Long-term growth of capital.

Portfolio Overview

  • Employs a “top-down” and “bottom-up” investment process with the goal of identifying securities, fitting 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
  • 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, all exposed to long-term sustainable investment themes
  • Equities of developed and emerging-market companies, diversified across industries
  • Both newer companies and well-known, established companies of all market caps

Management Team

Daniel C. Roarty, CFA

Chief Investment Officer—Sustainable Thematic Equities

Ben Ruegsegger, CFA

Portfolio Manager—Sustainable US Thematic; Senior Research Analyst—Sustainable Thematic Equities

Investment Products Offered:

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

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