The journey matters just as much as
the destination.

¹May include former employees and board members
²As of 9/30/2024
*Awards Disclosures

Envestnet SMA Manager of the Year
Envestnet, Inc. (NYSE:ENV) and Investment Advisor magazine selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards using Envestnet|PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers. This framework takes a variety of qualitative and quantitative criteria in to consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. To qualify for an SMA Manager and Strategist of the Year Award, a manager’s team must have at least three years of experience running a strategy with $200 million or more in assets. A manager’s product is also required to be reported through Envestnet|PMC’s Premium Research solutions, which includes more than 54,000 advisors and 2,500 companies including: U.S. banks, wealth management and brokerage firms, Registered Investment Advisers, and Internet services companies.

PSN Top Guns Award Disclosure
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not reflect any management fees, transaction cost or expenses. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, products must have returns greater than the style benchmark for the latest 10-year period and also Standard Deviation less than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade. The complete list of PSN Top Guns and an overview of the methodology is available at informaconnect.com/zephyr/psn-top-guns/. Top Guns Manager of the Decade is a recognition from Informa Investment Solutions PSN, an independent, national money manager database. This designation may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of Mr. Soslow’s GCM clients. This information does not reflect the experience of clients of Clark Capital Management Group, Inc. and is not indicative of future performance. For the periods when the designation was made, the recognition was for the GCM All Cap Core (2011) and International/ADR (2017) strategies managed by Mr. Soslow. Though the strategies were in the top ten, they were not ranked first in the top ten categories for each period.

MMI/Barron’s Industry Awards
Clark Capital was a Money Management Institute and Barron’s finalists for Asset Manager of the Year ($25 – $100 billion category) in 2022 and 2024. Finalists were selected by a specially appointed MMI Industry Awards Steering Council and the MMI Membership Experience Committee (MEC). The Steering Council and MEC reviewed nominations and determined a slate of finalists in each award category based on criteria related to level of innovation, potential to effect change in the investment advisory industry, advancement of practices and protocols and potential to deliver improved outcomes for advisors and investors. Award winners were determined by a vote of primary contacts at each member firm. MMI/Barron’s does not receive compensation for the participating firms in exchange for the award and Clark Capital did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. These awards are not indicative of Clark Capital’s future performance, nor may it be representative of any one client’s experience. Prior awards and recognition received in 2021 and 2020 were for Asset Manager of the Year (AUM of $10 to 50 billion category). More information about the selection process and criteria can be found at www.mminst.org.

Philadelphia Business Journal’s Best Places to Work
The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement. Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. The survey uses these numerical values to profile employees and calculate an overall score, which is used to determine each organization’s rank.

SmartX Awards
Winners were chosen in 16 categories from among 725 strategies available on the SMArtX UMA platform based on annual performance data for the period ending December 30, 2020. Strategies were recognized for highest performances, best risk-adjusted returns, and the most amount of assets across various asset classes and investment methodologies.

Lipper Awards
Awards and rankings are only one form of performance measurement. For current performance information, please call toll free 800.766.2264 or visit navigatorfunds.com/tactical-fixed-income-fund/.

The Refinitiv Lipper Awards, formerly known as the Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Awards and rankings are only one form of performance measurement.