and consumer electronics. The company also designs products for the networking and communications markets.

We also welcome DexCom Inc. to ourHealthy Living portfolio. They’re a medical device company focused on the design and development of continuous glucose monitoring systems for people with diabetes. The company designs products that measures and wirelessly transmits blood sugar levels from a sensor to the patient to the company’s receiver allowing patients to assess blood glucose trends.

Modine Manufacturing Company has been added to our Zero Waste portfolio. MMCmakes a variety of heating and cooling systems and components for an array of industries. They develop products that focus on reducing emissions from vehicles, leverage waste heat recovery technology, and improve efficiency of HVAC&R equipment. The company has a robust waste minimization program was established in 1990 to reduce all production by-products, including: hazardous wastes, non-hazardous wastes, wastewater pollutants, air emissions, scrap metal, and trash.

We do this every quarter to stay on top of the changes in the industry and to make sure our holdings are in tip-top shape. In the coming months, we’ll be keeping an eye on three focus areas: Federal interest rate hikes, tax reform, and climate change.

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