Eventide Overview

INVESTING THAT MAKES THE WORLD REJOICE ®

We invest in companies.

We believe the best companies create value for shareholders by creating value for others.

1 2 3

Rigorous Approach

We look for companies that are addressing important human needs, are run with sustainable business fundamentals, and have potential yet to be realized by the market.

Enduring Values

We believe that investing based on these enduring values is both better for the world and a superior thesis for investing.

Specialized Team

We are a team of doctors, scientists, chartered financial analysts, accountants, and business school graduates with deep domain and industry experience.

Eventide’s approach to investing is grounded in the belief that people are created with intrinsic dignity. We believe that understanding who people are, how they operate, and how they flourish give us a distinct edge in how we invest.

1

Rigorous Approach

We are intentional about how we invest. We look for companies that are addressing important human needs, have strong business fundamentals, and have potential yet to be realized by the market.

COMPELLING THEMES

STRONG COMPANY FUNDAMENTALS ATTRACTIVE VALUATION

Compelling Themes

We identify themes of human flourishing where emerging trends in the economy are addressing society’s important needs.

Strong Company Fundamentals

We use a framework called Business 360® to assess a company’s long-term competitive advantage. This framework helps us evaluate how each company creates value for six key stakeholders: customers, employees, suppliers, communities, the environment, and society.

Attractive Valuation

Our analysis of themes and fundamentals helps us identify companies at an attractive valuation with potential for investor returns.

We believe value creation for stakeholders is a source of outperformance for shareholders.

Enduring Values

We believe in respecting the life and the dignity of all people.

This means we invest in areas that honor life, like treatments seeking to address challenging diseases. This also means we seek to avoid profiting from anything designed to harm or exploit a life, including abortion services, weaponry, and tobacco.

We believe in preserving justice and peace.

This means we look to invest in companies that are governed by strong ethics. We also take extra precautions when considering companies with ties to countries where we have concerns about human rights abuses.

We believe in the importance of family and community.

This means we look to serve marginalized communities and people. This also means we don’t invest in harmful or addictive products or services such as violent entertainment or pornography.

We believe in responsible management practices.

This means we look to invest in companies with leadership teams that treat their employees, customers, and other stakeholders fairly. This also means we don’t invest in companies with a concerning record of mistreatment, litigation, or regulatory actions.

We believe in environmental stewardship.

This means we look to invest in companies supporting the expansion to cleaner, more efficient sources of energy and companies leading their industry peers toward better stewardship practices. This also means we don’t invest in companies with a concerning record of environmental fines or abuse.

Our approach is driven by a set of investment ideals that we have pursued since the founding of Eventide. We believe that when we invest this way, it is both better for the world and a superior thesis for investing.

OUR EXPERIENCE

Specialized Team

The diverse backgrounds, technical training, and significant real-world, hands-on experience of the investment team spans various industries across the market.

By operational design, the team collaborates to challenge and sharpen each other’s ideas, leading to an enhanced collective perspective.

We are a team with deep domain and industry expertise, bound together by a common conviction that business exists to create value for others.

Finny

Kuruvilla, MD, PhD

Co-Chief Investment Officer, Senior Portfolio Manager, Managing Director, Founding Member

Finny Kuruvilla, MD, PhD, serves as a Co-Chief Investment Officer, Senior Portfolio Manager for Eventide’s strategic growth strategies and healthcare & life sciences strategies, a Managing Director for Eventide’s private investing line of business, as well as Founding Member of Eventide.

Dr. Kuruvilla has a background in healthcare, statistics, and investing. Concurrent with his early years at Eventide, he was a Principal at Clarus Ventures, a healthcare and life sciences venture capital firm subsequently acquired by Blackstone. Earlier in his career, Dr. Kuruvilla was a postdoctoral research fellow at the Broad Institute of Harvard and MIT, where he led the development of a new microarray between the Broad Institute and a publicly-traded company, Affymetrix. Prior to his investing career, Dr. Kuruvilla was resident, chief resident, and fellow at the Brigham and Women’s Hospital and Boston Children’s Hospital.

Dr. Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a SM in Electrical Engineering and Computer Science from MIT, and a BS in Chemistry from Caltech.

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Dolores Bamford, CFA, serves as Co-Chief Investment Officer for Eventide and Senior Portfolio Manager for Eventide’s dividend growth, multi-asset income, and fixed income strategies. Ms. Bamford has over 25 years of investment experience. Prior to joining Eventide in 2019, she was with Goldman Sachs Asset Management for 13 years (2002-2015), most recently as Managing Director and Portfolio Manager on U.S. Value Equity. She also led Goldman Sachs’s U.S. Responsible Equity investments and co-led the Global Sustain Equity investments. Previously, she was with Putnam Investments for 10 years (19922002), where she served as Senior Vice President and Portfolio Manager and Analyst on multiple value investments. Before that, she was with Fidelity Investments (1988-1990), where she served in investment research.

Ms. Bamford holds an S.M. in Management from the MIT Sloan School of Management, a dual-M.A. in Theology and Church History from Gordon-Conwell Theological Seminary, and a B.A. in Economics from Wellesley College. She is a CFA Charterholder and member of the Boston Society of Security Analysts.

How do we apply our values?

Addressing Important Human Needs

WE INVEST in companies that are addressing important human needs. Our investments include companies that are tackling incurable diseases, creating access to clean water, and driving the future of technology.

Shaping Industries

WE ENGAGE with company management teams and industry influencers to help encourage positive corporate behavior and impact entire industries.

Advancing Admirable Companies

WE SEEK to advance companies that succeed by truly benefiting their customers, employees, and other stakeholders.

Eventide strives to honor God and serve its clients by investing in companies that create compelling value for the global common good.

OUR

INVESTMENT PHILOSOPHY

We believe high-quality companies that excel at creating value for others and trade at a discount to intrinsic value offer superior long-term risk-adjusted returns.

This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360®️ approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Eventide uses the trademark (“Investing that makes the world rejoice®️”) in a figurative manner to help explain its focus on serving investors by helping them improve the world. The Adviser’s judgment about the quality and intrinsic value of companies may prove to be incorrect. There is no guarantee that any investment will achieve its objectives, generate positive gains, or avoid losses.