Investor Summary

Elizabeth Eldridge succeeded Kent Weaver as President of GIM in late Fall 2024. Eldridge joined Glenmede in 2020 to lead its manager research group, where she focused on expanding a program for evaluating, onboarding and monitoring third-party managers. Prior to joining Glenmede, she spent more than 20 years at J.P. Morgan Private Bank and J.P. Morgan Asset Management in diverse investment roles of increasing responsibility. Peter Zuleba serves as President and CEO of the broader Glenmede organization. The firm operates as an independently owned boutique asset management firm serving institutional investors, advisors, and consultants. GIM is a wholly owned subsidiary of The Glenmede Trust Company, N.A., which is part of the larger Glenmede Corporation.

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Fund Strategy

Active management is the foundation of GIM's investment approach across all strategies. The firm believes that behavioral biases often lead to disconnects between a company's intrinsic value and its current price. Their philosophy is rooted in the belief that long-term investing in high returning, durable businesses at reasonable valuations can generate superior risk-adjusted returns. GIM focuses on compounding business value and uses a disciplined approach anchored in comprehensive assessments of valuation, fundamental, and market technical factors. The firm seeks to avoid consensus thinking to be better positioned to avoid consensus results. They are focused on alpha generation throughout market cycles with a deliberate focus on risk management—seeking to avoid the concentration risk that has become prevalent in passive investing.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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