In 1980, John Mackey planted the seeds for his Whole Foods Market movement, inspired by the mission to “help support the health, well-being, and healing of other people and the planet”.
We believe investor demand for heart and soul stocks will rise over the next decade as long-term strategic investors start to look for ways to play the appreciation of social capital and socially conscious investors start to look for companies with a greater purpose. Our initial Portfolio includes the four companies we have identified as having heart and soul. We describe each company’s greater purpose, include a list of their core values, and attach links to their social media sites (LinkedIn profile, real-time Twitter, Facebook, and Blog feeds, YouTube video channel).
In 1987, Howard Schultz started his Starbucks movement to “inspire and nurture the human spirit – one person, one cup and one neighborhood at a time”.
In 1998, Dennis Wilson started his lululemon movement inspired to “create components for people to live a longer, healthier, and more fun life”.
In 1993, Steve Ells began Chipotle Mexican Grill inspired by the simple philosophy to demonstrate that food served fast doesn’t have to be a traditional “fast-food experience” and this vision has evolved to now change the way people thing about and eat fast food guided by his mission of “Food With Integrity”.