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AWARD METHODOLOGIES & DISCLOSURES

View information regarding each individual award or ranking below.


PENSIONS & INVESTMENTS “BEST PLACES TO WORK” AWARD

Pensions & Investments works with Best Companies Group in Harrisburg, PA to
produce the Best Places to Work in Money Management lists of top companies. To
participate, a firm had to have at least $100 million of discretionary income,
at least 20 employees in the U.S., institutional assets under management or
advisement, and be in business for at least one year. Anonymous employee survey
responses accounted for 75% of the total company score and employer responses
account for the remaining 25%. Unless otherwise noted, all awards are based on
AUM as of June 30 of the awarded year. No direct or indirect compensation was
provided by the Firm to participate in or distribute the results of any Pension
and Investments Best Places to Work Awards.


2022 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 12, 2022

Pensions & Investments named 121 firms in 2022 as Best Places to Work in Money
Management. GH&A was awarded the honor for the sixth year.


2020 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 10, 2020

Pensions & Investments named 94 firms in 2020 as Best Places to Work in Money
Management. GH&A was awarded the honor for a fifth consecutive year.


2019 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 10, 2019

Pensions & Investments named 76 firms in 2019 as Best Places to Work in Money
Management. GH&A was named for the fourth consecutive year.


2018 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 10, 2018

Pensions & Investments named 69 firms in 2018 as Best Places to Work in Money
Management. GH&A was named for a third consecutive year.


2017 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 11, 2017

Pensions & Investments named 61 firms in 2017 as Best Places to Work in Money
Management. GH&A was named for the second year in a row.


2016 “BEST PLACES TO WORK” IN MONEY MANAGEMENT | COMPANIES WITH 20-49 EMPLOYEES
| AWARDED TO GH&A DECEMBER 12, 2016

Pensions & Investments named 50 firms in 2016 as Best Places to Work in Money
Management.


HOUSTON BUSINESS JOURNAL DIVERSITY IN BUSINESS AWARDS

The Houston Business Journal’s Diversity in Business Awards program recognizes
organizations and individuals that have shown exceptional commitment to
promoting practices that advance diversity and inclusion in the workplace.
Awardees do not apply to be recognized. All company honorees are for-profit and
nonprofit organizations local to the Houston business community and are split
into three categories: Outstanding Diverse Organization, Outstanding Supplier
Diversity, and Outstanding Diversity Helping Hand. All individual honorees are
active in the Houston community and are split into two categories: Outstanding
Diversity Champion and Outstanding Head of Diversity. Awards are based on
activities of the previous calendar year (May to May). No direct or indirect
compensation was provided by the Firm to participate in or distribute the
results of any Houston Business Journal Diversity in Business Awards.


2022 OUTSTANDING DIVERSE ORGANIZATION | SMALL ORGANIZATION (10-99 EMPLOYEES) |
AWARDED TO GH&A MAY 6, 2022

The Houston Business Journal recognized 30 Houston businesses ranging from
health care to law in 2022. The Outstanding Diverse Organization identifies for
profit or nonprofit organizations that contributed to harnessing diversity
within their workforces and actively taken the lead to promote and champion the
business case for diversity within the community or their industries.


2022 OUTSTANDING DIVERSITY CHAMPION | AWARDED TO GILBERT ANDREW GARCIA, CFA,
MANAGING PARTNER, MAY 6, 2022

The Houston Business Journal recognized 28 individuals in 2022 who showed
outstanding initiative to promote diversity and inclusion either within the
community or their for-profit and nonprofit organizations, making a positive
difference in others’ lives through contributions to social justice, equality,
and diversity.


2021 OUTSTANDING DIVERSITY CHAMPION | AWARDED TO GILBERT ANDREW GARCIA, CFA,
MANAGING PARTNER, FEBRUARY 24, 2021

The Houston Business Journal recognized 16 individuals in 2021 who showed
outstanding initiative to promote diversity and inclusion either within the
community or their for-profit and nonprofit organizations, making a positive
difference in others’ lives through contributions to social justice, equality,
and diversity.


