Karner Blue Capital, LLC

Karner Blue Capital, LLC is a registered investment adviser specializing in ESG investment strategies. Established in January 2018 and registered with the SEC in September 2019, the firm offers thematic strategies such as Biodiversity Impact, Conservation, Vegan Momentum, and Blue Impact. Clients can invest in mid-cap, large-cap, and mega-cap equity securities, ADRs, and ETFs. KBC manages assets on a discretionary basis, with a minimum account size of $1,000,000. Fees are negotiable based on factors like account size and strategy, with an annual fee rate ranging from 0.65% to 0.95%. KBC does not accept performance-based fees and provides investment advisory services through separately managed accounts. Clients have the option to manage accounts on a non-discretionary basis. The firm conducts thorough analysis, including thematic, sustainability, controversy, and financial risk analysis. KBC's investment strategies involve various risks, such as stock market risk, foreign securities risk, and liquidity risk. The firm's Code of Ethics emphasizes client interests, and it does not engage in directed brokerage. KBC votes proxies in clients' best interests and reviews accounts annually. The firm has no disciplinary events to report and does not have financial conditions impairing its commitments to clients.