Risk Factors Update Summary
- Some of our strategies now offer access to global markets with significant exposure to domestic clients.
- Our AUM is approximately 1% of our ownership interests in Westwood Management and Broadmark.
- Fee revenues from our ten largest clients decreased from 24% in 2020 to 21% in 2023.
Full Text Changes in Most Recent 10-K
Intended use: review the highlighted statements. These are additions to the risk factors disclosure in the most recent 10-K filing compared to the previous 10-K filing. Deleted and moved text is less important and is shown for context.
To view the full company filings, click on the following link to be taken to the SEC EDGAR database landing page for the company: https://www.sec.gov/edgar/browse/?CIK=1165002&owner=exclude
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