LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3M COMPANY | ||||
Security ID: 88579Y101 Ticker: MMM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas K. Brown | Management | For | Voted - For |
1.2 | Elect Pamela J. Craig | Management | For | Voted - For |
1.3 | Elect David B. Dillon | Management | For | Voted - For |
1.4 | Elect Michael L. Eskew | Management | For | Voted - For |
1.5 | Elect James R. Fitterling | Management | For | Voted - For |
1.6 | Elect Amy E. Hood | Management | For | Voted - For |
1.7 | Elect Muhtar Kent | Management | For | Voted - For |
1.8 | Elect Suzan Kereere | Management | For | Voted - For |
1.9 | Elect Dambisa F. Moyo | Management | For | Voted - For |
1.10 | Elect Gregory R. Page | Management | For | Voted - For |
1.11 | Elect Michael F. Roman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Reporting on | |||
Balancing Climate Measures and Financial Returns | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
ABBVIE INC. | ||||
Security ID: 00287Y109 Ticker: ABBV | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect William H.L. Burnside | Management | For | Voted - For |
1.2 | Elect Thomas C. Freyman | Management | For | Voted - For |
1.3 | Elect Brett J. Hart | Management | For | Voted - For |
1.4 | Elect Edward J. Rapp | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
ACTIVISION BLIZZARD, INC. | ||||
Security ID: 00507V109 Ticker: ATVI | ||||
Meeting Date: 28-Apr-22 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
1
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Reveta Bowers | Management | For | Voted - For |
1.2 | Elect Kerry Carr | Management | For | Voted - For |
1.3 | Elect Robert J. Corti | Management | For | Voted - For |
1.4 | Elect Brian G. Kelly | Management | For | Voted - For |
1.5 | Elect Robert A. Kotick | Management | For | Voted - For |
1.6 | Elect Lulu C. Meservey | Management | For | Voted - For |
1.7 | Elect Barry Meyer | Management | For | Voted - For |
1.8 | Elect Robert J. Morgado | Management | For | Voted - For |
1.9 | Elect Peter Nolan | Management | For | Voted - For |
1.10 | Elect Dawn Ostroff | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report Sexual | |||
Harassment and Discrimination | Shareholder | Against | Voted - For | |
ACUITY BRANDS, INC. | ||||
Security ID: 00508Y102 Ticker: AYI | ||||
Meeting Date: 05-Jan-22 | ||||
1.1 | Elect Neil M. Ashe | Management | For | Voted - For |
1.2 | Elect W. Patrick Battle | Management | For | Voted - For |
1.3 | Elect G. Douglas Dillard, Jr. | Management | For | Voted - For |
1.4 | Elect James H. Hance, Jr. | Management | For | Voted - For |
1.5 | Elect Maya Leibman | Management | For | Voted - For |
1.6 | Elect Laura G. O'Shaughnessy | Management | For | Voted - For |
1.7 | Elect Dominic J. Pileggi | Management | For | Voted - For |
1.8 | Elect Ray M. Robinson | Management | For | Voted - For |
1.9 | Elect Mark J. Sachleben | Management | For | Voted - For |
1.10 | Elect Mary A. Winston | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amendment to the 2012 Omnibus Stock Incentive | |||
Compensation Plan | Management | For | Voted - For | |
AFLAC INCORPORATED | ||||
Security ID: 001055102 Ticker: AFL | ||||
Meeting Date: 02-May-22 | ||||
1.1 | Elect Daniel P. Amos | Management | For | Voted - For |
1.2 | Elect W. Paul Bowers | Management | For | Voted - For |
1.3 | Elect Arthur R. Collins | Management | For | Voted - For |
2
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Toshihiko Fukuzawa | Management | For | Voted - For |
1.5 | Elect Thomas J. Kenny | Management | For | Voted - For |
1.6 | Elect Georgette D. Kiser | Management | For | Voted - For |
1.7 | Elect Karole F. Lloyd | Management | For | Voted - For |
1.8 | Elect Nobuchika Mori | Management | For | Voted - For |
1.9 | Elect Joseph L. Moskowitz | Management | For | Voted - For |
1.10 | Elect Barbara K. Rimer | Management | For | Voted - For |
1.11 | Elect Katherine T. Rohrer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AGCO CORPORATION | ||||
Security ID: 001084102 Ticker: AGCO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Michael C. Arnold | Management | For | Voted - For |
1.2 | Elect Sondra L. Barbour | Management | For | Voted - For |
1.3 | Elect Suzanne P. Clark | Management | For | Voted - For |
1.4 | Elect Bob De Lange | Management | For | Voted - For |
1.5 | Elect Eric P. Hansotia | Management | For | Voted - For |
1.6 | Elect George E. Minnich | Management | For | Voted - For |
1.7 | Elect Niels Porksen | Management | For | Voted - For |
1.8 | Elect David M. Sagehorn | Management | For | Voted - For |
1.9 | Elect Mallika Srinivasan | Management | For | Voted - For |
1.10 | Elect Matthew Tsien | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALLISON TRANSMISSION HOLDINGS, INC. | ||||
Security ID: 01973R101 Ticker: ALSN | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Judy L. Altmaier | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect D. Scott Barbour | Management | For | Voted - For |
1.4 | Elect David C. Everitt | Management | For | Voted - For |
1.5 | Elect Alvaro Garcia-Tunon | Management | For | Voted - For |
1.6 | Elect David S. Graziosi | Management | For | Voted - For |
1.7 | Elect Carolann I. Haznedar | Management | For | Voted - For |
1.8 | Elect Richard P. Lavin | Management | For | Voted - For |
1.9 | Elect Thomas W. Rabaut | Management | For | Voted - For |
1.10 | Elect Richard V. Reynolds | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ALLY FINANCIAL INC. | ||||
Security ID: 02005N100 Ticker: ALLY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Franklin W. Hobbs | Management | For | Voted - For |
1.2 | Elect Kenneth J. Bacon | Management | For | Voted - For |
1.3 | Elect Maureen Breakiron-Evans | Management | For | Voted - For |
1.4 | Elect William H. Cary | Management | For | Voted - For |
1.5 | Elect Mayree C. Clark | Management | For | Voted - For |
1.6 | Elect Kim S. Fennebresque | Management | For | Voted - For |
1.7 | Elect Melissa Goldman | Management | For | Voted - For |
1.8 | Elect Marjorie Magner | Management | For | Voted - For |
1.9 | Elect David Reilly | Management | For | Voted - For |
1.10 | Elect Brian H. Sharples | Management | For | Voted - For |
1.11 | Elect Michael F. Steib | Management | For | Voted - For |
1.12 | Elect Jeffrey J. Brown | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALPHABET INC. | ||||
Security ID: 02079K305 Ticker: GOOGL | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Larry Page | Management | For | Voted - For |
1.2 | Elect Sergey Brin | Management | For | Voted - For |
1.3 | Elect Sundar Pichai | Management | For | Voted - For |
1.4 | Elect John L. Hennessy | Management | For | Voted - Against |
1.5 | Elect Frances H. Arnold | Management | For | Voted - For |
1.6 | Elect L. John Doerr | Management | For | Voted - Against |
1.7 | Elect Roger W. Ferguson, Jr. | Management | For | Voted - For |
1.8 | Elect Ann Mather | Management | For | Voted - For |
1.9 | Elect K. Ram Shriram | Management | For | Voted - For |
1.10 | Elect Robin L. Washington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2021 Stock Plan | Management | For | Voted - Against |
4 | Increase in Authorized Common Stock | Management | For | Voted - Against |
5 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Lobbying Activity | |||
Alignment with the Paris Agreement | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Report on Physical | |||
Risks of Climate Change | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Report on Water | |||
Management Risks | Shareholder | Against | Voted - For | |
9 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
10 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
11 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
4
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
12 | Shareholder Proposal Regarding Report on Government | |||
Takedown Requests | Shareholder | Against | Voted - Against | |
13 | Shareholder Proposal Regarding Report on Siting in | |||
Countries of Significant Human Rights Concern | Shareholder | Against | Voted - Against | |
14 | Shareholder Proposal Regarding Report on Data | |||
Collection, Privacy, and Security | Shareholder | Against | Voted - For | |
15 | Shareholder Proposal Regarding Algorithm Disclosures | Shareholder | Against | Voted - For |
16 | Shareholder Proposal Regarding Human Rights Impact | |||
Assessment Report | Shareholder | Against | Voted - For | |
17 | Shareholder Proposal Regarding Report on Business | |||
Practices and Financial Returns | Shareholder | Against | Voted - Against | |
18 | Shareholder Proposal Regarding Report on Board | |||
Diversity | Shareholder | Against | Voted - Against | |
19 | Shareholder Proposal Regarding Formation of | |||
Environmental Sustainability Committee | Shareholder | Against | Voted - Against | |
20 | Shareholder Proposal Regarding Employee | |||
Representative Director | Shareholder | Against | Voted - Against | |
21 | Shareholder Proposal Regarding Report on Military | |||
Policing Agencies | Shareholder | Against | Voted - For | |
ALTRIA GROUP, INC. | ||||
Security ID: 02209S103 Ticker: MO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ian L.T. Clarke | Management | For | Voted - For |
1.2 | Elect Marjorie M. Connelly | Management | For | Voted - For |
1.3 | Elect R. Matt Davis | Management | For | Voted - For |
1.4 | Elect William F. Gifford | Management | For | Voted - For |
1.5 | Elect Debra J. Kelly-Ennis | Management | For | Voted - For |
1.6 | Elect W. Leo Kiely III | Management | For | Voted - For |
1.7 | Elect Kathryn B. McQuade | Management | For | Voted - For |
1.8 | Elect George Munoz | Management | For | Voted - For |
1.9 | Elect Nabil Y. Sakkab | Management | For | Voted - For |
1.10 | Elect Virginia E. Shanks | Management | For | Voted - For |
1.11 | Elect Ellen R. Strahlman | Management | For | Voted - For |
1.12 | Elect M. Max Yzaguirre | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - For |
AMDOCS LIMITED | ||||
Security ID: G02602103 Ticker: DOX | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Robert A. Minicucci | Management | For | Voted - For |
1.2 | Elect Adrian Gardner | Management | For | Voted - For |
1.3 | Elect James S. Kahan | Management | For | Voted - For |
1.4 | Elect Rafael de la Vega | Management | For | Voted - For |
5
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Giora Yaron | Management | For | Voted - For |
1.6 | Elect Eli Gelman | Management | For | Voted - Against |
1.7 | Elect Richard T.C. LeFave | Management | For | Voted - For |
1.8 | Elect John A. MacDonald | Management | For | Voted - For |
1.9 | Elect Shuky Sheffer | Management | For | Voted - For |
1.10 | Elect Yvette Kanouff | Management | For | Voted - For |
1.11 | Elect Sarah Ruth Davis | Management | For | Voted - For |
2 | Increase Quarterly Dividend | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
AMERICAN INTERNATIONAL GROUP, INC. | ||||
Security ID: 026874784 Ticker: AIG | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect James Cole, Jr. | Management | For | Voted - For |
1.2 | Elect W. Don Cornwell | Management | For | Voted - For |
1.3 | Elect William G. Jurgensen | Management | For | Voted - For |
1.4 | Elect Linda A. Mills | Management | For | Voted - For |
1.5 | Elect Thomas F. Motamed | Management | For | Voted - For |
1.6 | Elect Peter R. Porrino | Management | For | Voted - For |
1.7 | Elect John G. Rice | Management | For | Voted - For |
1.8 | Elect Douglas M. Steenland | Management | For | Voted - For |
1.9 | Elect Therese M. Vaughan | Management | For | Voted - For |
1.10 | Elect Peter S. Zaffino | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
AMERIPRISE FINANCIAL, INC. | ||||
Security ID: 03076C106 Ticker: AMP | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect James M. Cracchiolo | Management | For | Voted - For |
1.2 | Elect Dianne Neal Blixt | Management | For | Voted - For |
1.3 | Elect Amy DiGeso | Management | For | Voted - For |
1.4 | Elect Lon R. Greenberg | Management | For | Voted - For |
1.5 | Elect Robert F. Sharpe, Jr. | Management | For | Voted - For |
1.6 | Elect Brian T. Shea | Management | For | Voted - For |
1.7 | Elect W. Edward Walter | Management | For | Voted - For |
1.8 | Elect Christopher J. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
6
