We don’t view ESG as a product. We view it as an integral part of our analytical framework for every investment.
ESG embedded within our bottom-up approach
Responsible Investing Affiliations
Investing in securities that meet ESG criteria may result in the fund forgoing otherwise attractive opportunities, which may result in underperformance when compared to funds that do not consider ESG factors. A less favorable ESG profile may not preclude the Adviser from investing in a company, as the consideration of ESG factors is not more influential than the consideration of other investment criteria.
This communication is for informational purposes only and does not constitute an offer or a solicitation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Any views and opinions are subject to change at any time.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
All investments involve risks, including the possible loss of principal. There is no assurance that any investment solution will achieve its investment objective.
NOT FDIC INSURED ● NO BANK GUARANTEE ● MAY LOSE VALUE