The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that the advisor believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in equity securities. It invests globally and has exposure to emerging and developed markets.
Fund filings (PDF) »
James Madden (Started: Sep 30, 1999)
Anthony Tursich (Started: Sep 30, 1999)
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