MILLER VALUE PARTNERS, LLC

The Firm provides discretionary investment management services to various clients, including mutual funds, exchange-traded funds, private funds, individuals, institutions, and other private clients. It also offers model investment portfolios to other financial firms for implementation in their client accounts. While the Firm generally seeks minimum account commitments of US $1,000,000, it retains the discretion to waive such minimums. In the Non-Discretionary Model Program, the Firm does not consider itself to have an advisory relationship with the clients of the Program Sponsor or overlay manager. Program Sponsors are responsible for reviewing their clients’ financial circumstances and investment objectives and determining the suitability of the Firm’s strategy and the Model Program for their clients.

MVP offers several investment strategies, including an Income Strategy and a Deep Value Select Strategy. The Income strategy aims to provide clients with a high level of income while preserving the potential for capital growth, utilizing flexible investment selection across various asset classes, including securities, derivatives, and other financial instruments. The Deep Value Select strategy focuses primarily on publicly traded equity securities. These securities typically exhibit valuation characteristics, such as Price to Book, Price to Cash Flow, and Price to Sales Ratio, that are at a deep discount to the market and in the lower end of historical ranges. Deep Value Select accounts have significant concentration and will generally consist of approximately 10-20 holdings.

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