The Mission
To create an innovative qualitative-oriented investment research platform focused on companies with a greater purpose. Our ultimate goal is to build a community connecting investors with heart and soul companies and leading-edge business strategists and develop new ways for investors to look at and value companies.
Our Core Values
Integrity. We will maintain our integrity and never compromise our ethics for short-term gains.
Excellence. We will create high-caliber, value-added equity research.
Passion. We will research and follow companies with “heart and soul” that we are passionate about so we can “do what we love in the service of people who love what we do”.
Innovative Thinking. We will engage in activities to keep us intellectually stimulated to allow us to continue to come up with fresh insights by bringing together unrelated ideas.
Education. We will share our knowledge and expertise in investment analysis, social media, and stakeholder equity to educate our community on different ways to look at and value stocks and to raise awareness of the positive investment merits of “heart and soul” companies.
Community. We will build a highly engaged community around our “heart and soul” concept to bring together investors, leading-edge business strategists, and company management to encourage the sharing of ideas and exchange of knowledge.
Balance. We will manage our time and energy effectively to maximize our research productivity to allow us time to re-charge and spend quality time with our families.
The Partners
Barbara Gray, CFA – Equity Analyst
Barbara is a creative strategic thinker with a passion for reading business books and developing new ways for investors to look at and value companies. Barbara has over fifteen years of sell-side equity research experience in a wide variety of sectors (consumer products, industrials, natural resources) and ranked as an All-Star Analyst for four consecutive years. She achieved her CFA (Chartered Financial Analyst) designation in 1997.
Greg Scott – Social Capital Analyst
Greg is an entrepreneur with a passion for analyzing, strategizing, and innovating about recruiting and company culture. In 1996, he founded Vision2Hire, one of the first online recruiting and applicant tracking systems. In 2006, he co-founded Jiibe Solutions Inc., an innovative user-generated online service with the mission of helping people find a better place to work. For the past three years, Greg has immersed himself in the world of Web 2.0 and social media.