All Bloom Funds formerly managed by Bloom Investment Counsel, Inc. have been terminated

Mr. Bloom is the President of the Investment Manager and has overall responsibility for overseeing the investment management activities of Bloom Investment Counsel, Inc. Mr. Bloom has over 45 years experience in the Canadian investment industry including being the principal of Bloom Investment Counsel, Inc. which he founded in 1985. Mr. Bloom has provided investment advice on the management of over $2.5 billion of investment assets. Prior to immigrating to Canada from England in 1971, Mr. Bloom attended Manchester Polytechnic and graduated with a BA (Hons.) degree in law. From 1971 to 1972 Mr. Bloom was employed in the mergers and acquisitions department of Canada Permanent Trust. From 1972 until starting Bloom Investment Counsel, Inc. in 1985, Mr. Bloom was an Investment Analyst and later the Investment Manager at Slater, Walker of Canada Limited (later renamed Talcorp Limited). From 1993 to 2002 Mr. Bloom served as an independent director of Canadian General Investments Limited, one of the oldest closed end funds in North America. Mr. Bloom was a member of the Investment Committee of a leading Toronto charitable foundation from 2006 until 2011.

Ms. Bloom Somer has over 20 years of capital markets experience and has extensive day to day responsibilities for the portfolios. She joined Bloom Investment Counsel, Inc. as a Vice President, Portfolio Manager in 2010 and in 2011 was appointed as a Director. Prior to joining Bloom Investment Counsel, Inc., Ms. Bloom Somer was employed at TD Newcrest, a division of TD Securities, Inc. for 9 years. She commenced her employment with TD Newcrest as an Equity Research Associate and was later promoted to the position of Vice President, Equity Research Analyst. At TD Newcrest, Ms. Bloom Somer provided in-depth fundamental security analysis for common equities and income trusts in both the Media and Special Situations universes. Prior to joining TD, Ms. Bloom Somer was a Sales and Marketing Coordinator in the Private Client Marketing department at CIBC Wood Gundy. Ms. Bloom Somer graduated from the University of Toronto in 1997 with an Honours BA in Political Science and graduated in 2000 from the Schulich School of Business with a Master of Business Administration (MBA) specializing in Finance and Marketing. She has completed Level 1 of the Chartered Financial Analyst (CFA) designation and also holds the Canadian Investment Manager (CIM) designation.

Ms. Mitra has over 15 years of public accounting experience. She joined Bloom Investment Counsel, Inc. in 2011 as Chief Financial Officer. Ms. Mitra worked for PricewaterhouseCoopers LLP in Toronto from May 1995 to June 2006 as a Manager and Senior Manager in the assurance and business advisory services practice, concentrating on clients in the Canadian investment management arena. She worked for Coopers & Lybrand in England from September 1990 to May 1994, primarily providing audit and assurance services for various financial services clients. Ms. Mitra is a Chartered Professional Accountant and a member of the Chartered Professional Accountants of Ontario. She also earned her A.C.A. (U.K. chartered accounting designation), and received a Masters degree in engineering from the University of Cambridge. Ms. Mitra joined Bloom Investment Counsel, Inc. in 2011 after a career break of 5 years, during which time she operated a part-time consulting services business.

Mr. Cruz joined Bloom Investment Counsel, Inc. as an Office Administrator in 2018. Prior to joining Bloom, he was employed at major Canadian chartered banks in administrative roles. Mr. Cruz graduated from Centennial College in 2009 with a Diploma in Office Administration and in 2010 with a Diploma in Business Management.