Investment Strategies

Strategy	Inception Date	AUM ($MM) (As of 28 Feb 2026 )	Portfolio Managers	Key Documents	Offered In
US Equity
Micro Cap	30 Sep 2021	51	John Loesch, CFA Aaron Monroe, CFA Tyler Ventura, CFA	Fact Sheet	Separate Account
Small Cap	31 Dec 2000	288	Aaron Monroe, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Small-Mid Cap	31 Dec 2005	1,431	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Mid Cap	31 Dec 2013	949	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap	30 Jun 2001	12,450	Austin Hawley, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap Concentrated	26 Feb 2021	191	Austin Hawley, CFA	Fact Sheet Commentary	Separate Account Active ETF
Select	30 Jun 2000	823	Austin Hawley, CFA Rick Snowdon, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
International Equity
International	31 Dec 2016	182	Krishna Mohanraj, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Alternatives
Long-Short	30 Jun 2000	2,288	Chris Bingaman, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Mutual Fund
Securitized Credit	30 Sep 2024	141	Henry Song, CFA	Fact Sheet	Mutual Fund
Fixed Income
Core Bond	31 Jul 2016	3,687	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Core Plus Bond	31 Dec 2024	96	Arthur Cheng, CFA Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Intermediate Bond	31 Jul 2021	114	Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account
Securitized Credit	30 Sep 2024	141	Henry Song, CFA	Fact Sheet	Mutual Fund
Securitized Total Return	30 Nov 2025	32	Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Short Duration Investment Grade	30 Nov 2021	199	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account
Short Duration Securitized Bond	31 Jul 2016	5,122	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund