Since its inception in Los Angeles in 1980, Hotchkis and Wiley has focused exclusively on finding and owning undervalued securities that we believe have potential for appreciation. We manage value equity and high yield assets for institutional and mutual fund investors. The firm is independently owned with a majority interest held by employees.

WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return. WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.

PAAMCO Prisma has a history of innovation in building and providing access to differentiated return streams. Through effective implementation we aim to deliver the highest alpha at the lowest cost. Our business is managed with the same commitment and rigor as when it was founded more than 20 years ago. We are focused on creating an environment for investment talent to deliver strong differentiated alpha opportunities in a structure that strives to maximize returns and minimize drawdowns.

iM Global Partner is a worldwide network of dynamic investment boutiques, comprised of nine Partners. Since 2013, our mission has been radically simple: to find the best investment talent in the world. Based on our core belief that Performance is born out of People, our highly experienced research team uses their in-depth process to scour the world for dynamic, ambitious and entrepreneurial asset managers. Through this process we uncover small to mid-sized, independently owned boutiques run by skilled individuals with a long-term track record and a mindset that fits with our own. iM Global Partner takes a minority, non-controlling stake in their business and we build a long-term partnership with them based on mutual respect and fully aligned interests. We are proud to call these businesses our Partners and they are the essence of what iM Global Partner stands for: Uncovering what we believe to be the best, the very best investment talent. The Partners.   iM Global Partner is present in 11 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners.   iM Global Partner’s wide range of investment solutions includes a Luxembourg SICAV, and strong range of Mutual Funds and ETFs dedicated to US investors.   iM Global Partner represents $39 billion of assets under management as of December 2023. Posts from iM Global Partner represent opinions only and are not intended as investment advice. We ask that you do not share any personal investment experience regarding our products and services. iM Global Partner reserves the right to remove user comments for any reason, and we are not responsible for, and do not endorse, any opinions, statements, or links posted by third parties on this page. Please review our important risk information with the following link : https://www.imgp.com/social_media.pdf

Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we aspire to be a leading source of insights and products transforming the global investment community. Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. *Our strategies may not be available to all investors. Please read these disclosures concurrent with all postings: https://www.researchaffiliates.com/en_us/legal/disclosures.html#disclosures.

FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. As of June 30, 2023, FPA manages approximately $24 billion across multiple strategies. Independently owned FPA has 78 employees, with 21 investment professionals. California Applicant Privacy Notice: https://fpa.com/california-applicant-privacy-notice FPA Privacy Policy: https://fpa.com/privacy-policy FPA Social Media Terms and Conditions: https://fpa.com/fpa-social-media-terms-and-conditions-of-use

Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. Churchill does not solicit or encourage third parties to post anything on the Firm’s behalf, including endorsements, and the Firm is not responsible for any third party comments. See important disclosures here: http://www.churchillmanagement.com/services-q10321-disclosures-aspx/

Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision’s products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. Envision provides reliability for today’s challenges and flexibility for tomorrow’s opportunities.

Established in 1994, Mischler Financial Group is the oldest and largest diversity-certified broker-dealer owned/operated by service-disabled veterans and a federally- certified Service-Disabled Veteran Business Enterprise (SDVOSB). Positioned as a boutique investment bank/institutional brokerage, we serve premiere institutional fund managers, the leading Fortune Corporate Treasurers, state and local governments, public plan sponsors, endowments and foundations. Mischler capital market services include new issue underwriting and syndication within the US Equity and Debt capital markets, agency-only, better execution across the global equities and fixed income markets, cash and asset management solutions for liquid and alternative investment strategies. Mischler is a certified MBE, SDVOSB (US Dept of Veterans Affairs), SDVOBE, SDVOB (NY State) and VBE (Veteran Business Enterprise | Ohio).

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Centaurus is registered with the SEC (Securities & Exchange Commission) and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus – to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.

K1 is a leading investment firm focusing on high-growth enterprise software companies globally. K1 seeks to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that position its companies as industry leaders. K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. K1’s investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers.