Sanders Capital, LLC

Sanders Capital, LLC is a registered investment advisor with the SEC, founded in 2009 by Lewis A. Sanders. The firm specializes in providing discretionary investment management services to institutional clients and pooled vehicles, with assets under management of $100.24 billion as of December 31, 2024. Sanders Capital offers various investment strategies, including US Value Equity Portfolios, Global Value Equity Portfolios, and All Asset Value Portfolios. The firm's investment philosophy is value-driven, focusing on identifying undervalued assets for above-average risk-adjusted returns. For clients interested in Sanders Capital's services, the minimum initial investment for a separate account is $10 million, with negotiable fees for accounts above $225 million. The fee structure varies by strategy, with management fees based on a percentage of assets under management. Sanders Capital may also charge performance fees for certain client portfolios. The firm acts as a fiduciary, placing clients' interests first and providing investment discretion. Clients have the option to impose reasonable restrictions on investing in certain assets, tailored to their specific needs. Additionally, Sanders Capital considers ESG factors in its investment process, aiming to identify sustainable long-term investments. The firm's investment process involves thorough research, valuation, and portfolio construction to maximize risk-adjusted returns. Sanders Capital follows a Code of Ethics, including a Personal Trading Policy, to ensure compliance and transparency. The firm's brokerage practices prioritize best execution for client transactions, and it may aggregate client orders to achieve cost efficiencies. Sanders Capital also provides proxy voting services for clients who authorize the firm to vote on their behalf. The firm's leadership team includes Lewis A. Sanders, John P. Mahedy, and Frank D. Speno, who bring extensive experience and expertise to the firm's operations.