Strategy Commentary

Quarterly Commentary

September 30, 2022

US Focused

Our Income Maximizer-US-Focused-Growth with Income strategy posted a return of –4.75% in Q3 compared to –4.37% for the benchmark. Year-to-date, as of September 30, 2022, our strategy has posted returns of –12.36% versus the benchmark return of –15.86% for total outperformance of 315 basis points.

September 30, 2022

Global

Our Income Maximizer-Global-Growth with Income strategy posted a return of –4.5% in Q3 compared to –4.8% for the benchmark. Year-to-date, as of September 30, 2022, our strategy has posted returns of –14.9% versus the benchmark return of -17.1% for total outperformance of 215 basis points.

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