Carrick Capital Partners

Rating Overview

Carrick Capital Partners is Medium Risk.

Carrick Capital Management Company, LLC is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company implements race and identity-based policies that replace merit, excellence, and integrity with preferential treatment and outcomes. The company occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

Rating Criteria

Corporate Weaponization Risk Levels
Criteria	Risk Level
Cancellations	Medium Risk
Discriminatory Philanthropy	No Data
Employment Protection	High Risk

Corporate Weaponization ⓘ

Corporate Governance and Public Policy Risk Levels
Criteria	Risk Level
Advocacy Bias	High Risk
Funding	Lower Risk
Political Actions	No Data

Corporate Governance and Public Policy ⓘ

Rating Criteria Detail

Criteria Risk Level Rationale

Corporate Weaponization

Criteria:

Has canceled customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level:

Medium

Rationale:

Carrick Capital Partners integrates ESG into its business practices. From its ESG webpage: “We have integrated our ESG program both within our firm and across our investment portfolio” (1). However, the company has not canceled customers, suppliers, or vendors based on political views or religious beliefs (2).

Criteria:

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level:

N/A

Rationale:

Carrick Capital Partners does not publish charitable giving guidelines (1).

Criteria:

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level:

High

Rationale:

Carrick Capital Partners appears to prioritize diversity over merit in its recruitment. From its ESG webpage: “We are consequently committed to an assortment of programs, including inclusion-focused recruiting policies” (1). The company does not publish a nondiscrimination policy (2).

Corporate Governance and Public Policy

Criteria:

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level:

High

Rationale:

Carrick Capital Partners supports DEI within its business practices. From its 2025 ESG Report: “Carrick continues to promote and prioritize Diversity, Equity, Inclusion & Belonging (DEIB) across our firm as part of our ongoing commitment to fostering a diverse and inclusive firm culture” (1). The company supports ESG within its business practices. From its ESG Policy: “Carrick has established support for ESG initiatives at the most senior levels of the Firm and has established an internal committee which is responsible for the implementation of this Policy (“ESG Committee”)” (2). The company supports ESG within its business practices, employing an ESG Committee (3).

Criteria:

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level:

Lower

Rationale:

Carrick Capital Partners has not used corporate funds to advance ideological causes, organizations, or policies (1).

Criteria:

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level:

N/A

Rationale:

Carrick Capital Partners does not operate a PAC or report on its lobbying at this time (1)(2)(3).