Global Opportunities Strategy- Parameters

Global Opportunities
Strategy
Number of holdings45 to 60
Holding weight1% to 6%
Min. Mkt Cap$100mm
Number of Industries25 to 30
Emerging marketsup to 50%
Types of securitiesOrdinaries, ADR’s, GDR’s
BenchmarkMSCI ACWI, ACWI VALUE

Source: Hoover Capital Management, LLC as of 9/30/2024. These are general guidelines for the strategy and actual account characteristics may differ due to individual account restrictions and limitations.