Transition Kicked Into High Gear Presents Opportunity

We made a number of changes to the portfolio during the quarter, as dislocations and volatility provided a good entry point to some holdings we view as solid growth operators.

Related Keywords

Malaysia ,Japan ,Thailand ,Cambodia ,Piedmont ,California ,United States ,China ,Vietnam ,Republic Of ,Russia ,Ukraine ,Russian ,Atlas Copco ,Stem Inc ,Amperex Technology ,Lg Energy Solution ,Eu Commission ,Agriculture Technology ,Deere Co ,Renewable Energy ,European Union ,Quanta Services ,Department Of Commerce Do ,Vaneck Environmental Sustainability Fund ,Enphase Energy ,Reduce Its Dependency ,Russian Natural Gas ,Annual Total Returns ,Country World ,Look Back ,Smart Resource Management ,Piedmont Lithium ,Darling Ingredients ,Edge Technologies ,Finding Value ,Contemporary Amperex Technology ,