Investment Overview
Strategy Description
The Fund seeks to provide a total return generated primarily from income and secondarily from capital appreciation. The Fund invests in a portfolio of well-researched securities across multiple asset classes and hedges the portfolio’s stock and bond market-related risk. Security selection focuses on relative value and incorporates a multi-dimensional approach to bonds, the team looks for positively impactful use of proceeds. For stocks, the team considers environmental, social, and governance factors.