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AMERISOURCEBERGEN CORPORATION | ||||
Security ID: 03073E105 Ticker: ABC | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Ornella Barra | Management | For | Voted - For |
1.2 | Elect Steven H. Collis | Management | For | Voted - For |
1.3 | Elect D. Mark Durcan | Management | For | Voted - For |
1.4 | Elect Richard W. Gochnauer | Management | For | Voted - For |
1.5 | Elect Lon R. Greenberg | Management | For | Voted - For |
1.6 | Elect Jane E. Henney | Management | For | Voted - For |
1.7 | Elect Kathleen Hyle | Management | For | Voted - For |
1.8 | Elect Michael J. Long | Management | For | Voted - For |
1.9 | Elect Henry W. McGee | Management | For | Voted - For |
1.10 | Elect Dennis M. Nally | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Prohibiting Adjustments for | |||
Legal and Compliance Costs | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
AMGEN INC. | ||||
Security ID: 031162100 Ticker: AMGN | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect Robert A. Bradway | Management | For | Voted - For |
1.3 | Elect Brian J. Druker | Management | For | Voted - For |
1.4 | Elect Robert A. Eckert | Management | For | Voted - For |
1.5 | Elect Greg C. Garland | Management | For | Voted - For |
1.6 | Elect Charles M. Holley, Jr. | Management | For | Voted - For |
1.7 | Elect S. Omar Ishrak | Management | For | Voted - For |
1.8 | Elect Tyler Jacks | Management | For | Voted - For |
1.9 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.10 | Elect Amy Miles | Management | For | Voted - For |
1.11 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.12 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMKOR TECHNOLOGY, INC. | ||||
Security ID: 031652100 Ticker: AMKR | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect James J. Kim | Management | For | Voted - For |
7 |
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Susan Y. Kim | Management | For | Voted - For |
1.3 | Elect Giel Rutten | Management | For | Voted - For |
1.4 | Elect Douglas A. Alexander | Management | For | Voted - For |
1.5 | Elect Roger A. Carolin | Management | For | Voted - For |
1.6 | Elect Winston J. Churchill | Management | For | Voted - For |
1.7 | Elect Daniel Liao | Management | For | Voted - For |
1.8 | Elect MaryFrances McCourt | Management | For | Voted - For |
1.9 | Elect Robert R. Morse | Management | For | Voted - For |
1.10 | Elect Gil C. Tily | Management | For | Voted - For |
1.11 | Elect David N. Watson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ANNALY CAPITAL MANAGEMENT, INC. | ||||
Security ID: 035710409 Ticker: NLY | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Francine J. Bovich | Management | For | Voted - For |
1.2 | Elect Wellington J. Denahan | Management | For | Voted - For |
1.3 | Elect Katie Beirne Fallon | Management | For | Voted - For |
1.4 | Elect David L. Finkelstein | Management | For | Voted - For |
1.5 | Elect Thomas Hamilton | Management | For | Voted - For |
1.6 | Elect Kathy Hopinkah Hannan | Management | For | Voted - For |
1.7 | Elect Michael Haylon | Management | For | Voted - For |
1.8 | Elect Eric A. Reeves | Management | For | Voted - For |
1.9 | Elect John H. Schaefer | Management | For | Voted - For |
1.10 | Elect Glenn A. Votek | Management | For | Voted - For |
1.11 | Elect Vicki Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ANTHEM, INC. | ||||
Security ID: 036752103 Ticker: ANTM | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Susan D. DeVore | Management | For | Voted - For |
1.2 | Elect Bahija Jallal | Management | For | Voted - For |
1.3 | Elect Ryan M. Schneider | Management | For | Voted - For |
1.4 | Elect Elizabeth E. Tallett | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Company Name Change | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Prohibiting | |||
Political Contributions | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Racial Impact Audit | Shareholder | Against | Voted - For |
8
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
APA CORPORATION | ||||
Security ID: 03743Q108 Ticker: APA | ||||
Meeting Date: 13-May-22 | ||||
1.1 | Elect Annell R. Bay | Management | For | Voted - For |
1.2 | Elect John J. Christmann IV | Management | For | Voted - For |
1.3 | Elect Juliet S. Ellis | Management | For | Voted - For |
1.4 | Elect Charles W. Hooper | Management | For | Voted - For |
1.5 | Elect Chansoo Joung | Management | For | Voted - For |
1.6 | Elect John E. Lowe | Management | For | Voted - For |
1.7 | Elect H. Lamar McKay | Management | For | Voted - For |
1.8 | Elect Amy H. Nelson | Management | For | Voted - For |
1.9 | Elect Daniel W. Rabun | Management | For | Voted - For |
1.10 | Elect Peter A. Ragauss | Management | For | Voted - For |
1.11 | Elect David L. Stover | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
APPLIED MATERIALS, INC. | ||||
Security ID: 038222105 Ticker: AMAT | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Rani Borkar | Management | For | Voted - For |
1.2 | Elect Judy Bruner | Management | For | Voted - For |
1.3 | Elect Xun Chen | Management | For | Voted - For |
1.4 | Elect Aart J. de Geus | Management | For | Voted - For |
1.5 | Elect Gary E. Dickerson | Management | For | Voted - For |
1.6 | Elect Thomas J. Iannotti | Management | For | Voted - For |
1.7 | Elect Alexander A. Karsner | Management | For | Voted - For |
1.8 | Elect Adrianna C. Ma | Management | For | Voted - For |
1.9 | Elect Yvonne McGill | Management | For | Voted - For |
1.10 | Elect Scott A. McGregor | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Improvement of | |||
Executive Compensation Program | Shareholder | Against | Voted - Against | |
ARCHER-DANIELS-MIDLAND COMPANY | ||||
Security ID: 039483102 Ticker: ADM | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Michael S. Burke | Management | For | Voted - For |
1.2 | Elect Theodore Colbert | Management | For | Voted - For |
1.3 | Elect Terrell K. Crews | Management | For | Voted - For |
9
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.6 | Elect Juan R. Luciano | Management | For | Voted - For |
1.7 | Elect Patrick J. Moore | Management | For | Voted - For |
1.8 | Elect Francisco Sanchez | Management | For | Voted - For |
1.9 | Elect Debra A. Sandler | Management | For | Voted - For |
1.10 | Elect Lei Z. Schlitz | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Length of Share | |||
Ownership Required to Call Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Pesticide Reporting | Shareholder | Against | Voted - Against |
ARROW ELECTRONICS, INC. | ||||
Security ID: 042735100 Ticker: ARW | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Barry W. Perry | Management | For | Voted - For |
1.2 | Elect William F. Austen | Management | For | Voted - For |
1.3 | Elect Fabian T. Garcia | Management | For | Voted - For |
1.4 | Elect Steven H. Gunby | Management | For | Voted - For |
1.5 | Elect Gail E. Hamilton | Management | For | Voted - For |
1.6 | Elect Andrew Kerin | Management | For | Voted - For |
1.7 | Elect Laurel J. Krzeminksi | Management | For | Voted - For |
1.8 | Elect Michael J. Long | Management | For | Voted - For |
1.9 | Elect Carol P. Lowe | Management | For | Voted - For |
1.10 | Elect Stephen C. Patrick | Management | For | Voted - For |
1.11 | Elect Gerry P. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AT&T INC. | ||||
Security ID: 00206R102 Ticker: T | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - Abstain |
1.2 | Elect Scott T. Ford | Management | For | Voted - For |
1.3 | Elect Glenn H. Hutchins | Management | For | Voted - For |
1.4 | Elect William E. Kennard | Management | For | Voted - For |
1.5 | Elect Debra L. Lee | Management | For | Voted - Abstain |
1.6 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.7 | Elect Michael B. McCallister | Management | For | Voted - For |
1.8 | Elect Beth E. Mooney | Management | For | Voted - For |
1.9 | Elect Matthew K. Rose | Management | For | Voted - For |
1.10 | Elect John T. Stankey | Management | For | Voted - For |
1.11 | Elect Cindy B. Taylor | Management | For | Voted - For |
10
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.12 | Elect Luis A. Ubinas | Management | For | Voted - For |
1.13 | Elect Geoffrey Y. Yang | Management | For | Voted - Abstain |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Pay Ratio | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
AUTONATION, INC. | ||||
Security ID: 05329W102 Ticker: AN | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Rick L. Burdick | Management | For | Voted - For |
1.2 | Elect David B. Edelson | Management | For | Voted - For |
1.3 | Elect Steven L. Gerard | Management | For | Voted - Abstain |
1.4 | Elect Robert R. Grusky | Management | For | Voted - For |
1.5 | Elect Norman K. Jenkins | Management | For | Voted - For |
1.6 | Elect Lisa Lutoff-Perlo | Management | For | Voted - For |
1.7 | Elect Michael Manley | Management | For | Voted - For |
1.8 | Elect G. Mike Mikan | Management | For | Voted - Against |
1.9 | Elect Jacqueline A. Travisano | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
BANK OF AMERICA CORPORATION | ||||
Security ID: 060505583 Ticker: BAC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Sharon L. Allen | Management | For | Voted - For |
1.2 | Elect Frank P. Bramble, Sr. | Management | For | Voted - For |
1.3 | Elect Pierre J. P. de Weck | Management | For | Voted - For |
1.4 | Elect Arnold W. Donald | Management | For | Voted - For |
1.5 | Elect Linda P. Hudson | Management | For | Voted - For |
1.6 | Elect Monica C. Lozano | Management | For | Voted - For |
1.7 | Elect Brian T. Moynihan | Management | For | Voted - For |
1.8 | Elect Lionel L. Nowell, III | Management | For | Voted - For |
1.9 | Elect Denise L. Ramos | Management | For | Voted - For |
1.10 | Elect Clayton S. Rose | Management | For | Voted - For |
1.11 | Elect Michael D. White | Management | For | Voted - For |
1.12 | Elect Thomas D. Woods | Management | For | Voted - For |
1.13 | Elect R. David Yost | Management | For | Voted - For |
1.14 | Elect Maria T. Zuber | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
11
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Ratification of Exclusive Forum Provision | Management | For | Voted - Against |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
BERKSHIRE HATHAWAY INC. | ||||
Security ID: 084670702 Ticker: BRKA | ||||
Meeting Date: 30-Apr-22 | ||||
1.1 | Elect Warren E. Buffett | Management | For | Voted - For |
1.2 | Elect Charles T. Munger | Management | For | Voted - For |
1.3 | Elect Gregory E. Abel | Management | For | Voted - For |
1.4 | Elect Howard G. Buffett | Management | For | Voted - For |
1.5 | Elect Susan A. Buffett | Management | For | Voted - For |
1.6 | Elect Stephen B. Burke | Management | For | Voted - For |
1.7 | Elect Kenneth I. Chenault | Management | For | Voted - For |
1.8 | Elect Christopher C. Davis | Management | For | Voted - For |
1.9 | Elect Susan L. Decker | Management | For | Voted - Withheld |
1.10 | Elect David S. Gottesman | Management | For | Voted - For |
1.11 | Elect Charlotte Guyman | Management | For | Voted - Withheld |
1.12 | Elect Ajit Jain | Management | For | Voted - For |
1.13 | Elect Ronald L. Olson | Management | For | Voted - For |
1.14 | Elect Wallace R. Weitz | Management | For | Voted - For |
1.15 | Elect Meryl B. Witmer | Management | For | Voted - For |
2 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Abstain |
3 | Shareholder Proposal Regarding Climate Report | Shareholder | Against | Voted - For |
4 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with Paris Agreement | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Diversity and | |||
Inclusion Reports | Shareholder | Against | Voted - For | |
BERRY GLOBAL GROUP, INC. | ||||
Security ID: 08579W103 Ticker: BERY | ||||
Meeting Date: 16-Feb-22 | ||||
1.1 | Elect B. Evan Bayh | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Idalene F. Kesner | Management | For | Voted - For |
1.4 | Elect Jill A. Rahman | Management | For | Voted - For |
1.5 | Elect Carl J. Rickertsen | Management | For | Voted - For |
1.6 | Elect Thomas E. Salmon | Management | For | Voted - For |
1.7 | Elect Paula A. Sneed | Management | For | Voted - For |
1.8 | Elect Robert A. Steele | Management | For | Voted - For |
1.9 | Elect Stephen E. Sterrett | Management | For | Voted - For |
