Jason Escamilla

Jason began working on sustainable/social-impact portfolios more than 20 years ago for universities, social & environmentally responsible mutual funds, endowments, churches, etc, as part of the Equity Team at Seneca Capital Management.

In addition to equity trading, research, and portfolio management, he designed and led the build-out of Seneca’s fully-integrated portfolio management software which allowed a small team to manage hundreds of individual portfolios, many of custom social-impact and/or tax-optimizing overlays. The team's assets grew from $1B to $10+ billion, with only a 50% increase in headcount.

Other expertise: multiple hedge fund styles: long-, short- and quant-strategies with an emphasis on deep-dive equity analysis. It is this background and the increasing level of computing power and investment sophistication globally, that disabused him of the idea that anyone's socially-selective preferences alone could be used to outperform or underperform the market. As stated alternatively, swiping left or swiping-right on 'Big Sugar' (underweighting or overweighting it in one's portfolio) should neither be considered an advantage nor a disadvantage for a properly constructed portfolio.