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QUALITY SCORECARDS

Monthly Scorecard

October 31, 2024

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Quarterly Scorecard

September 30, 2024

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FACT SHEETS AND COMMENTARIES

Fact Sheets & Commentaries

Core Equity

September 30, 2024
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Fact Sheets & Commentaries

 Growth Equity

September 30, 2024
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Fact Sheets & Commentaries

Fixed Income

June 30, 2024
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As a firm, we are dedicated to uncovering high quality investments—a strategy that transcends market conditions.

Short Duration Scorecard

September 30, 2024
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SHORT DURATION QUALITY SCORECARD

A quick reference guide to what's driving short duration fixed income returns.