JACKSON HILL ADVISORS, LLC

Jackson Hill provides investment advisory services exclusively to its sponsored private pooled investment vehicle, Ezra Fund, LP (the "Fund" or "Client"). The Fund is managed according to its limited partnership agreement, private placement memorandum, and investment management agreement. Fund investors are referred to as “Investors.” The Fund employs a value-investment strategy, aiming to preserve Investors’ capital by identifying investment opportunities with downside protection and the potential for long-term capital appreciation. Jackson Hill has the authority to select securities and instruments for the Fund without consulting the Fund or its Investors. Jackson Hill does not participate in wrap fee programs.

The Partnership's investment portfolio targets businesses within their circle of competence, meaning simple, understandable industries where they can perform high-quality due diligence. They seek companies with durable competitive advantages, such as strong network effects, high customer switching costs, unique brands, sustainable pricing power, unique intangible assets, and/or the lowest cost structure. The Partnership also looks for companies with attractive economics, specifically those that generate high rates of free cash flow, high return-on-invested capital, and exceptional reinvestment opportunities with high reinvestment returns-on capital in growing industries that provide long runways for revenue growth.

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