Tran Capital Management, L.p.

Tran Capital Management, L.P. (TCM) is a Registered Investment Adviser specializing in professional portfolio management services. Established in 1974 as Lateef Investment Management, TCM underwent a transformation in 2017 through a management buyout led by Quoc Tran and Eric Winterhalter. TCM offers discretionary investment management for various clients, including individuals, pension plans, trusts, and charitable foundations. The firm's investment strategies include Multi-Cap Growth, Multi-Cap Balanced, Partners Strategy, and Sustainable Growth. TCM manages assets totaling $822,181,062 on a discretionary basis and $46,232,069 in non-discretionary assets as of December 31, 2022. TCM charges tiered, percentage-based fees calculated on the market value of client assets, payable quarterly in arrears or in advance. The firm's fee schedules for separately managed accounts have a minimum account size of $1,000,000. TCM participates in wrap fee programs and offers services through Unified Managed Accounts (UMA). The firm's investment philosophy is based on fundamental analysis, with a focus on value investing. TCM exercises full investment discretion for client accounts, making decisions on securities purchases and sales based on client-established objectives and guidelines. Clients receive regular account reviews and detailed reports. TCM does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure ethical conduct. The firm does not vote proxies unless requested by clients and may engage third-party service providers for proxy voting. For more information or to request a copy of TCM's Proxy Guidelines, clients can contact the Compliance Department.