Rocky Mountain Humane Investing

The firm excludes any publicly traded company involved in animal testing, factory farming, or animal-based entertainment. This includes companies that test on animals for cosmetics, pharmaceuticals, or industrial chemicals, as well as meat producers and theme parks that use animals for rides or shows. The screen is applied universally to all client accounts.

No. Rocky Mountain Humane Investing manages separate accounts for individual clients rather than a pooled vehicle. This allows clients to maintain direct ownership of the underlying securities and tailor their exposure to personal financial circumstances. The firm has not launched a publicly available fund product.

The firm files proxy proposals and engages directly with portfolio companies to strengthen animal-welfare commitments. Past campaigns have focused on pushing companies to disclose their animal testing practices and to adopt cruelty-free supply chain standards. This active-ownership model complements the firm's exclusionary strategy.

The firm favors consumer products companies with cruelty-free certifications, plant-based food and beverage producers, pet-care and veterinary businesses that do not conduct terminal animal research, and technology firms with no animal testing exposure. It avoids meat processors, pharmaceutical companies that test on animals, and entertainment companies using live animals.

Founder and CEO Brenda V. Davis runs the investment process directly (per public record). Davis designed the firm's proprietary animal-welfare screen and conducts the bottom-up equity research to build concentrated client portfolios. There is no known investment committee beyond Davis herself.