Investment Approach

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Wealth as Holistic Wellbeing

True wealth goes beyond monetary, encompassing all eight forms of capital: financial, material, intellectual, experiential, social, cultural, living, and spiritual. As Capital Institute's Regenerative Capitalism framework points out, many of these are limitless in nature and when nurtured, they tend to generate even more value and abundance, not just for individuals, but for entire communities.

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Flow Network Vitality

Like natural systems, healthy economies require what the Capital Institute calls "robust circulatory flow" of resources, information, and relationships. We invest in ventures that strengthen these circulation patterns rather than create bottlenecks or extraction points.

Collage of a yellow outline of a head, the brain is a network of roots with a storybook in the center

Transformative Capital at the Mental Models Level

Our focus on "narrative infrastructure development" positions us at what systems theorist Donnella Meadows calls the deepest leverage point for transformation, shifting the shared stories and mental models that shape behavior.