Portfolio 21 Proxy Vote

Posted September 23, 2013

A proxy has been sent to shareholders of the Fund related to a broadening of the employee ownership structure of Portfolio 21. We are very pleased about the change to our employee ownership structure as the Firm will become majority owned by the key members of the investment team. Currently,…  

New Holding: SVB Financial Group

Posted September 5, 2013

SVB Financial Group is a holding company that offers commercial banking products and services through its principal subsidiary, Silicon Valley Bank (SVB). Through other subsidiaries, SVB Financial Group also offers brokerage, investment advisory, and asset management services. Silicon Valley Bank (SVB) offers services to startup corporate clients in specific niche…  

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Diversification does not assure a profit nor protect against loss in a declining market.


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