BRAVE WARRIOR ADVISORS, LLC

Brave Warrior's investment strategy centers around clients investing in a small number of long equity positions. They focus on demonstrably healthy businesses that they believe will be successful over the long term. The firm aims to purchase these investments at prices that will protect client capital from significant losses if the businesses do not perform as expected. The advisor has full discretion over which securities to invest in, with the caveat that a client can request exclusion of a particular security due to legal or special concerns. However, this is only after the Advisor explains its investment approach and ascertains that the client is generally prepared to invest at least $5 million as a long-term investment in the equity markets without specialized needs that would require modification of the portfolio of stocks.

Brave Warrior's investment strategy focuses on clients investing in a limited number of long equity positions, typically less than 20 stocks. They invest in demonstrably healthy businesses believed to be successful in the long-term, aiming to buy at prices that protect client capital from substantial erosion if fundamentals diverge from expectations. Investments are made at the discretion of the Advisor, with clients generally prepared to invest at least $5 million as a long-term investment in the equity markets. Brave Warrior primarily invests in equity positions and conducts fundamental analysis on all securities purchased for client accounts. Their research is internally generated, derived from various sources including annual reports, SEC filings, corporate press releases, inspections of corporate activities, conversations with firms and competitors, financial publications, and potentially industry experts.

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