• Vehicles

    Balanced

    Primarily invests in equity and fixed income securities of companies identified through our fundamental research as demonstrating promising growth potential.

  • Vehicles

    Health Sciences

    Primarily invests in equity securities of companies in the health sciences sector identified through our fundamental research as demonstrating promising growth potential.

  • Vehicles

    Responsible Investing

    Primarily invests in growth equity securities of U.S. companies identified through our fundamental research as demonstrating promising growth potential and rated as having positive environmental, social, or governance practices.

  • SRI Capital Appreciation

    Primarily invests in growth equity securities of U.S. large cap companies identified through our fundamental research as demonstrating promising growth potential and, we believe, conducting business in a socially responsible manner.