Crossmark Global Holdings, Inc.

Investment Strategy

Crossmark Global implements a values-based investment approach, screening investments according to faith-driven values, and combining fundamental and quantitative analysis for security selection. Their strategies include large cap core, multi-factor models (using earnings quality, profitability, growth, and valuation), and positive value investing, with a strong emphasis on risk management and portfolio constraints. The firm offers both long-only and long-short equity strategies, provides full holdings transparency and daily liquidity, and integrates ESG and values-based factors sourced both from third-party providers and in-house research. Their investment philosophy seeks to deliver long-term capital appreciation while aligning with clients’ beliefs and ethical criteria.