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SMALL-CAP 130/30

Bloomberg ID:  CCSC130 <Equity>       Morningstar ID:  F00000V3XE

The Constantia Capital Small-Cap 130/30 strategy is designed to exceed its benchmark, the Russell 2000 index, by 300 bps annualized after fees over a full market cycle, with moderate risk relative to the benchmark.

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Risk Controls Relative to Benchmark⁴

¹ Ex-Ante i.e. based on forward looking estimates at time of rebalancing
² Discounted fees are available to accounts over $25 million.
³ Performance Fee is charged on excess over benchmark, with high-water marks, and available only to qualified
  clients as defined by Rule 205-3 of the Investment Advisers Act of 1940 (17 CFR 275.205-3).
⁴  At time of rebalancing

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