By Portfolio Application

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

Equity allocation that uses a proprietary risk model to tactically adjust market exposure to US equities.

Pursues potentially attractive risk-adjusted returns from a high-conviction stock and bond portfolio, actively managed by a veteran team. Founded 1996.

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.

Actively managed world stock fund that combines ESG research with sustainable development trends to manage risk and seek competitive returns.

Diversify internationally and pursue long-term returns with a fund that integrates Environmental, Social and Governance principles across the investment process.

Foreign large blend low-volatility equity ETF that seeks to outperform broad international equities over a full market cycle while reducing risk.

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

Actively managed balanced fund and core holding for risk-averse investors run by veteran manager Clyde McGregor since 1995.

Core large blend US equity value fund actively managed by veterans Bill Nygren and Kevin Grant since 2000.

Flexible, all-cap world stock fund actively managed by industry veterans David Herro and Clyde McGregor.

Concentrated, high-conviction world stock fund co-managed by veteran value investors Bill Nygren and David Herro since 2006.

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

Foreign small-/mid-blend equity fund run by acclaimed value manager David Herro since 1995. May complement a core US equity investment.

Focused, high-conviction US mid-/large-cap equity fund managed by acclaimed value investor Bill Nygren since 1996.

High-conviction emerging markets stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

High-conviction international small cap stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

High-conviction value stock fund that seeks significant returns using flexibility across market cap, style and other investment types.

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

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

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

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

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