LONGFELLOW INVESTMENT MANAGEMENT COMPANY LLC

LIM is a Massachusetts limited liability company (LLC) founded in 1986 that provides advisory services for fixed income, equity, and absolute return strategies. The firm is 100% employee-owned and registered with the SEC as an investment adviser. LIM's advisory services are tailored to each client's needs and include monthly investment reports and other customized reporting options. LIM does not receive any economic benefit from non-clients and does not have any introducer (solicitor) arrangements. The firm is exclusively an investment adviser and does not engage in any other financial industry activities or affiliations. LIM has no legal or disciplinary events that are material to a client's or prospective client's evaluation of its advisory business or the integrity of its management.

**Paragraph 1:** LIM offers various equity strategies, each with distinct goals and objectives. The U.S. Large Cap Value strategy, formerly known as the U.S. Equity Income strategy, focuses on long-term capital growth and income generation through investments in dividend-paying stocks of large-cap companies primarily located in the United States. It aims to provide high and growing income, competitive total returns, lower volatility, and risk characteristics that exhibit lower correlations with other equity strategies. **Paragraph 2:** LIM also offers an International Large Cap Equity strategy, an Emerging Markets Large Cap Equity strategy, a U.S. Quality Growth strategy, and a Global Concentrated Value strategy. However, the provided information does not detail the goals and objectives of these strategies.

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