For the quarter ended June 30, 2025, the SMA underperformed the Index on a gross- and net-of-fees basis due to favorable stock selection. A 55/45 multi-asset strategy providing exposure to the ...
For the quarter ended September 30, 2025, the SMA underperformed the Index on a gross- and net-of-fees basis due to unfavorable stock selection. Strong performance in technology and artificial ...
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