DEI Statement

Sonen Capital LLC is an independent, privately held institutional investment firm that is committed to diversity, equity, and inclusion (DEI) in our corporate practices and investment processes. Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Sonen is committed to finding and retaining diverse employees and strives to foster an equitable and inclusive working environment where all employees feel comfortable being themselves. The firm provides equal employment opportunity on all open positions regardless of race, gender, sexual orientation, ethnicity, religion, or disability. The firm also considers diversity factors when sourcing services from third-party agents such as vendors. The firm will increasingly monitor DEI information for third-party agents and incorporate this information into our business decisions, seeking to contract with businesses owned by underrepresented groups when possible. Sonen incorporates diversity, equity, and inclusion factors in our investment and portfolio management processes.  We will seek to incorporate DEI characteristics in our investment decisions that reflect fund manager diversity, diversity of leadership of underlying companies in our fund exposures, and diversity of customers served or if goods and services are provided to diverse consumers and clients. Ultimately, we believe our success and the success of our clients are directly linked to our culture of respect, equality and inclusion, which promotes innovation and stronger decision making within portfolio management.