This proprietary model aims to actively invest in domestic equities, ETFs, and funds with a primary focus on long-term capital growth. This strategy targets businesses with a competitive advantage and sustainable earnings growth.

Investment Strategy:

• Targeted, High-Quality Companies:
  Focuses on businesses with a clear competitive advantage and sustainable earnings potential.
• Concentrated Portfolio Approach:
  Builds a focused portfolio of carefully selected companies to maximize growth opportunities.
• Strong Financial Performance:
  Invests in companies with high returns on capital and consistent double-digit total returns.
• Adaptability in Volatile Markets:
  Flexibility for higher turnover during periods of market volatility, ensuring alignment with changing economic and market conditions.

To ensure informed decision-making, MPW Strategy uses a range of in-depth fundamental and technical research platforms.

Research Platforms:

• Comprehensive Research Reports:
  Utilizes insights from multiple institutional research firms providing daily and weekly macroeconomic, sector, and individual company analysis.
• Actionable Investment Ideas:
  Leverages research to identify relevant trends and opportunities, guiding investment decisions and portfolio adjustments.

This strategy aims to drive long-term capital appreciation while incorporating investments that return capital through dividends. It primarily invests in domestic growth and value equities, ETFs, and funds.

Investment Strategy:

• Dual Focus on Growth and Income:
  Combines growth-oriented companies with those providing consistent dividend returns.
• Focused Investment Selection:
  Builds a concentrated portfolio of companies that show both growth potential and the ability to increase dividends over time.
• Financially Strong Businesses:
  Prioritizes companies with high returns on capital and sustainable, double-digit total returns.
• Responsive to Market Conditions:
  Offers flexibility to adjust the portfolio during periods of volatility, driven by significant shifts in the market or economy.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Exchange-traded funds and mutual funds are sold only by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information about the investment company. Prospectus can be obtained by calling (add telephone number). Be sure to read prospectus carefully before deciding to invest.