Publications & Quarterly Newsletters

Check out the latest Portola Creek updates, learn more about the Quarter in Review, our Investment Outlook, and take a Peak Inside our Investment Strategy.

Values-based Investing in Environment + Social + Governance';?>

Issue 2- Values-based Investing in Environment + Social + Governance

Learn more about Portola Creek, our founder, our core values and mission, portfolio more.

Q4 2017 Quarterly Commentary

Q4 2017

For the year ending December 31, 2017, the Portola Creek Domestic Equity Model Portfolio was up 23.8%, outperforming the S&P 500 by 440 basis more.

Q3 2017 Quarterly Commentary

Q3 2017

In our view, Portola Creek’s Environmental, Social, and Governance (ESG) screening is the best way to discover and evaluate non- nancial risk, especially at a time when stock selection appears to matter more than more.

Q2 2017 Quarterly Commentary

Q2 2017

Portfolios that consider ESG date in portfolio construction have more.

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