1.10 | Elect Scott B. Ullem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
12
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BEST BUY CO., INC. | ||||
Security ID: 086516101 Ticker: BBY | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Corie S. Barry | Management | For | Voted - For |
1.2 | Elect Lisa M. Caputo | Management | For | Voted - For |
1.3 | Elect J. Patrick Doyle | Management | For | Voted - For |
1.4 | Elect David W. Kenny | Management | For | Voted - For |
1.5 | Elect Mario J. Marte | Management | For | Voted - For |
1.6 | Elect Karen A. McLoughlin | Management | For | Voted - For |
1.7 | Elect Thomas L. Millner | Management | For | Voted - For |
1.8 | Elect Claudia Fan Munce | Management | For | Voted - For |
1.9 | Elect Richelle P. Parham | Management | For | Voted - For |
1.10 | Elect Steven E. Rendle | Management | For | Voted - For |
1.11 | Elect Eugene A. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BIOGEN INC. | ||||
Security ID: 09062X103 Ticker: BIIB | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Alexander J. Denner | Management | For | Voted - For |
1.2 | Elect Caroline D. Dorsa | Management | For | Voted - For |
1.3 | Elect Maria C. Freire | Management | For | Voted - For |
1.4 | Elect William A. Hawkins | Management | For | Voted - For |
1.5 | Elect William D. Jones | Management | For | Voted - For |
1.6 | Elect Jesus B. Mantas | Management | For | Voted - For |
1.7 | Elect Richard C. Mulligan | Management | For | Voted - Against |
1.8 | Elect Stelios Papadopoulos | Management | For | Voted - For |
1.9 | Elect Eric K. Rowinsky | Management | For | Voted - For |
1.10 | Elect Stephen A. Sherwin | Management | For | Voted - For |
1.11 | Elect Michel Vounatsos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BLACKROCK, INC. | ||||
Security ID: 09247X101 Ticker: BLK | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Bader M. Alsaad | Management | For | Voted - For |
1.2 | Elect Pamela Daley | Management | For | Voted - For |
1.3 | Elect Laurence D. Fink | Management | For | Voted - For |
1.4 | Elect Beth E. Ford | Management | For | Voted - For |
13
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect William E. Ford | Management | For | Voted - For |
1.6 | Elect Fabrizio Freda | Management | For | Voted - For |
1.7 | Elect Murry S. Gerber | Management | For | Voted - For |
1.8 | Elect Margaret L. Johnson | Management | For | Voted - For |
1.9 | Elect Robert S. Kapito | Management | For | Voted - For |
1.10 | Elect Cheryl D. Mills | Management | For | Voted - For |
1.11 | Elect Gordon M. Nixon | Management | For | Voted - For |
1.12 | Elect Kristin C. Peck | Management | For | Voted - For |
1.13 | Elect Charles H. Robbins | Management | For | Voted - For |
1.14 | Elect Marco Antonio Slim Domit | Management | For | Voted - For |
1.15 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.16 | Elect Susan L. Wagner | Management | For | Voted - For |
1.17 | Elect Mark Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Adopting Asset | |||
Management Practices | Shareholder | Against | Voted - Against | |
BORGWARNER INC. | ||||
Security ID: 099724106 Ticker: BWA | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Sara A. Greenstein | Management | For | Voted - For |
1.2 | Elect David S. Haffner | Management | For | Voted - For |
1.3 | Elect Michael S. Hanley | Management | For | Voted - For |
1.4 | Elect Frederic B. Lissalde | Management | For | Voted - For |
1.5 | Elect Paul A. Mascarenas | Management | For | Voted - For |
1.6 | Elect Shaun E. McAlmont | Management | For | Voted - For |
1.7 | Elect Deborah D. McWhinney | Management | For | Voted - For |
1.8 | Elect Alexis P. Michas | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Allow 10% of Shares to Request a Record Date to | |||
Initiate Shareholder Written Consent | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meeting | Shareholder | Against | Voted - For | |
BRANDYWINE REALTY TRUST | ||||
Security ID: 105368203 Ticker: BDN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Reginald DesRoches | Management | For | Voted - For |
1.2 | Elect James C. Diggs | Management | For | Voted - For |
1.3 | Elect H. Richard Haverstick, Jr. | Management | For | Voted - For |
1.4 | Elect Terri A. Herubin | Management | For | Voted - For |
1.5 | Elect Michael J. Joyce | Management | For | Voted - For |
1.6 | Elect Charles P. Pizzi | Management | For | Voted - Against |
14
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Gerard H. Sweeney | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BRISTOL-MYERS SQUIBB COMPANY | ||||
Security ID: 110122108 Ticker: BMY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter J. Arduini | Management | For | Voted - For |
1.2 | Elect Giovanni Caforio | Management | For | Voted - For |
1.3 | Elect Julia A. Haller | Management | For | Voted - For |
1.4 | Elect Manuel Hidalgo Medina | Management | For | Voted - For |
1.5 | Elect Paula A. Price | Management | For | Voted - For |
1.6 | Elect Derica W. Rice | Management | For | Voted - For |
1.7 | Elect Theodore R. Samuels, II | Management | For | Voted - For |
1.8 | Elect Gerald Storch | Management | For | Voted - For |
1.9 | Elect Karen H. Vousden | Management | For | Voted - For |
1.10 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
BRIXMOR PROPERTY GROUP INC. | ||||
Security ID: 11120U105 Ticker: BRX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect James M. Taylor Jr. | Management | For | Voted - For |
1.2 | Elect John G. Schreiber | Management | For | Voted - For |
1.3 | Elect Michael Berman | Management | For | Voted - For |
1.4 | Elect Julie Bowerman | Management | For | Voted - For |
1.5 | Elect Sheryl M. Crosland | Management | For | Voted - For |
1.6 | Elect Thomas W. Dickson | Management | For | Voted - For |
1.7 | Elect Daniel B. Hurwitz | Management | For | Voted - For |
1.8 | Elect Sandra A.J. Lawrence | Management | For | Voted - For |
1.9 | Elect William D. Rahm | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
BUILDERS FIRSTSOURCE, INC. | ||||
Security ID: 12008R107 Ticker: BLDR | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect Mark A. Alexander | Management | For | Voted - For |
15 |
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Dirkson R Charles | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Adoption of Targets | |||
to Achieve Net-zero Emissions by 2050 | Shareholder | Against | Voted - For | |
CAPITAL ONE FINANCIAL CORPORATION | ||||
Security ID: 14040H105 Ticker: COF | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Richard D. Fairbank | Management | For | Voted - For |
1.2 | Elect Ime Archibong | Management | For | Voted - For |
1.3 | Elect Christine R. Detrick | Management | For | Voted - For |
1.4 | Elect Ann Fritz Hackett | Management | For | Voted - For |
1.5 | Elect Peter Thomas Killalea | Management | For | Voted - For |
1.6 | Elect Eli Leenaars | Management | For | Voted - For |
1.7 | Elect Francois Locoh-Donou | Management | For | Voted - For |
1.8 | Elect Peter E. Raskind | Management | For | Voted - For |
1.9 | Elect Eileen Serra | Management | For | Voted - For |
1.10 | Elect Mayo A. Shattuck III | Management | For | Voted - For |
1.11 | Elect Bradford H. Warner | Management | For | Voted - For |
1.12 | Elect Catherine G. West | Management | For | Voted - For |
1.13 | Elect Craig Anthony Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CARDINAL HEALTH, INC. | ||||
Security ID: 14149Y108 Ticker: CAH | ||||
Meeting Date: 05-Nov-21 | ||||
1.1 | Elect Carrie S. Cox | Management | For | Voted - For |
1.2 | Elect Bruce L. Downey | Management | For | Voted - For |
1.3 | Elect Sheri H. Edison | Management | For | Voted - For |
1.4 | Elect David C. Evans | Management | For | Voted - For |
1.5 | Elect Patricia Hemingway Hall | Management | For | Voted - For |
1.6 | Elect Akhil Johri | Management | For | Voted - For |
1.7 | Elect Michael C. Kaufmann | Management | For | Voted - For |
1.8 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.9 | Elect Nancy Killefer | Management | For | Voted - For |
1.10 | Elect Dean A. Scarborough | Management | For | Voted - For |
1.11 | Elect John H. Weiland | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2021 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
16
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CELANESE CORPORATION | ||||
Security ID: 150870103 Ticker: CE | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Jean S. Blackwell | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
1.3 | Elect Edward G. Galante | Management | For | Voted - For |
1.4 | Elect Rahul Ghai | Management | For | Voted - For |
1.5 | Elect Kathryn M. Hill | Management | For | Voted - For |
1.6 | Elect David F. Hoffmeister | Management | For | Voted - For |
1.7 | Elect Jay V. Ihlenfeld | Management | For | Voted - For |
1.8 | Elect Deborah J. Kissire | Management | For | Voted - For |
1.9 | Elect Michael Koenig | Management | For | Voted - For |
1.10 | Elect Kim K.W. Rucker | Management | For | Voted - For |
1.11 | Elect Lori J. Ryerkerk | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CHEVRON CORPORATION | ||||
Security ID: 166764100 Ticker: CVX | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect John B. Frank | Management | For | Voted - For |
1.3 | Elect Alice P. Gast | Management | For | Voted - For |
1.4 | Elect Enrique Hernandez, Jr. | Management | For | Voted - For |
1.5 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.6 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.7 | Elect Charles W. Moorman IV | Management | For | Voted - For |
1.8 | Elect Dambisa F. Moyo | Management | For | Voted - For |
1.9 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.10 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.11 | Elect D. James Umpleby III | Management | For | Voted - For |
1.12 | Elect Michael K. Wirth | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Audited Report on | |||
Net Zero Emissions by 2050 Scenario Analysis | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Methane Emission | |||
Disclosures | Shareholder | For | Voted - For | |
8 | Shareholder Proposal Regarding Report on Policy | |||
with Conflict-Complicit Governments | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
17
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
CIGNA CORPORATION | ||||
Security ID: 125523100 Ticker: CI | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect David M. Cordani | Management | For | Voted - For |
1.2 | Elect William J. DeLaney | Management | For | Voted - For |
1.3 | Elect Eric J. Foss | Management | For | Voted - For |
1.4 | Elect Dr. Elder Granger | Management | For | Voted - For |
1.5 | Elect Neesha Hathi | Management | For | Voted - For |
1.6 | Elect George Kurian | Management | For | Voted - For |
1.7 | Elect Kathleen M. Mazzarella | Management | For | Voted - For |
1.8 | Elect Mark B. McClellan | Management | For | Voted - For |
1.9 | Elect Kimberly A. Ross | Management | For | Voted - For |
1.10 | Elect Eric C. Wiseman | Management | For | Voted - For |
1.11 | Elect Donna F. Zarcone | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Median Gender Pay | |||
Equity Report | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
CISCO SYSTEMS, INC. | ||||
Security ID: 17275R102 Ticker: CSCO | ||||
Meeting Date: 13-Dec-21 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Wesley G. Bush | Management | For | Voted - For |
1.3 | Elect Michael D. Capellas | Management | For | Voted - For |
1.4 | Elect Mark Garrett | Management | For | Voted - For |
1.5 | Elect John D. Harris II | Management | For | Voted - For |
1.6 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.7 | Elect Roderick C. McGeary | Management | For | Voted - For |
1.8 | Elect Charles H. Robbins | Management | For | Voted - For |
1.9 | Elect Brenton L. Saunders | Management | For | Voted - For |
1.10 | Elect Lisa T. Su | Management | For | Voted - For |
1.11 | Elect Marianna Tessel | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against |
18
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CITIGROUP INC. | ||||
Security ID: 172967424 Ticker: C | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Ellen M. Costello | Management | For | Voted - For |
1.2 | Elect Grace E. Dailey | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect John C. Dugan | Management | For | Voted - For |
