Keefe Bruyette & Woods Inc

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Capital Growth Management, founded in 1990, headquartered in Boston, Mass., has more than $5.8 billion in assets under management. Capital Growth Management, an affiliate of IXIS Asset Management Advisors Group, manages portfolios and delivers growth by selecting stocks with potential for price appreciation. The firm takes an aggressive approach, through construction of highly concentrated portfolios. Capital Growth Management emphasizes prompt response to changes in the market or economy. IXIS Asset Management Group is one of the 25 largest investment management firms in the world with 14 affiliated investment management firms. This family of mutual funds spans a wide range of investment objectives and management styles including Harris Associates Large Cap Value Fund, bringing investing expertise, and IXIS Diversified Portfolios, a series of multi-manager equity and fixed-income funds. IXIS Asset Management Advisors Group is part of IXIS Asset Management Group, a $496 billion global investment management firm. IXIS Asset Management Advisors Group connects financial advisors and their clients to a broad line-up of specialized money managers through separate accounts and mutual funds, as well as subadvised and institutional investments.

Spectrum Equity Investors, LP, based in Boston, is a trusted provider of growth capital and strategic guidance to established companies that are leaders in their respective markets. With a focus on partnering with market-leading businesses, Spectrum Equity leverages its expertise to help companies achieve their growth objectives and maximize their potential. Generated from their website's infomation