Convictional Approach Independent, employee-owned investment firm with a 36-year track record and a focus on delivering superior risk-adjusted returns through a concentrated US large-cap portfolio. Potential cross-sell: advisory services, managed accounts, and bespoke research platforms to high-net-worth clients and family offices seeking long-term, value-driven strategies.

AUM Growth Momentum Over $30 billion in assets under management as of 12/31/2024 and ongoing ETF expansion via major platforms (Goldman Sachs). Opportunity to introduce core equity research tools, trading and settlement infrastructure, and ETF-related services to support scale and diversification.

Technology Enablement Tech stack includes AWS, OpenAI, Salesforce, and marketing automation. Potential to offer data integration, AI-driven research workflows, cybersecurity, and client portal enhancements to improve efficiency, compliance, and client experience.

Strategic Partnerships Recent ETF launches on Goldman’s platform and stakes in notable equities indicate openness to partnerships and co-ventures. Prospect for collaborative product development, co-branded investment vehicles, and technology partnerships to accelerate distribution.

Market Positioning Focused on a disciplined, value-oriented approach with long holding periods. This aligns with clients seeking stability and downside protection; target opportunities include wealth managers, family offices, and institutions looking for core equity exposure, portfolio construction tools, and due diligence support.