Opportunity Growth

The Opportunity Growth mandate will pursue the objective of capital appreciation by investing at least 70% of assets in equity securities, without regard to whether they could be described as “growth” or “value”, and invests in a range of market capitalizations that could include small-cap, mid-cap, and large-cap. Equity holdings of the account may include common stock, warrants, convertible bonds, preferred stock or a limited allocation of foreign equity. Up to 30% of assets may be invested in fixed income securities including lower-quality, high-yield corporate debt.