Sapience Investments, LLC

Sapience Investments, LLC, based in Irvine, CA, was established in 2016 and specializes in providing investment advisory and management services as a discretionary investment adviser to institutional separate accounts and sub-advisory services to registered investment companies. The firm focuses on Small Cap Value Equity and Small/Mid Cap Value Equity securities, tailoring advisory services to individual client needs based on stated investment objectives. As of December 31, 2024, Sapience had $184,694,061 in discretionary assets under management. The firm's fee structure includes annual management fees ranging from 1.00% to 0.80% based on assets under management, subject to negotiation. Sapience acts as a fiduciary, placing clients' interests first and adhering to a Code of Ethics. The firm does not engage in performance-based fees and manages client accounts with investment discretion, making determinations on securities, amounts, brokers, commissions, and prices. Sapience votes proxies on behalf of clients and maintains custody through qualified custodians, providing quarterly account statements. The firm does not receive compensation beyond advisory fees and has no financial commitments impairing its ability to meet client obligations. For further details, clients can contact Sapience directly.