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    Sandy Mehta

    Research Analyst at Evaluate Research

    Sandy Mehta is the Chief Executive Officer and Chief Investment Officer at Evaluate Research Ltd., specializing in institutional equity research focused on rapidly growing companies across both Developed and Emerging Markets, including the USA, China, Hong Kong, India, and ASEAN countries. He covers a variety of publicly listed firms, with recent coverage including Silvercrest Asset Management Group, and has established a strong performance track record through successful ventures such as Acumen Capital Management and Value Investment Principals, where he managed assets exceeding $200 million and consistently identified high-performing, deep value opportunities. With over 30 years of industry experience, Mehta began his career as the first analyst at Ariel Capital Management and went on to lead research teams and launch multiple investment firms before founding Evaluate Research in 2015. He holds the CFA charter, has an MBA with Director's List honors from the Wharton School, and is recognized for his leadership and expertise in global equity research.

    Sandy Mehta's questions to Silvercrest Asset Management Group (SAMG) leadership

    Sandy Mehta's questions to Silvercrest Asset Management Group (SAMG) leadership • Q2 2025

    Question

    Sandy Mehta of Evaluate Research inquired about the new business pipeline's strength, the performance of the global value composite, details on the recent stock buyback, and the current outlook for M&A or team acquisitions.

    Answer

    Richard Hough, Chairman & CEO, stated that the measurable new business pipeline has doubled to approximately $200 million, with a much larger unmeasured potential. He highlighted significant investments in the new global value team, which are impacting current earnings but are expected to drive future growth. Regarding capital allocation, Hough confirmed an aggressive $15.3 million share repurchase and noted they are always exploring M&A, though the market remains expensive. CFO Scott Gerard added that the average buyback price was below the current trading price.

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    Sandy Mehta's questions to Silvercrest Asset Management Group (SAMG) leadership • Q1 2025

    Question

    Sandy Mehta inquired about the recently completed stock buyback program, asking for details on the purchase price and the status of the authorization going forward.

    Answer

    Executive Richard Hough confirmed the $12 million share repurchase program was completed in the prior month, utilizing block trades to increase volume. He stated that while the program is finished, Silvercrest is actively evaluating a new buyback. Hough emphasized the strategic importance of returning capital to shareholders, especially while making growth investments that temporarily impact earnings, a move supported by the company's strong balance sheet.

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    Sandy Mehta's questions to Silvercrest Asset Management Group (SAMG) leadership • Q4 2024

    Question

    Sandy Mehta of Mehta & Israni inquired about the current size of Silvercrest's client pipeline, the outlook for its OCIO business, and the prospects for global inflows in 2025, particularly for the new global value strategy. He also asked if current expense levels for compensation and G&A are a good baseline for the future.

    Answer

    Executive Richard Hough detailed that the pipeline has grown to $1.6 billion from $1.2 billion, with OCIO assets also at $1.6 billion and expected to increase. He explained the difficulty in quantifying the global value pipeline but expressed high optimism for significant inflows in 2025 and 2026, noting strong performance and new consulting relationships. Regarding expenses, Hough confirmed that current levels should be expected for the foreseeable future due to ongoing investments in talent and growth initiatives, such as the new global team and expansion into Atlanta and Singapore, which are expected to drive long-term returns.

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    Sandy Mehta's questions to Silvercrest Asset Management Group (SAMG) leadership • Q3 2024

    Question

    Sandy Mehta inquired about the global equity strategy, including potential inflows and staffing levels. He also asked for an update on other new strategies, the OCIO business, and the company's share buyback activity versus holding cash for potential acquisitions.

    Answer

    Richard Hough, an executive, detailed that the global equity team is nearly fully staffed and represents an 'enormous' opportunity not yet included in the current $1.2 billion pipeline. He noted the OCIO pipeline stands at $600 million. Regarding capital allocation, Hough explained that share buybacks are viewed as an 'acquisition by another means' and the current plan offers the flexibility to pause for a strategic acquisition. CFO Scott Gerard added that the company had repurchased $1.4 million of a $12 million plan authorized in mid-August.

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    Sandy Mehta's questions to Global Cord Blood (CORBF) leadership

    Sandy Mehta's questions to Global Cord Blood (CORBF) leadership • Q4 2021

    Question

    Sandy Mehta of Value Investment Principals inquired about the anticipated business impact of China's new policy allowing up to three children per couple.

    Answer

    CFO Bing Chen explained that while the policy is a positive long-term signal, the immediate impact on cord blood banking is expected to be limited. He cited high living costs as a deterrent for families and suggested that those who do have more children may prioritize other expenses over preventive healthcare. Mr. Chen believes the long-term benefit is contingent on further government support measures.

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