Eventide Healthcare & Life Sciences Fund CLASS C SHARES ETCHX

Increased confidence in Eventide Healthcare & Life Sciences’ research edge in the healthcare space merits a Process Pillar upgrade to Above Average from Average, while its People Pillar remains at Above Average. This strategy combines ESG and faith-based criteria with rigorous fundamental analysis to identify high-quality healthcare companies trading below their intrinsic value. It specifically focuses on biotechnology, a segment known for high potential returns but also outsize volatility and binary risk. The team's edge lies in navigating that risk: its process is supported by extensive primary research, including engagement with industry stakeholders, medical literature, conferences, and clinical studies, as well as the expertise of dedicated portfolio managers and Ph.D.-level analysts. Additionally, the strategy’s inclusion of pharmaceutical and healthcare equipment businesses leads to a wider opportunity set, better diversification, and a more palatable performance profile than a pure biotech offering. Exclusionary screens have a limited impact on the investment universe, helping preserve a broad opportunity set within the sector.