The investment seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It invests primarily in equity securities of companies that the fund's portfolio manager believes will have above-average growth prospects. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, including emerging market investments and American Depositary Receipts ("ADRs"), but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.
Fund filings (PDF) »
Anthony Trzcinka (Started: Nov 1, 2006)
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