BBH

Overview

About BBH Investment Management

BBH was founded more than 200 years ago and remains one of the oldest continuously operating private partnership banks in the United States. Our size and independence allow us to evolve and grow over time while remaining committed to the multiple generations of clients, employees, and communities we partnership with.

Our investment philosophy has successfully guided our investments through decades of market change, allowing us to build long-lasting client relationships that set us apart from our peers.

What makes us Different?

We co-invest alongside our clients while helping them to achieve attractive returns over the long-term.

- As shareholders in our own funds, BBH Partners, and investment professionals have a strong alignment of interest with our           investors
- Our investment philosophy and principles are consistently applied across asset classes
- We focus our resources on a select number of strategies where we believe we can deliver investment excellence
- Our relative size provides us with unique investment opportunities and enduring competitive advantages

Our Investment Principles

We offer actively managed, concentrated portfolios that deliver steady returns over time while finding opportunities in parts of the markets that other firms can’t.

- Active Management: We believe in a bottom up, value based approach to active management.
- Durability: We only invest in assets we believe are built to withstand a variety of economic conditions.
- High Conviction: We work to balance ample diversification with ensuring meaningful concentration in our highest conviction ideas.
- Long term Perspective: We underwrite our investments to perform through economic cycles.
- Discipline and Patience: We let valuation drive our investment process and will hold reserves when the opportunity set is limited.

Contact Us Today

Craig Schwalb
Senior Vice President, Institutional Relationship Management
617-921-6335
Craig.Schwalb@bbh.com

Important Disclosures

For more complete information, visit www.bbhfunds.com for a prospectus. You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.

Risk

Investors should be able to withstand short-term fluctuations in the equity markets and fixed income markets in return for potentially higher returns over the long term. The value of portfolios changes every day and can be affected by changes in interest rates, general market conditions and other political, social and economic developments.

Shares of the Fund are distributed by ALPS Distributors, Inc. and is located at 1290 Broadway, Suite 1100, Denver, CO 80203. Other products are offered by Brown Brothers Harriman.

Brown Brothers Harriman & Co. (“BBH”), a New York limited partnership, was founded in 1818 and provides investment advice to registered mutual funds through a separately identifiable department (the “SID”). The SID is registered with the US Securities and Exchange Commission under the Investment Advisers Act of 1940. BBH acts as the Fund Administrator and is located at 140 Broadway, New York, NY 10005.

BBH provides investment advice and portfolio management to the BBH Funds through a separately identifiable department (the “Investment Adviser”). The Investment Advisor is registered with the US Securities and Exchange Commission under the Investment Advisers Act of 1940. BBH acts as the Fund Administrator and is located at 140 Broadway, New York, NY 10005.

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NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE

IM-11120-2022-05-10 BBH003527

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