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

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

Slide 1: Firm Overview
Firm Overview March 31, 2022 FOUNDED: 1980 AUM: $4.40 BILLION OWNERSHIP: 100% EMPLOYEE-OWNED AUM by Investment Style 1.3% Value 0.5% 5.3% RESEARCH AND 6.9% Extended CLIENT-ALIGNED PERFORMANCE RESPONSIBLE 27.1% INTERESTS DRIVEN ESG/SRI 11.1% EXPERIENCED Micro Core INDEPENDENT 2.3% Select 45.5% Growth
Slide 2: Investment Strategies
Investment Strategies 10829 Olive Boulevard, St. Louis, MO 63141 1 (800) 859-5462 www.kennedycapital.com Extended Small Cap Small SMID Cap Value Cap Value Mid Cap Value All Cap Value Inception: 4/1/1994 AUM: $2,004 Million Inception: 1/1/1983 Inception: 3/1/2010 Inception: 1/1/2002 Inception: 1/1/20