Women’s CEO Strategy

Do you believe in the power of supporting women in leadership roles?

Well, you might want to consider a strategy that aligns with your values and financial goals.

The Women CEO Strategy offers a unique opportunity to support women in leadership. This strategy is comprised of S&P 500 companies with a female CEO.

Imagine a world where the glass ceiling is shattered, and women stand shoulder to shoulder with men in the boardroom, driving innovation and steering companies toward success.

This isn’t just a dream—it’s a tangible reality within the S&P 500 companies led by female CEOs.



This strategy is about catalyzing change and it’s about recognizing the immense talent, vision, and determination that women bring to the table and empowering them to thrive in traditionally male-dominated spaces.

With less than 8 percent of S&P 500 companies led by women, it is imperative to amplify and normalize their leadership and pave the way for a world where aspiring women can envision boundless opportunities, devoid of any glass ceilings.

Research shows that diverse leadership teams drive innovation and performance. By supporting these companies, we not only champion gender equality but also fuel positive change and progress

If you are interested in learning about this unique opportunity to support women in leadership please feel free to schedule a 30 Minute Zoom Meeting as we would be happy to assist you in understanding if this strategy might be a fit for your goals.

Female CEOs exhibit leadership attributes the Carson Investment Research team believes should lead to superior performance.

Women’s CEO Strategy Investment Process

The Women’s CEO Strategy is a thematic strategy enhanced with Carson’s Quality Overlay.

Carson’s Fundamental Quality Overlay screens companies for leverage and profitability.


The Carson Investment Research team isn’t selecting stocks based on these metrics but aims to exclude companies that are unprofitable and have too much net debt relative to their sector, because these characteristics tend to lead to underperformance during periods of market stress.


This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal, and/or tax advice. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult your financial advisor.

Past performance isnot a guarantee of future returns. All financial figures quoted are taken

from sources believed to be accurate though their accuracy cannot be guaranteed. For advice concerning your own unique situation please see your professional advisor.  The material included herein is not an offer to purchase or sell securities in any state or jurisdiction.

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