Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry

Fund Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World.

Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries.

To read more on his thoughts on the rapidly changing landscape of the electric utility industry click here:


You should carefully consider the Fund's investment objectives, risks and charges and expenses before investing.  This and other important information is contained in the Fund's prospectus and summary prospectus, which should be read carefully before investing.  To obtain a fund prospectus or summary prospectus, call (800) 700-9929.  The Fund is distributed by Ultimus Fund Distributors, LLC. 

Investing involves risk, including loss of principal.  There is no guarantee that this, or any, investing strategy will be successful.  Because the Adviser’s investment criteria exclude securities of certain issuers for non-financial reasons, the Fund may forego some market opportunities available to funds that do not follow the environmental themes inherent in the Adviser’s investment strategy.

As of 6/30/19, the Fund's top ten holdings are Sunrun Inc. (4.91%), Trimble Inc. (4.03%), Vivint Solar Inc. (3.97%), Watts Water Technologies, Inc. (3.92%), Itron Inc. (3.91%), Xylem Inc. (3.87%), Kornit Digital Ltd (3.40%), TPI Composites Inc. (3.36%), Kingspan Group Plc. (3.31%), Keyence Corp. (3.20%).

8999919-UFD-9/27/2019