Equity

The Equity Advantage

Every day, Dynamic’s portfolio managers aim to build concentrated portfolios that deliver differentiated performance beyond the benchmark.

The Dynamic Equity Advantage

While some Canadian fund managers claim to be active, the reality is that they are actually "closet indexers" – charging fees for active management while passively mirroring an index. Unlike closet indexers and passive fund managers, Dynamic's legitimately active portfolio managers have the flexibility to:

Build concentrated, high-conviction portfolios that look nothing like the index;

Exclude certain sectors, geographies or companies to better manage risk and enhance returns;

Utilize capital market tools – such as options, hedges, futures and short-selling – to better manage volatility and enhance returns;

Vary holdings to take advantage of emerging opportunities beyond the benchmark; and

Adjust cash levels during periods of market instability.

Legitimately Active Management®: Three Key Criteria

Understanding Active Share

Active management is a style that fundamentally rejects benchmark hugging and closet indexing. One key criteria of truly active management is active share: the percentage of stocks in a portfolio that are different from those in the benchmark.

When it comes to active share a higher number means more of the portfolio stands out from its index.

It tells us just how active a manager really is; rather than mirroring the benchmark, it measures how far the manager goes beyond it. The fees that you pay for active management should get you exactly that: high active share can help deliver benchmark-beating performance.

Many Dynamic equity fund overview includes the fund's active share percentage to show how the portfolio manager is actively exploiting opportunities beyond the index.

High Conviction Portfolio Management

Historically speaking, investment portfolios that have high industry concentrations typically outperformed their less concentrated benchmarks and peers.

The simplest way to measure a portfolio's concentration is by the number of holdings it has. The lower the number of holdings, the higher the concentration. Portfolios with low concentration, in other words a high number of holdings, are more likely to display muted portfolio performance.

PORTFOLIO CONCENTRATION BY THE NUMBERS

Research shows that concentrated U.S. large-cap equity portfolios outperformed their less concentrated counterparts by 115 bps, U.S. small-cap by 96 bps and EAFE by 163 bps annually, after fees.

	Concentrated (Net avg value added) bps	Unconcentrated (Net avg value added) bps	The Concentrated Advantage bps
U.S. Large-Cap Equity	115	69	-46
U.S. Small-Cap Equity	111	14	96
EAFE Equity	166	3	163

Source: Cambridge Associates LLC, eVestment Alliance, Frank Russell Company, MSCI

LOW R²

R² is a precise measurement that shows the correlation between a fund's performance and that of the benchmark. When it comes to analyzing R², the lower the better.

For example, an R² of 99% means that 99% of the mutual fund's performance is tied to its benchmark. In this example, only 1% of the Fund’s performance came from the manager's active investment choices beyond the benchmark.

R² BY THE NUMBERS

Low R²

(Low correlation to benchmark)

High R²

(High correlation to benchmark)

Research suggests that a portfolio with low R² would likely outperform the benchmark, whereas a portfolio with high R² would likely underperform. In this example, the portfolio with low R² outperformed the benchmark by 3.8% compared to the high R² portfolio which underperformed by -1.2%.

Source: Ahimud & Goyenko

Daily Price $ 04-23-25				Performance % 03-31-25										Annual Return %					Documents
Series	NAV	chg $	chg %	1 yr	3 yrs	5 yrs	10 yrs	Incep	Date	1 mo	3 mo	6 mo	YTD	2024	2023	2022	2021	2020

Canadian Equity 13

This table presents price and performance related information for all Dynamic Funds investment products. And quick access to detailed product information and regulatory documents.
Daily Price $				Performance %										Annual Return %
Series	NAV	chg $	chg %	1 yr	3 yrs	5 yrs	10 yrs	Incep	Date	1 mo	3 mo	6 mo	YTD	2024	2023	2022	2021	2020
Canadian Equity 13

