Kenneth J. D’Amato

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Bottomline Technologies, Inc. engages in facilitating electronic payments and transaction settlements between businesses, vendors, and banks. It operates through the following segments: Cloud Solutions, Banking Solutions, Payments and Transactional Documents, and Other. The Cloud Solutions segment provides customers with SaaS technology offerings that facilitate electronic payment, electronic invoicing, and spend management. The Banking Solutions segment offers solutions that are specifically designed for banking and financial institution customers. The Payments and Transactional Documents segment supplies software products that provide a range of financial business process management solutions including making and collecting payments, sending and receiving invoices, and generating and storing business documents. The Other segment consists of healthcare and cyber fraud and risk management solutions. The company was founded by Daniel M. McGurl and James L. Loomis in May 1989 and is headquartered in Portsmouth, NH.

Blue Hills Bancorp, Inc. is a bank holding company for Blue Hills Bank and Nantucket Bank, which engages in the provision of financial services. It offers a full range of deposit accounts, including passbook and statement savings accounts, certificates of deposit, money market accounts, and commercial and regular checking accounts. The company was founded in 1871 and is headquartered in Norwood, MA.

Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.

Hord Crystal Corp. manufactures and distributes basic and fancy rhinestone chains. The firms products include standard cup and fancy chain, linked chanels, patented prodcucts, rhinestone ablls, rhondelles, and flowers, stampings, and chain ends and clasps. The company was founded in 1946 and is headquartered in Pawtucket, RI.

Blue Hills Bank provides banking services. It specializes in commercial banking, commercial loans, small business banking, personal banking, residential loans, commercial real estate loans, government banking, asset-based loans, consumer loans, cash management and relationship banking. The company is headquartered in Boston, MA.