Common Contracts
16 similar Subadvisory Agreement contracts by Clearwater Investment Trust
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2024 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 18th day of May, 2023 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and MacKay Shields LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 5th day of November, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Rice Hall James & Associates LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 17th day of September, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Wasatch Advisors, Inc. d/b/a Wasatch Global Investors, a corporation organized under the laws of the State of Utah (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 31st day of December, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and O’Shaughnessy Asset Management, LLC, a Delaware Limited Liability Company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 12th day of September, 2019 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and LSV Asset Management, a Delaware general partnership (the “Subadvisor”).
Clearwater Investment Trust AMENDED AND RESTATED SUBADVISORY AGREEMENTSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust • Minnesota
This Amended and Restated Subadvisory Agreement, made as of the 12th day of September, 2019 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and WCM Investment Management, LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2018 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 11th day of September, 2017 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Cooke & Bieler, L.P., a Pennsylvania Limited Partnership (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2018 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 11th day of September, 2017 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Pzena Investment Management, LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 27th, 2018 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 11th day of September, 2017 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Pzena Investment Management, LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 27th, 2018 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 11th day of September, 2017 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Cooke & Bieler, L.P., a Pennsylvania Limited Partnership (the “Subadvisor”).
Clearwater Investment Trust AMENDED AND RESTATED SUBADVISORY AGREEMENTSubadvisory Agreement • April 29th, 2016 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 1st day of January, 2016 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Osterweis Capital Management, (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 27th, 2015 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 4th day of February, 2015 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and O’Shaughnessy Asset Management, LLC, a Delaware Limited Liability Company (the “Subadvisor”).
Clearwater Investment Trust AMENDED AND RESTATED SUBADVISORY AGREEMENTSubadvisory Agreement • February 27th, 2015 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 31 day of January, 2015 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Osterweis Capital Management, (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2013 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 16th day of October, 2012 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Templeton Investment Counsel, LLC (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2011 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 30th day of November, 2010 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Knightsbridge Asset Management, LLC, (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2011 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 30th day of November, 2010 (the “Agreement”),-by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Osterweis Capital Management, (the “Subadvisor”).
