• Focus Equity

    Invests in a focused portfolio of approximately 50 holdings consisting of companies of any capitalization identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • AI Enablers & Adopters

    Primarily invests in equity securities of companies focusing on the development, adoption, or utilization of artificial intelligence (AI) technologies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • Concentrated Equity

    Invests in a focused portfolio of approximately 30 holdings consisting of companies of any capitalization identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • Small Cap Focus

    Invests in a focused portfolio of approximately 50 holdings of primarily small cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • Mid Cap Focus

    Invests in a focused portfolio of approximately 50 holdings of primarily mid cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • Mid Cap 40

    Primarily invests in a focused portfolio of approximately 40 holdings of mid cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

  • Weatherbie Specialized Growth

    Invests in a focused portfolio of approximately 50 holdings of primarily small and mid cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.


    Sub-advisor:
    Weatherbie Capital, LLC
  • Weatherbie Enduring Growth

    Invests in a focused portfolio of no more than 30 holdings of primarily mid cap growth companies with an environmental, social and governance (ESG) rating of medium or better, at the time of purchase. Seeks long-term capital appreciation.


    Sub-advisor:
    Weatherbie Capital, LLC
  • Vehicles

    International Opportunities

    Primarily invests in a focused portfolio of approximately 35-45 equity securities of companies located in countries outside the U.S. identified through our fundamental research as demonstrating promising growth potential based on earnings, quality and valuation. Seeks long-term capital appreciation.


    Sub-advisor:
    Redwood Investments, LLC
  • Vehicles

    Global Equity

    Primarily invests in a focused portfolio of approximately 35-45 equity securities of companies all over the world identified through our fundamental research as demonstrating promising growth potential based on earnings, quality and valuation. Seeks long-term capital appreciation.


    Sub-advisor:
    Redwood Investments, LLC
  • Alger 35

    Invests in a focused portfolio of approximately 35 holdings of primarily U.S. companies of any capitalization identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.​

  • Alger Life Sciences Innovation

    Seeks long-term capital appreciation by investing primarily in the common stock of U.S. and non-U.S. companies within life sciences, with an emphasis on biotechnology companies. The identification of investment opportunities is primarily science-driven, relying heavily on biological and clinical data.