Intro To Aztlan Equity Management

Investor Presentation
May 2023
Global Small and Mid Cap Stock-Picking Specialist

Introducing AZTD - Aztlan Global Stock Selection DM SMID ETF
For Institutional and Financial Professional Use Only
Aztlan Equity Management, LLC
Global Small and Mid Cap Stock-Picking Specialists
May 2023
Important Information
The Aztlan Global Stock Selection DM SMID ETF (the “Fund”) seeks to track the performance, before fees and expenses, of the Solactive Aztlan Global Developed
Markets SMID Cap Index (the “Index”). Investment Objective. An investment objective is fundamental if it cannot be changed without the consent of the holders of a
majority of the outstanding Shares. The Fund’s investment objective has not been adopted as a fundamental investment policy and therefore may be changed
without the consent of the Fund’s shareholders upon approval by the Board and written notice to shareholders. Additional Information About the Index. The Index is
calculated by Solactive, which is not affiliated with the Fund, the Adviser, the Fund’s distributor, or any of their respective affiliates. The index calculation agent provides
information to the Fund about the constituents of the Index and does not provide investment advice with respect to the desirability of investing in, purchasing, or selling
securities.
This presentation is intended for sophisticated investors with sufficient experience investing in equity markets and with experience and knowledge to weigh the risks and
merits associated with the Aztlan Global Stock Selection DM SMID ETF. This presentation may only be distributed in jurisdictions where permitted by law and shall not be
distributed to any person and in any jurisdiction where not permitted by law. All reference indices mentioned herein are presented only for comparative purposes and
in no way explicitly, or implicitly should be used as an indication of the composition or volatility of the assets of the limited portfolio of securities held by the Aztlan
Global Stock Selection DM SMID ETF. No government agency or regulatory body of any kind in any jurisdiction has reviewed, approved, or disapproved of these
materials, their accuracy and/or completeness.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or
summary prospectus with this and other information about the Fund, please call (888) 123-4589 or visit our website at
www.aztlanetfs.com. Read the prospectus or summary prospectus carefully before investing.
Distributed by Foreside Fund Services, LLC.
Copyright © All rights reserved

AZTLAN Equity Management, LLC 2
May 2023
Important Information
Principal Investment Risks: The principal risks of investing in the Fund are summarized below. Each risk summarized below is considered a “principal risk” of investing in the Fund,
regardless of the order in which it appears. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may
adversely affect the Fund’s net asset value per share (“NAV”), trading price, yield, total return and/or ability to meet its investment objective. For more information about the
risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Additional Information About the Fund’s Principal Risks.”
Concentrated Portfolio Risk. Although the Fund will not be concentrated in any particular industry, it will be concentrated in a limited number of securities. As a result, it may be
more volatile and have a greater risk of loss than more broadly diversified funds.
Equity Market Risk. The equity securities held in the Fund’s portfolio may experience sudden, unpredictable drops in value or long periods of decline in value. This may occur
because of factors that affect securities markets generally or factors affecting specific issuers, industries, or sectors in which the Fund invests. Common stocks, such as those
held by the Fund, are generally exposed to greater risk than other types of securities, such as preferred stocks and debt obligations, because common stockholders generally
have inferior rights to receive payment from issuers.
Foreign Securities Risk. Investments in securities or other instruments of non-U.S. issuers involve certain risks not involved in domestic investments and may experience more rapid
and extreme changes in value than investments in securities of U.S. companies. Financial markets in foreign countries often are not as developed, efficient, or liquid as financial
markets in the United States, and therefore, the prices of non-U.S. securities and instruments can be more volatile. In addition, the Fund will be subject to risks associated with
adverse political and economic developments in foreign countries, which may include the imposition of economic sanctions. Generally, there is less readily available and
reliable information about non-U.S. issuers due to less rigorous disclosure or accounting standards and regulatory practices. The growth of Japan’s economy has historically
lagged that of its Asian neighbors and other major developed economies. The Japanese economy is heavily dependent on international trade and has been adversely
affected by trade tariffs, other protectionist measures, competition from emerging economies and the economic conditions of its trading partners.
High Portfolio Turnover Risk. The Index has historically had a high portfolio turnover rate. As a result, the Fund is likewise expected to frequently trade all or a significant portion of
the securities in its portfolio. A high portfolio turnover rate increases transaction costs, which may increase the Fund’s expenses. Frequent trading may also cause adverse tax
consequences for investors in the Fund due to an increase in short-term capital gains.
Cybersecurity Risk. With the increased use of technologies such as the Internet to conduct business, the Fund is susceptible to operational, information security, and related
risks. Cyber incidents affecting the Fund or its service providers may cause disruptions and impact business operations, potentially resulting in financial losses, interference with
the Fund’s ability to calculate its NAV, impediments to trading, the inability of shareholders to transact business, violations of applicable privacy and other laws, regulatory fines,
penalties, reputational damage, reimbursement or other compensation costs, or additional compliance costs.

