Investment Objective

Our goal in the TIM Global Growth equity portfolios is to provide superior risk-adjusted returns and long-term capital appreciation and to outperform relative benchmarks such as the MSCI World Growth Index over a full market cycle (typically 3-5 years).

Philosophy

• Fundamental and research driven approach to investing in large company global growth stocks
• Team oriented investment decision-making process encompassing in-house research
• Identify catalysts for secular and fundamental change
• Companies that exhibit: sustainable business models, superior managements and substantial increases in discretionary free cash flow
• Attractive valuations based on discounted cash flow analysis

Portfolio Structure

• Concentrated portfolio of typically 25-35 securities
• Minimum market cap of $3 billion; no maximum market cap
• Broadly diversified by country, industry and sector
• Primarily invested in developed markets
• Average target weights by Region:
50% North America; 35% Greater Europe; and 15% Greater Asia
• Annual portfolio turnover range typically 20-40%
• Fully invested

For performance or further information on TIM's Global Growth equity product, please contact TIM at 866-923-3155.