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Using our 500-point
system, we carefully research publicly traded corporations
to find companies that best reflect traditional American
values. The organizations that make it through this
rigorous research process are named American Hero
Companies. Periodically throughout the year, each
company is monitored to assure that it continues to
meet American Hero Company standards.
Once we identify a new American
Hero Company, we incorporate the company into a range
of portfolio
options for our clients.
American Values Investments devotes a significant
part of its efforts to the identification of companies
that do business in a manner that exemplifies traditional
American values.
| Scores are
based on: |
| 1. |
A
thorough review of all publicly available material
including news articles, company literature, SEC
filings, and other published materials.
|
| 2. |
Interviews,
as appropriate, with the company’s principals,
employees, customers, vendors, and analysts covering
the company. |
Companies are evaluated and scores assigned
in the
following fourteen separate areas:
Integrity - Total 140 points |
- Mission/Values/Vision Statement(s) - The company must have a stated, defined, published mission statement and/or values statement and/or vision statement. Profits should not be the focus of any of these statements. Such statements must be consistent with American values.
- Mission and Values in Corporate Culture - Values and principles must be clearly evidenced to be of high importance to corporate leaders. The ideal company will include values training in new-hire or recurring employee training programs and the values of the company will be readily surmised by an objective observer of the company’s business actions and corporate conduct.
- Senior Management’s commitment to values - Public evidence will include, but not limited to, media or analyst interviews, public statements, publications, personal conduct, and corporate documents.
- Awards & Recognition - Awards and recognitions provide confirmation of a company’s commitment to its core values.
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Humility - Total 70 points |
- Servant Leadership - Management should be seen more as a helping hand rather than merely an authoritative source. Management policies should allow for and encourage employee input in decision-making.
- Teamwork - The company should use team processes in core corporate divisions-corporate strategy, quality control, etc.
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Diligence - Total 160 points |
- Fiscal Responsibility - The company should conduct its operations in a fiscally responsible manner with the goal of long-term growth and stability. The company should not assume excessive debt. Ironically, systematic and planned charitable giving is also an important part of fiscal responsibility.
- Life enhancing products and/or services - Products and/or services must provide superior value and possess life enhancing characteristics. The company should have standards in place to insure the continued provision of quality products and/or services.
- Continuous improvement - The company should be committed to a process of continuous improvement. The company should solicit and encourage customer feedback and act on trends and issues as identified.
- Environmental Responsibility - The company should be cognizant of and take steps to address any environmental concerns related to its industry. Programs to reduce waste, emissions, and energy consumption are expected.
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Caring - Total 130 points |
- Families - The ideal company will provide services for employees such as day care and childhood development services, generous family leave programs, chaplain service, and other family-oriented programs and resources.
- Employees - The company should be an enjoyable and satisfying place to work and provide highly competitive benefits to its employees including but not limited to, competitive wages, healthcare, retirement, education, and relocation.
- Communities - The company should be involved in and support programs benefiting the local and extended community. Company involvement and support should not be solely limited to financial contributions but should also include a provision of personnel, facilities, and/or equipment. The company should encourage employee participation.
- Customers - The company should have a fair return/refund policy in effect and have a program to proactively address customer complaints and concerns.
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