ESG factors are an integral part of the Spyglass investment and risk mitigation process and help identify material risks and opportunities, particularly for small-and mid-sized companies. Spyglass uses its proprietary ESG company assessment and scoring model to actively integrate ESG factors when deciding to buy or sell a company.

Spyglass applies exclusionary screening for companies that produce tobacco products, alcoholic beverages, adult entertainment, cluster munitions, landmines, and civilian firearms, as well as those that operate gambling establishments, develop tar sands, mine thermal coal, or extract Arctic oil. Spyglass will not invest in companies that engage in any of these activities.

Spyglass takes an active role in key organizations that promote ESG in an effort to protect the interests of our clients. Spyglass is a signatory member of the Principles for Responsible Investing (PRI).

Spyglass ESG Policy Statement

Signatory status is as of the date of the most recent quarter end and represents participation/methodology alignment but not an endorsement of Spyglass’s services or performance.

Community Partnership
Spyglass has been a proud mentor and sponsor of ICA Cristo Rey Academy, an all-girl’s college in San Francisco that aims to empower girls from underserved communities, since 2021. In 2025, as part of ICA’s Corporate Work Study program, Spyglass sponsored two students who each spent one day per week in our office.

Community Service Days
Spyglass has established Community Service Days which are employer-sponsored volunteer days.

Matching Gifts Program
Spyglass supports employees’ charitable efforts though its Matching Gifts Program.