Tabula Rasa Healthcare, Inc.

HRCM primarily uses fundamental methods of security analysis. The firm uses include direct interviews with management, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, company press releases, financial newspapers and magazines as well as proprietary financial models as their main sources of information. They believe that the smaller-cap market is relatively inefficient. The investment strategies used to implement any investment advice given to clients include long-term purchases and short-term purchases. HRCM's research process begins by screening a universe of stocks with future expected earnings growth and a market cap consistent with the range of market caps of each strategy's respective benchmarks. To uncover companies with dominant competitive positions, positive business and market trends, and solid management teams that are committed to enhancing shareholder value, they make an additional research to the most promising purchase candidates.

Geneva Capital Management (GCM) specializes in making growth stock investments in US companies and offer five styles of growth-stock investing: Small-Cap, Small/Mid-Cap, Mid-Cap, Large-Cap and All-Cap. They select investments based primarily on fundamental analysis, rather than market timing. GCM also offers investments in taxable and tax-exempt fixed income securities. For fixed income investments, they use corporate bonds, municipal bonds, government securities and bank certificates of deposit. GCM may use other types of fixed-income securities based on the needs and objectives of particular clients. The firm also provides their model portfolio to a small number of financial firms.For equity securities, GCM employs fundamental analysis to identify high quality companies with superior management teams, leadership positions in their industries, low debt, and consistent earnings growth. GCM believes that investing in proven, high quality companies can lead to superior returns with below average risk over the market cycle. They generally do not invest in IPOs, companies with headquarters outside the US whose management teams do not operate in the US and whose equity securities do not trade on a US exchange, highly leveraged companies, or turnaround situations. GCM generally purchases stocks with the intent of holding them for long periods of time.For fixed income securities, GCM engages in fundamental fixed income analysis to identify high quality debt issuers with superior management teams, low leverage and consistent earnings. In addition, they apply traditional credit analysis to assess the capacity, collateral and character of each issue. GCM generally purchases fixed income securities with the intent of holding the investments until maturity.

Ranger Investment Management seeks to generate long-term capital appreciation by investing in growth-oriented US exchange-traded equities of small- and mid-cap companies. The firm further seeks to capture and compound returns, manage risk and preserve capital by employing a disciplined, consistent approach to both security selection and risk management. Ranger searches for quality growth companies by implementing a bottom-up, fundamental research driven security selection process. The focus is on identifying small- and mid-cap US equities characterized by accelerating revenue and earnings growth, high recurring revenues, strong balance sheets and free cash flow generation.

Co-Founder at Tabula Rasa Healthcare, Inc.

Chairman of the Board, Chief Executive Officer, Co-Founder at Tabula Rasa Healthcare, Inc.

Originate Ventures invests in early-stage product and services companies in Eastern Pennsylvania with an emphasis on Northeastern Pennsylvania. They focus on several industries including medical devices, healthcare, consumer, web-based and certain commercial products and/or product distribution companies. Investments range from $500,000 to $4 million. Originate Ventures prefers to lead the investment, but will participate in larger deals when given the opportunity to represent a larger group of investors. If the funding requirement is greater than their capital limits, they may seek additional capital from angel investors, commercial banks and other venture capital firms