1.5 | Elect Jane N. Fraser | Management | For | Voted - For |
1.6 | Elect Duncan P. Hennes | Management | For | Voted - For |
1.7 | Elect Peter B. Henry | Management | For | Voted - For |
1.8 | Elect S. Leslie Ireland | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Diana L. Taylor | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amendment to the 2019 Stock Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Clawback Policy | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Report on Human | |||
Rights Standards for Indigenous Peoples | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Non-discrimination | |||
Audit | Shareholder | Against | Voted - Against | |
CITIZENS FINANCIAL GROUP, INC. | ||||
Security ID: 174610105 Ticker: CFG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Bruce Van Saun | Management | For | Voted - For |
1.2 | Elect Lee Alexander | Management | For | Voted - For |
1.3 | Elect Christine M. Cumming | Management | For | Voted - For |
1.4 | Elect Kevin Cummings | Management | For | Voted - For |
1.5 | Elect William P. Hankowsky | Management | For | Voted - For |
1.6 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.7 | Elect Robert G. Leary | Management | For | Voted - For |
1.8 | Elect Terrance J. Lillis | Management | For | Voted - For |
1.9 | Elect Michele N. Siekerka | Management | For | Voted - For |
1.10 | Elect Shivan S. Subramaniam | Management | For | Voted - For |
1.11 | Elect Christopher J. Swift | Management | For | Voted - For |
1.12 | Elect Wendy A. Watson | Management | For | Voted - For |
1.13 | Elect Marita Zuraitis | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
19
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
COMCAST CORPORATION | ||||
Security ID: 20030N101 Ticker: CMCSA | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Kenneth J. Bacon | Management | For | Voted - Withheld |
1.2 | Elect Madeline S. Bell | Management | For | Voted - For |
1.3 | Elect Edward D. Breen | Management | For | Voted - Withheld |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Honickman | Management | For | Voted - For |
1.6 | Elect Maritza Gomez Montiel | Management | For | Voted - For |
1.7 | Elect Asuka Nakahara | Management | For | Voted - For |
1.8 | Elect David C. Novak | Management | For | Voted - For |
1.9 | Elect Brian L. Roberts | Management | For | Voted - For |
2 | Advisory vote on executive compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding EEO Policy Risk | |||
Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on | |||
Effectiveness of Workplace Sexual Harassment and | ||||
Discrimination Policies | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Aligning Climate | |||
Goals With Employee Retirement Options | Shareholder | Against | Voted - Against | |
CONAGRA BRANDS, INC. | ||||
Security ID: 205887102 Ticker: CAG | ||||
Meeting Date: 15-Sep-21 | ||||
1.1 | Elect Anil Arora | Management | For | Voted - For |
1.2 | Elect Thomas K. Brown | Management | For | Voted - For |
1.3 | Elect Emanuel Chirico | Management | For | Voted - For |
1.4 | Elect Sean M. Connolly | Management | For | Voted - For |
1.5 | Elect Joie A. Gregor | Management | For | Voted - For |
1.6 | Elect Fran Horowitz | Management | For | Voted - For |
1.7 | Elect Rajive Johri | Management | For | Voted - For |
1.8 | Elect Richard H. Lenny | Management | For | Voted - For |
1.9 | Elect Melissa B. Lora | Management | For | Voted - For |
1.10 | Elect Ruth Ann Marshall | Management | For | Voted - For |
1.11 | Elect Craig P. Omtvedt | Management | For | Voted - For |
1.12 | Elect Scott Ostfeld | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - For |
20
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CONOCOPHILLIPS | ||||
Security ID: 20825C104 Ticker: COP | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect C. Maury Devine | Management | For | Voted - For |
1.2 | Elect Jody L. Freeman | Management | For | Voted - For |
1.3 | Elect Gay Huey Evans | Management | For | Voted - For |
1.4 | Elect Jeffrey A. Joerres | Management | For | Voted - For |
1.5 | Elect Ryan M. Lance | Management | For | Voted - For |
1.6 | Elect Timothy A. Leach | Management | For | Voted - For |
1.7 | Elect William H. McRaven | Management | For | Voted - For |
1.8 | Elect Sharmila Mulligan | Management | For | Voted - For |
1.9 | Elect Eric D. Mullins | Management | For | Voted - For |
1.10 | Elect Arjun N. Murti | Management | For | Voted - For |
1.11 | Elect Robert A. Niblock | Management | For | Voted - For |
1.12 | Elect David T. Seaton | Management | For | Voted - For |
1.13 | Elect R. A. Walker | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
5 | Advisory Vote on Right to Call Special Meeting | Management | For | Voted - Against |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
CROWN HOLDINGS, INC. | ||||
Security ID: 228368106 Ticker: CCK | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Timothy J. Donahue | Management | For | Voted - For |
1.2 | Elect Richard H. Fearon | Management | For | Voted - For |
1.3 | Elect Andrea Funk | Management | For | Voted - For |
1.4 | Elect Stephen J. Hagge | Management | For | Voted - For |
1.5 | Elect James H. Miller | Management | For | Voted - For |
1.6 | Elect Josef M. Muller | Management | For | Voted - For |
1.7 | Elect B. Craig Owens | Management | For | Voted - For |
1.8 | Elect Caesar F. Sweitzer | Management | For | Voted - For |
1.9 | Elect Marsha C. Williams | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Stock-Based Incentive | |||
Compensation Plan | Management | For | Voted - For |
21
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | For | Voted - For | |
CUMMINS INC. | ||||
Security ID: 231021106 Ticker: CMI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.2 | Elect Jennifer W. Rumsey | Management | For | Voted - For |
1.3 | Elect Robert J. Bernhard | Management | For | Voted - For |
1.4 | Elect Franklin R. Chang Diaz | Management | For | Voted - For |
1.5 | Elect Bruno V. Di Leo Allen | Management | For | Voted - For |
1.6 | Elect Stephen B. Dobbs | Management | For | Voted - For |
1.7 | Elect Carla A. Harris | Management | For | Voted - For |
1.8 | Elect Robert K. Herdman | Management | For | Voted - For |
1.9 | Elect Thomas J. Lynch | Management | For | Voted - For |
1.10 | Elect William I. Miller | Management | For | Voted - For |
1.11 | Elect Georgia R. Nelson | Management | For | Voted - For |
1.12 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.13 | Elect Karen H. Quintos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CVS HEALTH CORPORATION | ||||
Security ID: 126650100 Ticker: CVS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Fernando Aguirre | Management | For | Voted - For |
1.2 | Elect C. David Brown II | Management | For | Voted - For |
1.3 | Elect Alecia A. DeCoudreaux | Management | For | Voted - For |
1.4 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.5 | Elect Roger N. Farah | Management | For | Voted - For |
1.6 | Elect Anne M. Finucane | Management | For | Voted - For |
1.7 | Elect Edward J. Ludwig | Management | For | Voted - For |
1.8 | Elect Karen S. Lynch | Management | For | Voted - For |
1.9 | Elect Jean-Pierre Millon | Management | For | Voted - For |
1.10 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.11 | Elect William C. Weldon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Voted - For |
22
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Shareholder Proposal Regarding Report on External | |||
Public Health Impact | Shareholder | Against | Voted - Against | |
D.R. HORTON, INC. | ||||
Security ID: 23331A109 Ticker: DHI | ||||
Meeting Date: 26-Jan-22 | ||||
1.1 | Elect Donald R. Horton | Management | For | Voted - For |
1.2 | Elect Barbara K. Allen | Management | For | Voted - For |
1.3 | Elect Brad S. Anderson | Management | For | Voted - For |
1.4 | Elect Michael R. Buchanan | Management | For | Voted - For |
1.5 | Elect Benjamin S. Carson, Sr. | Management | For | Voted - For |
1.6 | Elect Michael W. Hewatt | Management | For | Voted - For |
1.7 | Elect Maribess L. Miller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
DANAHER CORPORATION | ||||
Security ID: 235851102 Ticker: DHR | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Rainer M. Blair | Management | For | Voted - For |
1.2 | Elect Linda P. Hefner Filler | Management | For | Voted - Against |
1.3 | Elect Teri L. List | Management | For | Voted - For |
1.4 | Elect Walter G. Lohr, Jr. | Management | For | Voted - For |
1.5 | Elect Jessica L. Mega | Management | For | Voted - For |
1.6 | Elect Mitchell P. Rales | Management | For | Voted - For |
1.7 | Elect Steven M. Rales | Management | For | Voted - For |
1.8 | Elect Pardis C. Sabeti | Management | For | Voted - For |
1.9 | Elect A. Shane Sanders | Management | For | Voted - For |
1.10 | Elect John T. Schwieters | Management | For | Voted - For |
1.11 | Elect Alan G. Spoon | Management | For | Voted - For |
1.12 | Elect Raymond C. Stevens | Management | For | Voted - For |
1.13 | Elect Elias A. Zerhouni | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
DAVITA INC. | ||||
Security ID: 23918K108 Ticker: DVA | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Pamela M. Arway | Management | For | Voted - For |
1.2 | Elect Charles G. Berg | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
23
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Paul J. Diaz | Management | For | Voted - For |
1.5 | Elect Jason M. Hollar | Management | For | Voted - For |
1.6 | Elect Gregory J. Moore | Management | For | Voted - For |
1.7 | Elect John M. Nehra | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against | |
DEERE & COMPANY | ||||
Security ID: 244199105 Ticker: DE | ||||
Meeting Date: 23-Feb-22 | ||||
1.1 | Elect Leanne G. Caret | Management | For | Voted - For |
1.2 | Elect Tamra A. Erwin | Management | For | Voted - For |
1.3 | Elect Alan C. Heuberger | Management | For | Voted - For |
1.4 | Elect Charles O. Holliday, Jr. | Management | For | Voted - For |
1.5 | Elect Michael O. Johanns | Management | For | Voted - For |
1.6 | Elect Clayton M. Jones | Management | For | Voted - For |
1.7 | Elect John C. May | Management | For | Voted - For |
1.8 | Elect Gregory R. Page | Management | For | Voted - For |
1.9 | Elect Sherry M. Smith | Management | For | Voted - For |
1.10 | Elect Dmitri L. Stockton | Management | For | Voted - For |
1.11 | Elect Sheila G. Talton | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the Non-Employee Director Stock | |||
Ownership Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Length of Share | |||
Ownership Required to Call Special Meetings | Shareholder | Against | Voted - For | |
DELL TECHNOLOGIES INC. | ||||
Security ID: 24703L202 Ticker: DELL | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Michael Dell | Management | For | Voted - Withheld |
1.2 | Elect David W. Dorman | Management | For | Voted - For |
1.3 | Elect Egon P. Durban | Management | For | Voted - Withheld |
1.4 | Elect David J. Grain | Management | For | Voted - For |
1.5 | Elect William D. Green | Management | For | Voted - For |
1.6 | Elect Simon Patterson | Management | For | Voted - For |
1.7 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.8 | Elect Ellen J. Kullman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
24
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amended and Restated Certificate of Incorporation | Management | For | Voted - Against |
DELTA AIR LINES, INC. | ||||
Security ID: 247361702 Ticker: DAL | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Edward H. Bastian | Management | For | Voted - For |
1.2 | Elect Francis S. Blake | Management | For | Voted - For |
1.3 | Elect Ashton Carter | Management | For | Voted - For |
1.4 | Elect Greg Creed | Management | For | Voted - For |
1.5 | Elect David G. DeWalt | Management | For | Voted - For |
1.6 | Elect William H. Easter III | Management | For | Voted - For |
1.7 | Elect Leslie D. Hale | Management | For | Voted - Against |
1.8 | Elect Christopher A. Hazleton | Management | For | Voted - For |
1.9 | Elect Michael P. Huerta | Management | For | Voted - For |
1.10 | Elect Jeanne P. Jackson | Management | For | Voted - For |
1.11 | Elect George N. Mattson | Management | For | Voted - For |
1.12 | Elect Sergio A. L. Rial | Management | For | Voted - For |
1.13 | Elect David. S. Taylor | Management | For | Voted - For |
