Machine Intelligence Dynamic Small Cap

Approach

A dynamic strategy that seeks to identify high quality small cap companies with strong potential to out-perform. Applies the latest machine intelligence tools to conduct a deep analysis of financial, fundamental and ESG qualities of over 2,000 companies and to generate a high conviction portfolio without static style or factor biases.

Key Benefits

Differentiated strategy that combines the depth & rigor of fundamental analysis with the breadth & scalability machine learning brings
Disciplined yet dynamic process that takes advantage of mispriced and overlooked stock opportunities and sidesteps human emotion
Robust risk management including active screens for negative events, controversies, crowding and ESG Risks
Stable, experienced team dedicated to AI investing for over a decade
Aims to provide returns uncorrelated to most investment strategies

Performance

As of 9/30/25	1 Month	3 Month	YTD	1yr	3yr	5yr	10yr	Since Inception (1/01/21)
Gross	1.16	8.76	7.21	8.22	16.82	-	-	8.13
Net	1.10	8.56	6.61	7.42	15.96	-	-	7.32
Index*	3.11	12.39	10.39	10.76	15.21	-	-	5.94

* Russell 2000 Index

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.