US Blend Equities
Focus on the strategy
This strategy focuses on building a high‑quality, defensive portfolio designed to deliver a resilient risk/return profile across market cycles. The strategy has historically demonstrated a notable degree of downside protection, supported by a disciplined approach to risk management.
It is a high‑conviction, low‑turnover strategy targeting a high active share (around 80%), primarily investing in quality U.S. large‑cap companies with sustainable business models and attractive dividend profiles. ESG factors are fully integrated into the investment process, and the portfolio is fossil fuel free, reinforcing its defensive positioning and long‑term investment appeal.
This strategy is available on our platform through a unique UCITS fund registered in the following countries: Austria, Belgium, Denmark, France, Germany, Italy, Luxembourg, Netherlands, Singapore, Spain, Sweden, Switzerland and United Kingdom.
At a glance
Art. 8 - ESG Investment Product (under SFDR)
US Large Cap Blend Equity
The strategy has historically delivered a notable degree of downside protection and primarily invests in quality companies that pay dividends
Unique exclusive strategy available in Europe through a UCITS Fund
“We are seeking to compound wealth in a responsible way for our investors.”
Todd Ahlsten, CIO & Portfolio Manager at Parnassus Investments
Why invest in this strategy?
- This defensive core strategy integrates ESG criteria, is designed to perform resiliently in down markets, and serves as a strong complement to more aggressive strategies.
- Investments in high-quality US companies with durable competitive advantages, increasingly relevant products and services, strong management teams, and sustainable business practices that are likely to thrive in a healthy economy and be resilient in an economic recession.
- High quality, defensive portfolio that is fossil fuel free with a clear, distinct and attractive risk/return profile.
Meet with Parnassus: a chat with Todd Ahlsten
Todd Ahlsten, Chief Investment Officer and Lead Portfolio Manager at Parnassus Investments, and Eric Gerritse, Senior U.S. Equity Analyst at ABN AMRO Investment Solutions, discuss Parnassus’ long‑term philosophy, competitive advantages, and defensive investment approach, with insights into downside protection and the positioning of the Fund.
Please refer to the information on the countries of registration provided above.
Parnassus Investments
Parnassus Investments is a responsible investment boutique founded in 1984 by Jerome L. Dodson and based in San Francisco. Co‑owned by its employees and AMG, the firm has integrated ESG factors into its investment process since its inception and is recognized as the largest ESG equity investor in the United States. Parnassus operates with a single investment philosophy, one investment process, and one investment team, fostering focus and consistency. The firm specializes in managing long‑only, concentrated equity portfolios built on high‑conviction fundamental research.
Learn more about the investment strategies available on our platform and discover the rest of our offering.