Champlain Investment Partners, LLC

Champlain Investment Partners, LLC is an independent, employee-owned asset management firm established in 2004 and headquartered in Burlington, Vermont. The firm specializes in providing absolute returns while managing risk through Small Cap, Mid Cap, and Strategic Focus equity strategies. Champlain offers discretionary investment advisory services to institutional separate accounts and pooled investment vehicles, with assets totaling $16,250,049,883 as of 12.31.24. The firm's fee structure for separate accounts varies based on asset levels, with fees negotiable and payable quarterly in arrears. Champlain also offers model-based programs where third-party sponsors have discretion over client accounts based on Champlain's model portfolios. Clients include investment companies, pension plans, endowments, and family offices, with an initial separate account investment minimum of $10,000,000. Champlain's investment strategies focus on companies with sustainable competitive advantages, durable business models, and sound balance sheets. The firm actively manages portfolios within each strategy, aiming to minimize business and valuation risks. Champlain's proxy voting policy ensures voting in the best interests of clients, and the firm maintains a robust cybersecurity policy to protect client information. For more detailed information, the full brochure is available upon request at 802.846.6200.