Dynamic Canadian Dividend Fund Total funds $639.34 MM
A Currency	19.7915	0.0704	0.36	8.12	4.85	14.19	8.05	8.38	06/07/78	-1.21	1.28	1.37	1.28	12.24	9.58	-3.29	29.34	4.04	Fund ProfileDynamic Canadian Dividend Fund (A) (opens in new window)	Fund FactsDynamic Canadian Dividend Fund (A) (opens in new window)
F Currency	24.1791	0.0868	0.36	9.54	6.21	15.68	9.44	8.08	04/06/02	-1.09	1.61	2.03	1.61	13.69	11.00	-2.03	31.02	5.33	Fund ProfileDynamic Canadian Dividend Fund (F) (opens in new window)	Fund FactsDynamic Canadian Dividend Fund (F) (opens in new window)
Dynamic Canadian Equity Private Pool Class Total funds $186.14 MM
A Currency	13.6202	0.1039	0.77	5.29	4.69	12.03	-	7.47	10/30/18	-3.48	-1.96	-0.64	-1.96	15.16	9.66	-6.30	23.99	-2.04	Fund ProfileDynamic Canadian Equity Private Pool Class (A) (opens in new window)	Fund FactsDynamic Canadian Equity Private Pool Class (A) (opens in new window)
F Currency	13.0965	0.1003	0.77	6.43	5.83	13.28	5.36	5.19	06/09/14	-3.39	-1.70	-0.11	-1.70	16.41	10.84	-5.27	25.44	-0.97	Fund ProfileDynamic Canadian Equity Private Pool Class (F) (opens in new window)	Fund FactsDynamic Canadian Equity Private Pool Class (F) (opens in new window)
Dynamic Canadian Value Class Total funds $126.61 MM
A Currency	19.2020	0.0921	0.48	7.47	5.94	14.45	5.52	8.17	01/23/01	-1.90	0.58	1.35	0.58	14.97	11.45	-5.41	26.89	5.77	Fund ProfileDynamic Canadian Value Class (A) (opens in new window)	Fund FactsDynamic Canadian Value Class (A) (opens in new window)
F Currency	25.0689	0.1210	0.49	8.69	7.14	15.74	6.71	9.96	03/04/02	-1.80	0.86	1.92	0.86	16.29	12.71	-4.34	28.32	6.96	Fund ProfileDynamic Canadian Value Class (F) (opens in new window)	Fund FactsDynamic Canadian Value Class (F) (opens in new window)
Dynamic Dividend Advantage Class Total funds $135.51 MM
A Currency	15.6455	0.2009	1.30	10.56	4.94	14.56	5.62	7.82	12/13/11	-1.53	-0.20	1.31	-0.20	15.35	6.78	-1.61	29.31	-1.28	Fund ProfileDynamic Dividend Advantage Class (A) (opens in new window)	Fund FactsDynamic Dividend Advantage Class (A) (opens in new window)
F Currency	17.3837	0.2237	1.30	11.89	6.22	15.95	6.87	9.09	12/13/11	-1.44	0.10	1.91	0.10	16.75	8.09	-0.41	30.86	-0.03	Fund ProfileDynamic Dividend Advantage Class (F) (opens in new window)	Fund FactsDynamic Dividend Advantage Class (F) (opens in new window)
Dynamic Dividend Advantage Fund Total funds $596.64 MM
A Currency	12.2954	0.1578	1.30	11.37	5.64	15.27	6.30	8.22	04/07/93	-1.48	-0.02	1.65	-0.02	16.16	7.51	-1.03	30.18	-0.25	Fund ProfileDynamic Dividend Advantage Fund (A) (opens in new window)	Fund FactsDynamic Dividend Advantage Fund (A) (opens in new window)
F Currency	8.5017	0.1092	1.30	12.01	6.22	15.90	6.86	7.38	03/04/02	-1.44	0.11	1.93	0.11	16.83	8.10	-0.50	30.87	0.26	Fund ProfileDynamic Dividend Advantage Fund (F) (opens in new window)	Fund FactsDynamic Dividend Advantage Fund (F) (opens in new window)
Dynamic Dividend Fund Total funds $1.69 B
A Currency	21.8873	0.1180	0.54	9.17	4.38	11.99	7.67	8.33	08/23/85	-2.00	0.24	0.61	0.24	15.82	6.06	-3.84	22.74	1.65	Fund ProfileDynamic Dividend Fund (A) (opens in new window)	Fund FactsDynamic Dividend Fund (A) (opens in new window)
F Currency	16.5403	0.0895	0.54	9.83	4.99	12.66	8.29	8.39	03/04/02	-1.94	0.39	0.91	0.39	16.50	6.68	-3.28	23.47	2.29	Fund ProfileDynamic Dividend Fund (F) (opens in new window)	Fund FactsDynamic Dividend Fund (F) (opens in new window)
Dynamic Equity Income Fund Total funds $3.98 B
A Currency	25.6335	0.1315	0.52	8.23	3.57	11.01	7.22	9.92	07/01/01	-1.95	0.22	0.36	0.22	14.21	5.60	-4.53	21.60	1.10	Fund ProfileDynamic Equity Income Fund (A) (opens in new window)	Fund FactsDynamic Equity Income Fund (A) (opens in new window)
F Currency	12.0550	0.0622	0.52	9.47	4.75	12.27	8.44	10.57	03/04/02	-1.84	0.52	0.94	0.52	15.50	6.79	-3.44	22.98	2.24	Fund ProfileDynamic Equity Income Fund (F) (opens in new window)	Fund FactsDynamic Equity Income Fund (F) (opens in new window)
Dynamic Power Canadian Growth Fund Total funds $677.22 MM
A Currency	50.5158	0.9123	1.84	5.37	9.51	16.82	7.31	8.56	08/27/85	-7.36	-9.80	-4.57	-9.80	36.00	20.99	-17.98	28.82	17.01	Fund ProfileDynamic Power Canadian Growth Fund (A) (opens in new window)	Fund FactsDynamic Power Canadian Growth Fund (A) (opens in new window)
F Currency	25.9596	0.4696	1.84	6.60	10.78	18.17	8.54	9.00	03/04/02	-7.26	-9.54	-4.01	-9.54	37.59	22.38	-17.05	30.32	18.38	Fund ProfileDynamic Power Canadian Growth Fund (F) (opens in new window)	Fund FactsDynamic Power Canadian Growth Fund (F) (opens in new window)
Dynamic Power Small Cap Fund Total funds $120.43 MM
A Currency	25.2670	0.4206	1.69	-3.99	-2.93	15.07	5.03	6.25	12/01/95	-2.68	-7.80	-6.04	-7.80	13.91	-2.78	-20.33	39.56	36.47	Fund ProfileDynamic Power Small Cap Fund (A) (opens in new window)	Fund FactsDynamic Power Small Cap Fund (A) (opens in new window)
F Currency	32.6081	0.5439	1.70	-2.81	-1.74	16.46	6.31	8.08	04/06/02	-2.58	-7.53	-5.47	-7.53	15.30	-1.61	-19.36	41.26	38.12	Fund ProfileDynamic Power Small Cap Fund (F) (opens in new window)	Fund FactsDynamic Power Small Cap Fund (F) (opens in new window)
Dynamic Retirement Income Fund Total funds $189.24 MM
A Currency	11.6088	0.0438	0.38	11.95	2.90	-	-	8.39	01/29/21	-0.81	0.98	3.44	0.98	15.14	2.39	-5.28	-	-	Fund ProfileDynamic Retirement Income Fund (A) (opens in new window)	Fund FactsDynamic Retirement Income Fund (A) (opens in new window)
F Currency	11.5785	0.0440	0.38	13.22	4.07	-	-	9.61	01/29/21	-0.71	1.25	4.02	1.25	16.44	3.54	-4.22	-	-	Fund ProfileDynamic Retirement Income Fund (F) (opens in new window)	Fund FactsDynamic Retirement Income Fund (F) (opens in new window)
Dynamic Small Business Fund Total funds $546.58 MM
A Currency	12.6948	0.1170	0.93	0.52	-1.30	6.65	3.07	6.57	04/28/97	-2.44	-3.44	-2.10	-3.44	11.04	1.50	-17.31	17.57	3.59	Fund ProfileDynamic Small Business Fund (A) (opens in new window)	Fund FactsDynamic Small Business Fund (A) (opens in new window)
F Currency	15.0879	0.1395	0.93	1.67	-0.19	7.85	4.24	6.77	01/11/10	-2.35	-3.18	-1.55	-3.18	12.31	2.65	-16.39	18.92	4.77	Fund ProfileDynamic Small Business Fund (F) (opens in new window)	Fund FactsDynamic Small Business Fund (F) (opens in new window)
Dynamic Value Fund Of Canada Total funds $914.47 MM
A Currency	62.8137	0.3127	0.50	7.64	5.81	14.12	5.39	10.36	07/19/57	-1.90	0.46	1.39	0.46	15.12	11.46	-6.06	26.38	5.98	Fund ProfileDynamic Value Fund Of Canada (A) (opens in new window)	Fund FactsDynamic Value Fund Of Canada (A) (opens in new window)
F Currency	18.4096	0.0922	0.50	8.89	7.03	15.44	6.61	9.06	03/04/02	-1.79	0.74	1.98	0.74	16.46	12.74	-4.99	27.85	7.18	Fund ProfileDynamic Value Fund Of Canada (F) (opens in new window)	Fund FactsDynamic Value Fund Of Canada (F) (opens in new window)
Marquis Institutional Canadian Equity Portfolio Total funds $67.13 MM
A Currency	6.8942	0.0558	0.82	7.64	5.99	12.76	4.98	6.14	11/14/08	-2.86	-2.45	0.52	-2.45	19.35	12.35	-10.97	22.06	2.31	Fund ProfileMarquis Institutional Canadian Equity Portfolio (A) (opens in new window)	Fund FactsMarquis Institutional Canadian Equity Portfolio (A) (opens in new window)
F Currency	13.7256	0.1115	0.82	8.78	7.10	13.95	-	5.93	04/27/15	-2.77	-2.20	1.04	-2.20	20.60	13.52	-10.04	23.34	3.34	Fund ProfileMarquis Institutional Canadian Equity Portfolio (F) (opens in new window)	Fund FactsMarquis Institutional Canadian Equity Portfolio (F) (opens in new window)
U.S. Equity 6

