Craigmillar

Fund Investment Objectives

The Fund's primary objective is capital appreciation over the longer term. The Fund intends to achieve this objective primarily through the investment in companies that are involved in clean technologies that will benefit from the long-term trend of global energy de-carbonization. The Fund intends to invest in a diversified portfolio of stocks of publicly traded companies that broadly represent power technology, sustainable and alternative fuels, hydrogen storage, advanced materials and energy recycling. The investment characteristics are macro energy biased, both value and growth, and all market capitalizations. The Fund looks for opportunities globally and across industries and sectors. The portfolio is expected to be concentrated in single equities but it may invest in ETFs, and short positions to attempt to manage against volatility.