Individual Investors

Determined to deliver the exceptional.

Exceptional results don’t come easy. They are the product of hard work, endless determination, tireless study, and passionate commitment. Our time-tested process may not be for everyone—and that’s okay. Our goal is to deliver the exceptional for serious long-term investors. That’s the right choice for us and for our clients.

For more than 30 years, we have helped individuals like you to build their wealth. You can access our expertise through several mutual funds or, if you prefer, through your financial advisor.

An investor should consider the investment objectives, risk, charges, and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available on this site or by calling Shareholder Services at tel:1-877-892-4226. The prospectus should be read carefully before investing.

We have followed the same principles for more than 30 years.

Discover how we stay true to our roots.