Frontier Capital Management Company, LLC is dedicated to providing superior investment management to institutional and individual clients through the application of a disciplined, research driven process. We seek to build long lasting, personalized relationships with our clients based upon attentive service and investment excellence. Internally, we encourage a collegial atmosphere based upon mutual respect and the commitment to true partnership through equity ownership. Our only business is the management of our clients’ funds.

Adage Capital Management is a computer & network security company based out of 200 Clarendon St # 52, Boston, Massachusetts, United States.

HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients'​ wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach. Most importantly, every client is a client of the firm. Our people are not compensated on individual performance but rather on how H.M. Payson performs overall. So although you work with one dedicated advisor, you have the power of the entire firm behind you.

At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth—every day. We help investors to prudently build lasting value across market cycles. Our price-sensitive risk management discipline is designed to provide downside protection. We actively seek above-average income streams and competitive returns over time. Attentive, individualized client service is a hallmark of Anchor’s business philosophy. We Work With: Individuals and Families Managed Account Programs Public Pension Funds Multi-Employer Plans Corporate Retirement Programs Endowments and Foundations Consultants

Fenimore Asset Management is the investment advisor to the Fenimore Private Client Group (separately managed accounts) and FAM Funds (mutual funds). Our mission is to help investors preserve their wealth and grow it over the long term. To accomplish this, our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. Fenimore uses this first-hand knowledge and a time-tested process to help achieve our investors’ long-term financial goals. Fenimore History Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams astutely sold their textile business, Fenimore Fabrics, in Upstate New York. The family knew what it takes to run a successful business and based their investment philosophy on finding companies exhibiting those same quality characteristics. Fenimore Disclosure Fenimore Asset Management, the investment advisor to FAM Funds, does not endorse and is not responsible and assumes no liability for content, products, or services posted by third-parties on this or any Internet or social media site. Past performance is not indicative of future results, current performance may be lower or higher than the performance date quoted. Investment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amount invested. In part, the purpose of this presentation is to provide investors with an update on financial market conditions. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice or a recommendation. More disclosure info: https://www.famfunds.com/fenimore-asset-management-disclosure

Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

Champlain Investment Partners is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Our investment strategies are designed to focus on providing absolute returns while also managing risk. We strive to create wealth through the consistent execution of our investment process; we are equally committed to delivering outstanding client service, and pride ourselves on the many long-standing relationships we have been able to cultivate since opening our doors in 2004. Our partners bring a wealth of experience, averaging over 24 years in asset management, and as of 06.30.23, the firm had approximately $17.15 billion in assets under management.

Formed in 1985, Merganser Capital Management is an SEC-registered investment adviser focused on the fixed income needs of institutional clients. As fundamental investors, we endeavor to understand the intricacies of fixed income vehicles in order to identify the securities and sectors that provide the most attractive risk/reward characteristics. Succeeding in this endeavor has allowed us to meet the needs and objectives of our clients and gain their trust. Capital preservation, liquidity and total return permeate all of our decisions.

Guidepost Growth Equity is a leading growth equity firm that partners with technology companies offering innovative solutions in large, dynamic markets including tech-enabled services, infrastructure software and services, and application software and data services. Guidepost Growth Equity provides the flexible capital, operational support and strategic guidance to support the continued success of growth-stage businesses located in North America. Guidepost Growth Equity has over $1 billion of capital under management.

LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth Management. The firm offers a broad range of investment strategies and solutions to its institutional and private clients, globally. LMCG’s foundation has been built by experienced professionals who demonstrate a passion for investing and have significant expertise in their dedicated investment areas. The firm's core investment capabilities are in relative value credit, equity, and fixed income as well as wealth management solutions. LMCG recognizes that independent thinking drives investment results and strives to provide its clients with superior risk adjusted investment returns. Disclaimer: LMCG is not responsible for and does not encourage third parties to endorse LMCG or post on our behalf.

Howland Capital is an independent registered investment adviser offering a tailored approach to managing wealth for individuals, families, foundations and institutions. Our goal is to ensure that wealth acts as a positive influence in our clients’ lives. We are committed to remaining independent in order to provide the stability and continuity that our clients deserve. Howland Capital Management was founded in 1967 to serve the interests of one family. The successful supervision of their wealth set the standard and provided stability for the firm as it evolved from a family office into a multifaceted private investment advisor. The firm has grown to serve a wide range of clients including individuals, families, and small institutions, providing the prudent and personal counsel that a constantly changing investment environment requires.

Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in Boston, London, Amsterdam, Hong Kong and Tokyo. Since 1994, Monument Group has assisted its clients in raising $131 billion of capital across 205 funds and transactions. Managed by a senior team with a significant buy-side investment heritage, the firm advises and assists on capital formation and liquidity solutions, including primary fundraisings, LP secondaries, GP-led transactions, capital solutions and advisory services.