ATLANTA CAPITAL MANAGEMENT CO L L C

Atlanta Capital Management Co. is a private investment management company that was founded in 1969 and incorporated in 1971. The company specializes in stocks with “demonstrated histories of consistent growth and stability in earnings, and bonds with stable and predictable cash flows, and low credit and event risk,” establishing its investment philosophy in the 1970s. The company would grow and begin offering a variety of strategies in the 1990s and become Calvert Investment’s sole sub-advisor to its Calvert Equity Portfolio. In 2001, the company would sell a majority interest to Eaton Vance Corporation to be able to diversify its business into mutual funds and managed accounts, becoming the sole sub-advisor to the Eaton Vance Atlanta Capital Small Cap Fund and Eaton Vance Atlanta Capital Large Cap Growth Fund. The company currently operates as an independent subsidiary of Eaton Vance Corp., with approximately 14% of the company owned by its employees. The company has over $16.5 billion in total assets under management spread over 260 accounts, with over half of its assets being sub-advised mutual funds and the rest made of tax-exempt assets (30%), and taxable assets. Atlanta Capital Management invests primarily in the growth stocks of companies, using a fundamental analysis with a bottom up stock picking approach to create and manage its portfolios. The company measures its performances using the Russell 1000 Index, Russell 2500 Index, Russell 2000 Index, S&P 500 Index, and Merill Lynch and Barclays indices. Most of its investments are vested in the technology, financial, and services sectors, which together make up approximately 60% of its total investment allocation, and also include the health care, consumer cyclical and noncyclical, capital goods, basic materials, and transportation sectors, in order of decreasing sector allocation. The company currently offers a variety of investment strategies including High Quality Growth Plus, Socially Responsible, High Quality Premier, and High Quality SMID Cap.