Reports Archive

We seek to integrate sustainability and impact factors into our investment process based on unique client needs. We are consistently examining our strategies, honing our focus, and clarifying how we communicate this commitment to our investors and clients. We are proud to reflect this evolution in our updated reporting and disclosures, and look forward to sharing our journey with you during our next conversation.
Firm Impact Report
This report illustrates our commitment to being at the forefront of the industry’s evolution. We are dedicated to serving as an example of investing with client objectives front of mind while creating positive impact for all stakeholders.