Tony serves as a Senior Portfolio Manager. He has over 35 years of portfolio management experience utilizing
both a quantitative and fundamental process. From 1997 to 2013, Tony was the President and Chief Investment
Officer of Global Capital Management which he founded. From 1986 through 1997, Tony was Director of
Portfolio Management at RTE Asset Management where he was responsible for portfolio management across
all asset classes. Tony’s strategies have been recognized by Informa Solutions as a PSN Top Guns Manager
of the Decade* in 2011 (Navigator® All Cap Core U.S. Equity), 2017 and 2018 (Navigator® International Equity
ADR). Tony graduated cum laude from the Wharton School of the University of Pennsylvania and is a CFA®
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*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 ten year period. Moreover, products must have returns greater 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 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 http://www.informais.com/resources/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 and 2018) 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.