Institutional Separately Managed Accounts

The Eventide Strategic Growth Institutional SMA strategy seeks long-term capital appreciation by investing primarily in equities of companies identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and trading at a discount to an estimate of fair value. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Fact Sheet
• Composite Report

The Eventide Dividend Growth Institutional SMA strategy seeks to provide current income, income growth, and long-term capital appreciation, by investing at least 80% of its assets in companies with dividend paying securities identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and that, in Eventide’s opinion, represent above-average long-term investment opportunities or have significant near-term appreciation potential. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Fact Sheet
• Composite Report
• Strategy Profile

The Eventide Technology Institutional SMA strategy seeks to provide longterm capital appreciation by investing at least 80% of the portfolio’s assets in equities of companies that the Adviser believes are participating in and benefitting from technologies, innovations, technology themes, or technology trends, that are identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and that, in Eventide’s opinion, represent above-average long-term investment opportunities or have significant near-term appreciation potential. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Fact Sheet
• Composite Report

The Eventide Large Cap Institutional SMA strategy seeks to provide long-term capital appreciation by investing at least 80% of the portfolio’s assets in equity securities of large capitalization companies, identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and that, in Eventide’s opinion, are capable of sustaining and/or increasing profitability and/or revenue growth. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Fact Sheet
• Composite Report

The Eventide Dividend Value Institutional SMA strategy seeks to provide current income, income growth, and long-term capital appreciation, by investing at least 80% of its portfolio’s assets in companies with dividend paying securities identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment and society), and that, in Eventide’s opinion, represent above-average long-term investment opportunities or have significant near-term appreciation potential. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Fact Sheet
• Composite Report

The Eventide U.S. Markets Institutional SMA strategy seeks long-term capital appreciation by investing in primarily in equities of companies identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment and society) while seeking to limit tracking error to the Bloomberg U.S. 3000 Total Return Index. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

• Composite Report