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We are pleased to announce that our innovation-focused smid-cap growth portfolio, Darwin Emerging Innovators, delivered a top-ten performance relative to the PSN Mid Cap Growth Universe over the trailing three-year period. *See important information below about gross and net performance.

Evolutionary Tree’s Darwin Emerging Innovators Portfolio ranked #7 out of 142 strategies in PSN’s Mid Cap Growth category. Despite a severe bear market, particularly for innovation and growth-oriented equities, Darwin remains in the top 10 for its trailing 3-year track record (Darwin was launched in October 2019). Our investment approach and team are focused on identifying emerging and mid-stage innovators that meet our 8 criteria earlier in their growth cycles. We strive to identify leading innovators regardless of size, and the Darwin portfolio holds some of our best ideas within the smid-cap universe.

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Darwin’s focus on quality innovators differentiates it from competing innovation and growth strategies.

We are not just focused on investing in innovation; rather, we’re focused on finding quality innovators that have leadership positions, competitive advantages, and strong balance sheets that enable them to fund and sustain their growth.

With the significant pullback in Darwin’s performance this year, we believe this strategy is attractively valued. In our view, the Darwin Small/Mid-Cap Innovation and Growth Strategy offers not only access to quality innovative businesses, but also good value relative to the strength of the underlying business fundamentals across the portfolio.

To learn about the resilient fundamentals we’re seeing in many of the quality innovators in Darwin and our other portfolios, read our recent blog post.
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The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. If performance is shown, it is based on a composite of actual trading in client accounts, but is not necessarily reflective of the performance of any individual client account. Differences in account size, timing of transactions, and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance does not guarantee future results. Any projections, outlooks, or estimates contained herein are forward looking statements based on specific assumptions that are current as of the date indicated, subject to change without notice, and should not be construed as indicative of any actual events that have occurred or may occur. The inclusion of particular investments is not intended to represent, and should not be interpreted to imply, a past or current specific recommendation to purchase or sell a security and should be considered in the context of an overall portfolio. Investing in equity securities involves risk and principal loss is possible. Nothing contained herein constitutes investment, legal, tax, or other advice and should not be relied upon in making an investment or other decision. Investors should always obtain and read up-to-date investment services material before deciding whether to appoint an investment advisor.