New environmentally focused fund seeks to help investors capture benefits from continuing secular tailwind
Dynamic Funds is catering to ESG investors hoping to participate in the ongoing shift toward renewable energy with the launch of a new fund.
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.”
