Portfolio Management

Our team has a disciplined and proactive investment approach driven by our investment committee.  Our goal is to provide great communication around what we are doing and why we are making the changes we do so that you can understand how it affects your portfolio. The process is based on our Investment Policy Committee’s guidance and includes an evaluation of numerous factors, including:

  • People — The research professionals who manage the fund
  • Process — Their investment process
  • Portfolio — Holdings and key characteristics
  • Performance — The investments’ historical performance