Asset Class: Sector Equity
A utilities equity strategy focused on capital appreciation through U.S. and international companies in electric, gas, and telecom services, with at least 80% invested in utility-related securities.
A technology equity strategy focused on long-term capital appreciation through U.S. and international companies in software, semiconductors, hardware, networking, and internet-related businesses.
A real estate equity strategy focused on diversified REITs across sectors like residential, industrial, office, and retail, with optional direct commercial property exposure for qualified clients.
A natural resources equity strategy offering broad exposure to commodity-driven industries like energy, chemicals, minerals, and forestry, with a primary focus on U.S.-based companies.
A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.
An infrastructure equity strategy investing over 60% in companies involved in transportation, utilities, energy midstream, construction, and logistics, with balanced exposure across market capitalizations.
An industrials equity strategy focused on capital appreciation through U.S. and international companies in cyclical sectors like aerospace, transportation, construction, and machinery, with some emphasis on dividends.
A healthcare equity strategy focused on long-term capital appreciation through U.S. and international companies across pharmaceuticals, biotech, medical devices, providers, insurers, and other healthcare-related sectors.
A global real estate strategy that invests primarily in non-U.S. real estate securities, including REITs, REIT-like entities, and, for qualified clients, direct international commercial real estate holdings.
A financial sector equity strategy focused on U.S. and international banks, insurers, brokers, and lenders, actively managed with sensitivity to economic cycles and macroeconomic indicators.
A precious metals equity strategy investing in gold, silver, platinum, and palladium producers, along with bullion, metals ETFs, and related companies across North America, Australia, and South Africa.
An energy equity strategy focused on U.S. and international companies across oil, gas, pipelines, refineries, coal, and alternative energy sectors.
An energy infrastructure strategy that invests at least 80% of assets in equity and debt securities of master limited partnerships and related entities focused on midstream energy operations.
A consumer defensive equity strategy focused on long-term capital appreciation through large-cap U.S. and international companies in consumer staples, including food, beverages, and household products.
A consumer cyclical equity strategy that seeks capital appreciation by investing in U.S. and international companies across retail, leisure, and discretionary sectors.
A sector-focused equity strategy that concentrates on telecommunications, media, and entertainment companies, including cable, wireless, broadcasting, publishing, film, and digital service providers.