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Tributary Capital Management, advisors to the First Focus Growth Opportunities and Balanced Funds, also apply what are commonly referred to as Socially Responsible Investing screens to the security selection and ongoing monitoring of these funds. The advisors believe that organizations that avoid global security risks and products that pose a clear danger to human health should benefit shareholders in terms of both risk and return in the long-term.
Specifically, the Growth Opportunities Fund and the Balanced Fund will not invest in Companies that:
- Have an active business tie to Iran, Syria, Sudan or North Korea, all of which are U.S. State Department-designated terrorist sponsoring states, with the exception of companies whose activities in one or more of these countries are solely humanitarian. (Terror-Free Investing)
- Produce tobacco, tobacco products or other products that are found to pose a clear risk to human health.
Tributary Capital Management has an arrangement with a third party vendor to provide initial screening and ongoing monitoring of companies in the Growth Opportunities and Balanced Funds for the purpose of excluding companies from these funds that are subject to global security risk and meet the funds’ exclusion criteria.
For a prospectus and purchase information on these funds please access the First Focus Funds web site.
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