The Zevenbergen Genea Fund targets bold positions in ground-breaking businesses. These are companies we believe can disrupt, grow and evolve for many years. Investment at this emerging stage (oftentimes at, or near a company’s initial public offering) requires vision and perspective. To see possibilities and optimism when few understand how transformative the concept may be. Not all investments work out. And at times, short-term returns may not truly reflect underlying business progress. Innovative ideas however, can come from anywhere. And we’re curious enough to find them.
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ZEVENBERGEN GENEA FUND
Fund Fact Sheet (print a pdf)
Recent Quarterly Commentary and Performance
How to Invest (where our funds are available)
Regulatory Documents and Account Applications
Summary Prospectus (abbreviated disclosure)
Statutory Prospectus (full disclosure)
Statement of Additional Information (everything else)
U.S. Bancorp Account Applications