The Reynders, McVeigh Core Equity Fund (ticker: ESGEX)

Investment Objectives

The Reynders, McVeigh Core Equity Fund (the “Fund”) seeks capital preservation and long-term capital growth.

Investment Approach

We employ a positive screening approach that “screens in” companies that demonstrate strength of balance sheet, integrity of management, and a commitment to act as part of a global community focused on positive change. As part of our research process, we combine financial analysis with an analysis of each company’s environmental, social, and governance (“ESG”) performance. We believe that understanding a company’s ESG profile complements traditional financial analysis. In order to incorporate ESG factors into the investment discipline, we analyze a wide range of sources and incorporate that information into the overall research process. These sources include a company’s own ESG reports, comparative studies done by specialists in ESG research, and the use of an outside research service that aggregates ESG data into quantifiable measures.

Directing Capital to Productive and Positive Uses

• Improved efficacy through medical discovery

• New technologies and efficiency in industry

• Mobility of information and access

• Focus on health and well-being

• Fossil-fuel free

Investment Strategy

The actively managed global fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. As part of its principal investment strategy, and under normal market conditions, the Fund expects to invest at least 60% of its net assets in domestic equity securities with market capitalizations of $15 billion or more, and expects to invest at least 15% of its net assets in equity securities of companies located in developed foreign markets across any market capitalization and American Depositary Receipts.

Resources

Reynders, McVeigh Core Equity Fund Prospectus
Core Equity Fund Factsheet