Sailpoint Technologies Holdings, Inc.

HMI is a long-term, value-oriented manager which seeks the best opportunities globally, primarily in public equities and at times distressed credit. The firm holds a concentrated portfolio of approximately 10-12 deeply researched names in three distinct industry sectors: Software, Internet and Media, and Financial Services. Through this approach, HMI strives to deliver high risk-adjusted real returns over long timeframes with low probability of permanent loss of capital.

SoMa seeks to generate compound gross returns in excess of market averages by leveraging their investment team’s investment experience in the TMT sectors. The firm believes that a longer-term investment orientation relative to the short-term gyrations of the stock market creates meaningful opportunity to achieve their targeted returns. The assets may include swaps, options (including covered and uncovered puts and calls), other derivatives, rights, warrants, private securities, non-US securities, bonds, notes, bills, participating and convertible debt instruments, units, ETFs and other instruments when deemed appropriate by the firm. There are no limits on the types of securities in which SoMa may take positions on behalf of their clients, the types of positions that they may take, the concentration of its investments, or the amount of leverage that they may use.

Jackson Square generally pursues an investment strategy of long-term capital growth and seeks to add value primarily through securities selection. The firm primarily recommends equity securities of US and non-US issuers, although it recommends a variety of securities and does not limit its recommendations to a particular type of security. Jackson Square uses a bottom-up approach to select securities they believe have large end market potential or dominance of a profitable niche market, superior business models, and strong free cash flow generation that are attractively priced compared to the intrinsic value of the securities.

Chief Executive Officer, Co-Founder at Sense360, Inc.

Co-Founder at InVisionApp, Inc.

Co-Founder & Chief Executive Officer at TIMBER