CCT Thematic Equity Fund Institutional Shares
THMEX
NASDAQ
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
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Similar Funds
Performance
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NAV
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52-Week High
Company Information
Provider
Chevy Chase Trust Company
Manager/Tenure
(Years)
(Years)
Amy Raskin (4), Spencer Smith (4)
Website
Address
7501 Wisconsin Ave
Bethesda MD - 20814
Bethesda MD - 20814
Country
United States
Phone Number
240-497-5000
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The Adviser uses a thematic investing approach to manage the fund's assets. Thematic investing involves capitalizing on what the Adviser believes to be powerful trends, disruptive ideas, innovations and economic forces that are secular (i.e., long-term and persisting regardless of macroeconomic cycles) and are reshaping the world ("Themes").