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Overview

The Global Opportunities Equity Strategy is designed for investors seeking long-term capital appreciation through investment in high-quality companies across both U.S. and international markets. The strategy emphasizes identifying leading businesses wherever compelling growth opportunities exist, with a focus on companies positioned to benefit from powerful global and regional trends.

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Strategy Philosophy

We believe opportunity is not limited by geography. Market leadership, innovation, and long-term growth potential can emerge in any region. This strategy focuses on identifying companies with durable competitive advantages, strong business models, and the ability to expand earnings power over time — regardless of where they are headquartered.

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By maintaining a flexible geographic approach, the portfolio can adapt to shifting economic dynamics, industry leadership changes, and evolving global growth drivers.

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Investment Focus

The portfolio emphasizes companies that demonstrate:

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• Leadership positions within their industries

• Strong and sustainable revenue and earnings growth potential

• Durable competitive advantages supported by differentiated products, services, or technology

• Financial strength and the ability to generate consistent cash flow

• Exposure to long-term secular growth trends in both developed and emerging markets

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Investments may include U.S.-based companies as well as international businesses that play important roles in global supply chains, innovation ecosystems, and regional economic development.

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Portfolio Approach

The strategy is built through disciplined, company-specific research, evaluating business quality, competitive positioning, management execution, financial durability, and long-term growth visibility. Geographic exposure is driven by opportunity and company fundamentals rather than a fixed regional allocation.

This flexible structure allows the portfolio to pursue growth where industry leadership and structural tailwinds are strongest.

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Risk Perspective

Global investing introduces additional considerations such as currency movements, regional economic conditions, and regulatory differences. Diversification across countries, industries, and business models is an important component of managing these risks.

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The strategy emphasizes high-quality companies with durable fundamentals to support long-term participation in global equity growth.

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Objective

To deliver long-term capital appreciation by investing in a diversified portfolio of high-quality, growth-oriented companies across U.S. and international markets — capturing opportunities driven by global innovation, industry leadership, and structural economic trends.

GLOBAL OPPORTUNITIES EQUITY STRATEGY