New environmentally focused fund seeks to help investors capture benefits from continuing secular tailwind
With an investment objective that includes long-term capital appreciation and income, the Dynamic Energy Evolution Fund invests primarily in a diversified portfolio of companies around the world that are involved in renewable energy or related activities.
The investment areas covered include modes of renewable power like wind, solar, or hydroelectricity; emerging energy technologies like residential solar, wind turbines, and hydrogen; and new energy innovators that offer services, logistics, sustainable finance, and other solutions to support the energy transition.
“Climate change action has created a secular tailwind for those companies involved in the global transition to renewable energy,” said Dynamic Funds Managing Director Mark Brisley. “This new fund – managed by portfolio managers with deep experience in the sector – lets investors seize on the compelling opportunities that continue to arise.”
The management team behind the Dynamic Energy Evolution Fund includes vice-president and portfolio manager Jennifer Stevenson, who has nearly three decades of active experience in the energy industry; vice-president and portfolio manager Frank Latshaw, who has been focused on the infrastructure space for nine years; and senior vice-president and portfolio manager Oscar Belaiche.
Under the fund’s dynamic preferred pricing scheme, the management fee is 1.850% for a fund value up to $250,000; 1.775% for a fund value between $250,000 and $1 million; 1.725% for a fund value between $1 million and $5 million; and 1.675% for a fund value exceeding $5 million.
With legitimately active managers in its stable, Dynamic Funds says its investment management teams deliver long-term value for clients as they “deeply embed and align environmental, social and governance considerations right across the fundamental investment process.”