AHA Diversified Equity Fund

Fund Goals
The AHA Diversified Equity Fund seeks to provide long term capital growth. It seeks superior total return through combining a broadly diversified core equity portfolio with returns achieved through research in large cap equity securities with an allowance of up to 20% in the mid-cap weighted securities.  

Multi-Manager Approach

This fund combines four managers in the core + alpha philosophy of controlling risk while seeking enhanced returns.  A core manager is broadly invested in a diversified portfolio across market sectors.  The three alpha managers are concentrated in sectors based on their research.  This more aggressive approach seeks to earn excess returns (alpha) over the market in general.