Guiding Principles

1. Respect each member of the Seven Funds team

• Treat each other as bright, capable valued teammates
• Always communicate with directness and integrity
• Celebrate and embrace our successes
• Continually challenge each other through healthy debate

2. Execute with excellence

• Use resources effectively and with efficiency
• Continually improve processes
• Remove obstacles to excellence as they arise
• Acknowledge mistakes early - address and learn form them

3. Be driven by our clients

• Know our clients
• Understand our clients and analyze decisions from their perspective
• Work as a cohesive tam to meet client needs and expectation
• Be great stewards of the assets entrusted to us

4. Know our business

• Understand what makes us respected leaders in our field
• Know what is happening in our industry
• Know what our competitors are doing
• Develop focused strategies to achieve our goals
• Be an expert in all we do

5. Increase firm reputation

• Work with pride and deliver exceptional results
• Stay true to our strategies and guiding principles
• Be performance driven - always raising the expectations on ourselves
• Make a positive contribution in the communities we live and serve