Scout Investments, Inc.

Scout Investments is an investment management company based out of Kansas City, Missouri. The company was founded in 1982 and would become registered with the SEC as an investment advisory firm in 2001. Scout Investments began with three mutual funds and would grow to expand its line of offerings, becoming an independent subsidiary of UMB Financial Corp. in 2009. The company was previously known as Scout Investment Advisors and has most recently acquired Reams Asset Management in 2010. Scout Investments utilizes fundamental analysis to make its investment decisions, allocating its assets in the stocks of companies in the public equity and fixed income markets on a global scale across all major capitalizations. The company benchmarks its performance against various S&P 500, MSCI, and Russell indexes. Scout Investments is currently headed by Andrew J. Iseman and has 95 employees with 38 of them being investment professionals. The company invests most heavily in the finance sector, which alone makes up almost a quarter of its total asset allocations, and also invests in the consumer discretionary, information technology, health care, energy, consumer staples, materials, and industrials sectors, among others to a lesser degree, in order of decreasing allocation. Scout Investments currently holds over $31 billion in total assets under management spread across 577 accounts, all of which are discretionary. Both of its total number of accounts and managed assets have increased in recent years with its total assets under management growing significantly from $6.5 billion to almost 5 times that amount today. Scout Investments mainly caters to individuals, which alone makes up over half of its client base, and also provides services to state or municipal entities, corporations, pooled investment vehicles, charities, pension and profit sharing plans, and others, in order of decreasing clientele. The company’s offering of mutual funds currently includes its Core Bond, Low Duration, Emerging Markets, Equity Opportunity, and Global Equity Funds, among others.