KUDU PARTNER FIRMS

San Francisco-based wealth manager (Kudu partner since October 2018)

Strategy: Wealth Management

Kudu investment: December 2018

Exit: November 2021

Strategy: Multi-Strategy

Kudu investment: November 2020

Strategy: Emerging Markets

Kudu investment: March 2020

Strategy: Large Cap Core Equity &
Wealth Management

Kudu investment: September 2021

Strategy: Alternative Credit

Kudu investment: July 2019

Strategy: Opportunistic Credit/Equity

Kudu investment: August 2022

Strategy: CLO Debt/Equity

Kudu investment: February 2019

Strategy: Wealth Management

Kudu investment: July 2019

Strategy: Wealth Management

Kudu investment: July 2022

Strategy: Emerging Markets

Kudu investment: June 2022

Strategy: Small Cap Equities

Kudu investment: November 2021

Strategy: Private Real Estate

Kudu investment: December 2019

Strategy: Alternative Credit

Kudu investment: December 2021

Strategy: Small Cap Equities

Kudu investment: December 2020

Strategy: Private Real Estate

Kudu investment: July 2018

Strategy: Wealth Management

Kudu investment: June 2020

Strategy: Private Credit

Kudu investment: September 2021

Strategy: Multi-Strategy

Kudu investment: October 2018

Exit: January 2023

Strategy: Alternative Credit

Kudu investment: January 2023

Strategy: Multi-Manager Real Assets

Kudu investment: March 2019

Exit: June 2022

Strategy: Distressed

Kudu investment: July 2019

Strategy: Small Cap Core Equity

Kudu investment: June 2015

Strategy: Large Cap Core Equity

Kudu investment: June 2015

Exit: December 2021

Note: Champlain Investment Partners and WestEnd Advisors investments are or were previously managed on behalf of a third party investor. This list reflects all investments made to date; some firms may have subsequently exited.