| Global Opportunities Strategy | |
|---|---|
| Number of holdings | 45 to 60 |
| Holding weight | 1% to 6% |
| Min. Mkt Cap | $100mm |
| Number of Industries | 25 to 30 |
| Emerging markets | up to 50% |
| Types of securities | Ordinaries, ADR’s, GDR’s |
| Benchmark | MSCI ACWI, ACWI VALUE |
Source: Hoover Capital Management, LLC as of 3/29/2024. These are general guidelines for the strategy and actual account characteristics may differ due to individual account restrictions and limitations.