Strategy Commentary

Quarterly Commentary

March 31, 2026

Global

Our proprietary global investment strategies consist of three key themes:
1) Income, 2) Core, and 3) Growth
Each strategy is tailored to align with distinct investment styles and risk objectives to meet the unique needs of every client. Our investment performance adheres to Global Investment Performance Standards (GIPS), reflecting principles of full disclosure and fair representation. GIPS® is a registered trademark of CFA Institute.

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