NASP MAYNARD JACKSON AWARD


2020 “MAYNARD HOLBROOK JACKSON, JR.” AWARD | AWARDED TO GILBERT ANDREW GARCIA,
CFA, MANAGING PARTNER, DECEMBER 10, 2020

The Maynard Holbrook Jackson, Jr. Award (formerly the Entrepreneur of the Year
Award) was established by the National Association of Securities Professionals
(NASP) to honor the financial service professional that best exemplifies
entrepreneurial achievement, community service, and high moral standards for the
previous calendar year. No direct or indirect compensation was provided by the
Firm to participate in or distribute the results of the award.


EMERGING MANAGER MONTHLY “FIXED INCOME MANAGER OF THE YEAR”

Presented by Emerging Manager Monthly, Emerging Manager Awards are awarded
annually to firms across seven categories: large-cap equity, small-cap equity,
small- to mid-cap equity, all-cap equity, international equity, and core fixed
income. Nominees are ranked on the following criteria: excess returns over
benchmark, performance versus peers, asset growth, asset percentage growth, and
standard deviation. The top three managers in each category are then judged by a
committee comprised of highly respected industry experts. The committee remains
anonymous and evaluates the merits of each firm on qualitative and quantitative
measures. No direct or indirect compensation was provided by the Firm to
participate in or distribute the results of any Emerging Manager Monthly Awards.


2019 “FIXED INCOME MANAGER OF THE YEAR” AWARD | AWARDED TO GH&A APRIL 3, 2019

The 2019 Annual Emerging Manager Awards considered 421 products for the awards.
Each winner competed with two other finalists in their category. Finalists were
selected using a quantitative screening process utilizing data from Informa PSN.
To be eligible for the 13th annual awards, managers must have submitted year end
2018 data to PSN Informa by January 25th, have had at least $10 million in
product assets, and have full year 2018 performance figures as well as 2018
year-end product asset information. Firm-wide assets for non-minority and
women-owned firms were capped at $2 billion, and all MWBE fixed-income managers
were considered.


2018 “FIXED INCOME MANAGER OF THE YEAR” AWARD | AWARDED TO GH&A APRIL 5, 2018

The 2018 Annual Emerging Manager Awards considered 389 products for the awards.
Each winner competed with two other finalists in their category. Finalists were
selected using a quantitative screening process utilizing data from Informa PSN.
To be eligible for the 12th annual awards, managers must have submitted year end
2017 data to PSN Informa by January 26th, have had at least $10 million in
product assets, and have full year 2017 performance figures as well as 2017
year-end product asset information. Firm-wide assets for non-minority and
women-owned firms were capped at $2 billion, and all MWBE fixed-income managers
were considered.


2010 “CORE FIXED INCOME MANAGER OF THE YEAR” AWARD | AWARDED TO GH&A APRIL 1,
2010

The 2010 annual Emerging Manager Awards were presented by Emerging Manager
Monthly, in association with eVestment. Overall, 478 products were considered.
To be eligible for the 4th annual awards, managers must have submitted 2009
year-end data to eVestment Alliance, have had less than $2 billion in assets
under management and have had full-year performance figures. Only separately
managed accounts were considered. For more information, visit:
https://garciahamiltonassociates.com/wp-content/uploads/2016/02/Feb-2010-EMM-Article-DHJA.pdf


“MOST ADMIRED CEO” HONOREE


2019 “MOST ADMIRED CEO” HONOREE | AWARDED TO GILBERT ANDREW GARCIA, CFA,
MANAGING PARTNER, JULY 7, 2019

Presented by Houston Business Journal, a panel of judges appraised honorees on
contribution over the previous calendar year to company success, civic
involvement, career achievement, and other characteristics. CEOs were split
between for-profit and nonprofit categories and were representative of Houston’s
prominent industries including health care systems, development and
construction-related firms, financial institutions, and energy-related
companies. No direct or indirect compensation was provided by the Firm to
participate in or distribute the results of the award.


INSTITUTIONAL ASSET MANAGEMENT AWARDS


2018 U.S. FIXED INCOME MANAGER OF THE YEAR | AWARDED TO GH&A NOVEMBER 13, 2018

Sponsored by FundMAP, the 2018 Institutional Asset Management Awards constitute
a vote of recognition from U.S. peers and a significant achievement for asset
managers. According to FundMAP, the awards recognize “best-in-class” firms
serving the North American institutional market. Award winners are selected by
majority vote, through an online poll of the entire Institutional Asset
Management readership including key industry professionals based on the previous
calendar year. No direct or indirect compensation was provided by the Firm to
participate in or distribute the results of the Institutional Asset Management
Awards.


