Kennedy Capital Small Cap Value Fund Institutional Class — Kennedy Capital ESG SMID Cap Fund — Fact Sheet (March 2022)

3 slides from Kennedy Capital Small Cap Value Fund Institutional Class's fact sheet, Mar 31, 2022

Slide 1: ESG SMID Cap Fund (KESGX)
Kennedy Capital ESG SMID Cap Fund (KESGX) 1 Environmental | Social | Governance Data as of March 31, 2022 As compared OBJECTIVE PERFORMANCE (Net of Fees as of 3/31/22) to the benchmark, The Fund investment objective is capital appreciation. ESG SMID Cap has: Since Inception 3-Month Year-To-Date 1-Ye
Slide 2: How We Define ESG Characteristics
Kennedy Capital ESG SMID Cap Fund HOW WE DEFINE ESG CHARACTERISTICS Emphasize companies that leverage a key environmental advantage RUSSELL KESGX vs. their peers. Significantly lower carbon footprint vs. benchmark. 2500™ ENVIRONMENTAL Carbon Emissions (Scope1 Wtd. Avg., mt.) 4 96,793 810,694 Emphasi
Slide 3: Kennedy Capital ESG SMID Cap Fund
Kennedy Capital ESG SMID Cap Fund 5.) The Governance Score refers to the ISS Governance QualityScore, which is derived from publicly disclosed data on a company’s governance practices and for which a lower score is preferable and a score 10 is considered high risk. The ISS QualityScore is a decile r