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. For more information on our public equity strategies, please visit our ETF website at www.SCETFs.com
Team
Our investment team is made up of industry experts with deep experience from multiple institutions.
Matt Monson
Partner, Public Equity
Justin Speer
Principal and Senior Analyst
John Coleman
Co-CEO and Board Member
Luke Roush
Co-Founder, Co-CEO, and Board Member
Kathryn Armstrong
Associate, Investor Relations
Hank Bowen
Associate, Investor Relations
Ways to invest
What we look for
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. Visit our ETF website at: www.SCETFs.com
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).
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.
Watch video
-1727257210.png)
Hear from Our CEOs on Culture
Hear directly from the CEOs of the companies we have invested in about their cultures and how those cultures have impacted financial results.
Watch Video