ESSEX INVESTMENT MANAGEMENT COMPANY LLC

Essex Investment Management Company, LLC (“Essex” or the “Firm”) generally provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. Essex also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. Many clients and prospective clients retain investment consultants to advise them on the selection and review of investment managers. Essex may have certain accounts that were introduced to Essex through consultants. These consultants or their affiliates may, in the ordinary course of their investment consulting business, recommend Essex’s investment advisory services, or otherwise place Essex into searches or other selection processes for a particular client.

Essex offers various investment strategies, including All Cap Growth Equity, Small/Mid Cap Growth, and Global Environmental Opportunities Strategy (GEOS). These strategies can be used individually or in combination, depending on the client's needs. Each strategy is managed by a portfolio manager or team, and may be available through separately managed accounts, private funds, or investments in Essex-managed private investment companies or mutual funds. However, investments in securities and financial instruments carry risks, including the potential for permanent capital loss. The investment strategies utilized by Essex carry different levels and types of risk, including the risk of loss of principal. Market fluctuations and economic events can impact investment performance, and there is no guarantee of performance or that losses will not occur. Specific risks include sector risk, concentration risk, foreign investment risk, small- and mid-capitalization company risk, and large-cap stock risk.

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