The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that Portfolio 21 (the "Advisor") believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, the fund's net assets (plus any borrowings for investment purposes) will be fully invested (at least 80%) in equity securities. The fund 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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Portfolio 21, 721 NW Ninth Ave., Suite 250