Dynamic American Class Total funds $69.36 MM
A Currency	21.5639	0.2480	1.16	1.70	6.75	8.29	8.81	9.35	03/30/11	-7.46	-7.52	-0.37	-7.52	31.07	9.38	-17.64	7.10	16.05	Fund ProfileDynamic American Class (A) (opens in new window)	Fund FactsDynamic American Class (A) (opens in new window)
A CurrencyUS	15.5287	0.1092	0.71	-4.37	1.81	7.87	7.44	6.36	03/30/11	-6.96	-7.63	-6.37	-7.63	20.40	12.10	-22.98	7.94	17.99	Fund ProfileDynamic American Class (A) (opens in new window)	Fund FactsDynamic American Class (A) (opens in new window)
F Currency	24.7746	0.2857	1.17	2.89	8.00	9.55	10.07	10.61	03/30/11	-7.36	-7.26	0.21	-7.26	32.62	10.65	-16.67	8.34	17.39	Fund ProfileDynamic American Class (F) (opens in new window)	Fund FactsDynamic American Class (F) (opens in new window)
F CurrencyUS	17.8408	0.1260	0.71	-3.25	3.00	9.13	8.69	7.59	03/30/11	-6.87	-7.38	-5.83	-7.38	21.83	13.41	-22.08	9.19	19.32	Fund ProfileDynamic American Class (F) (opens in new window)	Fund FactsDynamic American Class (F) (opens in new window)
Dynamic American Fund Total funds $852.00 MM
A Currency	21.3090	0.2460	1.17	1.63	6.87	8.32	8.84	9.80	08/31/79	-7.46	-7.50	-0.36	-7.50	31.02	9.63	-17.55	7.10	15.89	Fund ProfileDynamic American Fund (A) (opens in new window)	Fund FactsDynamic American Fund (A) (opens in new window)
A CurrencyUS	15.3451	0.1086	0.71	-4.43	1.93	7.91	7.47	7.25	08/01/79	-6.97	-7.60	-6.36	-7.60	20.35	12.36	-22.89	7.93	17.80	Fund ProfileDynamic American Fund (A) (opens in new window)	Fund FactsDynamic American Fund (A) (opens in new window)
F Currency	10.5058	0.1217	1.17	2.87	8.16	9.62	10.14	7.81	03/04/02	-7.36	-7.22	0.24	-7.22	32.62	10.94	-16.57	8.36	17.33	Fund ProfileDynamic American Fund (F) (opens in new window)	Fund FactsDynamic American Fund (F) (opens in new window)
F CurrencyUS	7.5655	0.0539	0.72	-3.26	3.15	9.20	8.76	7.65	01/12/07	-6.86	-7.33	-5.79	-7.33	21.83	13.70	-21.98	9.21	19.20	Fund ProfileDynamic American Fund (F) (opens in new window)	Fund FactsDynamic American Fund (F) (opens in new window)
Dynamic Power American Growth Class Total funds $666.17 MM
A Currency	15.2189	0.6874	4.73	2.63	-3.43	6.50	10.24	8.09	02/01/01	-18.11	-19.07	0.94	-19.07	44.43	18.34	-46.09	10.55	64.46	Fund ProfileDynamic Power American Growth Class (A) (opens in new window)	Fund FactsDynamic Power American Growth Class (A) (opens in new window)
A CurrencyUS	10.9595	0.4477	4.26	-3.49	-7.89	6.09	8.86	8.69	05/01/06	-17.67	-19.16	-5.13	-19.16	32.68	21.29	-49.59	11.41	67.13	Fund ProfileDynamic Power American Growth Class (A) (opens in new window)	Fund FactsDynamic Power American Growth Class (A) (opens in new window)
F Currency	22.2579	1.0059	4.73	3.76	-2.37	7.55	11.38	10.18	03/04/02	-18.05	-18.85	1.50	-18.85	46.03	19.65	-45.50	11.78	65.16	Fund ProfileDynamic Power American Growth Class (F) (opens in new window)	Fund FactsDynamic Power American Growth Class (F) (opens in new window)
F CurrencyUS	16.0284	0.6551	4.26	-2.43	-6.88	7.14	9.97	10.65	03/15/11	-17.61	-18.94	-4.61	-18.94	34.15	22.63	-49.04	12.66	67.92	Fund ProfileDynamic Power American Growth Class (F) (opens in new window)	Fund FactsDynamic Power American Growth Class (F) (opens in new window)
Dynamic Power American Growth Fund Total funds $1.63 B
A Currency	19.1692	0.8713	4.76	2.13	-3.52	6.05	10.05	9.07	07/01/98	-18.38	-19.43	0.50	-19.43	44.57	18.23	-46.36	10.63	62.31	Fund ProfileDynamic Power American Growth Fund (A) (opens in new window)	Fund FactsDynamic Power American Growth Fund (A) (opens in new window)
A CurrencyUS	13.8042	0.5679	4.29	-3.96	-7.98	5.65	8.67	9.36	07/01/98	-17.94	-19.52	-5.55	-19.52	32.81	21.17	-49.84	11.50	65.02	Fund ProfileDynamic Power American Growth Fund (A) (opens in new window)	Fund FactsDynamic Power American Growth Fund (A) (opens in new window)
F Currency	19.8287	0.9018	4.76	3.27	-2.45	7.14	11.21	9.78	03/04/02	-18.30	-19.21	1.07	-19.21	46.20	19.55	-45.77	11.89	63.31	Fund ProfileDynamic Power American Growth Fund (F) (opens in new window)	Fund FactsDynamic Power American Growth Fund (F) (opens in new window)
F CurrencyUS	14.2791	0.5878	4.29	-2.88	-6.96	6.73	9.82	11.09	11/04/03	-17.86	-19.30	-5.01	-19.30	34.30	22.52	-49.29	12.76	65.97	Fund ProfileDynamic Power American Growth Fund (F) (opens in new window)	Fund FactsDynamic Power American Growth Fund (F) (opens in new window)
Dynamic U.S. Equity Income Fund Total funds $434.09 MM
A Currency	15.3569	0.2026	1.34	8.13	8.79	11.95	-	9.47	09/01/16	-4.97	-2.47	0.88	-2.47	19.44	9.66	-5.70	23.78	2.38	Fund ProfileDynamic U.S. Equity Income Fund (A) (opens in new window)	Fund FactsDynamic U.S. Equity Income Fund (A) (opens in new window)
F Currency	15.6349	0.2067	1.34	9.36	9.98	13.10	-	10.70	09/01/16	-4.87	-2.20	1.45	-2.20	20.79	10.81	-4.68	25.11	3.64	Fund ProfileDynamic U.S. Equity Income Fund (F) (opens in new window)	Fund FactsDynamic U.S. Equity Income Fund (F) (opens in new window)
Dynamic U.S. Equity Private Pool Class Total funds $197.28 MM
A Currency	15.8706	0.4135	2.68	5.12	5.29	11.09	-	10.72	10/30/18	-10.95	-10.80	0.25	-10.80	32.82	13.39	-22.66	16.46	28.27	Fund ProfileDynamic U.S. Equity Private Pool Class (A) (opens in new window)	Fund FactsDynamic U.S. Equity Private Pool Class (A) (opens in new window)
F Currency	21.9735	0.5732	2.68	6.27	6.44	12.33	10.06	11.17	06/09/14	-10.86	-10.56	0.80	-10.56	34.28	14.64	-21.80	17.79	29.71	Fund ProfileDynamic U.S. Equity Private Pool Class (F) (opens in new window)	Fund FactsDynamic U.S. Equity Private Pool Class (F) (opens in new window)
North American Equity 2

