Catholic Values Investing


“As prudent stewards of the gifts we have received from God, we must endeavor to do our due diligence before making investments. More than the desire to make profitable gains, we should also be concerned about forming our consciences in light of the Church’s teaching so as to ensure that our investments are in furtherance of economic justice and all that pertains to upholding human dignity in every sphere.” – Daniel Cardinal DiNardo, Archbishop of Galveston-Houston and President of the United States Conference of Catholic Bishops,

Catholic Values Investing is the method by which we use Church Tradition and the Gospels as our guide to develop a strategy of investing in companies whose business is consistent with the social and moral lessons of our Faith. There is a popular consensus among investors that investing according to these teachings must occur at the cost of sacrificing returns. At Core Capital Management, we believe Catholic Values Screening can be part of a disciplined fundamental strategy using proven return-predictive factors to build a portfolio that has historically achieved very favorable investment returns while adhering to the guidelines of the Church.


Core Capital is proud to offer our clients the option of a Catholic Values Investing Portfolio.

Download our white paper on Catholic Values Investing – Aligning Faith and Investing

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