Starting an independent firm isn't just hard—it looks a little nutty on paper. After 27 years on the front lines of investment management, Betsy shares the defining moments, broken promises, and industry flaws that compelled her and Jason to co-found Harbor Ridge together.

Global equity markets posted strong returns in Q2 2026, but headline index gains mask a deeply asymmetric market. With mega-cap concentration creeping to historic highs and cyclical energy rallies obscuring long-term risks, broad passive exposure is leaving allocators vulnerable.

While corporate sustainability teams do the heavy lifting to green daily operations, standard default 401(k) menus quietly funnel employee retirement dollars directly into the fossil fuel economy. In Part 2 of our series with Trellis, we deliver a practical, risk-managed execution roadmap for CSOs and human resources leaders to safely align corporate retirement architecture with modern fiduciary standards and long-term climate resilience.

Employee retirement plans are the next great frontier for corporate decarbonization. In this piece originally published by Trellis, we break down the hidden carbon liability sitting in standard target-date funds and explain why addressing employee demands for carbon-free investments is a core fiduciary responsibility.

Why the Strait of Hormuz energy shock validates sustainable, values-aligned global investing. Explore our selective global stock-picking strategy and how geographic diversification provided critical offsets to Q1 volatility.

The wealth transfer isn't just a change in ownership; it’s a shift in the world’s financial DNA. As a new guard of investors moves from the 'age of trust' to the 'age of proof,' traditional black box ESG ratings are failing to meet the demand for rigorous verification. In this new era, the industry must move beyond marketing brochures to provide the transparency this capital requires.

Move beyond the ESG black box. CIO Jason Britton discusses the future of water investing, the hidden risks of legacy utility models, and how the Harbor Ridge SEE framework targets systemic solutions for long-term institutional outperformance.

Explore how Harbor Ridge Investments uses deep-dive human and environmental capital data to move beyond surface-level ESG and capture true long-term value.