KBI Global Investors Aquarius Fund Institutional Shares (KBIWX)

Overview

The fund described primarily focuses on investing in equity securities of companies operating within the water-related resource sector or significantly engaged in activities related to this domain. By not limiting itself by market capitalization, the fund seeks opportunities across a broad spectrum of enterprises, from small startups to large, established companies. This sector comprises a wide array of activities, including water treatment, engineering, filtration, environmental controls, equipment specific to water management, along with water and wastewater services, and utilities. As a non-diversified entity, the fund might invest a larger proportion of its assets in fewer securities, potentially increasing the risk and return profile of the investment.

Products and Services

• Equity Securities in Water-Related Companies

  Investments in stocks of companies primarily engaged in water-related resource sector. This includes enterprises involved in the treatment, management, and distribution of water, showcasing the fund’s dedication to contributing towards the enhancement and sustainability of water resources.

• Water Treatment and Filtration Technologies

  Backing companies that specialize in the development and implementation of water treatment and filtration technologies. These investments aim at supporting innovations that ensure the availability of clean and safe water, addressing both global water scarcity and quality issues.

• Environmental Controls and Water-Related Equipment

  Focusing on firms that produce equipment and systems for environmental control in the water sector. This also includes investments in companies that manufacture water-related equipment, contributing to the efficiency and safety of water use and management.

• Water and Wastewater Services

  Investment in service providers offering water and wastewater management solutions. These services play a critical role in the maintenance of water infrastructure, ensuring the effective treatment and recycling of wastewater, and are essential for sustaining water quality and availability.

• Water Utilities

  Shares in water utilities responsible for the distribution and management of water resources. Investing in these companies supports the fundamental infrastructure needed to deliver water to households and industries, affirming the fund’s commitment to ensuring the accessibility of water resources.