Dynamic North American Dividend Private Pool Total funds $392.72 MM
A Currency	14.9503	0.1349	0.91	9.11	5.61	12.13	-	9.48	10/30/18	-3.80	-1.77	0.64	-1.77	17.68	5.97	-0.75	22.45	1.98	Fund ProfileDynamic North American Dividend Private Pool (A) (opens in new window)	Fund FactsDynamic North American Dividend Private Pool (A) (opens in new window)
F Currency	14.6983	0.1330	0.91	10.36	6.81	13.41	8.01	8.10	03/09/15	-3.71	-1.50	1.20	-1.50	19.03	7.20	0.37	23.82	3.13	Fund ProfileDynamic North American Dividend Private Pool (F) (opens in new window)	Fund FactsDynamic North American Dividend Private Pool (F) (opens in new window)
Dynamic Sustainable Equity Fund Total funds $2.89 MM
A Currency	10.4005	0.0947	0.92	6.24	-	-	-	7.78	06/28/22	-3.47	0.37	-0.57	0.37	12.39	7.81	-	-	-	Fund ProfileDynamic Sustainable Equity Fund (A) (opens in new window)	Fund FactsDynamic Sustainable Equity Fund (A) (opens in new window)
A CurrencyUS	7.4896	0.0346	0.46	-0.10	-	-	-	3.52	06/28/22	-2.95	0.26	-6.55	0.26	3.25	10.50	-	-	-	Fund ProfileDynamic Sustainable Equity Fund (A) (opens in new window)	Fund FactsDynamic Sustainable Equity Fund (A) (opens in new window)
F Currency	10.4266	0.0952	0.92	7.58	-	-	-	9.13	06/28/22	-3.38	0.64	0.01	0.64	13.93	9.16	-	-	-	Fund ProfileDynamic Sustainable Equity Fund (F) (opens in new window)	Fund FactsDynamic Sustainable Equity Fund (F) (opens in new window)
F CurrencyUS	7.5084	0.0349	0.47	1.17	-	-	-	4.82	06/28/22	-2.87	0.52	-6.01	0.52	4.66	11.88	-	-	-	Fund ProfileDynamic Sustainable Equity Fund (F) (opens in new window)	Fund FactsDynamic Sustainable Equity Fund (F) (opens in new window)
International Equity 3

