Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.

Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P. is an independent investment management firm dedicated to providing exceptional service for a broad base of institutional clients, both domestic and international. With a focus on fundamental research and a long-term investment horizon, the firm seeks to identify high quality, low risk investment opportunities in the value equity universe. As of March 31, 2023, the firm had $10.7 billion in assets under management across six value strategies. This information should not be construed as presenting investment advice and, furthermore, Cooke & Bieler, L.P. may not be registered or qualified to give investment advice in all jurisdictions in the U.S. Any opinions expressed by LinkedIn users, either on this page or elsewhere, are those of the persons submitting the comments or posts and do not represent the views of Cooke & Bieler, L.P. or its management.

Copeland Capital Management is a 100% employee owned firm specializing in Dividend Growth Investing. We offer U.S., International, and Global strategies across all capitalization ranges. We manage portfolios for some of the largest corporate, state, municipal, and Taft Hartley pension plans as well as for many religious endowments, charitable foundations, and health care institutions. Our strategies are also available on many of the industry's leading wealth management and private bank platforms. We offer our strategies in multiple vehicle types such as separate accounts, UMA model delivery, mutual funds, and private funds. For more information about our firm please contact us at (877) 727-9106 or visit our website at www.copelandcapital.com Follow us @ www.copelandcapital.com

Lovell Minnick Partners (“LMP”) invests in growth-oriented companies. We partner with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success. We leverage our deep sector experience and broad network of strategic advisors to identify and execute multiple strategic levers to drive transformational growth. Since our inception in 1999, we have raised approximately $4.75 billion of committed capital, invested in over 50 companies and completed over 175 add-on acquisitions. LMP targets growth-oriented, middle-market companies in the financial services, financial technology and business services sectors. To learn more about our partnership approach, sector expertise, investment criteria and experienced team, please visit our website at www.LMPartners.com.

MainLine Investment Partners is a family of companies providing investment advice and portfolio management services to individuals, businesses, and institutions. Our areas of expertise include private equity, real estate and personal financial advisory services.

Lubert Adler, headquartered in Philadelphia, Pennsylvania, is an institutional real estate investment manager primarily focused on creating a portfolio of cash flowing rental assets, diversified across asset types and markets within the United States. With over 25 years of investment and acquisition experience – totaling over $9B of equity invested in over $25B of real estate assets – Lubert Adler has cultivated an extensive network of strategic operating partners across the country, leveraging their local market knowledge, together with Lubert Adler’s underwriting expertise to help maximize value. Lubert Adler combines long-term market knowledge and a fiduciary mindset, with a culture of partnership and transparency. Our team works in close cooperation with a carefully cultivated nationwide network of operating partners to focus on attractive risk-adjusted returns to our investment partners while safeguarding their capital.

Franklin Park is an independent, employee-owned global private markets advisory firm headquartered in suburban Philadelphia, Pennsylvania. We offer customized private investment management solutions for institutional investors in the private equity and debt asset classes.

Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.

CAXTON ALTERNATIVE MANAGEMENT LP is an investment banking company based out of 731 ALEXANDER RD, Princeton, New Jersey, United States.

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors. We offer clients a range of investment products that include actively managed strategies and proprietary passive indices. Our long-term tenure in the investment industry attests to our commitment to diversification, liquidity, risk management, and transparency. Mount Lucas offers three distinct investment strategies: • Our global macro strategy, MLM Macro-Peak™, combines quantitative and discretionary trading across the world’s major asset classes. • Our diversified futures index strategy, the MLM Index™, is both an investable index and a widely recognized benchmark for managed futures performance. • Our large cap equity strategy, MLM Focused Equity™, uses value and momentum criteria to select S&P 500 stocks. Since 1986, Mount Lucas Management LP has provided innovative alternative investment strategies to institutional and high-net-worth investors that enhance and diversify traditional investments. Our strategies differ in terms of their asset class participation, investment approach, return objective, and risk threshold. Within each strategy, we offer customized funds and programs that directly target the needs and objectives of our clients.