The Materials Sector encompasses a wide range of commodity-related manufacturing industries. Included in this sector are companies that manufacture chemicals, construction materials, glass, paper, forest products, and related packaging products, and metals, minerals and mining companies, including producers of steel. 


  • Chemicals

  • Construction Materials

  • Containers & Packaging

  • Metals & Mining

  • Paper & Forest Products

Portfolio Managers

Chris Crimi
Lead Analyst
Vineeth Gabbireddy
Associate Analyst
Joe Stuart
Associate Analyst

Current Holdings

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Realized Investments