Managed Socially Aware And Halal Portfolios: Qterra Capital Management offers a unique and proprietary investment style geared towards socially conscious individuals who wish to invest in the US markets but demand the same level of sophisticated investment analysis and quantitative modeling used by institutions. The process starts with a universe of 5000 publicly traded stocks. Stocks in sectors and industries which have been identified by the Shari’ah Supervisory Board (applies only to the Halal portfolio) are eliminated. Next, companies with unacceptable levels of debt or impure interest income according to financial ratio filters set up by the Shari’ah Supervisory Board (applies only to the Halal porfolio) are removed. Companies passing the screen are then input into the Qterra proprietary valuation model to identify undervalued stocks. This narrows the field from 5000 to a small manageable subset of ~50 stocks. These stocks are combined with Exchange Traded Funds (ETF's) or Mutual Funds representing markets/countries which are deemed to be acceptable by the Shari'ah Supervisory Board (applies only to the Halal portfolio), in order to further diversify the portfolio.