Investment Counsel Agreement Sample Contracts

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FORM OF IDEX SERIES FUND INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • December 15th, 1998 • Idex Series Fund • New York
AGREEMENT FOR INVESTMENT COUNSEL SERVICE
Investment Counsel Agreement • May 27th, 2011 • Mairs & Power Funds Trust

THIS AGREEMENT is entered into this 17th day of May, 2011, by and between MAIRS AND POWER, INC., a Minnesota corporation (the “Adviser”), and MAIRS AND POWER FUNDS TRUST, a Delaware statutory trust (the “Trust”).

ADDENDUM TO INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • April 29th, 2024 • Longleaf Partners Funds Trust

AGREEMENT made in Boston, Massachusetts, this 12th day of September, 2023, between Longleaf Partners Fund (the “Fund”), the first series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation (hereinafter referred to as “the Investment Counsel.”).

ADDENDUM TO INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • March 1st, 2011 • Longleaf Partners Funds Trust

AGREEMENT made in Boston, Massachusetts, this 14th day of September, 2009, between Longleaf Partners International Fund (the “Fund”), the third series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation (hereinafter referred to as “the Investment Counsel.”).

INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • December 27th, 2012 • Longleaf Partners Funds Trust • Massachusetts

AGREEMENT made as the 7th day of August, 2012, between Longleaf Partners Global Fund (the “Fund”) the fourth series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, (“the Master Trust”), and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation, (hereinafter referred to as “the Investment Counsel”).

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Investment Counsel Agreement • January 29th, 1997 • Afba Five Star Funds Inc
ADDENDUM TO INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • April 29th, 2020 • Longleaf Partners Funds Trust

AGREEMENT made in Boston, Massachusetts, this 1st day of May, 2018, between Longleaf Partners Global Fund (the “Fund”), the fourth series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation (hereinafter referred to as “the Investment Counsel.”).

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Investment Counsel Agreement • June 1st, 1999 • Buffalo Small Cap Fund Inc
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Investment Counsel Agreement • September 30th, 2002 • Babson David L Growth Fund Inc
DRAFT CONTRACT
Investment Counsel Agreement • July 9th, 2021

This Agreement (“Agreement”) is by and between the Comptroller of the State of New York (the “Comptroller”), as Trustee of the Common Retirement Fund (the “CRF” or the “Fund”) whose principal office is located at 110 State Street, Albany, New York 12236, and [COUNSEL NAME], having an office at [LOCATION] (“Counsel”).

INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • June 18th, 2012 • Longleaf Partners Funds Trust • Massachusetts

AGREEMENT made as the ______ day of August, 2012, between Longleaf Partners Global Fund (the “Fund”) the fourth series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, (“the Master Trust”), and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation, (hereinafter referred to as “the Investment Counsel”).

ADDENDUM TO INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • April 29th, 2020 • Longleaf Partners Funds Trust

AGREEMENT made in Boston, Massachusetts, this 14th day of March, 2018, between Longleaf Partners International Fund (the “Fund”), the third series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation (hereinafter referred to as “the Investment Counsel.”).

ADDENDUM TO INVESTMENT COUNSEL AGREEMENT
Investment Counsel Agreement • April 30th, 2021 • Longleaf Partners Funds Trust

This AGREEMENT is made in Boston, Massachusetts, this 23rd day of November, 2020, between Longleaf Partners Global Fund (the “Fund”), the fourth series of LONGLEAF PARTNERS FUNDS TRUST, a Massachusetts business trust, and SOUTHEASTERN ASSET MANAGEMENT, INC., a Tennessee corporation (hereinafter referred to as “the Investment Counsel.”).

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