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Eagle Asset Management, Inc. (subadviser), Carillon Tower Advisers, Inc. (Investment Adviser) — Institutional Investor Profile | Buyside Digest

Eagle Asset Management, Inc. (subadviser), Carillon Tower Advisers, Inc. (Investment Adviser)

Institutional Investor

Value

—

Stocks

0 Stocks

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

N/A

About Investor

The portfolio management team is led by Eric Mintz, CFA, Managing Director and Portfolio Manager with 30 years of industry experience, working alongside Christopher Sassouni, D.M.D., Portfolio Co-Manager with 35 years of experience who has overseen the fund since January 3, 2006, and David Cavanaugh as the third portfolio manager. The team operates within Eagle Asset Management, Inc., headquartered at 880 Carillon Parkway, St. Petersburg, Florida, which manages $60.7 billion in total assets across 79,272 client relationships. Eagle Asset Management was established in the 1970s-1980s as a wholly-owned subsidiary of Carillon Tower Advisers, Inc., part of Raymond James Investment Management. The organization benefits from notable expertise including Bert L. Boksen, CFA, a Senior Vice President and Managing Director with 44 years at Raymond James specializing in small-cap stocks before retirement. Born March 27, 1948, in New York City, Boksen relocated to Florida in 1979 and brought decades of growth equity expertise. Eagle Asset Management combines exceptional individual investment team insight with full-service platform stability and strength. The management team has delivered consistent outperformance of the fund's benchmark since 2006, demonstrating long-term investment discipline and effective risk management.

Investor Philosophy

Investment philosophy details pending verification.

Eagle Asset Management, Inc. (subadviser), Carillon Tower Advisers, Inc. (Investment Adviser) Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Shares	Weight	Chg Shares	% Chg
Global Strategy & Macro Focus — Non-13F Equity Manager Eagle Asset Management, Inc. (subadviser), Carillon Tower Advisers, Inc. (Investment Adviser) operates primarily in global macro instruments, foreign exchange, sovereign debt, or private concentrated strategies that fall outside standard U.S. SEC Form 13F equity reporting thresholds.

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Sector	Stocks	Value	Exposure
No sector exposure available.