US Mid Cap Value Equity

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US Mid Cap Value Equity

Fact Sheet

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Table of Contents

Investment Objective*
Investment Approach
Key Features
INVESTMENT CAPABILITIES
OUR BUSINESSES

Investment Objective*

Long-term Russell Midcap^®Value Index outperformance

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights designed to capture the payoff to deep-value companies.

Key Features

US mid-cap, deep-value focus
Live track record since 2007
Dynamic factor weighting positions portfolio for payoff to value in different market conditions
Unwavering focus on value diminishes style drift
Numerous active positions limit concentration risk
Highly experienced team provides portfolio oversight and makes continual model enhancements

Meet the Managers

Stephen Courtney

Portfolio Manager

* There can be no guarantee that this objective will be achieved.

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These materials are for informational or educational purposes only.

All investments involve risks, including possible loss of principal. Past performance is not indicative of future results.

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