May 2023
Introduction to Aztlan Equity Management LLC

• Aztlan Equity Management LLC is a boutique investment management firm specializing in small
and mid cap stock-picking strategies globally (Developed and Emerging).
• Our firm was founded in 2016 and we are a SEC Registered Investment Adviser with CRD Number
286360. We have presence in McLean VA, Monterrey, Mexico City, Buenos Aires and Hong Kong.
• Our firm manages individual accounts as well as private and publicly listed funds. We seek long-
term capital appreciation through our buy & hold, concentrated equity long-only, stock picking
strategies.
• With strong track records and complementary skills, our team combines investment management
expertise in both public and private markets, along with a strong analytical and research
foundation.
• We follow a disciplined investment process that integrates quantitative and fundamental analyses
in direct alignment with our philosophy, centered around free cash flow generation.
May 2023
Aztlan Timeline
Nov 2021 Aztlan launches
Aztlan and Strategic partnership with the Solactive-Aztlan
Grupo Inversiones Actinver: Aztlan´s DM Global DM SMID Cap
Aztlan Equity Management SMID Strategy through
Monterrey (GIM) Index Aug 18, 2022:
LLC is founded November 3rd, Activer’s ACTPT13 mutual
announce a new Aztlan Global Stock
2016 fund
strategic partnership Selection DM SMID Cap ETF
In McLean, VA.
State level registration. Ticker AZTD
NYSE listing
Aztlan reaches $100mn in

Aztlan launches its Developed AUM; SEC registration
Markets SMID Strategy
2016 2017 2018 2019 2020 2021 2022
1Q 2017 Aztlan Rapid growth in AUM

launches its first Strategic partnership with MASTTO: Strategic primarily in the Mexico
fund: Aztlan Aztlan starts managing a Mexican partnership with retail space
Emerging and mutual fund with Grupo Interacciones Columbus:
Frontier Master Fondo FM2 Aztlan engaged
Fund, LTD. as exclusive
manager for
global equities.
4Q 2017 Aztlan
begins Launched Structures
managing its first Notes Azttro Series 367
external and
individual Aztlan Series 436
accounts
May 2023
Aztlan Investment Management Team
Alejandro H. Garza Gerred Howe

