Civic Capital Group
Civic Capital Group LLC believes that many of the best future investment opportunities involve solving social problems. As a result, it invests in companies whose products or services have a positive impact on today’s major challenges in society, such as global climate change, nutrition, education, medical care, environmental concerns, and the care and well-being of senior citizens.
Investment decisions are driven by in-house fundamental and quantitative research with input from an Advisory Board of business and academic leaders. Rather than screen-out candidates for social responsible investing (SRI), Civic is pro-active in identifying companies which address unmet needs of society. The goal is to provide equity exposure in a hedged portfolio with high civic impact and tax efficiency.
The firm also produces an annual compendium of notable trends and facts gleaned from hundreds of company annual reports.
John F. DeSantis, CFA – President
John DeSantis is the portfolio manager of Civic Capital Fund I with more than 30 years of experience within the investment management industry. Prior to founding Civic Capital Group, he spent 5 years as Executive Vice President and Chairman of the Investment Committee at Independence Investments LLC, the investment advisory subsidiary of John Hancock Financial Services, Inc.
Previously, John was the firm’s Director of Research for 12 years. At Independence, he was an active manager of the business spearheading the firm’s entry into international equities, tax sensitive products, and hedge funds, among other initiatives. John also managed portfolios ranging as high as $1 billion.
He has a B.A. in Economics from Brown University and an M.B.A. from Indiana University. He is a member of The Boston Economic Club, Environmental Entrepreneurs (E2), Social Investment Forum, and a past president of The Boston Security Analysts Society. John is a CFA charter holder and a member of the CFA Institute. He is the author of “Annual Report Trivia & Investable Trends,” a publication reflecting business, economic and social trends. Married with 3 children, he is sports-centric and a part owner of the professional lacrosse team, the Boston Cannons, www.bostoncannons.com.