"We try to look at things like social unrest from a top-down point of view when we are choosing companies and regions for investors to invest in," Kowal told SocialFunds.com recently. She described social unrest as "this spirit of everyone figuring out that they've been done over by the establishment and trying to regain some control over things that have gotten away from people," and said, "That worries us a lot, but at the same time we almost think it's necessary for things to move forward. In the States it's a particular issue given the corporate personhood problem that we have" following the Supreme Court's Citizens United decision.
We wrote investment commentary on inequality last year, on declining living standards and declining employment for everybody except the top income earners. We don't think it's good for the economy in the long term."
"We put a lot of blame on our government for being complicit, for bailing out bankers and companies while giving short shrift to everyone else," she added. "But it's not only our current administration. It goes back a long time."