JADE

JADE uses pure active management to target equities tied to emerging markets. The fund invests in stocks across various market capitalizations with a preference for large- and mid-caps. The portfolio is managed by employing a bottom-up stock selection approach, focusing on growth and value potential based on sustainable earnings and sound capital management. Companies are evaluated and ranked through a two-part analysis that considers medium-term returns and long-term growth prospects. Additionally, ESG factors are considered, identifying key financial issues and engaging with issuers, though these do not solely drive investment decisions. JADE also uses derivatives and currency forwards for risk management. The adviser may sell holdings if their confidence in a security changes, issuer fundamentals shift, valuations become unattractive, or better opportunities arise. The fund occasionally hedges back to the US dollar. Investors pay up in expense ratio for the management expertise.