Chris Smith, portfolio manager of the Antero Peak Group, provides and overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.

loading...

This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains standardized composite performance and other important information. Access “Slides” to view.

This investor update represents the views and opinions of Chris Smith, Antero Peak Strategy portfolio manager as of 13 April 2022, which are based on current market conditions, will fluctuate, and are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Institute of Supply Management (ISM); Original Equipment Manufacturer (OEM).

F.A.N.G. is an acronym referring to the stocks of four prominent American technology companies—Meta (FB) (formerly Facebook), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG). Return on invested capital (ROIC) is a calculation used to assess a company's efficiency at allocating the capital under its control to profitable investments. Capital expenditures (CapEx) are funds used by a company to acquire, upgrade, and maintain physical assets such as property, plants, buildings, technology, or equipment.

Clarification: The total net inflows across the broader Antero Peak Group product suite are $218 million as of 31 March 2022.

Past performance does not guarantee future results. Current and future portfolio holdings are subject to risk.