Founded in 1987, Martingale Asset Management, L.P. (“Martingale”) is an equity specialist. Martingale is an independent, privately-held investment adviser principally owned by its employees. The General Partner of Martingale is Martingale Asset Management Corporation. The General Partner’s owners include Martingale’s Executive Committee. Martingale Asset Management Corporation owns 20.7% of Martingale. Hallmarks of our firm include fundamental research, systematic stock selection, and disciplined portfolio construction. We manage long-only and long/short equity portfolios including broad core mandates as well as specific market capitalization and style mandates. Martingale is focused on equity management, combining strategic investment thinking with quantitative tools to manage our clients’ assets. This approach allows us to operate with one investment team of professionals to manage portfolios across various products. We seek to develop close working relationships with our clients as we work to meet their investment objectives. As of 12/31/23, Martingale’s total firm assets under management were $5,111,616,089. All assets under management are discretionary. Martingale invests primarily in equity securities. In seeking to remain fully invested in equities at all times, in certain circumstances Martingale also invests in derivatives in certain strategies, such as equity index futures. The major risks of derivatives—which can change dramatically in value—are market risk, credit risk, liquidity risk, settlement risk, legal risk, and operational risk. Clients are encouraged to contact Martingale for more information about our use of derivatives in certain strategies. Clients may also restrict the use of derivatives for their accounts. Martingale is neither registered with the Commodities Futures Trading Commission (“CFTC”) nor the National Futures Association (“NFA”) as a commodities trading adviser. Pursuant to 17 C.F.R. Section 4.14(a)(8), Martingale filed a Notice of Exemption with the CFTC and NFA in which Martingale represented that it is exempt from registration as a commodities trading adviser. Martingale’s exemption is due to its commodities interest trading advice being directed only to certain qualified clients, and because such advice is solely incidental to its business of providing securities advice. Lastly, Martingale does not hold itself out as a commodities trading adviser. Martingale offers investment advisory and supervisory services to separately-managed accounts and to private pooled investment funds open to qualified investors. The Martingale Investment Trust is a Delaware

statutory trust established for the purpose of providing qualified investors with an opportunity to invest in one or more series of publicly-traded equity securities. Interests in the Trust are offered in one or more series (each a “Series”), which may be offered from time to time. Each Series will consist of a different equity portfolio and pursue unique investment objectives and strategies. Prior to making any investment in the Trust, qualified prospective investors should carefully review the offering documents of the Trust for a comprehensive understanding of its terms and conditions. This information is intended as a summary and is provided for discussion purposes only. It does not constitute an offer, agreement, or binding commitment by anyone. In addition, Martingale acts as sub-adviser to registered investment companies, other investment advisers, and private funds. Our investment advisory services do not differ from those provided to separately- managed account clients. We employ the same investment process in managing these assets. In most cases, Martingale holds limited power of attorney to act on a discretionary basis with client funds. A client’s funds are deposited in either a brokerage firm account that is not affiliated with Martingale or an account with a custodian bank selected by the client. Upon request, we can tailor our investment management services to meet individual requirements or needs. Examples include benchmark selection, estimated risk target, and stock universe selection. Clients may also impose specific stock or types of stock restrictions as warranted and agreed upon between Martingale and the client. OTHER ADVISORY CLIENTS Martingale provides advisory services to unaffiliated, U.S.-based asset management firms. For these sub- advisory clients, Martingale provides model portfolios. The clients, in turn, exercise investment discretion, execute transactions, and provide related services to their end investors/clients. Martingale earns advisory fees for providing these services. Martingale also provides advisory services to an unaffiliated, foreign-based asset management firm. In that arrangement, Martingale provides a model portfolio of recommended positions, reviews portfolio holdings, or provides theoretical and technical advice for the investment process and model when deemed appropriate by Martingale or reasonably requested by the client. The client, in turn, exercises investment discretion, executes transactions, and provides related services to their end investors/clients. Martingale earns an advisory fee for providing these services.