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*f/k/a TCM U.S. Equity Smart Index Strategy. On or about August 4, 2021, the name of the strategy was changed from TCM U.S. Equity Smart Index strategy to TCM LHA Tactical Beta strategy. The change in strategy name was not accompanied by any change to the components of the investment strategy, the portfolio managers, or the key principles involved but was simply a realignment in the naming convention.
Little Harbor Advisors, LLC has an exclusive license to employ and market the Tactical Beta Strategy, the Tactical Q Strategy, and the Alpha Seeker Strategy.