FGP was incorporated in November 1980. FGP has been in business for over 40 years. The Firm is registered in all Canadian provinces as a dealer in the category of Exempt Market Dealer, as an Investment Fund Manager in Ontario, Quebec, and Newfoundland and Labrador, managing the assets of a group of proprietary pooled investment funds (the “FGP Pooled Funds”), and as an adviser in the category of Portfolio Manager in all Canadian jurisdictions. The Firm is also registered with the Securities and Exchange Commission (“SEC”) as an Investment Adviser. FGP currently has approximately 45 employees working in the Firm’s Toronto office and one employee working in Montreal and one part-time independent contractor. As of December 31, 2023, FGP had CAD $6,702,506,917 (US$5,087,050,950) $in assets under management. FGP generally provides investment management and supervisory services on a discretionary basis to investment portfolios for pension funds, group retirement plans, mutual funds, foundations and endowments, and individuals. Please see “Item 7 – Types of Clients” of this Brochure for more information with respect to FGP’s clients. Principal Ownership FGP is jointly owned by its management and AMG Canada Corp., a wholly owned subsidiary of Affiliated Managers Group, Inc. (“AMG”), our institutional partner in the United States. As an affiliate of AMG, we operate autonomously maintaining investment and operational control, and benefit from access to the resources of a larger international partner. AMG owns a majority equity interest in FGP, with the remaining interests divided amongst FGP’s employees. AMG, a publicly-traded asset management company (NYSE: AMG), also holds equity interests in other investment management firms (“AMG Affiliates”). Further information on both AMG and the AMG Affiliates is provided in “Item 10 – Other Financial Industry Activities and Affiliations.” Advisory Services FGP believes that consistent investment returns are achieved by taking a bottom-up, value-oriented approach to investing based upon detailed, internal fundamental research and analysis. Our value investment philosophy focuses on buying good quality securities at discounted prices. This philosophy is generally applied in all market conditions, in all our portfolios. FGP manages portfolios across asset classes, including Canadian, U.S., and international equities, as well as fixed income. As an asset manager for individual and institutional clients, FGP recognizes that all of our clients are unique and that, therefore, their investment needs may be different. As such, FGP may modify our primary investment strategies, as necessary, to meet the goals that our clients specify, in an effort to accommodate the particular investment objectives and accompanying restrictions requested by our clients. At the commencement of the client relationship, each of our clients executes an investment management agreement (retainer agreement) and typically executes or provides the client’s investment policy statement, which sets forth the client’s investment objectives, investment strategy and any investment restrictions that will be applicable to our management of the assets in the client’s account. Prior to the execution of the agreement, FGP reviews requested objectives and restrictions and will work with the client as needed to refine these objectives and restrictions to both meet the client’s needs and provide us with sufficient discretion to properly invest the client’s assets. Wrap Fee Programs “Wrap arrangements,” “wrap programs,” and/or “wrap fee accounts” involve individually-managed accounts for individual or institutional clients. The wrap programs are offered by a “sponsor,” usually a brokerage, banking or investment advisory firm, and managed by one or more investment advisers. FGP

has agreements with various wrap fee program sponsors through which FGP’s services are offered as an investment option within the wrap program and, accordingly, FGP provides investment management services to those clients who select FGP as part of the program. As described in Item 5, the sponsor typically pays a portion of its wrap program fee to FGP for its services. Generally, FGP’s management of wrap fee accounts and other accounts under the same investment strategy is consistent. Although we cannot necessarily offer the same level of portfolio customization to wrap fee accounts that is offered to other accounts within an investment strategy, we do offer our wrap fee sponsors the opportunity to customize their portfolios by imposing reasonable investment restrictions on their model. In addition, when trading for our wrap fee program accounts, FGP may trade with different broker/dealers than those used for our other accounts, even when trading in the same security pursuant to the same strategy. When trading in our wrap fee accounts, and while FGP continues to seek best execution when selecting brokers, trades for wrap fee program accounts are typically directed to the wrap fee program sponsor (or its designated broker/dealer), since brokerage commissions are included in the wrap fee. In such situations, FGP may be required to trade a wrap fee program’s accounts separately from other accounts being managed by FGP within the same strategy. While brokerage directed to a wrap account program sponsor is designed to benefit the wrap fee program account through lower trading costs, there may be some circumstances where directed trades do not receive the best price, or where dividing the trade into separate components may inhibit FGP’s ability to obtain the same level of, or as timely, execution that we may otherwise have been able to obtain if we had been able to execute the entire trade with one broker/dealer. For example, FGP typically executes securities transactions with wrap fee program sponsors after non-directed brokerage orders are completed, thus potentially resulting in a less favorable price for wrap accounts. Additionally, depending upon the wrap program sponsor’s place in the rotation of broker/dealers we use to execute an order, we may not be able to fill the entire order with a particular wrap fee program sponsor. Moreover, under such a rotation, when the time for placement of the order with the wrap fee program sponsor arises, we may determine that it is no longer advantageous for the wrap fee client to participate in the security transaction due to price movements or liquidity constraints. In such a case, we would not execute the transaction on the wrap fee client’s behalf, thus precluding the client from an investment opportunity that other clients in the same strategy, whose orders were placed earlier, were able to partake. In addition, to the extent that FGP is required to trade with a different brokerage firm, the client will typically incur the costs associated with this trading, in addition to the wrap fees normally payable. Notwithstanding these factors, FGP continues to employ methods, such as trade rotation and periodic brokerage review, in an effort to reduce the impact of these issues. Assets Under Management As noted above, as of December 31, 2023, FGP’s client assets under management (“AUM”) total was approximately CAD $6,702,506,917. Of this amount, CAD $388,741,990.71 is managed by FGP on a non- discretionary basis, and CAD $ in that third party broker-dealers with who FGP has entered into Distribution Agreements have invested their clients in the FGP Pooled Funds which are advised by FGP. This amount is not included in RAUM on our Form ADV. In addition, of the CAD $6,702,506,917 total AUM, CAD $1,631,162,223 is based on portfolios traded by third-party managed account program sponsors according to investment models provided by FGP and are included in the regulatory assets under management listed in Item 5.F of Form ADV Part 1A.