ROCKEFELLER FUNDS

In managing equities, we utilize a global approach looking for attractive ideas irrespective of geography. We apply a rigorous, bottom-up security analysis that includes fundamental, sector-based research in seeking to identify businesses that have high or improving returns on capital, barriers to competition and compelling valuations... The Rockefeller Climate Solutions Fund's focus on environmental criteria limits the number of investment opportunities available to the Fund as compared to other mutual funds with broader investment objectives, and as a result, the Fund may underperform funds that are not subject to similar investment considerations.