Ceredex Value Advisors®

Ceredex Value Advisors is an institutional investment management firm with a strong history of managing value equity portfolios that span the market capitalization spectrum. Its culture of craftsmanship, coupled with a strict enforcement of specific investment guidelines, has enabled it to construct value-oriented portfolios that help clients seek to achieve their goals.

The firm’s investment team is adept at managing the art and the science of identifying catalysts that may lead to appreciation in undervalued, dividend-paying stocks. Ceredex believes that under-valued, dividend-paying stocks with positive catalysts will yield consistent long-term investment results for clients.

The Ceredex portfolio managers have been together for more than 17 years, giving them continuity that is not common in the investment industry. We believe this stability, together with the process they employ, has helped Ceredex deliver competitive returns to clients over market cycles.

Dividends reflect past performance and there is no guarantee they will continue to be paid.

Certium Asset Management®

Certium Asset Management is an institutional investment management firm that specializes in international and domestic equity strategies. Its team of investment professionals combine experience, region/sector specific insight, and proprietary research with systematic, objective portfolio construction.

The active strategy invests in foreign stocks with positive earnings characteristics purchased at reasonable valuations that may provide higher returns relative to domestic stocks over time and that are well-diversified across regions and sectors.

Seix Investment Advisors

Seix Investment Advisors is an institutional fixed income boutique offering a full range of fixed income strategies including investment grade broad market, short duration and tax-exempt strategies, as well as high yield bond, leveraged loan and multi-sector strategies. Managed by a team of veteran investment professionals with extensive fixed income experience, investment strategies are constructed with sensitivity to risk and return with an emphasis on credit research.

This clearly defined investment approach and a performance-oriented culture that is focused on delivering superior, risk-adjusted investment performance for clients is a hallmark of Seix and drives the firm’s long record of success for clients.

Silvant Capital Management®

Silvant Capital Management is an institutional investment boutique that specializes in managing domestic growth equity portfolios. The team has an average of more than 20 years of investment experience and every team member invests alongside their clients.

The firm’s investment team believes the best measures of a stock’s potential return are a company’s earnings quality, valuation profile, capital deployment and market behavior. Silvant believes that identifying these stock characteristics via a systematic approach, combined with in-depth fundamental analysis and disciplined risk management, provides their clients with consistent, transparent and repeatable top tier investment performance.

Silvant manages four growth strategies — diversified large cap, concentrated large cap, large cap core and small cap — across a range of product types, including institutional separate accounts and sub-advised mutual funds.

The firm’s goal is to deliver superior investment results that are repeatable and consistent with excellent client service. This has been the cornerstone of the firm for the last 25 years.

Zevenbergen Capital Investments®

For nearly two decades, Zevenbergen Capital Investment’s (ZCI) investment team has worked together, applying rigorous fundamental research to build exclusively high growth portfolios. The continuity of people and process through various market environments has been critical to the delivery of competitive long-term results.

The firm emphasizes original research, preserving objectivity from Wall Street biases. By maintaining an independent, fundamental research focus, the team is able to identify and capitalize on investment opportunities that may enhance performance results. In addition, the firm steadfastly maintains that concentrated positions in well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks given an appropriate time horizon.