HARVEY PARTNERS, LLC

Harvey Partners, LLC ("Harvey") is a Delaware limited liability company formed in January 2006. The firm provides investment management services to Harvey SMidCap Fund, LP, Harvey QP, LP, Harvey SMidCap Offshore Fund, Ltd., and Harvey Master Fund, LP (collectively, the “Funds”). Harvey provides advice to the Funds based on specific investment objectives and strategies and does not tailor advisory services to the individual needs of individual investors.

Harvey Partners LLC employs a fundamentally driven, value-oriented long/short equity strategy, primarily focused on U.S. markets. They invest in stocks, options, ETFs, and swaps, targeting small and mid-cap stocks with market caps between U.S. $250 million and $5 billion. Their approach combines active money management with innovative fundamental research, aiming for superior absolute and relative returns by capitalizing on stock market inefficiencies. They identify companies with identifiable catalysts on both the long and short sides, using trade shows, proprietary screens, and newsworthy events to generate investment ideas. The firm augments fundamental positions with trading skills and agility, adding to positions during market volatility and decreasing them as shares approach price targets. They actively manage position sizes to optimize price and entry points. The maximum investment in longs is approximately 8% of capital at cost (12% at market), while the maximum in shorts is approximately 3% at cost (4% at market). The target net exposure is -20% to +60%, and the target gross exposure is 100% to 140%, with position targets of 25-35 long positions and 20-30 short positions.

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