Hedge Fund - Humankind Investments

James Katz  Bio, Returns, AUM, Net Worth

Humankind Investments specializes in creating socially responsible investment portfolios that integrate profitability estimation, advanced research methodologies, and comprehensive risk management services. With a focus on sustainable and ethical investment practices, the firm applies rigorous analytical frameworks to identify opportunities that align with environmental, social, and governance (ESG) criteria.

James Katz is the Founder and CEO of Humankind Investments, leveraging his extensive experience as a quantitative equity analyst and data scientist. With a strong commitment to socially responsible investing, James established Humankind Investments to introduce a rigorous, metrics-based approach to the industry. Prior to founding the firm, he served in roles at Vanguard within the ETF industry, applying his expertise in quantitative analysis and data science. James holds a PhD in Business Administration from Stanford University's Graduate School of Business, along with a BA in Psychology and PPE (Philosophy, Politics, and Economics) and a BAS in Computer Science from the University of Pennsylvania. He is also a CFA charterholder.

Humankind Investments is a significant advisory firm managing discretionary assets totaling $396,149,904, according to their Form ADV filed on March 28, 2024, and serving 1 client. Their most recent 13F filing for Q1 2024 disclosed $377,971,239 in managed 13F securities, with a top 10 holdings concentration of 63.44%. The firm's largest holding is the Humankind US Stock ETF, with 2,816,578 shares held.

James Katz 
Fund Profile
Filing Period:
Fund Name: Humankind Investments
Manager James Katz 
Portfolio Value $277,034,586
Change This QTR +0.74%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Humankind Benefit Corporatio
2,816,582 $93,597,836 +1% 33.78%
2. AAPL 76,212 $17,757,396 -3% 6.4%
3. MSFT 34,322 $14,768,757 +2% 5.33%
4. IEF 24,570 $8,027,756 2.89%
5. IEF 25,070 $7,881,757 2.84%
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