Is This for You?

Purposefully Designed

The AI Value Chain Strategy is a specialized growth allocation built around the belief that artificial intelligence may become an increasingly important part of the global economy and that economic value may accrue unevenly across the businesses enabling its adoption. Because of that focus, the strategy is not intended to serve as a complete portfolio solution. Instead, it is designed to complement a diversified investment portfolio as a targeted allocation to a specific area of opportunity.

Intended Use

This strategy is generally implemented as a satellite allocation alongside broader core holdings. It is designed for investors seeking exposure beyond traditional market-cap-weighted technology indices and who understand that specialized strategies may behave differently than the broader market over shorter periods. Appropriate allocations will vary based on an investor’s objectives, risk tolerance, time horizon, and overall financial circumstances.

Investor Profile

May be appropriate for investors who:

• Have a long-term investment horizon
• Believe artificial intelligence may represent a durable economic transformation
• Seek differentiated exposure beyond traditional technology funds and broad indices
• Understand that periods of volatility and performance dispersion are a natural part of thematic investing
• Value active research, portfolio construction, and ongoing oversight

May be less appropriate for investors who:

• Require current income from their investments
• Have a short investment horizon
• Prefer investments that closely track broad market indices
• Have limited tolerance for volatility or performance variability
• Are seeking a complete portfolio solution rather than a specialized allocation

Thoughtful Implementation

Implementation is evaluated within the context of an investor’s broader financial plan, objectives, risk tolerance, and existing portfolio structure. Because the strategy is intended to complement a diversified portfolio, considerations such as overall assets, existing holdings, liquidity needs, and portfolio concentration are important factors in determining whether the strategy is a good fit.

Our objective is not broad adoption, it's not for everyone. It is thoughtful implementation where the strategy’s purpose, risks, and investment approach align with the needs of the investor.