AGINCOURT CAPITAL MANAGEMENT, LLC

**AGINCOURT CAPITAL MANAGEMENT, LLC** This multi-strategy fund currently manages $100M across a concentrated portfolio of three core holdings. The strategy exhibits a significant global equity tilt, evidenced by the largest position in VT at $60.3M (60.3% of AUM). Further diversification is achieved through fixed income exposure, with substantial allocations to IAGG ($23.1M) and AGG ($16.5M). The current structure suggests a mandate focused on global asset allocation across equities and fixed income.

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