S ASSET MANAGEMENT ROCKCO.COM [email protected] New York, NY Washington, DC Boston, MA 10 Rockefeller Plaza 900 17th Street NW 99 High Street 3rd Floor Suite 603 17th Floor New York, NY 10020 Washington, DC Boston, MA 212-549-5100 20006 02110 202-719-3000 617-375-3300 Rockefeller Trust Company, N.A. The Rockefeller 10 Rockefeller Plaza Trust Company (Delaware) 3rd Floor 1201 N Market Street New York, NY 10020 Suite 1401 212-549-5100 Wilmington, DE 19801 302-498-6000 This paper is provided for informational purposes only. The views expressed by Rockefeller & Co.’s Chief Investment Strategist are as of a particular point in time and are subject to change without notice. The information and opinions presented herein have been obtained from, or are based on, sources believed by Rockefeller & Co. to be reliable, but Rockefeller & Co. makes no representation as to their accuracy or completeness. Actual events or results may differ materially from those reflected or contemplated herein. Although the information provided is carefully reviewed, Rockefeller & Co. cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Company references are provided for illustrative purposes only and should not be construed as investment advice or a recommendation to purchase, sell or hold any security. Past performance is no guarantee of future results and no investment strategy can guarantee profit or protection against losses. These materials may not be reproduced or distributed without Rockefeller & Co.'s prior written consent. ' Index pricing information does not reflect dividend income, withholding taxes, commissions, or fees that would be incurred by an investor pursuing the index return. 2 The Russell 2000® Index is a registered trademark of the Russell Investment Group. Russell Investment Group is the owner of the copyright relating to this index and is the source of its performance value. Copyright 2017 © Rockefeller &