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2021 Capital Gains and Dividend Distribution Summary

December 16, 2021

 

We are defined by our philosophy and guided by our business principles as we invest and serve clients globally.

ANGIE K. LONG, CFA

Chief Investment Officer/Portfolio Manager

$23+ Billion

APPROX. FIRM AUM

24

INVESTMENT PROFESSIONALS

100%

MANAGEMENT OWNED

95%

CLIENT RETENTION RATE

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