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    John Bassler

    Research Analyst at 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 within the investment management industry. He leverages over 15 years of experience, including senior analyst positions at Artisan Partners and BlackRock, where he focused extensively on high yield bonds, loans, and risk management, contributing to the coverage and analysis of companies with complex financing needs. Since founding Basler Capital Partners in August 2020, Basler has implemented a concentrated, high conviction investment approach aimed at delivering consistent, above-average absolute returns. He holds the CFA designation and earned a Bachelor of Science in Engineering in Operations Research and Financial Engineering from Princeton University.

    John Bassler's questions to AWARE INC /MA/ (AWRE) leadership

    John Bassler's questions to AWARE INC /MA/ (AWRE) leadership • Q2 2025

    Question

    Asked a series of questions covering the increase in G&A expenses, the change in sales pipeline volume compared to the previous quarter, customer and revenue retention rates, recent RFP outcomes, and the company's M&A strategy.

    Answer

    The CFO attributed the G&A increase to one-time events and performance-based stock options, noting R&D and S&M costs will rise with investments. The CRO stated the pipeline value and volume accelerated significantly in Q2, exceeding expectations. Customer retention rates are stable and consistent with prior years. The company is active in many competitive bids but does not comment on specific wins or losses. The CEO clarified the current focus is on internal execution and organic growth, not M&A, as they feel their product suite is complete.

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