AT STRIVE,
Our Foundation
We live by a strict commitment to shareholder primacy – an unwavering mandate that the purpose of a for-profit corporation is to maximize long-run value to investors.
Stakeholders Over Shareholders?
Shareholder capitalism has outperformed stakeholder capitalism by over 3% annually for the past 35+ years.1 Despite this fact, asset managers have shifted away from prioritizing shareholders and used their clients’ capital to advance other stakeholders’ interests. We view this as a major fiduciary breach.
Bridging the Fiduciary Gap
Our sole obligation is to the financial interests of our clients. We unapologetically prioritize shareholders over other stakeholders.
How Excellence
Is Achieved
Invest in Excellence
ETFs
Direct Indexing
401(k)
The Strive Pooled Employer Plan (PEP) lets businesses offer a 401(k) plan to their employees that partners leading retirement industry service providers with Strive’s investment philosophy of prioritizing shareholder value maximization over the interests of other stakeholders.
Upcoming
Events
Webinar - Why DEI May Contain Lies
March 21, 2024
Commonly cited studies on diversity's effect on business performance have influenced hiring and promotional processes across the globe through the use of DEI, but what does the research actually tell us? Join Strive CEO & CIO Matt Cole and Head of Research Chris Nicholson, Ph.D., in welcoming Professor of Finance at London Business School Alex Edmans to discuss how the findings of popular research on the topic are often deeply flawed.
Join Us
Strive in the Media
Learn morE About Strive
Bloomberg 2023. Based on daily total returns of S&P 500 Index versus STOXX Europe 600 Index from 12/31/1986 through 3/31/2023. One cannot invest directly in an index.