Othon Ruiz Arun N. Bernardo Jaime Andres Viedma Fabiola Pastran Laura Martinez
Founder & Portfolio Director Quant
Managing Partner Director of Research Head of Compliance Analyst Analyst Senior Analyst
Manager Research
Alejandro H. Garza is Othón Ruiz is Aztlan’s Joined Aztlan January Joined Aztlan Joined Aztlan May 2021 Andrés brings 11 years Fabiola has more than Joined Aztlan January
Aztlan’s founder and managing partner. Othón 2018. Previously with December 2020 as as head of quantitative of experience as equity 7 years of experience 2021. Previously, Laura
portfolio manager. brings more than 30 years City National Rochdale head of compliance; research; Previously research and financial as equity analyst and worked for nearly 16
Alejandro brings 25 years of experience as a Emerging Markets fund, Previously Director of partner and portfolio analyst. He is primarily specializes in US, years with the credit
of experience in successful entrepreneur, from inception. Director Corporate Affairs for manager with 7Summits focused on cyclical Canada and Lat Am rating agency S&P
investment business executive, and
of Research based in Empresas Aries, a large Investments; Sr. companies. Previously equities. Previously Global Ratings in
management and private equity investor; a
Hong Kong since 2014. Mexican healthcare Investment Analyst with Equity Analyst with Financial Analyst with Mexico, participating as
finance, specializing in specialist in corporate
finance, mergers and Fund was top ranked conglomerate; Centro The Rock Creek Group; Norbolsa, Corporate Ninter Group USA director and lead
global equity strategies. by Morningstar during de Derecho de La Sr Research Analyst The Finance Analyst with (Miami, Florida); analyst in the corporate
acquisitions, and
Previously 2007-2016 tenure. Empresa , Facultad Ashmore Group; Sr. Villar Mir Energía and financial analyst ratings group. Professor
restructurings > $ 5 billion
Portfolio Manager with Libre de Derecho Research and Investment Banking Guangzhou Juyuan at the ITESM Campus
in successful transactions
Ashmore Equities US LLC, MBA in Finance from Monterrey; New York Development Analyst Analyst with Banco LLC, China and Querétaro since 2020
and actively
with $12 billion in AUM. participating as K.J. Somaiya Institute of University School of at American Century Santander in Madrid. Venezuela.
Previously, investment director/board member Management, Mumbai; Law, Master of Laws – Investments; University BSc Tecnológico de
banking and corporate for several companies in BA WGSHA, India. Arun LLM, Corporation Law; of Kansas, BSE BSc Universidad del País BSc, MBA University of Monterrey. CFA Level III
finance; MBA and BSc the financial and is a polyglot, proficient Facultad Libre de Mathematics. Vasco, MSc Universidad Miami, CFA´s ESG Candidate.
Tecnológico de consumer products in various Asian Derecho Bachelor of Pontificia Comillas, Certificate.
Monterrey; Ashmore sectors; Grupo Valores languages. Law; Northwestern Madrid, Spain. CFA
Group PLC; Emerging Monterrey, Primero
University Kellogg Level II Candidate.
Markets Management Finanzas, Primero
LLC; Vitro SAB de CV;
School of
Seguros, Dimex, Basal;
Violy Byorum & Partners MBA Harvard Business Management, Diploma
LLC; BS, MBA School, BS, BA in Corporate
Tecnológico de Tecnológico de Governance.
Monterrey. Monterrey.

May 2023
Investment Philosophy
• We believe that we can create long term value for our clients by selecting and investing in a concentrated
but diversified group of great businesses that generate sustainably high free cash flows. We follow a
disciplined investment process and direct our investment decisions by assessing intrinsic value and margin of
safety, driven by objective, quantitative plus fundamental analyses.
• Key investment characteristics :
• Sustainably high free cash flow generators with high free cash flow margins and free cash flow yields.
• Structurally competitive businesses in high growth industries.
• Differentiated business models with strong and sustainable competitive advantages.
• Businesses led by reputable institutional management teams.
• Efficient capital allocators with high ROEs, ROICs.
• Solid capital structures with moderate/optimal financial leverage.
• Attractive valuations with ample margin of safety.

May 2023
Investment Objective
• For our managed portfolios: Long-term capital appreciation through our buy & hold, concentrated equity
long-only, stock picking strategies. Our firm specializes in the small and mid cap space globally.
• We seek to generate above-average compounded returns for our clients with a long-term view and an
investment horizon of 5, 10 and 20+ years.
• Build and manage concentrated and diversified investment portfolios with 15 to 30 stock picks.
• Risk management is paramount: we focus on systematic risk management by selecting a set of high-quality
businesses, well diversified across geographies and sectors.
• Moderate portfolio turnover, buy & hold strategies focused on efficient, active portfolio management.
• Simple long-only equity strategy, no leverage, no short positions or hedging of any kind.
• For our indexed strategies: provide ease of access and diversification through purely quant, rules-based
higher turnover vehicles, following our same philosophy and process.