Dynamic International Discovery Fund Total funds $50.65 MM
A Currency	11.6512	0.0707	0.61	12.43	8.41	-	-	4.93	02/16/21	0.57	12.59	13.45	12.59	16.76	9.25	-25.11	-	-	Fund ProfileDynamic International Discovery Fund (A) (opens in new window)	Fund FactsDynamic International Discovery Fund (A) (opens in new window)
A CurrencyUS	8.3903	0.0132	0.16	5.72	3.39	-	-	1.79	02/16/21	1.11	12.46	6.62	12.46	7.25	11.97	-29.97	-	-	Fund ProfileDynamic International Discovery Fund (A) (opens in new window)	Fund FactsDynamic International Discovery Fund (A) (opens in new window)
F Currency	11.5229	0.0703	0.61	13.69	9.61	-	-	6.09	02/16/21	0.67	12.88	14.06	12.88	18.10	10.44	-24.29	-	-	Fund ProfileDynamic International Discovery Fund (F) (opens in new window)	Fund FactsDynamic International Discovery Fund (F) (opens in new window)
F CurrencyUS	8.2979	0.0133	0.16	6.92	4.53	-	-	2.91	02/16/21	1.21	12.75	7.20	12.75	8.48	13.19	-29.20	-	-	Fund ProfileDynamic International Discovery Fund (F) (opens in new window)	Fund FactsDynamic International Discovery Fund (F) (opens in new window)
Dynamic International Dividend Private Pool Total funds $349.66 MM
A Currency	14.0960	0.1635	1.17	3.88	3.47	8.55	-	7.32	10/30/18	-0.93	5.58	0.31	5.58	0.19	17.91	-17.99	6.39	19.40	Fund ProfileDynamic International Dividend Private Pool (A) (opens in new window)	Fund FactsDynamic International Dividend Private Pool (A) (opens in new window)
F Currency	13.9325	0.1621	1.18	5.06	4.64	9.79	6.87	6.83	03/09/15	-0.83	5.88	0.87	5.88	1.32	19.22	-17.07	7.60	20.90	Fund ProfileDynamic International Dividend Private Pool (F) (opens in new window)	Fund FactsDynamic International Dividend Private Pool (F) (opens in new window)
Dynamic International Equity Fund Total funds $142.86 MM
A Currency	33.1282	0.3420	1.04	3.39	1.31	7.20	4.27	5.94	04/07/93	-1.03	4.60	-1.94	4.60	-0.02	14.32	-20.89	6.25	22.82	Fund ProfileDynamic International Equity Fund (A) (opens in new window)	Fund FactsDynamic International Equity Fund (A) (opens in new window)
A CurrencyUS	23.8564	0.1395	0.59	-2.77	-3.38	6.80	2.96	4.50	06/18/99	-0.50	4.49	-7.84	4.49	-8.16	17.17	-26.02	7.09	24.84	Fund ProfileDynamic International Equity Fund (A) (opens in new window)	Fund FactsDynamic International Equity Fund (A) (opens in new window)
F Currency	14.7360	0.1526	1.05	4.57	2.45	8.42	5.47	5.71	03/04/02	-0.93	4.90	-1.38	4.90	1.11	15.59	-20.01	7.50	24.16	Fund ProfileDynamic International Equity Fund (F) (opens in new window)	Fund FactsDynamic International Equity Fund (F) (opens in new window)
F CurrencyUS	10.6117	0.0624	0.59	-1.66	-2.29	8.01	4.15	3.47	01/12/07	-0.40	4.78	-7.32	4.78	-7.12	18.47	-25.20	8.34	26.16	Fund ProfileDynamic International Equity Fund (F) (opens in new window)	Fund FactsDynamic International Equity Fund (F) (opens in new window)
Global Equity 17

