Public Equity

The Public Equity team at Sovereign's Capital invests in public companies led by faith-driven CEOs seeking both performance and human flourishing.

The Public Equity team invests in companies building exceptional corporate cultures to enable employees to flourish. These cultures put employees first, as demonstrated through the core value of treating others the way they want to be treated. We believe culture is the greatest competitive advantage in business, and companies that actively invest in culture will attract and retain some of the best talent in the marketplace. We believe companies with excellent talent will deliver revenue growth and margin expansion that exceeds that of peers over the medium term.

Team

Our investment team is made up of industry experts with deep experience from multiple institutions.

Matt Monson's photo

Matt Monson

Partner, Public Equity

Justin Speer

Principal and Senior Analyst

John Coleman's photo

John Coleman

Co-CEO and Board Member

Luke Roush's photo

Luke Roush

Co-Founder, Co-CEO, and Board Member

Kathryn Armstrong

Associate, Investor Relations

Hank Bowen

Associate, Investor Relations

Ways to invest

ETF

From any brokerage account an investor can buy shares in SOVF. Please trade using a limit order for best execution. ETFs are available to any investor.

Separately Managed Accounts

Available to institutions, family offices, and high-net-worth individuals.

Omega Fund - Commingled Private Fund

Available to institutions, family offices, and high-net-worth individuals (Qualified Purchasers).

Select Portfolio Companies

Logos shown represent the top 8 holdings in the Flourish Fund ETF as of 1/31/24.

Resources

In addition to these resources, please visit SCETFs.com for a collection of videos, podcasts, and articles to learn more about the Flourish Fund ETF (SOVF).

Video

Company Spotlight: LCI

Sovereign’s Capital not only invests in companies that are having an exceptional impact on their employees, but we gather CEOs of public companies together to share best practices with each other.

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Video

Impact of Your Capital in SOVF

The Impact of Your Capital in SOVF

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