Strong Net Income and EPS Growth
Net income attributable to controlling interest is up 38% compared to the prior year, and U.S. GAAP EPS is up 46%. ENI diluted EPS of $0.54 per share is up 23%.
Robust Net Flows
Delivered $3.8 billion of positive net flows, the strongest quarter in 19 years, with AUM reaching $121.9 billion as of March 31, 2025.
High Strategy Outperformance
94% of strategies by revenue are outperforming benchmarks over a 5-year period with 4.4% annualized excess return, and by asset weight, more than 90% of strategies outperformed benchmarks across 3-, 5-, and 10-year periods.
Global Distribution Platform
Approximately $9 billion of gross sales in Q1 2025, with a strong global presence in Boston, London, Sydney, and Singapore, serving 1,000 client accounts in 40 countries.
Enhanced Equity Strategy Growth
Enhanced equity strategies AUM reached $12 billion by the end of Q1 2025, doubling from the prior year, driven by demand for low-risk alpha.
Capital Allocation and Share Buybacks
Repurchased 0.8 million shares for $19.4 million in Q1 2025, with $1.4 billion returned to shareholders over the last 5 years.