Markets experienced a positive second quarter of 2019, as, overall, optimism about interest rate cuts and strong employment numbers outweighed fears of a global trade war and associated economic slowdown. Next Economy companies fared particularly well, as many of our holdings in renewable energies, semiconductors, and biotech reported strong earnings and upbeat forecasts. As a result, Green Alpha’s portfolios – across the board – outperformed their benchmarks for the period.
For details about the outperformance of each Green Alpha portfolio vs the broad markets, please click on the portfolio snapshots below.
Next Economy Index
- Passively managed, after active research and stock selection
- 10+ year performance track record
- 115 stocks
This is Green Alpha’s broadest basket of stocks, and includes all companies that pass our rigorous top-down and bottom-up research processes with sufficiently high scores.
The Social Index
- Gender & social inclusion criteria applied to the Next Economy Index
- 3+ year performance track record
- 95 stocks
Designed to harness the powerful long-term risk mitigation and performance potential of Next Economy companies run by diverse leadership teams and Boards of Directors.
Growth & Income
- 4.73% dividend yield
- 6+ year performance track record
- 25-35 stocks
Portfolio constituents are Next Economy stocks that possess current or potential dividend payouts, in addition to revenue growth. It exhibits lower short-term volatility than its benchmark and other Green Alpha portfolios.