Navigator® Ultra Short Bond Fund

About Clark Capital

Founded in 1986, Clark Capital Management Group, Inc. is an independent employee owned investment advisory firm based in Philadelphia, PA. Clark Capital is focused on both long only and innovative risk management strategies, with a goal of successful capital preservation.

Alexander Meyer, CFA®

SVP, Head of Fixed Income, Senior Portfolio Manager

Alex is SVP, Head of Fixed Income and a Senior Portfolio Manager on the Cross Asset Management Team. In his role as Head of Fixed Income, Alex oversees both the Cross Asset Management and Fixed Income SMA Teams. The Cross Asset Management Team is responsible for managing the Navigator® fixed income mutual funds and the SMA Team manages Clark Capital’s individual bond portfolios. Alex has over 15 years of industry experience across fixed income sectors including municipals, investment grade corporates, and high yield corporate bonds. He has extensive experience in both buy-side and sell-side trading roles, credit analysis, portfolio hedging strategies and quantitative analysis. He came to Clark Capital from Jefferies, where he served as Vice President. Alex graduated Summa Cum Laude from the University of Pennsylvania with a B.A. in Economics and holds the CFA® designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Robert S. Bennett, Jr.

VP, Head of Cross Asset Management, Senior Portfolio Manager

Robert is VP, Head of Cross Asset Management and a Senior Portfolio Manager for the Navigator® Funds. In leading the Cross Asset Management Team, Robert is dedicated to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Robert has over 15 years of experience with the management and trading of various securities and derivatives. He has had extensive experience overseeing the daily trading activities of various ETFs and mutual funds for ProShare Advisors, including trading cash equities, synthetic equities, futures, credit default swaps, corporate bonds, treasuries, and FX forwards. He began his career as a Financial Advisor at UBS Financial Services, Inc. Robert received his B.S. in business management from Wentworth Institute of Technology.

Kevin Bellis, CFA®

Portfolio Manager

Kevin assists in the implementation of the Navigator® Tactical Fixed Income Fund’s trading strategy. He is
also a member of the firm’s Cross Asset Management Team, a select group of portfolio managers dedicated
to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Kevin utilizes
a quantitative approach trading municipal bonds, Treasury futures, futures options, mutual funds, ETFs, and
synthetic credit products. He is a graduate of Penn State University with a degree in Finance. Kevin is a CFA®
charterholder and a member of the CFA Society of Philadelphia.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.