The Norma Fund
The Norma Fund
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The Norma Fund Portfolio

Our Operating Principles

Minimum Inclusion

Weighted by Wisdom

Weighted by Wisdom

We must hold a minimum of 0.5% of our portfolio of every Russell 1000 company led by a female CEO.

Weighted by Wisdom

Weighted by Wisdom

Weighted by Wisdom

We weight the stocks in our portfolio based on the collective wisdom of the partners, maintaining a minimum of 0.5% and maximum of 10% of the portfolio allocated to any single stock.

Timed Transitions

Open to Other Options

Open to Other Options

When a female CEO is replaced by a male, we must sell that company within 6 months.  Similarly, when a female replaces a male as CEO, we have 6 months to add that company to our portfolio.


Open to Other Options

Open to Other Options

Open to Other Options

Any partner can nominate a public-traded (US exchange) company to be added to the portfolio. A majority of the partners is needed to approve each addition.

AMD

Agios Pharmaceuticals

Acadia Healthcare

Accenture

Alnylam Pharmaceuticals

Anthem

ArcBest

Arista Networks

Best Buy

Brookdale Senior Living

Bumble

Caleres

Cable One

CDW

Celanese

Children’s Place Retail

CIT Group

Citigroup

Clorox Company

Coty

CMW Energy

Cracker Barrel Old Country Store

Curtiss Wright 

CVS

Dicks Sporting Goods

Duke Energy 

Equity Lifestyle

Franklin Resources

Gap

General Dynamics

General Motors

Hershey

Hubspot

Idacorp

Insulet

Intuit

Iovance Biotherapeutics

Kohl’s Corporation

MSG Networks

Match Group

Nasdaq OMX Group

New York Times

Northrop Grunman

Occidental Petroleum 

Oil States International

Olaplex

Oracle Systems

Otis Worldwide

Pager Duty

PG&E

Premier

Progressive

Regency Centers

Reinsurance Group America

Ross Stores

Schnitzer Steel Industries

Science Applications

Signet Jewelers

Sirius XM Holdings

Spire

Stericycle

Stitch Fix

Synchrony Financial

Tapestry

Taylor Morrison Home

Trinity Industries

Ulta Salon Cosmetics & Fragrances

United Parcel Service

United Therapeutics

Ventas

Vertex Pharmaceuticals

Walgreens Boots

WW International

Wex

Williams-Sonoma

Zoetis



A Sample of Our Portfolio Companies

Information Technology

Information Technology

Information Technology

Advanced Micro Devices (AMD) has been a hot portfolio company for The Norma Fund.  AMD is led by CEO Lisa Su, who took the reins in 2014.

Finance and Insurance

Information Technology

Information Technology

Citigroup is the first major world bank to have a female CEO after appointing Jane Fraser to the position in March 2021.

Retail Trade

Information Technology

Retail Trade

Williams Sonoma Inc. and its suite of home and kitchen brands is led by Laura J. Alber.  Alber has held the top post since 2010.

Healthcare

Transportation

Retail Trade

CVS Health is now led by CEO, Karen Lynch.  Lynch took the helm in February 2021, making her the 40th female CEO on the Fortune 500 list.

Manufacturing

Transportation

Transportation

Mary Barra has been the CEO of General Motors since 2014.  The buzz around Barra's promotion to CEO was the catalyst for The Norma Fund.

Transportation

Transportation

Transportation

Carol Tome was appointed CEO of United Parcel Service (UPS) in 2020, having served on the UPS board since 2003.

Connect With Us

Get Connected

Get Connected

Get Connected

Get Connected

Get Connected

Connect with us on Linkedin to see what we've been up to.

LINKEDIN

Contact Us

Get Connected

Contact Us

Meet the partners or talk to our financial managers. 

EMAIL US

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