AG Direct Lending SMA

ANGELO AG GORDON Our Investment Philosophy Backed by fundamental research and a commitment to capital preservation, we seek consistent absolute returns for our clients. Dynamic Match money with opportunity on a timely basis Invest in inefficient markets to generate consistent, absolute returns Proprietary and Confidential Trade Secret Rigorous Conduct extensive fundamental research to drive investment decisions Robust infrastructure to oversee operations, risk management, and compliance Page 131 Vigilant Protect principal by investing with a margin of safety Protect capital through research, diversification, and the prudent use of leverage 7

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