Dynamic Asia Pacific Equity Fund Total funds $37.93 MM
A Currency	22.2207	0.1369	0.62	6.34	-5.82	-1.98	0.83	3.85	04/01/94	-0.30	0.95	-3.15	0.95	3.91	-18.59	-24.58	-11.05	45.37	Fund ProfileDynamic Asia Pacific Equity Fund (A) (opens in new window)	Fund FactsDynamic Asia Pacific Equity Fund (A) (opens in new window)
A CurrencyUS	16.0017	0.0267	0.17	-0.00	-10.18	-2.35	-0.44	1.46	04/05/07	0.23	0.84	-8.98	0.84	-4.55	-16.57	-29.47	-10.35	47.79	Fund ProfileDynamic Asia Pacific Equity Fund (A) (opens in new window)	Fund FactsDynamic Asia Pacific Equity Fund (A) (opens in new window)
F Currency	10.5944	0.0656	0.62	7.53	-4.74	-0.87	1.98	4.92	03/04/02	-0.25	1.19	-2.61	1.19	5.12	-17.62	-23.75	-10.09	47.06	Fund ProfileDynamic Asia Pacific Equity Fund (F) (opens in new window)	Fund FactsDynamic Asia Pacific Equity Fund (F) (opens in new window)
F CurrencyUS	7.6293	0.0130	0.17	1.11	-9.15	-1.25	0.69	1.01	03/15/11	0.28	1.08	-8.47	1.08	-3.44	-15.56	-28.70	-9.38	49.51	Fund ProfileDynamic Asia Pacific Equity Fund (F) (opens in new window)	Fund FactsDynamic Asia Pacific Equity Fund (F) (opens in new window)
Dynamic Blue Chip Equity Fund Total funds $344.24 MM
A Currency	26.3312	0.3954	1.52	5.45	5.90	10.44	8.01	7.38	11/18/87	-1.40	2.19	-1.09	2.19	7.72	15.12	-14.72	10.03	24.20	Fund ProfileDynamic Blue Chip Equity Fund (A) (opens in new window)	Fund FactsDynamic Blue Chip Equity Fund (A) (opens in new window)
F Currency	16.8249	0.2532	1.53	6.65	7.09	11.69	9.24	8.61	03/04/02	-1.30	2.47	-0.53	2.47	8.95	16.41	-13.75	11.28	25.61	Fund ProfileDynamic Blue Chip Equity Fund (F) (opens in new window)	Fund FactsDynamic Blue Chip Equity Fund (F) (opens in new window)
Dynamic Emerging Markets Equity Fund Total funds $96.21 MM
A Currency	5.6686	0.0831	1.49	3.98	-2.47	-	-	-12.00	03/01/21	-0.19	3.59	3.41	3.59	2.73	-10.72	-12.81	-	-	Fund ProfileDynamic Emerging Markets Equity Fund (A) (opens in new window)	Fund FactsDynamic Emerging Markets Equity Fund (A) (opens in new window)
A CurrencyUS	4.0821	0.0417	1.03	-2.22	-6.99	-	-	-14.64	03/01/21	0.34	3.47	-2.81	3.47	-5.63	-8.50	-18.46	-	-	Fund ProfileDynamic Emerging Markets Equity Fund (A) (opens in new window)	Fund FactsDynamic Emerging Markets Equity Fund (A) (opens in new window)
F Currency	5.9363	0.0872	1.49	5.18	-1.35	-	-	-11.01	03/01/21	-0.09	3.89	4.02	3.89	3.92	-9.66	-11.87	-	-	Fund ProfileDynamic Emerging Markets Equity Fund (F) (opens in new window)	Fund FactsDynamic Emerging Markets Equity Fund (F) (opens in new window)
F CurrencyUS	4.2749	0.0438	1.04	-1.09	-5.91	-	-	-13.69	03/01/21	0.45	3.77	-2.24	3.77	-4.54	-7.41	-17.59	-	-	Fund ProfileDynamic Emerging Markets Equity Fund (F) (opens in new window)	Fund FactsDynamic Emerging Markets Equity Fund (F) (opens in new window)
Dynamic European Equity Fund Total funds $30.42 MM
A Currency	40.8640	0.4537	1.12	8.19	7.14	9.86	4.93	4.87	06/19/89	-0.47	6.78	3.84	6.78	7.59	20.27	-25.30	10.48	9.32	Fund ProfileDynamic European Equity Fund (A) (opens in new window)	Fund FactsDynamic European Equity Fund (A) (opens in new window)
A CurrencyUS	29.4271	0.1951	0.67	1.74	2.18	9.45	3.61	1.21	04/05/07	0.07	6.66	-2.41	6.66	-1.17	23.26	-30.15	11.35	11.11	Fund ProfileDynamic European Equity Fund (A) (opens in new window)	Fund FactsDynamic European Equity Fund (A) (opens in new window)
F Currency	14.3400	0.1596	1.13	9.39	8.31	11.06	6.10	5.06	03/04/02	-0.37	7.08	4.41	7.08	8.78	21.59	-24.51	11.68	10.47	Fund ProfileDynamic European Equity Fund (F) (opens in new window)	Fund FactsDynamic European Equity Fund (F) (opens in new window)
F CurrencyUS	10.3266	0.0688	0.67	2.87	3.30	-	-	-1.72	01/27/22	0.17	6.96	-1.87	6.96	-0.08	24.62	-	-	-	Fund ProfileDynamic European Equity Fund (F) (opens in new window)	Fund FactsDynamic European Equity Fund (F) (opens in new window)
Dynamic Global Discovery Class Total funds $130.02 MM
A Currency	20.9776	0.2009	0.97	5.86	6.83	8.63	7.79	6.62	09/25/07	-5.23	-1.67	5.42	-1.67	25.17	8.22	-20.19	12.68	15.64	Fund ProfileDynamic Global Discovery Class (A) (opens in new window)	Fund FactsDynamic Global Discovery Class (A) (opens in new window)
A CurrencyUS	15.1065	0.0771	0.51	-0.46	1.88	8.21	6.43	4.43	09/25/07	-4.72	-1.79	-0.94	-1.79	14.98	10.92	-25.36	13.57	17.54	Fund ProfileDynamic Global Discovery Class (A) (opens in new window)	Fund FactsDynamic Global Discovery Class (A) (opens in new window)
F Currency	24.8532	0.2388	0.97	7.12	8.08	9.89	9.02	7.82	10/01/07	-5.12	-1.39	6.04	-1.39	26.66	9.48	-19.26	13.97	16.93	Fund ProfileDynamic Global Discovery Class (F) (opens in new window)	Fund FactsDynamic Global Discovery Class (F) (opens in new window)
F CurrencyUS	17.8974	0.0918	0.52	0.72	3.07	9.47	7.65	7.03	03/15/11	-4.62	-1.51	-0.35	-1.51	16.35	12.20	-24.50	14.86	18.85	Fund ProfileDynamic Global Discovery Class (F) (opens in new window)	Fund FactsDynamic Global Discovery Class (F) (opens in new window)
Dynamic Global Discovery Fund Total funds $954.34 MM
A Currency	43.6853	0.4204	0.97	6.24	7.03	8.77	7.84	7.51	11/08/00	-5.25	-1.59	5.69	-1.59	25.61	8.12	-19.98	12.44	16.00	Fund ProfileDynamic Global Discovery Fund (A) (opens in new window)	Fund FactsDynamic Global Discovery Fund (A) (opens in new window)
A CurrencyUS	31.4588	0.1619	0.52	-0.10	2.08	8.36	6.48	5.58	05/01/06	-4.74	-1.70	-0.67	-1.70	15.39	10.81	-25.17	13.32	17.89	Fund ProfileDynamic Global Discovery Fund (A) (opens in new window)	Fund FactsDynamic Global Discovery Fund (A) (opens in new window)
