Alexander meets with Chisato Haganuma, Chief Strategist at Mitsubishi UFJ Trust and Banking Corporation. In this video interview, Alexander and Haganuma-san talk about the following topics: • Valuations in Japan • The Yen • Corporate Governance in Japan Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital Team

Alexander meets with Chisato Haganuma, Chief Strategist at Mitsubishi UFJ Trust and Banking Corporation. During the interview, Alexander and Haganuma-san discuss the following topics: • Performance of Japanese markets in comparison to other markets • Drivers behind performance • Stagnation of wage growth • Current inflationary environment Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

In this audio podcast, Alexander speaks with Boykin Curry, Co-CIO at Eagle Capital Management about the following topics: • Value investing post Global Financial Crisis and in a Growth Market • Digital Transformation theme • The traditional rules of Value investing • Valuations • FAANGM Stocks • Opportunities in the current market environment Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

Alexander meets with Dr Ian Mortimer, Co-Portfolio Manager of the Guinness Global Equity Income Fund. In this podcast, Alexander and Ian talk about the following topics: • Team • Philosophy • Process and Portfolio Construction • Performance • Approach to ESG Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

Ravenel Curry (Founder and CIO) and Yinh Hinh (Head of ESG) from Eagle Capital Management are joined by Jeff Cohen (Director of Capital Markets Integration & Head of Private Investments Initiatives at the Sustainability Accounting Standards Board) and Mark Sloss (Founder and CEO at Regenerative Investment Strategies) to discuss ESG.

Alexander speaks with Will Hyland, Managing Director and Partner at Eagle Capital Management to discuss Eagle Capital Management and the case for a pragmatic US Value Manager in 2021. In the podcast, Alexander and Will talk about the following topics: • Philosophy • Approach to Valuation • Process • The Value ‘rally’ • Post ‘shock’ performance Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

Alexander meets with Jonathan Waghorn, Co-Portfolio Manager of the Guinness Sustainable Energy Fund to discuss the case for investing in the sustainable energy transition. In this podcast, Alexander and Jonathan talk about the following topics: • Valuations • Impacts on the sector of: COVID, a Biden Presidency, China, passive investing & ESG • Performance • Energy Demand • The Guinness sustainable energy universe Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

Alexander meets with Sol Ahn, Co-Portfolio Manager of the Mirae Asset Asia Great Consumer Equity Fund to discuss the case for Asian Consumption. In this podcast, Alexander and Sol talk about the following topics: Demographics and economics that are driving the Asian consumption story How does the consumption story differ country to country, region to region? Following COVID-19, how strong a position do Asian consumers find themselves in? Why is active management so important when investing in the Asian consumption theme? The importance of ESG when investing in the Asian consumption theme The outlook for the beneficiaries of Asian consumption. We hope this podcast provides an engaging and informative overview of the case for investing in the Asian Consumption theme in 2021. Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Kind regards, The Daymer Bay Capital team

Alexander meets with Eli Pars, CFA (Co-CIO, Head of Alternative Strategies, Co-Head of Convertible Strategies, and Senior Co-Portfolio Manager) and Robert Behan, CFA (Executive Vice President, Chief Distribution Officer) from Calamos Investments. Highlights from this episode include: - A discussion on where Convertibles may fit within a strategic asset allocation - The characteristics of convertible bonds from a risk/return perspective - How you might expect convertible bonds to behave in an inflationary, rising interest rate environment - The merits of an active management in the asset class - The case for investing in the convertible bond asset class in this environment. Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Best regards, The Daymer Bay Capital team

Alexander interviews David Rose, Granahan’s Chief Investment Officer and Portfolio Manager of the Granahan US SMID Select Fund. In this second Daymer Bay Capital video podcast, Alexander and David discuss the SMID Select Fund and cover David’s team, the philosophy, process and portfolio construction of the fund, and also discuss David's approach to ESG and in how he manages risk. In wrapping the conversation up, they also discuss the key differences and similarities between SMID Select and the Granahan US Focused Growth Fund (which is managed by David’s colleague Drew Beja). Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Best regards, The Daymer Bay Capital team

In this first Daymer Bay Capital video podcast Alexander and Drew Beja of Granahan Investment Management talk about a number of topics, including the following: • The characteristics of Desert Island companies • The potential implications of a Biden presidency for the Portfolio • How the Portfolio might behave during a value rally • Axon • Etsy • Covid Winners and Covid Losers • The Performance of the Strategy The purpose of the Daymer Bay Capital podcast is to interview interesting and exciting Fund Managers. Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you! Best regards, The Daymer Bay Capital team