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    John Basler • Basler Capital Partners, LLC

    John Basler is Managing Partner, Chief Investment Officer, and Portfolio Manager at Basler Capital Partners, LLC, specializing in high yield credit and special situations with over 15 years of direct investment management experience. His expertise spans in-depth analysis of industry dynamics and capital structure, utilizing a concentrated investment approach aimed at achieving absolute and consistent above-average returns. Prior to founding Basler Capital Partners in 2020, Basler served as a senior research analyst for high yield credit at Artisan Partners for six years and spent eight years at BlackRock in various roles focusing on high yield bond and loan research as well as risk management. He holds the CFA designation and a Bachelor of Science in Engineering in Operations Research and Financial Engineering from Princeton University.

    John Basler's questions to Aware Inc (AWRE) leadership

    John Basler's questions to Aware Inc (AWRE) leadership • Q2 2025

    Question

    John Basler of Basler Capital Partners, LLC asked a series of questions regarding Aware's financial and operational performance, focusing on the year-over-year increase in G&A expenses, the growth of the sales pipeline versus the prior quarter, current customer and revenue retention rates, recent RFP outcomes, and the company's M&A strategy.

    Answer

    CFO David Traverse attributed the G&A increase to timing, one-time events, and stock-based compensation for the new CEO. CRO Brian Krause confirmed that the sales pipeline's volume and value accelerated significantly in Q2, exceeding expectations, and noted that retention rates are consistent with prior years. Krause declined to comment on specific RFP wins or losses but expressed confidence in competitive situations. CEO Ajay K. Amlani stated that the company's current focus is on organic growth and internal execution, not M&A, as there are no immediate gaps in their product suite.

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