May 2023
Aztlan Investment Process
Quantitative Fundamental Selection/ Monitoring/

Model Analysis Construction Rebalancing
Stock selection Continuous

Proprietary
Fundamental and portfolio monitoring,
quantitative
research, analysis construction, rebalancing and
model: a tool
and valuations for seeking constructive
used as screen
top-ranked stocks, geographical and engagement with
directly aligned
supervised by our sectorial invested
with our
Investment diversification and companies’
investment
Committee. risk/return management
philosophy.
optimization. teams.

May 2023
Aztlan Proprietary Quantitative Model
• Quant model systematically ranks an • Multifactor quantitative tool based on

investable universe with several Capital fundamental factors directly aligned
thousand securities, classifying by Structure Growth with our investment philosophy.
relative attractiveness. Factor Factor
(ROE, D/E) (EPSG, SG)
Free Cash Earnings

• Model scores based on free cash Flow Factor Revisions • Continuous monitoring, model
flow strength and growth, capital (DY, FCFY) Factor output evaluated as an
structure and returns, profit (Re) integral part of our Investment
growth, absolute and relative Committee discussions.
valuations, change in earnings
revisions, and price momentum
trends. Aztlan Multiple
Value Factor Value Momentum
Factor Model Factor
(PE, PS) (p)
• Our fundamental analytical work focuses exclusively on model’s top

ranked stocks, concentrating on a small subset of securities that share
characteristics that are consistent with our investment philosophy and
Copyright © All rights reserved objectives.
May 2023
Aztlan Investment Committee

Continuous monitoring of Watch-list comprised by top
holdings and generation of new Quant model ranked stocks per sector/region,
investment ideas rankings all top decile stocks share our
targeted characteristics.
Select top
Detailed
stocks by
Comprehensive analytical analytical Innovative companies with
sector/
reports fully reviewed and reports strong business models that
geography
discussed in our investment generate sustainably high free
committee. Aztlan cash flows.
Investment
Committee
Valuation analysis to assess Internal research and analysis

margin of safety at time of Financial and conducted by our seasoned,
purchase. Valuations operational international analytical team.
analysis
Due
Analyze and understand diligence Full due diligence with a
business with total buyout management business owner mindset.
mindset, long-term holding. interviews
May 2023
Aztlan Investment Strategies Offered in the USA Through Our Separately

Managed Account Service
Aztlan Developed Markets Concentrated equity long-only strategy with exposure to North
SMID Cap America, Western Europe and Developed Asia stocks, carefully
selected across sectors with a focus on high free cash flow generation
and growth.
Aztlan Developed Markets Our flagship DM SMID strategy excluding investments in the US for
X USA SMID Cap investors seeking geographical diversification with stock selections in
Canada, Europe/UK, and Developed Asia.
Aztlan Emerging and Aztlan´s philosophy and process in Emerging and Frontier Markets
Frontier Markets SMID Cap SMID: unique combination of country exposures includes Vietnam,
Iceland, Brazil, Mexico and Hong Kong.
Aztlan Developed Markets Stock-picking concentrated equity long-only strategy primarily in the
Large Cap US following our Aztlan investment philosophy and investment
process, applied to stocks >$10bn in market cap
May 2023
Aztlan Product Lineup

Azttro Global SMID Cap Reg-S - Concentrated equity long-only strategy with exposure
ISIN: XS2034602792 to North America, Western Europe and Developed Asia
Strategy (Series 367)
stocks, carefully selected across sectors with a focus on high
free cash flow generation and growth.
Aztlan Global SMID Cap

Strategy (Series 436) ISIN: XS2248447273 Reg-S - Our flagship DM SMID strategy with added
long/short exposures.
ISIN: MX52AC1H0018 The Aztlan SMID strategy available for Mexico domiciled
investors.
Actinver Fondo Táctico ACTPT13
Stock-picking concentrated equity long-only NYSE-listed ETF.

