Anthony Eugene Sutton

Redwood Investments employs a fundamental, bottom-up stock selection process that integrates traditional fundamental analysis with proprietary quantitative screening tools. The firm focuses on companies that demonstrate strong fundamentals, attractive valuation, high quality, and a management team with a demonstrated track record of success. By combining qualitative analysis with systematic risk management tools, Redwood Investments builds diversified equity portfolios appropriate to each client's objectives and risk return profile. The firm sells stocks primarily for two reasons: First, a deterioration of a stock's ranking confirmed by qualitative research. Second, when the firm's research uncovers company specific warning signs that could cause underperformance. Redwood manages US and International equity investment portfolios in the following primary strategies: Large-Cap Core, Large-Cap Core ESG/SRI, Large-Cap Growth, Small-Cap Growth, Small-Cap Growth ESG/SRI Equity, International Developed Markets Equity, ACWI ex-US, Global Equity, Global Small-Cap Equity, and International Small-Cap Equity.

Cabot Wealth Management (CWM) manages both equity and fixed income portfolios. The equity strategies are comprised of both US and foreign stocks, mutual funds and ETFs. On occasion, the firm may recommend a third-party manager to a client as a complement to their portfolio. CWM continually monitors each portfolio and works with clients to continually evaluate the appropriateness of the strategy.CWM utilizes a bottom-up approach that focuses on fundamentals. They seek to identify successful, rapidly growing companies with unique business opportunities. The company's products or services should have large markets, recurring revenue, high barriers to entry for competitors, strong patent protection, an experienced management team and a strong industry leadership position. Cabot also looks for pricing power, conservative capital structure, superior sales/earnings growth, technological superiority and significant management ownership. Most importantly, they look to identify a significant catalyst for change. In addition, they seek evidence that their analysis regarding a company's fundamental position is sound by virtue of its ability to outperform the general market averages.

FMR may use a variety of methods of security analysis in managing client assets to select investments including fundamental analysis, quantitative analysis and cyclical analysis. They may also use general macro-economic analysis as a component of its security analysis methods. In addition to relying on public financial statement information, the firm may use extensive corporate visits and interviews with issuer management teams in conducting research. When it comes to the management of the client assets according to the investment objectives, FMR may use a variety of investment strategies including, but not limited to, investing in stocks and other public and private equity securities, bonds and other debt securities of all types and repurchase agreements for those securities, real estate related investments of all types, derivatives, currency spot and forward trading, other investment funds, including exchange traded funds and FMR's or its affiliates' central funds. They may also engage in securities lending to parties such as broker-dealers or other institutions.