Investment Objective
Above-benchmark long-term performance through capital appreciation.
We seek to create and consistently maintain a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators. This strategy is managed to invest in companies with more favorable environmental characteristics and to exclude companies with high carbon emissions and poor environmental ratings. However, it does not mean that there will be no, or very few, carbon creating issuers in the portfolio.