Fayez Sarofim & Co.

Concentrated Equity Strategy seeks to invest in domestically traded common shares with large market capitalizations and high daily trading.

The Core Fixed Income Strategy seeks to achieve a rate of return in excess of notable market indices by applying a strategy.

The Equity Income Strategy seeks income and long-term capital appreciation consistent with preservation of capital.

Global Equity Strategy seeks to generate return through long-term capital appreciation coupled with lower volatility.

Fayez Sarofim & Co. was founded in 1958 with a focus on investing in high-quality equities for long-term wealth growth, emphasizing an owner’s perspective and global mindset.

Examining the Relationship Between Revenue Growth, Earnings Growth, Price-to-Earnings Multiple Expansion and Stock Price Returns

Andrew Fetzner serves as Trader at Fayez Sarofim & Co., specializing in equities and fixed income.

Hannah Dickens works as a Research & Portfolio Support Analyst at Fayez Sarofim & Co.

Sarofim was founded in August 1958 as an independent, employee-owned global investment manager dedicated to high-conviction.

At a glance Sarofim & Co, are an independent, employee-owned, global investment manager, dedicated to high-conviction and sustainable growth.

Sarofim & Co. works as a team to make thoughtful, research-driven decisions to deliver investment returns in excess of market indices.

ESG principles are integrated into Fayez Sarofim & Co.’s Sustainable Growth Investment Philosophy.

The firm’s investment philosophy centers on long-term stock price appreciation driven by long-term earnings growth.

Fayez Sarofim & Co. provides portfolio and investment consultation.

Fayez Sarofim & Co. are an independent, employee owned, global investments managers. Investing for over 60 years.

• Form ADV Part 2A • Form ADV Part 2B • Form CRS – Client Relationship Summary