ISIN: US8863644709 Designed in alignment with our Aztlan investment philosophy
and investment process.

May 2023
Solactive Aztlan Global Developed Markets SMID Cap Index Return

Performance since inception (August 18, 2022): AZTD +2.04% vs MSCI World SMID -2.36%
As of April 30, 2023
110
105
100
95
90
85
80
75
70
18/08/2022 18/09/2022 18/10/2022 18/11/2022 18/12/2022 18/01/2023 18/02/2023 18/03/2023 18/04/2023
Solactive Aztlan Global Developed Markets SMID Cap Index MSCI World SMID Index Russell 2000 Index S&P 500 Index NASDAQ Composite Index
Returns in USD / As of April 30, 2023

Vehicle Last Month YTD Since Inception
Solactive Aztlan Global Developed Markets SMID Cap Index -0.91% 3.41% 2.04%
MSCI World SMID Index 0.20% 4.60% -2.36%
Alfa -1.11% -1.19% 4.39%

May 2023
Risk/Return Ratios – Solactive Aztlan Global Developed Markets SMID Cap

Index
Since Inception
Risk/Return Ratios
(August 18, 2022)
US 10-year bond yield 3.60%

AZTD return* 2.04%
Standard Deviation 18.92%
MSCI World SMID Net Index USD return* -2.36%
Alpha 4.39%
Beta 0.80
Sharpe Ratio -0.08
Tracking Error 7.09%
Information Ratio 0.62
Treynor -1.97%
Jensen's Alpha 3.17%
Downside Capture Ratio 0.74
Upside Capture Ratio 0.86
* Returns in USD / As of April 30, 2023

May 2023
Introducing the Aztlan Global Stock Selection DM SMID ETF - Ticker AZTD
• Aztlan launched its first ETF August 18, 2022, NYSE listing: The Aztlan Global Stock Selection DM SMID Cap ETF
• The Aztlan Global Stock Selection DM SMID ETF (the “Fund”) seeks to track the performance, before fees and
expenses, of the Solactive Aztlan Global Developed Markets SMID Cap Index (the “Index”).
• The Fund uses a “passive management” (or indexing) approach to track the performance, before fees and
expenses, of the Index. The Index is based on a proprietary methodology created by Aztlan that follows a
non-discretionary, rules-based methodology to determine the universe of potential Index components. The
Index is owned, calculated, administered, and published by Solactive AG (“Solactive”).
Solactive Aztlan Global Developed Markets SMID Cap Index
• Solactive is the INDEX ADMINISTRATOR and has outsourced the determination of the INDEX UNIVERSE to
Aztlan, as the SELECTION PARTY. Such outsourcing has been made in accordance with the requirements of
the BMR (Article 10 BMR). The determination of the INDEX UNIVERSE is fully rule-based and the SELECTION
PARTY cannot make any discretionary decisions.
https://www.sec.gov/Archives/edgar/data/1742912/000182646622000079/0001826466-22-000079-index.htm

May 2023

• The Index is comprised of equity securities of companies from the following three developed markets (DM)
regions:
• North America (United States and Canada)
• Western Europe (Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands,
Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom)
• Developed Asia (Australia, Japan and New Zealand, but excluding Hong Kong and Singapore).
• The Index includes securities of small- and mid-capitalization companies (“SMID-capitalization companies”),
which are those with market caps between $500 million USD and $10 billion USD at the time of first purchase
and as of five weekdays prior to each monthly rebalance of the Index.
• The Index includes securities from each of the following nine broad sectors: Materials, Industrials, Consumer
Discretionary, Consumer Staples, Health Care (excluding pharmaceutical industry or sub-sector), Financials,
Information Technology, Communication Services, and Utilities.
• The Index excludes the Energy and Real Estate sectors.
• The securities included in the Index will have an average daily traded value (over the most recent 30-day
period) of at least $10 million USD.
May 2023

