The investment objective of the Portfolio is long-term growth of capital

Fund Overview

  • Employs “top-down” and “bottom-up” investment process with the goal of identifying securities that fit into sustainable investment themes
  • Identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals, such as health, climate and empowerment (subject to change over time based on team’s research)
  • Uses “bottom-up” company analysis, focusing on prospective earnings growth, valuation, and quality of company management and its exposure to environmental, social and corporate governance (”ESG”) factors

Primary Investments

  • Normally holds 30 to 60 stocks of developed and emerging-market companies of all market cap sizes

Management Team

Daniel C. Roarty, CFA

Chief Investment Officer—Sustainable Thematic Equities

Investment Products Offered:

Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

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