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Wakefield Asset Management focuses on proprietary quantitative behavior investment techniques that not only identify market inefficiencies but capture those inefficiencies over time. Wakefield uses a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. The resulting portfolios exhibit a unique combination of characteristics with positive near-term expectations that, in their view, will be rewarded by the market in the period ahead regardless of market direction.

Wakefield seeks to capture inefficiencies related to analyst revisions, earnings surprises, and valuation. They have developed a model that allows them to identify and predict these inefficiencies and they are highly dedicated to their process and strategy.

• Large Cap Equity Quarterly Commentary Q2 2022

Searching for Opportunities in Global Growth Trends with Fundamental Catalysts

The Fiera Capital Growth Equity team believes the intersection of bottom-up stock selection and top-down global trend/theme identification is the key driver of alpha creation. The focus is on identifying and owning companies with strong growth characteristics and reasonable valuations that are beneficiaries of sustainable global secular growth trends. Confidence in the research process allows the team to invest in its best ideas, regardless of index or sector weightings.

The team applies its combination of top-down, bottom-up research in a proprietary process which balances portfolios with solid stable growth positions of better-established names and smaller holdings of emerging growth companies. Stable growth positions are securities the team believes will steadily grow and typically have characteristics which can protect in market down cycles, while the emerging growth companies are those the team believes can provide alpha strong markets.

• Small Cap Growth 2Q22 Factsheet
• Small Cap Growth 2Q22 Quarterly Commentary
• SMID Cap Growth 2Q22 Factsheet
• SMID Cap Growth 2Q22 Commentary
  

Morningstar’s Perspective on Uncertainty and Opportunity

Even when goals remain constant, uncertainty in today’s market can push even the most seasoned investors to reconsider a sound financial strategy. To help with client conversations, check out Morningstar Investment Management’s latest package of resources that can provide a global perspective on rising interest rates, inflation, and global conflict. In addition, you’ll find their views on asset classes, regions, and sectors, including their approach to uncovering opportunities in today’s environment.

• Market Perspective – Q32022
  
• Global Convictions
• Our Message to Cautious Investors
• Market and Economic Chart Pack September 2022
• Investment Strategies At a Glance

Tactical Closed End Fund Investing Can Offer a Unique Approach to Income Generation and Portfolio Growth

Since being founded in 2009, iCM has established itself as an expert in the tactical management of closed end funds. Based on our quantitative research we believe a portfolio, that includes closed end funds, managed using our unique methodology can deliver both attractive yields and return characteristics that better align with investors’ expectations. The iCM Tactical Income Closed End Strategy (TICE) has consistently found its way into the portfolios of investors due to its unique implementation of an often-overlooked investment vehicle.

The iCM TICE Strategy is now complemented with four new portfolios within the iCM TICE Alpha Opportunities (TAO) series. The TAO portfolios combine iCM’s tactical closed end fund portfolio (TICE) and the valuations-based, tactical asset allocation methods that our investment team has utilized for over 20 years. The result is a portfolio series that combines all iCM’s greatest strengths into one offering.

• TICE Fact Sheet – Q2 2022
• TICE Alpha Opportunities Fact Sheet – Q2 2022
• TICE Strategy Guide
• TICE Alpha Opportunities Strategy Guide
• 3Q 2022 Quarterly Letter