Investor Summary

Co-managed by Partners Chad Meade and Brian Schaub, CFA, both of whom joined ArrowMark in May 2013 and bring extensive small-cap growth investing experience. Meade previously served as Co-Portfolio Manager and Executive Vice President at Janus Capital Group from 2001 to 2013 and worked as an equity analyst at Goldman Sachs. He graduated summa cum laude with a Bachelor of Science in Finance from Virginia Tech. Schaub serves as both Portfolio Manager and Chief Compliance Officer, providing operational and investment expertise to the fund management process.

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Fund Strategy

The Fund seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies through fundamental, bottom-up research. The investment approach prioritizes risk management over return maximization, focusing on high-quality companies with differentiated business models, strong competitive advantages, and large barriers to entry. The Investment Adviser prioritizes downside risk before potential return and maintains a long-term investment horizon, typically concentrating investments in industrials and healthcare sectors based on security selection rather than sector allocation.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
8.6% 0.9% -1.3%
2025
-1.3%