Free World Investment (FWI) is an asset management firm that integrates wealth management with human rights and democracy. With the dedication to safeguarding US companies' capital from investing in countries with heightened geopolitical and country investment risks, FWI features the "FWI Scoring System" that assesses US companies that are listed in major indices such as S&P 500 and Nasdaq 100 in connection to their exposure in repressive regimes, including People’s Republic of China (PRC), Russia, Iran, North Korea, Cuba, and Venezuela. Ultimately, FWI offers investors the Free World Efficient Growth (FWEG) portfolio, comprised of companies which do not have evident presence or interest in repressive countries while providing stable growth opportunities for investors with strong risk-adjusted returns.
FWI derives its FWEG portfolio from the Efficient Growth strategy that was developed over 40 years ago by Running Oak Capital (ROC), a registered investment advisor in the United States. ROC adopts a rules-based strategy, ensuring a disciplined, unemotional approach to equity management. It has historically delivered strong risk-adjusted returns by focusing on quality growth companies that are undervalued by the market. ROC's Efficient Growth strategy is available via separately managed accounts or within a commingled investment vehicle.
As of December 31 2023, ROC has approximately $530 million in Assets Under Management (AUM).