1.14 | Elect Kathy N. Waller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
DEVON ENERGY CORPORATION | ||||
Security ID: 25179M103 Ticker: DVN | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Barbara M. Baumann | Management | For | Voted - For |
1.2 | Elect John E. Bethancourt | Management | For | Voted - For |
1.3 | Elect Ann G. Fox | Management | For | Voted - For |
1.4 | Elect David A. Hager | Management | For | Voted - For |
1.5 | Elect Kelt Kindick | Management | For | Voted - For |
1.6 | Elect John Krenicki, Jr. | Management | For | Voted - For |
1.7 | Elect Karl F. Kurz | Management | For | Voted - For |
1.8 | Elect Robert A. Mosbacher, Jr. | Management | For | Voted - For |
1.9 | Elect Richard E. Muncrief | Management | For | Voted - For |
1.10 | Elect Duane C. Radtke | Management | For | Voted - For |
1.11 | Elect Valerie M. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
25
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DICK'S SPORTING GOODS, INC. | ||||
Security ID: 253393102 Ticker: DKS | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Mark J. Barrenechea | Management | For | Voted - For |
1.2 | Elect Emanuel Chirico | Management | For | Voted - For |
1.3 | Elect William J. Colombo | Management | For | Voted - For |
1.4 | Elect Anne Fink | Management | For | Voted - For |
1.5 | Elect Sandeep Lakhmi Mathrani | Management | For | Voted - Withheld |
1.6 | Elect Desiree Ralls-Morrison | Management | For | Voted - For |
1.7 | Elect Larry D. Stone | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DIODES INCORPORATED | ||||
Security ID: 254543101 Ticker: DIOD | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Angie Chen Button | Management | For | Voted - For |
1.2 | Elect Warren CHEN | Management | For | Voted - For |
1.3 | Elect Michael R. Giordano | Management | For | Voted - For |
1.4 | Elect Keh-Shew Lu | Management | For | Voted - For |
1.5 | Elect Peter M. Menard | Management | For | Voted - For |
1.6 | Elect Christina Wen-Chi Sung | Management | For | Voted - For |
1.7 | Elect Michael K.C. Tsai | Management | For | Voted - For |
2 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
DISCOVER FINANCIAL SERVICES | ||||
Security ID: 254709108 Ticker: DFS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Jeffrey S. Aronin | Management | For | Voted - For |
1.2 | Elect Mary K. Bush | Management | For | Voted - For |
1.3 | Elect Gregory C. Case | Management | For | Voted - For |
1.4 | Elect Candace H. Duncan | Management | For | Voted - For |
1.5 | Elect Joseph F. Eazor | Management | For | Voted - For |
1.6 | Elect Cynthia A. Glassman | Management | For | Voted - For |
1.7 | Elect Roger C. Hochschild | Management | For | Voted - For |
1.8 | Elect Thomas G. Maheras | Management | For | Voted - For |
1.9 | Elect Michael H. Moskow | Management | For | Voted - For |
1.10 | Elect David L. Rawlinson II | Management | For | Voted - For |
1.11 | Elect Mark A. Thierer | Management | For | Voted - For |
1.12 | Elect Jennifer L. Wong | Management | For | Voted - For |
26
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DISCOVERY, INC. | ||||
Security ID: 25470F104 Ticker: DISCA | ||||
Meeting Date: 11-Mar-22 | ||||
1 | Reclassification of Share Classes | Management | For | Voted - For |
2 | Increase in Authorized Common Stock | Management | For | Voted - For |
3 | Increase in Authorized Preferred Stock | Management | For | Voted - For |
4 | Repeal of Classified Board | Management | For | Voted - For |
5 | Additional Bundled Amendments | Management | For | Voted - For |
6 | AT&T Transaction | Management | For | Voted - For |
7 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Meeting Date: 08-Apr-22 | ||||
1.1 | Elect Paul A. Gould | Management | For | Voted - Withheld |
1.2 | Elect Kenneth W. Lowe | Management | For | Voted - Withheld |
1.3 | Elect Daniel E. Sanchez | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Approval of the Stock Incentive Plan | Management | For | Voted - Against |
DISH NETWORK CORPORATION | ||||
Security ID: 25470M109 Ticker: DISH | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Kathleen Q. Abernathy | Management | For | Voted - Withheld |
1.2 | Elect George R. Brokaw | Management | For | Voted - For |
1.3 | Elect W. Erik Carlson | Management | For | Voted - For |
1.4 | Elect James DeFranco | Management | For | Voted - For |
1.5 | Elect Cantey M. Ergen | Management | For | Voted - For |
1.6 | Elect Charles W. Ergen | Management | For | Voted - For |
1.7 | Elect Tom A. Ortolf | Management | For | Voted - For |
1.8 | Elect Joseph T. Proietti | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - For | |
DOMTAR CORPORATION | ||||
Security ID: 257559203 Ticker: UFS | ||||
Meeting Date: 29-Jul-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
27
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DOW INC. | ||||
Security ID: 260557103 Ticker: DOW | ||||
Meeting Date: 14-Apr-22 | ||||
1.1 | Elect Samuel R. Allen | Management | For | Voted - For |
1.2 | Elect Gaurdie E. Banister, Jr. | Management | For | Voted - For |
1.3 | Elect Wesley G. Bush | Management | For | Voted - For |
1.4 | Elect Richard K. Davis | Management | For | Voted - For |
1.5 | Elect Jerri L. DeVard | Management | For | Voted - For |
1.6 | Elect Debra L. Dial | Management | For | Voted - For |
1.7 | Elect Jeff M. Fettig | Management | For | Voted - For |
1.8 | Elect Jim Fitterling | Management | For | Voted - For |
1.9 | Elect Jacqueline C. Hinman | Management | For | Voted - For |
1.10 | Elect Luis A. Moreno | Management | For | Voted - For |
1.11 | Elect Jill S. Wyant | Management | For | Voted - For |
1.12 | Elect Daniel W. Yohannes | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
DUPONT DE NEMOURS, INC. | ||||
Security ID: 26614N102 Ticker: DD | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Amy G. Brady | Management | For | Voted - For |
1.2 | Elect Edward D. Breen | Management | For | Voted - For |
1.3 | Elect Ruby R. Chandy | Management | For | Voted - For |
1.4 | Elect Terrence R. Curtin | Management | For | Voted - For |
1.5 | Elect Alexander M. Cutler | Management | For | Voted - For |
1.6 | Elect Eleuthere I. du Pont | Management | For | Voted - For |
1.7 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.8 | Elect Luther C. Kissam IV | Management | For | Voted - For |
1.9 | Elect Frederick M. Lowery | Management | For | Voted - For |
1.10 | Elect Raymond J. Milchovich | Management | For | Voted - For |
1.11 | Elect Deanna M. Mulligan | Management | For | Voted - For |
1.12 | Elect Steven M. Sterin | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
DXC TECHNOLOGY COMPANY | ||||
Security ID: 23355L106 Ticker: DXC | ||||
Meeting Date: 17-Aug-21 | ||||
1.1 | Elect Mukesh Aghi | Management | For | Voted - For |
28 |
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Amy E. Alving | Management | For | Voted - For |
1.3 | Elect David A. Barnes | Management | For | Voted - For |
1.4 | Elect Raul J. Fernandez | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect Mary L. Krakauer | Management | For | Voted - For |
1.7 | Elect Ian C. Read | Management | For | Voted - For |
1.8 | Elect Dawn Rogers | Management | For | Voted - For |
1.9 | Elect Michael J. Salvino | Management | For | Voted - For |
1.10 | Elect Manoj P. Singh | Management | For | Voted - For |
1.11 | Elect Akihiko Washington | Management | For | Voted - For |
1.12 | Elect Robert F. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
EASTMAN CHEMICAL COMPANY | ||||
Security ID: 277432100 Ticker: EMN | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Humberto P. Alfonso | Management | For | Voted - For |
1.2 | Elect Brett D. Begemann | Management | For | Voted - For |
1.3 | Elect Mark J. Costa | Management | For | Voted - For |
1.4 | Elect Edward L. Doheny II | Management | For | Voted - For |
1.5 | Elect Julie Fasone Holder | Management | For | Voted - For |
1.6 | Elect Renee J. Hornbaker | Management | For | Voted - For |
1.7 | Elect Kim Ann Mink | Management | For | Voted - For |
1.8 | Elect James J. O'Brien | Management | For | Voted - For |
1.9 | Elect David W. Raisbeck | Management | For | Voted - For |
1.10 | Elect Charles K. Stevens III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EBAY INC. | ||||
Security ID: 278642103 Ticker: EBAY | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Adriane M. Brown | Management | For | Voted - For |
1.2 | Elect Logan D. Green | Management | For | Voted - For |
1.3 | Elect E. Carol Hayles | Management | For | Voted - For |
1.4 | Elect Jamie Iannone | Management | For | Voted - For |
1.5 | Elect Kathleen C. Mitic | Management | For | Voted - For |
1.6 | Elect Paul S. Pressler | Management | For | Voted - For |
1.7 | Elect Mohak Shroff | Management | For | Voted - For |
1.8 | Elect Robert H. Swan | Management | For | Voted - For |
1.9 | Elect Perry M. Traquina | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
29
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
ENTERGY CORPORATION | ||||
Security ID: 29364G103 Ticker: ETR | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect John R. Burbank | Management | For | Voted - For |
1.2 | Elect P.J. Condon | Management | For | Voted - For |
1.3 | Elect Leo P. Denault | Management | For | Voted - For |
1.4 | Elect Kirkland H. Donald | Management | For | Voted - For |
1.5 | Elect Brian W. Ellis | Management | For | Voted - For |
1.6 | Elect Philip L. Frederickson | Management | For | Voted - For |
1.7 | Elect Alexis M. Herman | Management | For | Voted - For |
1.8 | Elect M. Elise Hyland | Management | For | Voted - For |
1.9 | Elect Stuart L. Levenick | Management | For | Voted - For |
1.10 | Elect Blanche L. Lincoln | Management | For | Voted - For |
1.11 | Elect Karen A. Puckett | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
EOG RESOURCES, INC. | ||||
Security ID: 26875P101 Ticker: EOG | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Janet F. Clark | Management | For | Voted - For |
1.2 | Elect Charles R. Crisp | Management | For | Voted - For |
1.3 | Elect Robert P. Daniels | Management | For | Voted - For |
1.4 | Elect James C. Day | Management | For | Voted - For |
1.5 | Elect C. Christopher Gaut | Management | For | Voted - For |
1.6 | Elect Michael T. Kerr | Management | For | Voted - For |
1.7 | Elect Julie J. Robertson | Management | For | Voted - For |
1.8 | Elect Donald F. Textor | Management | For | Voted - For |
1.9 | Elect William R. Thomas | Management | For | Voted - For |
1.10 | Elect Ezra Y. Yacob | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
EVERGY, INC. | ||||
Security ID: 30034W106 Ticker: EVRG | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect David A. Campbell | Management | For | Voted - For |
1.2 | Elect Thomas D. Hyde | Management | For | Voted - For |
30
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect B. Anthony Isaac | Management | For | Voted - For |
1.4 | Elect Paul Keglevic | Management | For | Voted - For |
1.5 | Elect Mary L. Landrieu | Management | For | Voted - For |
1.6 | Elect Sandra A.J. Lawrence | Management | For | Voted - For |
1.7 | Elect Ann D. Murtlow | Management | For | Voted - For |
1.8 | Elect Sandra J. Price | Management | For | Voted - For |
1.9 | Elect Mark A. Ruelle | Management | For | Voted - For |
1.10 | Elect James Scarola | Management | For | Voted - For |
1.11 | Elect S. Carl Soderstrom, Jr. | Management | For | Voted - For |
1.12 | Elect C. John Wilder | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
EXXON MOBIL CORPORATION | ||||
Security ID: 30231G102 Ticker: XOM | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Michael J. Angelakis | Management | For | Voted - For |
1.2 | Elect Susan K. Avery | Management | For | Voted - For |
1.3 | Elect Angela F. Braly | Management | For | Voted - For |
1.4 | Elect Ursula M. Burns | Management | For | Voted - For |
1.5 | Elect Gregory J. Goff | Management | For | Voted - For |
1.6 | Elect Kaisa H. Hietala | Management | For | Voted - For |
1.7 | Elect Joseph L. Hooley | Management | For | Voted - For |
1.8 | Elect Steven A. Kandarian | Management | For | Voted - For |
1.9 | Elect Alexander A. Karsner | Management | For | Voted - For |
1.10 | Elect Jeffrey W. Ubben | Management | For | Voted - For |
1.11 | Elect Darren W. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Executive Perquisites | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Restricting | |||