• The Index then ranks each potential investment in the remaining universe based on the following six equally
weighted factors. When measuring “estimates” or “forward” metrics, the Index analyzes the consensus mean of
industry analysts’ estimates of the relevant metrics.
• Value Factor – This factor analyzes a company’s trailing earnings yield and estimates of its forward earnings yield.
• Cashflow Factor – This factor analyzes, among other things, a company’s dividend history, and estimates of its
forward dividends per share. Additionally, estimates of a company’s forward free cash flow yield are evaluated.
• Capital Structure Factor – This factor analyzes a company’s return on equity (“ROE”). The Index evaluates a
company’s trailing ROE over the most recent five-year period and estimates of the company’s future ROE.
• Growth Factor – This factor analyzes a company’s change in earning per share (“EPS”) over the most recent three-
year period, as well as estimates of the company’s future EPS.
• EPS Revisions – This factor analyzes revisions to consensus estimates of a company’s EPS during the most recent
four-week period.
• Price Momentum – This factor analyzes the change of a company’s stock price over the most recent three-month
and one-year periods.
May 2023

• The Index includes the securities of the top ranked companies within each of the three regions and nine
sectors noted above – for a total of 27 securities.
• At the time of each reallocation, each security is equally weighted. Additionally, each region is equally
weighted (i.e., one-third of the companies are from each of the three regions), and each sector is equally
weighted (i.e., one-ninth of the companies are from each of the nine sectors noted above).
• The Index is rebalanced monthly and is expected to have a high portfolio turnover rate.
• The Index is published under the following identifiers:
Name ISIN Currency Type RIC BBG Ticker

Solactive Aztlan Global Developed Markets
DE000SL0ETG3 USD PR .SOLAZDMP SOLAZDMP
SMID Cap Index PR
DE000SL0TH1 USD NTR .SOLAZDMN -
SMID Cap Index NTR
DE000SL0ETJ7 USD GTR .SOLAZDMT -
SMID Cap Index TR
May 2023
Index Composition and Statistics
Index Composition by Currency Ticker Empresa Peso
2395 JP SHIN NIPPON BIOMED 3.69%

USD 7.50%
EUR 2651 JP LAWSON INC 3.70%

28.83% 41.42%
JPY
GBp
4042 JP TOSOH CORP 3.64%
Others
22.25% 4180 JP APPIER GROUP INC 3.66%
Index Composition by Sector

6425 JP UNIVERSAL ENT CORP 3.68%
Industrials
6532 JP BAYCURRENT CONSULT 3.56%
Information 10.49% 10.87%
Technology
11.40% 11.07% 9503 JP KANSAI ELEC POWER 3.94%
Consumer
Discretionary
Communication
11.07% 11.33% 9552 JP M&A RES INSTITUTE 2.96%
Services
11.43% 11.07%
Consumer
11.12%
9697 JP CAPCOM CO LTD 3.65%
Staples
Utilities
AN AUTONATION INC 3.89%
Copyright © All rights reserved Source: Refinitiv as of May 2, 2023

May 2023

Fundamentals
37.4%
31.9%
25.7%
19.7%
14.8% 14.4% 13.2%
10.9%
6.6%6.9% 8.5% 6.6%5.5% 6.8%
6.8%
2.1%2.1% 3.2% 5.1%
0.1% 1.1%
-2.7%
EPS Expected EPS TRL Growth Earnings Yield Earnings Yield Free Cash Flow Dividend Yield Return on Equity Return on Equity EPS Revisions 3MO Price 12MO Price
Growth (3Y Ann) TRL FWD Yield FWD 5Y AVG Change (4W) Change Change
Solactive Aztlan Global Developed Markets SMID Cap Index iShares World SMID Cap UCITS ETF
EPS Expected EPS TRL Growth Earnings Yield Earnings Yield Free Cash Flow Return on Equity Return on Equity EPS Revisions 3MO Price 12MO Price
Fundamentals as of April 30, 2023 Dividend Yield
Growth (3Y Ann) TRL FWD Yield FWD 5Y AVG Change (4W) Change Change
Solactive Aztlan Global

