Firm Overview The Adviser is an investment adviser with its principal place of business in Boston, Massachusetts. The office is located at 200 High Street, 5th Floor, Boston, MA 02110. The Adviser was incorporated as a Delaware limited liability company on May 10, 2016. The Adviser had approximately $1,240,644,232 in assets under management on a discretionary basis as of December 31, 2023. The Adviser does not have any assets under management on a non-discretionary basis. Ownership Structure and Leadership Qtron’s leadership team consists of Ronald Hua and Dmitri Kantsyrev, who co-founded the Adviser and are the managing members of the Adviser. Description of Advisory Services Qtron specializes in process-driven, systematic investment management through a structured investment process by employing quantitative methods and analysis. This includes mathematical strategies that rely on fundamental insights and patterns in data in evaluating prospective investments. Qtron generally invests in equity securities listed on exchanges in developed and emerging markets. Qtron is focused on quantitative, bottom-up stock selection. This involves identifying opportunities across companies in different sectors and regions/countries through the use of proprietary models and systems. The core of Qtron’s principal investment model is Fundamental Boosting, a scientific hypothesis-driven statistical approach that incorporates fundamental investment thinking into factor research and seeks to optimize the factor weights of quantitative models crafted unique to each type of security. Qtron’s uses various systematic tools to aid in the implementation of its strategies, such as Qtron’s data collection systems, proprietary portfolio optimization software, and various internal and external trading tools and systems. Qtron provides advisory services on a discretionary basis to private investment funds, separately managed accounts, and sub-advisory clients including investment companies and pension plans. Please refer to Item 8 for a discussion of Qtron’s equity investment strategies and certain material risks related to such strategies. Separately

Managed Accounts, Sub-Advisory Clients, and Pooled Investment Funds Prospective clients may, depending on their desired investment strategy, generally choose to have a separately managed account/sub-advisory relationship or invest through pooled investment funds for which Qtron is the investment adviser. Each is more fully described below: Separately Managed Accounts & Sub-Advisory Clients (collectively, “SMA” or “SMA Clients”). A separately managed account is a client-specific portfolio managed individually according to one or more of Qtron’s investment strategies. Similarly, certain clients, including other investment managers or advisers to investment companies, may select Qtron to manage a portion of their portfolios (“sub-advisory”). Such clients typically grant Qtron discretionary authority to manage and invest client assets allocated to the account, subject to the client's stated investment objectives and guidelines, which may include, but not be limited to, the imposition of restrictions or other limitations on specific securities, instrument types, or portfolio exposure for given client accounts. Each account is subject to the terms of an investment management agreement or other similar agreement between Qtron and the client. Please refer to Item 16 for more information regarding investment discretion over client accounts. Pooled Investment Funds. Qtron is the investment adviser to two pooled investment funds, the Qtron Stock Booster Equity Fund LP and the Qtron Stock Booster Equity Long-Short Fund LP (referred to as the “Stock Booster Equity Funds” or “the Funds”). Each of the Funds is managed according to its specific investment strategy and designed to take into consideration the domicile and certain tax and/or regulatory characteristics of the limited partners. The Funds are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and are not registered under the Securities Act of 1933, as amended (the “Securities Act”). Currently, the only investors in the Funds are the principals of Qtron and the Funds are currently not available for investment to external investors.