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RI Equity Portfolio

Type of Products & Solutions: Separately Managed Account.
Fund Managers AJ Sull
Inception Year 2019
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500000
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RI Strategy
Shareholder engagement, Negative screening.
Product Exclusions
  • Tobacco
  • Weapons/military
Asset Class
Equity.
Risk Rating
Medium.
Geographic Exposure
Canada, U.S., Global.