R J North & Associates

Waddell & Reed, founded in 1937, is one of the oldest mutual fund complexes in the United States. It introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company distributes investment products through the Waddell & Reed Advisors channel and wholesale channels. Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Its Ivy Investment Management Company serves as investment advisor to Ivy Funds and the Ivy Funds portfolios. Waddell & Reed serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Ivy Funds Distributor serves as principal underwriter and distributor to Ivy Funds and the Ivy Funds portfolios.

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Palmer Square Capital Management LLC is a financial services company based in Mission, Kansas, specializing in lending to and investing in corporate debt securities of privately held companies across various sizes. With approximately $34 billion in assets under management and a team of 32 investment professionals, the firm offers customized investment solutions, private funds, mutual funds, and exchange-traded funds focussed on corporate and structured credit. The company operates a structured credit platform that includes various indices, such as the Palmer Square CLO Senior Debt Index and the Palmer Square EUR CLO Debt Index, which provide observable pricing and total return metrics for CLO debt in the U.S. and Europe. Guided by a clear philosophy and strong business principles, Palmer Square Capital prides itself on a high client retention rate of 95%, reflecting its commitment to serving clients globally. Generated from the website