F Currency	54.4126	0.5253	0.97	7.47	8.27	10.03	9.09	8.86	04/06/02	-5.16	-1.31	6.29	-1.31	27.06	9.37	-19.06	13.74	17.34	Fund ProfileDynamic Global Discovery Fund (F) (opens in new window)	Fund FactsDynamic Global Discovery Fund (F) (opens in new window)
F CurrencyUS	39.1838	0.2028	0.52	1.06	3.26	9.61	7.72	6.83	01/12/07	-4.65	-1.42	-0.10	-1.42	16.72	12.10	-24.31	14.63	19.26	Fund ProfileDynamic Global Discovery Fund (F) (opens in new window)	Fund FactsDynamic Global Discovery Fund (F) (opens in new window)
Dynamic Global Dividend Class Total funds $694.57 MM
A Currency	23.7224	0.2430	1.03	3.04	4.14	6.84	8.20	6.84	01/15/07	-6.60	-4.82	2.09	-4.82	24.51	3.50	-18.00	14.11	11.91	Fund ProfileDynamic Global Dividend Class (A) (opens in new window)	Fund FactsDynamic Global Dividend Class (A) (opens in new window)
A CurrencyUS	17.0831	0.0986	0.58	-3.11	-0.68	6.43	6.83	5.64	01/15/07	-6.10	-4.93	-4.06	-4.93	14.38	6.08	-23.32	15.00	13.78	Fund ProfileDynamic Global Dividend Class (A) (opens in new window)	Fund FactsDynamic Global Dividend Class (A) (opens in new window)
F Currency	28.7181	0.2950	1.04	4.18	5.29	8.02	9.43	8.04	01/15/07	-6.51	-4.56	2.65	-4.56	25.90	4.64	-17.10	15.38	13.13	Fund ProfileDynamic Global Dividend Class (F) (opens in new window)	Fund FactsDynamic Global Dividend Class (F) (opens in new window)
F CurrencyUS	20.6806	0.1199	0.58	-2.04	0.41	7.61	8.06	7.87	03/15/11	-6.01	-4.67	-3.53	-4.67	15.65	7.24	-22.48	16.28	14.97	Fund ProfileDynamic Global Dividend Class (F) (opens in new window)	Fund FactsDynamic Global Dividend Class (F) (opens in new window)
Dynamic Global Dividend Fund Total funds $4.74 B
A Currency	23.3205	0.2387	1.03	3.05	4.17	6.85	8.22	7.24	02/13/06	-6.63	-4.84	2.07	-4.84	24.57	3.70	-18.11	14.04	11.89	Fund ProfileDynamic Global Dividend Fund (A) (opens in new window)	Fund FactsDynamic Global Dividend Fund (A) (opens in new window)
A CurrencyUS	16.7936	0.0967	0.58	-3.10	-0.65	6.45	6.86	5.94	03/03/06	-6.13	-4.94	-4.07	-4.94	14.43	6.28	-23.42	14.93	13.74	Fund ProfileDynamic Global Dividend Fund (A) (opens in new window)	Fund FactsDynamic Global Dividend Fund (A) (opens in new window)
F Currency	26.5807	0.2729	1.04	4.20	5.33	8.04	9.47	8.46	03/06/06	-6.54	-4.57	2.64	-4.57	25.96	4.84	-17.20	15.31	13.19	Fund ProfileDynamic Global Dividend Fund (F) (opens in new window)	Fund FactsDynamic Global Dividend Fund (F) (opens in new window)
F CurrencyUS	19.1414	0.1109	0.58	-2.01	0.45	7.63	8.10	7.12	01/12/07	-6.04	-4.68	-3.53	-4.68	15.71	7.45	-22.57	16.21	15.05	Fund ProfileDynamic Global Dividend Fund (F) (opens in new window)	Fund FactsDynamic Global Dividend Fund (F) (opens in new window)
Dynamic Global Equity Fund Total funds $1.22 B
A Currency	19.9891	0.2743	1.39	2.95	4.68	9.95	7.73	8.46	11/29/13	-1.36	1.88	-2.93	1.88	4.49	16.74	-15.40	10.19	24.04	Fund ProfileDynamic Global Equity Fund (A) (opens in new window)	Fund FactsDynamic Global Equity Fund (A) (opens in new window)
F Currency	20.4541	0.2813	1.39	4.13	5.87	11.19	8.98	9.72	11/29/13	-1.25	2.18	-2.37	2.18	5.68	18.06	-14.46	11.44	25.38	Fund ProfileDynamic Global Equity Fund (F) (opens in new window)	Fund FactsDynamic Global Equity Fund (F) (opens in new window)
Dynamic Global Equity Income Fund Total funds $683.82 MM
A Currency	12.2532	0.1733	1.43	13.62	9.37	10.92	-	7.38	09/01/16	-2.22	4.03	6.88	4.03	17.44	8.90	-4.21	14.47	-1.08	Fund ProfileDynamic Global Equity Income Fund (A) (opens in new window)	Fund FactsDynamic Global Equity Income Fund (A) (opens in new window)
A CurrencyUS	8.8238	0.0854	0.98	6.85	4.31	10.50	-	5.10	11/24/17	-1.70	3.91	0.45	3.91	7.88	11.61	-10.42	15.37	0.58	Fund ProfileDynamic Global Equity Income Fund (A) (opens in new window)	Fund FactsDynamic Global Equity Income Fund (A) (opens in new window)
F Currency	12.3248	0.1748	1.44	14.90	10.58	12.13	-	8.56	09/01/16	-2.13	4.31	7.49	4.31	18.76	10.09	-3.17	15.69	-0.05	Fund ProfileDynamic Global Equity Income Fund (F) (opens in new window)	Fund FactsDynamic Global Equity Income Fund (F) (opens in new window)
F CurrencyUS	8.8754	0.0863	0.98	8.05	5.47	11.71	-	6.24	11/24/17	-1.60	4.20	1.02	4.20	9.09	12.83	-9.45	16.59	1.57	Fund ProfileDynamic Global Equity Income Fund (F) (opens in new window)	Fund FactsDynamic Global Equity Income Fund (F) (opens in new window)
Dynamic Global Equity Private Pool Class Total funds $1.67 B
A Currency	16.6492	0.3714	2.28	8.41	6.08	10.79	-	9.84	10/30/18	-6.05	-1.87	4.91	-1.87	22.75	15.91	-25.46	8.86	36.53	Fund ProfileDynamic Global Equity Private Pool Class (A) (opens in new window)	Fund FactsDynamic Global Equity Private Pool Class (A) (opens in new window)
F Currency	23.7699	0.5310	2.28	9.54	7.17	11.91	9.89	10.26	06/09/14	-5.97	-1.63	5.42	-1.63	24.03	17.08	-24.69	9.96	37.92	Fund ProfileDynamic Global Equity Private Pool Class (F) (opens in new window)	Fund FactsDynamic Global Equity Private Pool Class (F) (opens in new window)
Dynamic Power Global Growth Class Total funds $1.97 B
A Currency	18.0398	0.6668	3.84	6.93	-4.62	5.50	6.34	7.31	01/23/01	-13.09	-10.89	3.39	-10.89	31.15	17.20	-50.63	2.85	90.15	Fund ProfileDynamic Power Global Growth Class (A) (opens in new window)	Fund FactsDynamic Power Global Growth Class (A) (opens in new window)
A CurrencyUS	12.9909	0.4236	3.37	0.56	-9.03	5.10	5.00	6.73	05/01/06	-12.63	-10.99	-2.83	-10.99	20.48	20.12	-53.83	3.65	93.34	Fund ProfileDynamic Power Global Growth Class (A) (opens in new window)	Fund FactsDynamic Power Global Growth Class (A) (opens in new window)
