OKTA - NZS Capital Growth Equity Strategy Q1 2022 Update

• NZS Capital is an investment company focused on adaptable, innovative businesses that work toward maximizing non-zero-sum (NZS, or win-win) outcomes for their investors, customers, employees, society, and the global environment.
• The NZS Capital Growth Equity strategy had a gross decline of 10.54% in the first quarter of 2022.
• There remains broad risk but also a growing set of opportunities as investors lump all growth stocks together and assume long-term inflation and structurally higher rates.
• The only thing we can say for certainis that we don’t know what the future will bring.

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