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VICTORY THB ASSET MANAGEMENT

U.S. SMALLER COMPANIES AND MID-CAP STRATEGIES

Founded in 1982, THB Asset Management (THB) is a boutique investment firm specializing in long-only micro, small and mid-cap equity strategies in the US and international markets. THB provides access to its key strategies to investors in the US, Europe and Australia. With its robust and long-serving team of portfolio managers, THB’s investment philosophy is based on a disciplined, yet active approach, using qualitative and quantitative proprietary tools that deliver efficient diversification. Environmental, social and governance (‘ESG’) considerations have long been embedded in THB’s approach to investing and it is a signatory of the UN Principles for Responsible Investment and the Montreal Carbon Pledge.

Headquartered in Norwalk, Connecticut, THB is an investment franchise of Victory Capital. Listed on the NASDAQ (Ticker: VCTR), Victory Capital is a diversified global asset management firm that operates a business model that combines boutique investment qualities with the benefits of a fully integrated, centralised operating and distribution platform.

The THB Funds are on the Carolon Investment Funds plc UCITS platform and the distributor into the UK is Carolon Capital UK Ltd.

LEGAL AND POLICIES

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