Cardinal Capital Management, L.l.c.

Cardinal Capital Management, L.L.C. is a Greenwich, Connecticut-based SEC Registered Investment Adviser established in April 1995. The firm, owned by Managing Partners Eugene Fox, III, and Robert B. Kirkpatrick, CFA, offers discretionary advisory services to individuals, institutions, and investment vehicles. Cardinal specializes in value-oriented investing in U.S. listed equity securities within small and SMID cap categories. The firm tailors services to meet individual client needs, including customized restrictions. Cardinal participates in wrap fee programs and model-based Managed Accounts Programs. As of June 14, 2024, the firm managed $386,263,987 in client assets on a discretionary basis and provided advice on $40,976,160 of assets under advisement through UMAs. The minimum initial investment for separate accounts is $5 million, with fees ranging from 0.70% to 1.00% based on account size. The firm acts as a fiduciary and provides detailed information on its investment strategies, risk factors, and financial industry activities. Clients have investment discretion, and the firm follows a disciplined, bottom-up fundamental investment process. Cardinal integrates ESG factors into its analysis and emphasizes long-term value growth with reduced risk. The firm's Code of Ethics prioritizes client interests and fair dealing. Cardinal does not act as a custodian and has no adverse financial conditions.