At Henry James International Management we are a family-owned, boutique international equity manager whose mission is to build winning portfolios by approaching investing through unique angles and by illuminating points of detail that others might miss. Our investment philosophy – the brainchild of Chief Investment Officer and Senior Portfolio Manager James O’Leary (CFA) – sees our portfolio managers meticulously screen our universe of international equities through our signature high-conviction (lower turnover) and lower beta core process that combines our bottom-up quantitative and fundamental stock analysis with a top-down risk mitigating country allocation system. Such an investment strategy not only allows us to view and comprehend equities from a unique perspective, it challenges our portfolio managers to become further absorbed in the layers and brush strokes of our philosophy and build among the most dynamic, disciplined and bold investment portfolios available. James O'Leary launched Henry James International Management in 2013 - our headquarters are in New York City. Henry James International Management's funds include: • HJIM International Select: Our core, medium cap international equity portfolio. • HJIM International Large Cap:Our core large cap international equity portfolio. • HJIM Emerging Markets Large Cap: Our core emerging markets equity portfolio. • HJIM Global Select: Our core medium cap global equity portfolio. • HJIM International ESG Large Cap: Our core large cap international equity portfolio with a rigorous ESG/SRI overlay. Please note: This message is provided for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Past performance is no guarantee of future results.