Funds by Portfolio Application

Alternative income and return potential from active REIT manager. Value-oriented equity strategy diversified across property types and geographic regions.

A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.

High-conviction world stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

High conviction international stock fund run by Aziz Hamzaogullari and his growth equity team. Focuses only on high-quality companies believed to have long-term secular growth and sustainable business models that are trading at a significant discount to intrinsic value.

A high conviction, multi-thematic world stock fund that fully integrates ESG considerations throughout the process to manage risk and generate competitive long-term returns.

A high conviction, multi-thematic international stock fund that fully integrates ESG considerations throughout the process to manage risk and generate competitive long-term returns.

High-conviction US stock ETF run by Aziz Hamzaogullari. Focuses on companies believed to have sustainable competitive advantages, difficult to replicate business models, and sustainable and profitable growth when they trade at a significant discount to intrinsic value.

Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.

High-conviction US mid-cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction US stock fund that seeks long term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

Actively managed balanced fund and core holding.

Concentrated, actively managed large value US equity fund.

Concentrated, actively managed, flexible all-cap world stock fund.

Concentrated, actively managed high-conviction world stock fund.

Flexible, focused foreign large-value fund actively managed by award-winning investor David Herro since its inception in 1992.

Foreign, actively managed small-/mid-value equity fund.

Concentrated, high-conviction US mid-/large-cap equity fund.

High-conviction emerging markets stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction international stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction US mid-cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction US stock fund that seeks long term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

An active growth fund focused on Chinese equities and built on a strong bottom-up fundamental research framework.

An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.

An actively managed emerging markets equity fund, excluding companies domiciled in China, built on a strong bottom-up fundamental research framework.

An actively managed emerging market equity fund built on a strong bottom-up fundamental research framework.

An actively managed global growth fund built on a strong bottom-up fundamental research framework.

An actively managed international growth fund built on a strong bottom-up fundamental research framework.

An active international growth fund that seeks to generate long-term, sustainable excess returns.

An active international value fund built on a combination of relative value analysis and fundamental review leading to a holistically balanced portfolio, diversified across traditional value and transitional value.

An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.

An actively managed international small-cap growth fund built on a strong bottom-up fundamental research framework.

An actively managed mid-cap value fund built on a strong bottom-up fundamental research foundation.

Investing in high-quality companies with a culture of dividend payment and dividend growth may result in above-average returns over time, with reduced volatility.

An actively managed small-cap growth fund built on a strong bottom-up fundamental research framework.

An actively managed SMID-cap quality value fund built on a strong bottom-up fundamental research framework.