HOUSTON BUSINESS JOURNAL “BEST PLACES TO WORK”


2018 “BEST PLACES TO WORK” | AWARDED TO GH&A OCTOBER 24, 2018

The Houston Business Journal named 102 companies among its 2018 “Best Places to
Work.” The award celebrates companies in the Houston area with the most
satisfied employees. Companies are ranked by the results of an anonymous
employee survey covering the current employee sentiment, which aims to evaluate
employee engagement and satisfaction. No direct or indirect compensation was
provided by the Firm to participate in or distribute the results of the award.


HOUSTON HISPANIC CHAMBER OF COMMERCE “MALE ENTREPRENEUR OF THE YEAR”


2018 “MALE ENTREPRENEUR OF THE YEAR” | AWARDED TO GILBERT ANDREW GARCIA, CFA,
MANAGING PARTNER, NOVEMBER 10, 2018

The Houston Hispanic Chamber of Commerce Annual Awards is the largest Hispanic
gala in Houston. The Annual Male Entrepreneur of the Year Awards recognizes
successful executives, entrepreneurs, and community leaders in Houston who
demonstrate leadership and community service in the community during the
previous calendar year. Nominees must be of Hispanic origin, be a senior
executive, demonstrate community involvement, be an advocate of business
diversity, demonstrate an impact in the community, and not be an elected
official. The Houston Hispanic Chamber of Commerce represents the largest
demographic group in the region and $60 billion in annual economic activity (as
of 2018). According to the Houston Hispanic Chamber of Commerce, the awards are
the Chamber’s opportunity to recognize and celebrate Hispanic leaders in Houston
who make economic progress possible. No direct or indirect compensation was
provided by the Firm to participate in or distribute the results of the award.


INSTITUTIONAL INVESTOR U.S. INVESTMENT MANAGEMENT AWARDS

Manager of the Year awards are part of Institutional Investor’s U.S. Investment
Management Awards. Awardees are recognized by endowments, foundations, pension
funds, and other institutional investors for innovation and impressive returns
during the previous calendar year. Following a public call for nominations, the
editorial staff of Institutional Investor selects award nominees based on the
staff’s analysis of data collected. Once the nominees are publicly announced,
the group then conducts a wide survey of U.S. institutional investors and
invites them to vote for the manager nominees. No direct or indirect
compensation was provided by the Firm to participate in or distribute the
results of any Institutional Investor U.S. Investment Management Awards.


2016 “INTERMEDIATE-TERM MANAGER OF THE YEAR” | AWARDED TO GH&A MAY 10, 2016




2015 “INTERMEDIATE-TERM MANAGER OF THE YEAR” | AWARDED TO GH&A MAY 4, 2015




2014 “INTERMEDIATE-TERM MANAGER OF THE YEAR” | AWARDED TO GH&A MAY 8, 2014




FIRM RANKINGS

Information for rankings was obtained by questionnaires completed by firm
representatives and research by the ranking institution. Not all information
could be independently verified by the ranking institution. No direct or
indirect compensation was provided by the Firm to participate in or distribute
the results of any rankings below.

2nd Largest Houston-Area Money Management Firm (2022, Houston Business Journal)

178th Largest Money Manager (2022, Pensions and Investments)

5th Largest Houston-Area Minority Owned Business (2021, Houston Business
Journal)

 



Disclosure
Each third-party award and/or ranking about Garcia Hamilton & Associates, L.P.
(GH&A) or its representatives was given based upon various criteria and
methodologies. GH&A has not paid a fee to be considered for the awards/rankings
as specifically mentioned in the applicable criteria and methodology
disclosures. Any information contained in this correspondence is for
informational purposes only and is not intended as an offer or solicitation with
respect to the purchase or sale of any security. Awards and/or rankings may not
be representative of actual client experiences, are not indicative of past or
future performance. Rankings and recognitions by unaffiliated publications
should not be construed by a client or prospective client as a guarantee that
GH&A will provide a certain level of results in client accounts, nor should they
be construed as current or past endorsements of GH&A by clients. Such
publications base their selections on information prepared and/or submitted by
the sponsor organization. Investments in securities involve the risk of loss.
Past performance is no guarantee of future results. Do not rely upon this
information to predict future investment performance or market conditions. This
information is not a substitute for consultation with a competent financial,
legal, or tax adviser and should only be used in conjunction with their advice.

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