Precatory Proposals | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding GHG Targets and | |||
Alignment with Paris Agreement | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Business | |||
Model Changes | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Audited Report on | |||
Net Zero Emissions 2050 Scenario Analysis | Shareholder | Against | Voted - For | |
9 | Shareholder Proposal Regarding Addressing Virgin | |||
Plastic Demand | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against |
31
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
FEDEX CORPORATION | ||||
Security ID: 31428X106 Ticker: FDX | ||||
Meeting Date: 27-Sep-21 | ||||
1.1 | Elect Marvin R. Ellison | Management | For | Voted - For |
1.2 | Elect Susan Patricia Griffith | Management | For | Voted - For |
1.3 | Elect Kimberly A. Jabal | Management | For | Voted - For |
1.4 | Elect Shirley Ann Jackson | Management | For | Voted - For |
1.5 | Elect R. Brad Martin | Management | For | Voted - For |
1.6 | Elect Joshua Cooper Ramo | Management | For | Voted - For |
1.7 | Elect Susan C. Schwab | Management | For | Voted - For |
1.8 | Elect Frederick W. Smith | Management | For | Voted - For |
1.9 | Elect David P. Steiner | Management | For | Voted - For |
1.10 | Elect Rajesh Subramaniam | Management | For | Voted - For |
1.11 | Elect Paul S. Walsh | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
7 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
FIDELITY NATIONAL FINANCIAL, INC. | ||||
Security ID: 31620R303 Ticker: FNF | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Halim Dhanidina | Management | For | Voted - For |
1.2 | Elect Daniel D. Lane | Management | For | Voted - For |
1.3 | Elect Cary H. Thompson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2013 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FIFTH THIRD BANCORP | ||||
Security ID: 316773100 Ticker: FITB | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Nicholas K. Akins | Management | For | Voted - Against |
1.2 | Elect Evan Bayh | Management | For | Voted - For |
1.3 | Elect Jorge L. Benitez | Management | For | Voted - For |
1.4 | Elect Katherine B. Blackburn | Management | For | Voted - For |
1.5 | Elect Emerson L. Brumback | Management | For | Voted - For |
32
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Greg D. Carmichael | Management | For | Voted - For |
1.7 | Elect Linda W. Clement-Holmes | Management | For | Voted - For |
1.8 | Elect C. Bryan Daniels | Management | For | Voted - For |
1.9 | Elect Mitchell S. Feiger | Management | For | Voted - For |
1.10 | Elect Thomas H. Harvey | Management | For | Voted - For |
1.11 | Elect Gary R. Heminger | Management | For | Voted - For |
1.12 | Elect Jewell D. Hoover | Management | For | Voted - For |
1.13 | Elect Eileen A. Mallesch | Management | For | Voted - For |
1.14 | Elect Michael B. McCallister | Management | For | Voted - For |
1.15 | Elect Marsha C. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Exclusive Forum Provision | Management | For | Voted - Against |
FIRST AMERICAN FINANCIAL CORPORATION | ||||
Security ID: 31847R102 Ticker: FAF | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Reginald H. Gilyard | Management | For | Voted - For |
1.2 | Elect Parker S. Kennedy | Management | For | Voted - Against |
1.3 | Elect Mark C. Oman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2010 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FOOT LOCKER, INC. | ||||
Security ID: 344849104 Ticker: FL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Virginia C. Drosos | Management | For | Voted - For |
1.2 | Elect Alan D. Feldman | Management | For | Voted - For |
1.3 | Elect Richard A. Johnson | Management | For | Voted - For |
1.4 | Elect Guillermo G. Marmol | Management | For | Voted - For |
1.5 | Elect Darlene Nicosia | Management | For | Voted - For |
1.6 | Elect Steven Oakland | Management | For | Voted - For |
1.7 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.8 | Elect Kimberly Underhill | Management | For | Voted - For |
1.9 | Elect Tristan Walker | Management | For | Voted - For |
1.10 | Elect Dona D. Young | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
33
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
FORD MOTOR COMPANY | ||||
Security ID: 345370860 Ticker: F | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Kimberly A. Casiano | Management | For | Voted - For |
1.2 | Elect Alexandra Ford English | Management | For | Voted - For |
1.3 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.4 | Elect Henry Ford III | Management | For | Voted - Against |
1.5 | Elect William Clay Ford, Jr. | Management | For | Voted - For |
1.6 | Elect William W. Helman IV | Management | For | Voted - For |
1.7 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - Against |
1.9 | Elect John C. May | Management | For | Voted - For |
1.10 | Elect Beth E. Mooney | Management | For | Voted - For |
1.11 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.12 | Elect John L. Thornton | Management | For | Voted - For |
1.13 | Elect John B. Veihmeyer | Management | For | Voted - For |
1.14 | Elect John S. Weinberg | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Extension of Tax Benefit Preservation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
FS KKR CAPITAL CORP. | ||||
Security ID: 302635206 Ticker: FSK | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Todd C. Builione | Management | For | Voted - For |
1.2 | Elect Brian R. Ford | Management | For | Voted - For |
1.3 | Elect Richard I. Goldstein | Management | For | Voted - For |
1.4 | Elect Osagie O. Imasogie | Management | For | Voted - For |
2 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
GENERAL DYNAMICS CORPORATION | ||||
Security ID: 369550108 Ticker: GD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect James S. Crown | Management | For | Voted - Against |
1.2 | Elect Rudy F. deLeon | Management | For | Voted - For |
1.3 | Elect Cecil D. Haney | Management | For | Voted - For |
1.4 | Elect Mark M. Malcolm | Management | For | Voted - For |
1.5 | Elect James N. Mattis | Management | For | Voted - For |
1.6 | Elect Phebe N. Novakovic | Management | For | Voted - For |
1.7 | Elect C. Howard Nye | Management | For | Voted - For |
1.8 | Elect Catherine B. Reynolds | Management | For | Voted - For |
34
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Laura J. Schumacher | Management | For | Voted - For |
1.10 | Elect Robert K. Steel | Management | For | Voted - For |
1.11 | Elect John G. Stratton | Management | For | Voted - For |
1.12 | Elect Peter A. Wall | Management | For | Voted - For |
1.13 | Elect James S. Crown | Management | For | Voted - Against |
1.14 | Elect Rudy F. deLeon | Management | For | Voted - For |
1.15 | Elect Cecil D. Haney | Management | For | Voted - For |
1.16 | Elect Mark M. Malcolm | Management | For | Voted - For |
1.17 | Elect James N. Mattis | Management | For | Voted - For |
1.18 | Elect Phebe N. Novakovic | Management | For | Voted - For |
1.19 | Elect C. Howard Nye | Management | For | Voted - For |
1.20 | Elect Catherine B. Reynolds | Management | For | Voted - For |
1.21 | Elect Laura J. Schumacher | Management | For | Voted - For |
1.22 | Elect Robert K. Steel | Management | For | Voted - For |
1.23 | Elect John G. Stratton | Management | For | Voted - For |
1.24 | Elect Peter A. Wall | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Human Rights Due | |||
Diligence Process Report | Shareholder | Against | Voted - Against | |
6 | Ratification of Auditor | Management | For | Voted - For |
7 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
8 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
9 | Shareholder Proposal Regarding Human Rights Due | |||
Diligence Process Report | Shareholder | Against | Voted - Against | |
GENERAL ELECTRIC COMPANY | ||||
Security ID: 369604301 Ticker: GE | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Stephen F. Angel | Management | For | Voted - For |
1.2 | Elect Sebastien Bazin | Management | For | Voted - Against |
1.3 | Elect Ashton Carter | Management | For | Voted - For |
1.4 | Elect H. Lawrence Culp, Jr. | Management | For | Voted - For |
1.5 | Elect Francisco D'Souza | Management | For | Voted - Against |
1.6 | Elect Edward Garden | Management | For | Voted - Against |
1.7 | Elect Isabella D. Goren | Management | For | Voted - For |
1.8 | Elect Thomas Horton | Management | For | Voted - Against |
1.9 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.10 | Elect Catherine Lesjak | Management | For | Voted - For |
1.11 | Elect Tomislav Mihaljevic | Management | For | Voted - For |
1.12 | Elect Paula Rosput Reynolds | Management | For | Voted - Against |
1.13 | Elect Leslie Seidman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Cessation of All | |||
Stock Options and Bonuses | Shareholder | Against | Voted - Against |
35
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Shareholder Proposal Regarding Severance or | |||
Termination Payment | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Employee | |||
Representative Director | Shareholder | Against | Voted - Against | |
GENERAL MILLS, INC. | ||||
Security ID: 370334104 Ticker: GIS | ||||
Meeting Date: 28-Sep-21 | ||||
1.1 | Elect R. Kerry Clark | Management | For | Voted - For |
1.2 | Elect David M. Cordani | Management | For | Voted - For |
1.3 | Elect Jeffrey L. Harmening | Management | For | Voted - For |
1.4 | Elect Maria G. Henry | Management | For | Voted - For |
1.5 | Elect Jo Ann Jenkins | Management | For | Voted - For |
1.6 | Elect Elizabeth C. Lempres | Management | For | Voted - For |
1.7 | Elect Diane L. Neal | Management | For | Voted - For |
1.8 | Elect Stephen A. Odland | Management | For | Voted - For |
1.9 | Elect Maria A. Sastre | Management | For | Voted - For |
1.10 | Elect Eric D. Sprunk | Management | For | Voted - For |
1.11 | Elect Jorge A. Uribe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
GENERAL MOTORS COMPANY | ||||
Security ID: 37045V100 Ticker: GM | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Mary T. Barra | Management | For | Voted - For |
1.2 | Elect Aneel Bhusri | Management | For | Voted - For |
1.3 | Elect Wesley G. Bush | Management | For | Voted - For |
1.4 | Elect Linda R. Gooden | Management | For | Voted - For |
1.5 | Elect Joseph Jimenez | Management | For | Voted - For |
1.6 | Elect Judith A. Miscik | Management | For | Voted - For |
1.7 | Elect Patricia F. Russo | Management | For | Voted - For |
1.8 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.9 | Elect Carol M. Stephenson | Management | For | Voted - For |
1.10 | Elect Mark A. Tatum | Management | For | Voted - For |
1.11 | Elect Devin N. Wenig | Management | For | Voted - For |
1.12 | Elect Margaret C. Whitman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Child Labor Linked | |||
To Electric Vehicles | Shareholder | Against | Voted - Against |
36
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
GILEAD SCIENCES, INC. | ||||
Security ID: 375558103 Ticker: GILD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Jacqueline K. Barton | Management | For | Voted - For |
1.2 | Elect Jeffrey A. Bluestone | Management | For | Voted - For |
1.3 | Elect Sandra J. Horning | Management | For | Voted - For |
1.4 | Elect Kelly A. Kramer | Management | For | Voted - For |
1.5 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.6 | Elect Harish Manwani | Management | For | Voted - For |
1.7 | Elect Daniel P. O'Day | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Anthony Welters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
HARLEY-DAVIDSON, INC. | ||||
Security ID: 412822108 Ticker: HOG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Troy M. Alstead | Management | For | Voted - For |
1.2 | Elect R. John Anderson | Management | For | Voted - For |
1.3 | Elect Michael J. Cave | Management | For | Voted - For |
1.4 | Elect Jared D. Dourdeville | Management | For | Voted - For |
1.5 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.6 | Elect Allan C. Golston | Management | For | Voted - For |
1.7 | Elect Sara L. Levinson | Management | For | Voted - For |
1.8 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.9 | Elect Maryrose T. Sylvester | Management | For | Voted - For |
