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Analyst Nicolas Rodriguez-Brizuela, recently reviewed the Sustainable Emerging Markets strategy’s second quarter, highlighted a few attractive off-benchmark positions and reflected on what he learned from his EM travels during the quarter.

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

This investor update represents the views and opinions of the speakers as of 29 Jun 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 is 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.

Bolt-on acquisition refers to the acquisition of smaller companies, usually in the same line of business, that presents strategic value.

Securities mentioned, but not listed in the slide presentation are not held in the composite as of the date of this report. This discussion is not intended to be a recommendation of any individual security.

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