Todd Asset Management LLC

Todd Asset Management LLC, established in 1998 as Veredus Asset Management LLC, is a registered investment adviser specializing in portfolio management services based on client-established investment objectives. The firm offers various investment strategies, including the Intrinsic Value Opportunity 15 strategy, managed by individuals using the intrinsic value process founded under Todd Investment Advisors, Inc. The firm manages over $5 billion in assets on a discretionary basis as of December 31, 2024. Clients may impose reasonable restrictions on investments, and tax considerations are integrated into the management process. TAM serves as a Sub-Advisor for other Investment Advisors and provides discretionary investment management services through Separately Managed Account Programs and non-discretionary services through Model portfolios. The firm's fee structure is based on a percentage of assets under management, with fees ranging from 0.35% to 0.80% depending on the investment strategy. TAM does not offer performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment philosophy focuses on the Price to Intrinsic Value calculation to determine the true worth of a stock, aiming to provide competitive investment returns. TAM's investment strategies include Large Cap Intrinsic Value, International Intrinsic Value, Intrinsic Value Opportunity, and Global Intrinsic Value Equity Income, among others. The firm's investment analysis methods include fundamental, multi-factor, quantitative, qualitative, technical, and cyclical analyses. TAM's Code of Ethics ensures ethical conduct in personal securities transactions and prohibits the use of material non-public information. The firm reviews client accounts regularly and provides proxy voting services in clients' best interests. TAM has no reportable disciplinary events and maintains financial stability to meet contractual obligations. For more information, visit www.toddasset.com.