Investment Sub-advisor Profile

Wellington Management Company, LLP, manager of the core equity portfolio of New Covenant Growth Fund, is one of America’s oldest and largest investment advisors. They use a blend of proprietary fundamental and quantitative research to select stocks while controlling risk through a disciplined portfolio.

Capital Guardian Trust Company manages the Growth Fund’s foreign satellite portfolio. They use a team of portfolio managers that perform rigorous fundamental research to find undervalued stocks.

Santa Barbara Asset Management manages the large-cap growth satellite portfolio of the New Covenant Growth Fund. Santa Barbara utilizes qualitative and quantitative research to identify large companies that exhibit above-average growth that, they believe, is sustainable over time.

Mazama Capital Management, Inc. manages the small- and mid-cap growth satellite portfolio of the New Covenant Growth Fund. Mazama utilizes a fundamental bottom-up approach to identify fast growing small- and mid-cap companies with attractive valuations.

Sound Shore Management, Inc. is the manager for the Growth Fund’s value satellite portfolio. A value-oriented equity investment manager that looks for out-of-favor but financially sound companies, they buy stocks that sell at discounts to their historical prices and that, in Sound Shore’s estimation, have sound catalysts that have the potential to lead to price increases.

Sub-advisors vs. Benchmarks - Quarterly Performance Results