Please read it carefully before you invest or send money. These risks are discussed in the prospectus. Growth securities may underperform other asset types during a given period. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. A portfolio’s environmental, social and governance (“ESG”) considerations may limit the investment opportunities available and, as a result, the portfolio may forgo certain investment opportunities and underperform portfolios that do not consider ESG factors. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. Invest opportunistically across entire global economyĬurrent and future portfolio holdings are subject to risk.Harvest SM - Reduced or sold positions as stock approaches full valuation or profit cycle begins to decelerate.Crop SM - Larger position sizes in companies where profit cycle is being realized.Garden SM - Smaller position sizes in companies that are early on in the profit cycle.Build position size according to conviction.Assess key environmental, social and governance issues that could impact future stock returnsĬapital Allocation-Garden, Crop, Harvest® Investing.Purchase stocks at a discount to private market value.Identify companies with franchise characteristics and defensible competitive positions. it offers clients a range of actively managed investment strategies diversified by asset class, market cap and investment style.The investment team seeks to invest in companies with franchise characteristics that are benefiting from an accelerating profit cycle and are trading at a discount to private market value. It accesses other institutional-like investors primarily through consultants, alliances with defined contribution/401(k) platforms and relationships with financial advisors and broker-dealers. It accesses traditional institutional clients primarily through relationships with investment consultants. It offers its investment management capabilities primarily to institutions and through intermediaries that operate with institutional-like decision-making processes by means of separate accounts and pooled vehicles. The Company is engaged in attracting, retaining and developing investment professionals by creating an environment, in which each investment team is provided resources and support, transparent and direct financial incentives, investment autonomy, and a long-term time horizon.
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