1.10 | Elect Jochen Zeitz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
5 | Approval of the 2022 Aspirational Incentive Stock | |||
Plan | Management | For | Voted - For |
37
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HCA HEALTHCARE, INC. | ||||
Security ID: 40412C101 Ticker: HCA | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Thomas F. Frist III | Management | For | Voted - For |
1.2 | Elect Samuel N. Hazen | Management | For | Voted - For |
1.3 | Elect Meg G. Crofton | Management | For | Voted - For |
1.4 | Elect Robert J. Dennis | Management | For | Voted - For |
1.5 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.6 | Elect William R. Frist | Management | For | Voted - For |
1.7 | Elect Charles O. Holliday, Jr. | Management | For | Voted - For |
1.8 | Elect Hugh F. Johnston | Management | For | Voted - For |
1.9 | Elect Michael W. Michelson | Management | For | Voted - For |
1.10 | Elect Wayne J. Riley | Management | For | Voted - For |
1.11 | Elect Andrea B. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
HEWLETT PACKARD ENTERPRISE COMPANY | ||||
Security ID: 42824C109 Ticker: HPE | ||||
Meeting Date: 05-Apr-22 | ||||
1.1 | Elect Daniel Ammann | Management | For | Voted - For |
1.2 | Elect Pamela L. Carter | Management | For | Voted - For |
1.3 | Elect Jean M. Hobby | Management | For | Voted - For |
1.4 | Elect George R. Kurtz | Management | For | Voted - For |
1.5 | Elect Raymond J. Lane | Management | For | Voted - For |
1.6 | Elect Ann M. Livermore | Management | For | Voted - For |
1.7 | Elect Antonio F. Neri | Management | For | Voted - For |
1.8 | Elect Charles H. Noski | Management | For | Voted - For |
1.9 | Elect Raymond E. Ozzie | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Patricia F. Russo | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2021 Stock Incentive Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For |
38
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HF SINCLAIR CORPORATION | ||||
Security ID: 403949100 Ticker: DINO | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Anne-Marie N. Ainsworth | Management | For | Voted - For |
1.2 | Elect Anna C. Catalano | Management | For | Voted - For |
1.3 | Elect Leldon E. Echols | Management | For | Voted - For |
1.4 | Elect Manuel J. Fernandez | Management | For | Voted - For |
1.5 | Elect Michael C. Jennings | Management | For | Voted - For |
1.6 | Elect R. Craig Knocke | Management | For | Voted - For |
1.7 | Elect Robert J. Kostelnik | Management | For | Voted - For |
1.8 | Elect James H. Lee | Management | For | Voted - For |
1.9 | Elect Ross B. Matthews | Management | For | Voted - For |
1.10 | Elect Franklin Myers | Management | For | Voted - For |
1.11 | Elect Norman J. Szydlowski | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HILLENBRAND, INC. | ||||
Security ID: 431571108 Ticker: HI | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect Gary L. Collar | Management | For | Voted - For |
1.2 | Elect F. Joseph Loughrey | Management | For | Voted - For |
1.3 | Elect Joy M. Greenway | Management | For | Voted - For |
1.4 | Elect Dennis W. Pullin | Management | For | Voted - For |
1.5 | Elect Kimberly K. Ryan | Management | For | Voted - For |
1.6 | Elect Inderpreet Sawhney | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HOLLYFRONTIER CORPORATION | ||||
Security ID: 436106108 Ticker: HFC | ||||
Meeting Date: 08-Dec-21 | ||||
1 | Stock Issuance for Acquisition of Sinclair | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
39
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | ||
HOLOGIC, INC. | |||||
Security ID: 436440101 Ticker: HOLX | |||||
Meeting Date: 10-Mar-22 | |||||
1.1 | Elect Stephen P. MacMillan | Management | For | Voted - For | |
1.2 | Elect Sally W. Crawford | Management | For | Voted - For | |
1.3 | Elect Charles J. Dockendorff | Management | For | Voted - For | |
1.4 | Elect Scott T. Garrett | Management | For | Voted - For | |
1.5 | Elect Ludwig N. Hantson | Management | For | Voted - For | |
1.6 | Elect Namal Nawana | Management | For | Voted - For | |
1.7 | Elect Christina Stamoulis | Management | For | Voted - For | |
1.8 | Elect Amy M. Wendell | Management | For | Voted - For | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For | |
HP INC. | |||||
Security ID: 40434L105 Ticker: HPQ | |||||
Meeting Date: 19-Apr-22 | |||||
1.1 | Elect Aida M. Alvarez | Management | For | Voted - For | |
1.2 | Elect Shumeet Banerji | Management | For | Voted - For | |
1.3 | Elect Robert R. Bennett | Management | For | Voted - For | |
1.4 | Elect Charles V. Bergh | Management | For | Voted - For | |
1.5 | Elect Bruce Broussard | Management | For | Voted - For | |
1.6 | Elect Stacy Brown-Philpot | Management | For | Voted - For | |
1.7 | Elect Stephanie A. Burns | Management | For | Voted - For | |
1.8 | Elect Mary Anne Citrino | Management | For | Voted - For | |
1.9 | Elect Richard Clemmer | Management | For | Voted - For | |
1.10 | Elect Enrique Lores | Management | For | Voted - For | |
1.11 | Elect Judith Miscik | Management | For | Voted - For | |
1.12 | Elect Kim K.W. Rucker | Management | For | Voted - For | |
1.13 | Elect Subra Suresh | Management | For | Voted - For | |
2 | Ratification of Auditor | Management | For | Voted - For | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
4 | Amendment to the 2004 Stock Incentive Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | ||||
Special Meetings | Shareholder | Against | Voted - Against | ||
HUNTINGTON INGALLS INDUSTRIES, INC. | |||||
Security ID: 446413106 Ticker: HII | |||||
Meeting Date: 03-May-22 | |||||
1.1 | Elect Philip M. Bilden | Management | For | Voted - For | |
1.2 | Elect Augustus L. Collins | Management | For | Voted - For | |
1.3 | Elect Kirkland H. Donald | Management | For | Voted - For | |
1.4 | Elect Victoria D. Harker | Management | For | Voted - For |
40
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Frank R. Jimenez | Management | For | Voted - For |
1.6 | Elect Christopher D. Kastner | Management | For | Voted - For |
1.7 | Elect Anastasia D. Kelly | Management | For | Voted - For |
1.8 | Elect Tracy B. McKibben | Management | For | Voted - For |
1.9 | Elect Stephanie L. O'Sullivan | Management | For | Voted - For |
1.10 | Elect C. Michael Petters | Management | For | Voted - For |
1.11 | Elect Thomas C. Schievelbein | Management | For | Voted - For |
1.12 | Elect John K. Welch | Management | For | Voted - For |
1.13 | Elect Stephen R. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Stock Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HUNTSMAN CORPORATION | ||||
Security ID: 447011107 Ticker: HUN | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect Peter R. Huntsman | Management | N/A | Take No Action |
1.2 | Elect Mary C. Beckerle | Management | N/A | Take No Action |
1.3 | Elect Sonia Dula | Management | N/A | Take No Action |
1.4 | Elect Cynthia L. Egan | Management | N/A | Take No Action |
1.5 | Elect Curtis E. Espeland | Management | N/A | Take No Action |
1.6 | Elect Daniele Ferrari | Management | N/A | Take No Action |
1.7 | Elect Jose Antonio Munoz Barcelo | Management | N/A | Take No Action |
1.8 | Elect Jeanne McGovern | Management | N/A | Take No Action |
1.9 | Elect David B. Sewell | Management | N/A | Take No Action |
1.10 | Elect Jan E. Tighe | Management | N/A | Take No Action |
1.11 | Elect James L. Gallogly | Shareholder | Against | Voted - For |
1.12 | Elect Sandra Beach Lin | Shareholder | Against | Voted - For |
1.13 | Elect Susan C. Schnabel | Shareholder | Against | Voted - For |
1.14 | Elect Jeffrey C. Smith | Shareholder | Against | Voted - For |
1.15 | Elect Management Nominee Peter R. Huntsman | Shareholder | Against | Voted - For |
1.16 | Elect Management Nominee Sonia Dula | Shareholder | Against | Voted - For |
1.17 | Elect Management Nominee Curtis E. Espeland | Shareholder | Against | Voted - For |
1.18 | Elect Management Nominee Jeanne McGovern | Shareholder | Against | Voted - For |
1.19 | Elect Management Nominee David B. Sewell | Shareholder | Against | Voted - For |
1.20 | Elect Management Nominee Jan E. Tighe | Shareholder | Against | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
3 | Ratification of Auditor | Management | N/A | Take No Action |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meeting | Shareholder | N/A | Take No Action | |
5 | Advisory Vote on Executive Compensation | Management | Against | Voted - For |
6 | Ratification of Auditor | Management | Against | Voted - For |
7 | SHP Regarding Right to Call a Special Meeting | Shareholder | Against | Voted - For |
41
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
INDUSTRIAL LOGISTICS PROPERTIES TRUST | ||||
Security ID: 456237106 Ticker: ILPT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Lisa Harris Jones | Management | For | Voted - For |
1.2 | Elect Joseph L. Morea | Management | For | Voted - For |
1.3 | Elect Kevin C Phelan | Management | For | Voted - For |
1.4 | Elect John G. Murray | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INTEL CORPORATION | ||||
Security ID: 458140100 Ticker: INTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Patrick P. Gelsinger | Management | For | Voted - For |
1.2 | Elect James J. Goetz | Management | For | Voted - For |
1.3 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.4 | Elect Alyssa H. Henry | Management | For | Voted - Against |
1.5 | Elect Omar Ishrak | Management | For | Voted - For |
1.6 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.7 | Elect Tsu-Jae King Liu | Management | For | Voted - For |
1.8 | Elect Gregory D. Smith | Management | For | Voted - For |
1.9 | Elect Dion J. Weisler | Management | For | Voted - For |
1.10 | Elect Frank D. Yeary | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
42
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendment to the 2006 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | ||||
Security ID: 459200101 Ticker: IBM | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect David N. Farr | Management | For | Voted - For |
1.3 | Elect Alex Gorsky | Management | For | Voted - For |
1.4 | Elect Michelle Howard | Management | For | Voted - For |
1.5 | Elect Arvind Krishna | Management | For | Voted - For |
1.6 | Elect Andrew N. Liveris | Management | For | Voted - For |
1.7 | Elect F. William McNabb, III | Management | For | Voted - For |
1.8 | Elect Martha E. Pollack | Management | For | Voted - For |
1.9 | Elect Joseph R. Swedish | Management | For | Voted - For |
1.10 | Elect Peter R. Voser | Management | For | Voted - For |
1.11 | Elect Frederick H. Waddell | Management | For | Voted - For |
1.12 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
INTERNATIONAL PAPER COMPANY | ||||
Security ID: 460146103 Ticker: IP | ||||
Meeting Date: 09-May-22 | ||||
1.1 | Elect Christopher M. Connor | Management | For | Voted - For |
1.2 | Elect Ahmet Cemal Dorduncu | Management | For | Voted - For |
1.3 | Elect Ilene S. Gordon | Management | For | Voted - Against |
1.4 | Elect Anders Gustafsson | Management | For | Voted - For |
1.5 | Elect Jacqueline C. Hinman | Management | For | Voted - For |
1.6 | Elect Clinton A. Lewis, Jr. | Management | For | Voted - For |
1.7 | Elect D. G. Macpherson | Management | For | Voted - For |
1.8 | Elect Kathryn D. Sullivan | Management | For | Voted - For |
1.9 | Elect Mark S. Sutton | Management | For | Voted - For |
1.10 | Elect Anton V. Vincent | Management | For | Voted - For |
1.11 | Elect Raymond Guy Young | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
43
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Shareholder Proposal Regarding Report on | |||
Climate-related Activities | Shareholder | Against | Voted - Against | |
INVESTORS BANCORP, INC. | ||||
Security ID: 46146L101 Ticker: ISBC | ||||
Meeting Date: 19-Nov-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
IRON MOUNTAIN INCORPORATED | ||||
Security ID: 46284V101 Ticker: IRM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Jennifer Allerton | Management | For | Voted - For |
1.2 | Elect Pamela M. Arway | Management | For | Voted - For |
1.3 | Elect Clarke H. Bailey | Management | For | Voted - For |
1.4 | Elect Kent P. Dauten | Management | For | Voted - For |
1.5 | Elect Monte E. Ford | Management | For | Voted - For |
1.6 | Elect Robin L. Matlock | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Wendy J. Murdock | Management | For | Voted - For |
