Exponent portfolio managers are driven to deliver their clients the results they seek. Exponent team focuses on risk-adjusted returns and delivers the peace of mind that comes from knowing your client’s long-term goals are within reach.

There’s a scene in Jane Eyre that unwittingly illustrates an important financial distinction: Net worth is attractive, but it’s passive income that allows you to live your dreams. This is the foundation of our investment philosophy.

The Adviser may invest up to 80% of its total assets in equity securities, including convertible and other income-producing securities, or equity derivatives that have the potential to produce a higher return than investments in fixed income or cash. The Adviser may also invest up to 20% of its total assets in non-equity securities, which include debt instruments, or derivatives that are not structured as equity instruments.

1. Navigating Personal Finance with Exponent – Your Ottawa Investment Guide

Houlihan Lokey has arranged a fully committed debt financing package in support of the merger between albelli, a Gilde Buy Out Partners (Gilde) and The Photobox Group (Photobox) portfolio company to create the market leading pan-European online photo products and gifting business. The transaction closed in January 2022.

Exponential ETFs has promoted Quantitative Analyst Qiao Duan to the position of Portfolio Manager, making her one of the youngest, if not the youngest, female ETF Portfolio Manager in the industry. In her new role, she will manage research and analysis relating to all the Exponential ETF strategies.