Thematic Investments support the mission or program(s) of our Foundation. Thematic Investments seek financial returns approximating the average risk adjusted returns of similar investments made without regard to the mission or the programs of our Foundation.
Current Thematic Investments include:
- Beartooth Capital I, II
- Core Innovation Capital I
- DWM Microfinance
- FAIM
- Microvest I, II, Plus, Short Duration
- Minlam Microfinance Fund
- Purpose
- Sail Safe Water Partners
- Self-Help Credit Union
- Sonen US Core Fixed Income
- Sonen Global Fixed Income
- Sonen US Equities
- Sonen Global Equities
- Southern Bancorp CD
- Urban Partnership Bank