F Currency	24.9767	0.9240	3.84	8.14	-3.54	6.67	7.52	9.27	03/04/02	-13.01	-10.64	3.97	-10.64	32.64	18.52	-50.08	4.02	92.13	Fund ProfileDynamic Power Global Growth Class (F) (opens in new window)	Fund FactsDynamic Power Global Growth Class (F) (opens in new window)
F CurrencyUS	17.9863	0.5871	3.37	1.69	-8.01	6.27	6.18	7.10	03/15/11	-12.54	-10.74	-2.28	-10.74	21.84	21.47	-53.32	4.83	95.29	Fund ProfileDynamic Power Global Growth Class (F) (opens in new window)	Fund FactsDynamic Power Global Growth Class (F) (opens in new window)
DynamicEdge Equity Class Portfolio Total funds $68.05 MM
A Currency	20.8018	0.3212	1.57	6.06	3.75	9.98	6.86	6.61	02/19/08	-5.51	-3.60	0.65	-3.60	19.78	10.16	-19.47	14.12	22.39	Fund ProfileDynamicEdge Equity Class Portfolio (A) (opens in new window)	Fund FactsDynamicEdge Equity Class Portfolio (A) (opens in new window)
A CurrencyUS	14.9799	0.1647	1.11	-0.27	-1.05	9.57	5.52	4.46	02/19/08	-5.00	-3.71	-5.41	-3.71	10.03	12.91	-24.69	15.01	24.39	Fund ProfileDynamicEdge Equity Class Portfolio (A) (opens in new window)	Fund FactsDynamicEdge Equity Class Portfolio (A) (opens in new window)
F Currency	24.1946	0.3743	1.57	7.25	4.88	11.18	8.01	7.75	02/19/08	-5.42	-3.33	1.21	-3.33	21.11	11.34	-18.60	15.35	23.76	Fund ProfileDynamicEdge Equity Class Portfolio (F) (opens in new window)	Fund FactsDynamicEdge Equity Class Portfolio (F) (opens in new window)
F CurrencyUS	17.4231	0.1920	1.11	0.85	0.03	10.76	6.66	5.55	02/19/08	-4.91	-3.44	-4.88	-3.44	11.25	14.12	-23.88	16.25	25.77	Fund ProfileDynamicEdge Equity Class Portfolio (F) (opens in new window)	Fund FactsDynamicEdge Equity Class Portfolio (F) (opens in new window)
DynamicEdge Equity Portfolio Total funds $442.45 MM
A Currency	28.0493	0.4378	1.59	6.09	4.11	10.40	6.98	6.56	02/19/08	-5.37	-3.41	0.70	-3.41	19.57	10.38	-18.54	14.34	22.58	Fund ProfileDynamicEdge Equity Portfolio (A) (opens in new window)	Fund FactsDynamicEdge Equity Portfolio (A) (opens in new window)
A CurrencyUS	20.1990	0.2254	1.13	-0.23	-0.70	9.98	5.63	4.41	02/19/08	-4.87	-3.52	-5.36	-3.52	9.84	13.13	-23.82	15.23	24.57	Fund ProfileDynamicEdge Equity Portfolio (A) (opens in new window)	Fund FactsDynamicEdge Equity Portfolio (A) (opens in new window)
F Currency	33.2494	0.5200	1.59	7.28	5.28	11.64	8.18	7.75	02/19/08	-5.28	-3.15	1.26	-3.15	20.92	11.62	-17.63	15.64	23.93	Fund ProfileDynamicEdge Equity Portfolio (F) (opens in new window)	Fund FactsDynamicEdge Equity Portfolio (F) (opens in new window)
F CurrencyUS	23.9437	0.2679	1.13	0.88	0.41	11.22	6.82	5.59	02/19/08	-4.77	-3.26	-4.84	-3.26	11.08	14.40	-22.97	16.54	25.95	Fund ProfileDynamicEdge Equity Portfolio (F) (opens in new window)	Fund FactsDynamicEdge Equity Portfolio (F) (opens in new window)
Marquis Equity Portfolio Total funds $93.05 MM
A Currency	31.0575	0.4416	1.44	7.98	5.26	10.09	5.91	6.48	08/12/03	-5.19	-2.93	2.04	-2.93	21.06	10.63	-17.73	14.64	10.86	Fund ProfileMarquis Equity Portfolio (A) (opens in new window)	Fund FactsMarquis Equity Portfolio (A) (opens in new window)
F Currency	21.9412	0.3126	1.45	9.19	6.42	11.30	7.10	8.80	07/23/13	-5.10	-2.67	2.60	-2.67	22.42	11.84	-16.83	15.89	12.07	Fund ProfileMarquis Equity Portfolio (F) (opens in new window)	Fund FactsMarquis Equity Portfolio (F) (opens in new window)
Marquis Institutional Equity Portfolio Total funds $26.10 MM
A Currency	18.1111	0.2730	1.53	5.22	5.45	10.85	6.74	6.38	08/12/03	-5.63	-3.81	-0.20	-3.81	19.38	14.12	-19.34	14.34	17.55	Fund ProfileMarquis Institutional Equity Portfolio (A) (opens in new window)	Fund FactsMarquis Institutional Equity Portfolio (A) (opens in new window)
F Currency	20.7368	0.3132	1.53	6.40	6.65	12.12	-	8.13	04/27/15	-5.53	-3.55	0.37	-3.55	20.74	15.41	-18.42	15.67	18.91	Fund ProfileMarquis Institutional Equity Portfolio (F) (opens in new window)	Fund FactsMarquis Institutional Equity Portfolio (F) (opens in new window)
Marquis Institutional Global Equity Portfolio Total funds $185.40 MM
A Currency	7.9303	0.1437	1.85	4.26	5.32	10.06	7.50	10.06	11/14/08	-6.78	-4.38	-0.46	-4.38	19.50	15.02	-22.74	11.23	24.47	Fund ProfileMarquis Institutional Global Equity Portfolio (A) (opens in new window)	Fund FactsMarquis Institutional Global Equity Portfolio (A) (opens in new window)
F Currency	14.3924	0.2612	1.85	5.45	6.52	11.30	8.85	9.85	03/25/14	-6.69	-4.11	0.10	-4.11	20.86	16.33	-21.87	12.47	25.88	Fund ProfileMarquis Institutional Global Equity Portfolio (F) (opens in new window)	Fund FactsMarquis Institutional Global Equity Portfolio (F) (opens in new window)

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Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual fund investments are not guaranteed, their values change frequently and past performance may not be repeated.
The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information. To the extent this document contains information or data obtained from third party sources, it is believed to be accurate and reliable as of the date of publication, but 1832 Asset Management L.P. does not guarantee its accuracy or reliability.
Dynamic Funds® and Legitimately Active Management® are registered trademarks of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P. © Copyright 2025 The Bank of Nova Scotia. All rights reserved.

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Every day, Dynamic’s portfolio managers aim to build concentrated portfolios that deliver differentiated performance beyond the benchmark.

Legitimately Active Management®: Three Key Criteria

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