Every investment passes a USCCB values screen before it enters the portfolio. No exceptions. No overrides. The saints and popes have been thinking rigorously about markets for 800 years — St. Thomas Aquinas on just price, the Salamanca School on monetary theory, Leo XIII on labor. We build on that tradition, not around it.
We report what the numbers actually say — with survivorship bias corrected, look-ahead bias removed, and transaction costs included. The corrected track record, with all its warts, is the only one worth publishing. We never show investors a number we wouldn't stake our own capital on.
Zero management fee. Performance fee only — 20% of profits, nothing if there are none. Ten percent of all fees tithed to Catholic Charities and diocesan outreach. Written into the operating agreement. This is not a marketing promise — it is the structure of the business.