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

Joe Stuart
Lead Analyst
Ayden Lee
Associate Analyst
Nick Peckyno
Associate Analyst

Current Holdings

Realized Investments