Evolutionary Tree Innovators Fund (INVNX)

The Evolutionary Tree Innovators Fund (INVNX; the “Fund”) seeks to achieve long-term growth of capital. The Fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depositary Receipts (“ADRs”). The Fund’s portfolio will be non-diversified. We select leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the Fund’s portfolio. In addition to contributing to sustaining growth for leading innovative businesses, new innovations may also enable leading innovators to take market share, create competitive advantage relative to competitors, and/or enhance profitability over time. Taken together, we believe that innovation is a fundamental root cause and driver of sustainable growth.

Innovation Drives Value Creation and Evolution Across the Economy

Our philosophy is built on the belief that wealth creation is fundamentally driven by key innovations that power the evolution of technology, industries, and the economy as a whole. Everything evolves over time, and this progressive and sometimes discontinuous change can create multi-year growth and investment opportunities.

We live in an age where the pace of innovation, and thus evolution, is accelerating. We believe a focused research effort on leading companies developing important innovations, and benefiting from secular trends and evolutionary shifts, enables us to build high-quality, concentrated portfolios that are positioned to create long-term value for our clients.

Most investors intuitively sense the power and impact of innovation in their lives, but struggle to find appropriate ways to invest. Our objective is to provide an attractive pathway for investing in profound innovation and evolutionary shifts.

Innovation Drives Value Creation and Evolution Across the Economy