Developed Markets SMID Cap 37.39% 19.72% 6.65% 8.52% 6.60% 2.05% 25.71% 3.18% 10.90% 6.84% 31.95%
Index
iShares World SMID Cap UCITS ETF 14.83% 14.41% 6.87% 6.80% 5.46% 2.12% 13.20% 0.07% 1.05% -2.69% 5.11%

May 2023
AZTD Investment Rationale
Unique World Uniquely built index that provides rules-based construction and stock selection in the developed markets small and
SMID Access mid cap space.
A differentiated strategy - concentrated & diversified stock-picking index with a focus on cash flow generation,
Diversification attractive valuations, earnings growth, equity returns and price momentum.
Rules-based approach in a relatively less crowded market segment, targeting stocks with attractive fundamentals
Consistency and a consistent portfolio construction process over time.
In developed markets and over the last two decades, trading costs have come down in such magnitude that
Efficiency more frequent rebalancing can be done more efficiently now compared with 10 or 20 years ago.
The rules-based liquidity threshold sets a minimum trading value level for stock selections which can allow for
Liquidity adequate liquidity at the aggregate Index/fund level.

Investor Presentation
May 2023

Introducing AZTD - Aztlan Global Stock Selection DM SMID ETF
For Institutional and Financial Professional Use Only

Intro To Aztlan Equity Management

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Investor Presentation

Global Small and Mid Cap Stock-Picking Specialist

Copyright © All rights reserved

Copyright © All rights reserved

Introduction to Aztlan Equity Management LLC

Aztlan reaches $100mn in

2016 2017 2018 2019 2020 2021 2022

1Q 2017 Aztlan Rapid growth in AUM

Aztlan Investment Management Team

Alejandro H. Garza Gerred Howe

Copyright © All rights reserved

• Key investment characteristics :

Copyright © All rights reserved

Copyright © All rights reserved

Aztlan Investment Process

Quantitative Fundamental Selection/ Monitoring/

Stock selection Continuous

Copyright © All rights reserved

Aztlan Proprietary Quantitative Model

• Quant model systematically ranks an • Multifactor quantitative tool based on

Free Cash Earnings

• Our fundamental analytical work focuses exclusively on model’s top

Aztlan Investment Committee

Valuation analysis to assess Internal research and analysis

Aztlan Investment Strategies Offered in the USA Through Our Separately

Aztlan Product Lineup

Aztlan Global SMID Cap

Stock-picking concentrated equity long-only NYSE-listed ETF.

Copyright © All rights reserved

Solactive Aztlan Global Developed Markets SMID Cap Index Return

Returns in USD / As of April 30, 2023

Copyright © All rights reserved

Risk/Return Ratios – Solactive Aztlan Global Developed Markets SMID Cap

US 10-year bond yield 3.60%

* Returns in USD / As of April 30, 2023

Copyright © All rights reserved

Solactive Aztlan Global Developed Markets SMID Cap Index

Copyright © All rights reserved

Solactive Aztlan Global Developed Markets SMID Cap Index

• The Index excludes the Energy and Real Estate sectors.

Solactive Aztlan Global Developed Markets SMID Cap Index

Solactive Aztlan Global Developed Markets SMID Cap Index

• The Index is published under the following identifiers:

Name ISIN Currency Type RIC BBG Ticker

Index Composition and Statistics

Index Composition by Currency Ticker Empresa Peso

2395 JP SHIN NIPPON BIOMED 3.69%

EUR 2651 JP LAWSON INC 3.70%

Index Composition by Sector

Copyright © All rights reserved Source: Refinitiv as of May 2, 2023

Solactive Aztlan Global Developed Markets SMID Cap Index

Solactive Aztlan Global

Copyright © All rights reserved

AZTD Investment Rationale

Copyright © All rights reserved

Global Small and Mid Cap Stock-Picking Specialists

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