NINEPOINT PARTNERS LP

The Adviser's investment advisory business in the United States focuses on managing pooled investment vehicles, known as "Funds," for U.S. residents. These Funds are designed for sophisticated and institutional investors. The Adviser provides discretionary investment advisory services to client accounts, tailoring advice to specific investment objectives and strategies. As of December 31, 2024, the Adviser manages approximately US$3.6 billion in net assets on a discretionary basis. The Adviser has the authority to select brokers or dealers for securities transactions without being required to solicit competitive bids or seek the lowest commission cost. The advisory clients may be paying for research and other services provided by the broker that are included in the commission rate. The Adviser has policies in place to address conflicts of interest related to managing multiple accounts and allocating investment opportunities, ensuring equitable treatment for accounts with similar investment objectives.

The Adviser employs several investment strategies, including buy and hold, fundamental value, global macro, and growth. The buy and hold strategy involves holding securities for a relatively longer period, regardless of short-term market fluctuations. The fundamental value strategy focuses on investing in undervalued asset-oriented securities. The global macro strategy attempts to anticipate global macroeconomic events using discretionary selection. The growth strategy involves selecting securities of companies with above-average earnings growth potential. The Adviser's equity strategies cover a broad range of investment styles, including growth, core, and value, across various capitalization scales and geographic regions. The Adviser also engages in fixed income strategies, investing in debt securities issued by governments and corporations with varying attributes.

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