1.9 | Elect Walter C. Rakowich | Management | For | Voted - For |
1.10 | Elect Doyle R. Simons | Management | For | Voted - For |
1.11 | Elect Alfred J. Verrecchia | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY | ||||
Security ID: G50871105 Ticker: JAZZ | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Peter Gray | Management | For | Voted - For |
1.2 | Elect Kenneth W. O'Keefe | Management | For | Voted - For |
1.3 | Elect Mark D. Smith | Management | For | Voted - For |
1.4 | Elect Catherine Angell Sohn | Management | For | Voted - For |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 23-Sep-21 | ||||
1 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
44
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
JETBLUE AIRWAYS CORPORATION | ||||
Security ID: 477143101 Ticker: JBLU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ben Baldanza | Management | For | Voted - For |
1.2 | Elect Peter Boneparth | Management | For | Voted - For |
1.3 | Elect Monte E. Ford | Management | For | Voted - For |
1.4 | Elect Robin Hayes | Management | For | Voted - For |
1.5 | Elect Ellen Jewett | Management | For | Voted - For |
1.6 | Elect Robert F. Leduc | Management | For | Voted - For |
1.7 | Elect Teri P. McClure | Management | For | Voted - For |
1.8 | Elect Sarah Robb O'Hagan | Management | For | Voted - For |
1.9 | Elect Vivek Sharma | Management | For | Voted - For |
1.10 | Elect Thomas Winkelmann | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
JOHNSON & JOHNSON | ||||
Security ID: 478160104 Ticker: JNJ | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Darius Adamczyk | Management | For | Voted - For |
1.2 | Elect Mary C. Beckerle | Management | For | Voted - For |
1.3 | Elect D. Scott Davis | Management | For | Voted - For |
1.4 | Elect Ian E.L. Davis | Management | For | Voted - For |
1.5 | Elect Jennifer A. Doudna | Management | For | Voted - For |
1.6 | Elect Joaquin Duato | Management | For | Voted - For |
1.7 | Elect Alex Gorsky | Management | For | Voted - For |
1.8 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.9 | Elect Hubert Joly | Management | For | Voted - For |
1.10 | Elect Mark B. McClellan | Management | For | Voted - Against |
1.11 | Elect Anne Mulcahy | Management | For | Voted - For |
1.12 | Elect A. Eugene Washington | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
1.14 | Elect Nadja Y. West | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Adoption of | |||
Mandatory Arbitration Bylaw | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Racial Impact Audit | Shareholder | Against | Voted - For |
45
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Discontinuation of | |||
Talc-based Baby Powder | Shareholder | Against | Voted - For | |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
12 | Shareholder Proposal Regarding Lobbying Activities | |||
Alignment with Universal Health Coverage | Shareholder | Against | Voted - Against | |
13 | Shareholder Proposal Prohibiting Adjustments for | |||
Legal and Compliance Costs | Shareholder | Against | Voted - For | |
14 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
JPMORGAN CHASE & CO. | ||||
Security ID: 46625H100 Ticker: JPM | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Linda B. Bammann | Management | For | Voted - For |
1.2 | Elect Stephen B. Burke | Management | For | Voted - For |
1.3 | Elect Todd A. Combs | Management | For | Voted - For |
1.4 | Elect James S. Crown | Management | For | Voted - For |
1.5 | Elect James Dimon | Management | For | Voted - For |
1.6 | Elect Timothy P. Flynn | Management | For | Voted - For |
1.7 | Elect Mellody Hobson | Management | For | Voted - For |
1.8 | Elect Michael A. Neal | Management | For | Voted - For |
1.9 | Elect Phebe N. Novakovic | Management | For | Voted - For |
1.10 | Elect Virginia M. Rometty | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
7 | Shareholder Proposal Regarding Board Diversity | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with UNEP FI Recommendations | Shareholder | Against | Voted - Against | |
JUNIPER NETWORKS, INC. | ||||
Security ID: 48203R104 Ticker: JNPR | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Gary J. Daichendt | Management | For | Voted - For |
1.2 | Elect Anne DelSanto | Management | For | Voted - For |
46
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Kevin A. DeNuccio | Management | For | Voted - For |
1.4 | Elect James Dolce | Management | For | Voted - For |
1.5 | Elect Christine M. Gorjanc | Management | For | Voted - For |
1.6 | Elect Janet B. Haugen | Management | For | Voted - For |
1.7 | Elect Scott Kriens | Management | For | Voted - For |
1.8 | Elect Rahul Merchant | Management | For | Voted - For |
1.9 | Elect Rami Rahim | Management | For | Voted - For |
1.10 | Elect William Stensrud | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2015 Equity Incentive Plan | Management | For | Voted - For |
KELLOGG COMPANY | ||||
Security ID: 487836108 Ticker: K | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Roderick Gillum | Management | For | Voted - For |
1.2 | Elect Mary A. Laschinger | Management | For | Voted - For |
1.3 | Elect Erica L. Mann | Management | For | Voted - For |
1.4 | Elect Carolyn Tastad | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
KEYCORP | ||||
Security ID: 493267108 Ticker: KEY | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Alexander M. Cutler | Management | For | Voted - For |
1.2 | Elect H. James Dallas | Management | For | Voted - For |
1.3 | Elect Elizabeth R. Gile | Management | For | Voted - For |
1.4 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.5 | Elect Christopher M. Gorman | Management | For | Voted - For |
1.6 | Elect Robin Hayes | Management | For | Voted - For |
1.7 | Elect Carlton L. Highsmith | Management | For | Voted - For |
1.8 | Elect Richard J. Hipple | Management | For | Voted - For |
1.9 | Elect Devina Rankin | Management | For | Voted - For |
1.10 | Elect Barbara R. Snyder | Management | For | Voted - For |
1.11 | Elect Richard J. Tobin | Management | For | Voted - For |
1.12 | Elect Todd J. Vasos | Management | For | Voted - For |
1.13 | Elect David K. Wilson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
47
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
L3HARRIS TECHNOLOGIES, INC. | ||||
Security ID: 502431109 Ticker: LHX | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Sallie B. Bailey | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
1.3 | Elect Peter W. Chiarelli | Management | For | Voted - For |
1.4 | Elect Thomas A. Corcoran | Management | For | Voted - For |
1.5 | Elect Thomas A. Dattilo | Management | For | Voted - For |
1.6 | Elect Roger B. Fradin | Management | For | Voted - For |
1.7 | Elect Harry B. Harris, Jr. | Management | For | Voted - For |
1.8 | Elect Lewis Hay III | Management | For | Voted - For |
1.9 | Elect Lewis Kramer | Management | For | Voted - For |
1.10 | Elect Christopher E. Kubasik | Management | For | Voted - For |
1.11 | Elect Rita S. Lane | Management | For | Voted - For |
1.12 | Elect Robert B. Millard | Management | For | Voted - For |
1.13 | Elect Lloyd W. Newton | Management | For | Voted - For |
2 | Board Size | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
LABORATORY CORPORATION OF AMERICA HOLDINGS | ||||
Security ID: 50540R409 Ticker: LH | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Kerrii B. Anderson | Management | For | Voted - For |
1.2 | Elect Jean-Luc Belingard | Management | For | Voted - For |
1.3 | Elect Jeffrey A. Davis | Management | For | Voted - For |
1.4 | Elect D. Gary Gilliland | Management | For | Voted - For |
1.5 | Elect Garheng Kong | Management | For | Voted - For |
1.6 | Elect Peter M. Neupert | Management | For | Voted - For |
1.7 | Elect Richelle P. Parham | Management | For | Voted - For |
1.8 | Elect Adam H. Schechter | Management | For | Voted - For |
1.9 | Elect Kathryn E. Wengel | Management | For | Voted - For |
1.10 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
LEAR CORPORATION | ||||
Security ID: 521865204 Ticker: LEA | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Mei-Wei Cheng | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
48
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Bradley M. Halverson | Management | For | Voted - For |
1.4 | Elect Mary Lou Jepsen | Management | For | Voted - For |
1.5 | Elect Roger A. Krone | Management | For | Voted - For |
1.6 | Elect Patricia L. Lewis | Management | For | Voted - For |
1.7 | Elect Kathleen A. Ligocki | Management | For | Voted - For |
1.8 | Elect Conrad L. Mallett, Jr. | Management | For | Voted - For |
1.9 | Elect Raymond E. Scott | Management | For | Voted - For |
1.10 | Elect Gregory C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
LENNAR CORPORATION | ||||
Security ID: 526057302 Ticker: LEN | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Amy L. Banse | Management | For | Voted - For |
1.2 | Elect Richard Beckwitt | Management | For | Voted - For |
1.3 | Elect Steven L. Gerard | Management | For | Voted - Against |
1.4 | Elect Theron I. Gilliam | Management | For | Voted - Against |
1.5 | Elect Sherrill W. Hudson | Management | For | Voted - Against |
1.6 | Elect Jonathan M. Jaffe | Management | For | Voted - For |
1.7 | Elect Sidney Lapidus | Management | For | Voted - For |
1.8 | Elect Teri P. McClure | Management | For | Voted - Against |
1.9 | Elect Stuart A. Miller | Management | For | Voted - For |
1.10 | Elect Armando J. Olivera | Management | For | Voted - Against |
1.11 | Elect Jeffrey Sonnenfeld | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2016 Equity Incentive Plan | Management | For | Voted - Against |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
LINCOLN NATIONAL CORPORATION | ||||
Security ID: 534187109 Ticker: LNC | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Deirdre P. Connelly | Management | For | Voted - For |
1.2 | Elect Ellen G. Cooper | Management | For | Voted - For |
1.3 | Elect William H. Cunningham | Management | For | Voted - For |
1.4 | Elect Reginald E. Davis | Management | For | Voted - For |
1.5 | Elect Dennis R. Glass | Management | For | Voted - For |
1.6 | Elect Eric G. Johnson | Management | For | Voted - For |
1.7 | Elect Gary C. Kelly | Management | For | Voted - For |
1.8 | Elect M. Leanne Lachman | Management | For | Voted - For |
1.9 | Elect Dale Lefebvre | Management | For | Voted - For |
1.10 | Elect Janet Liang | Management | For | Voted - For |
1.11 | Elect Michael F. Mee | Management | For | Voted - For |
49
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.12 | Elect Patrick S. Pittard | Management | For | Voted - For |
1.13 | Elect Lynn M. Utter | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Compensation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
LOCKHEED MARTIN CORPORATION | ||||
Security ID: 539830109 Ticker: LMT | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Daniel F. Akerson | Management | For | Voted - For |
1.2 | Elect David B. Burritt | Management | For | Voted - For |
1.3 | Elect Bruce A. Carlson | Management | For | Voted - For |
1.4 | Elect John Donovan | Management | For | Voted - For |
1.5 | Elect Joseph Dunford Jr. | Management | For | Voted - For |
1.6 | Elect James O. Ellis, Jr. | Management | For | Voted - For |
1.7 | Elect Thomas J. Falk | Management | For | Voted - For |
1.8 | Elect Ilene S. Gordon | Management | For | Voted - For |
1.9 | Elect Vicki A. Hollub | Management | For | Voted - For |
1.10 | Elect Jeh C. Johnson | Management | For | Voted - For |
1.11 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.12 | Elect James D. Taiclet | Management | For | Voted - For |
1.13 | Elect Patricia E. Yarrington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Human | |||
Rights Impact Assessments | Shareholder | Against | Voted - Against | |
LOUISIANA-PACIFIC CORPORATION | ||||
Security ID: 546347105 Ticker: LPX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Tracy A. Embree | Management | For | Voted - For |
1.2 | Elect Lizanne C. Gottung | Management | For | Voted - For |
1.3 | Elect Dustan E. McCoy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Approval of the 2022 Omnibus Stock Award Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
50
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
LUMEN TECHNOLOGIES, INC. | ||||
Security ID: 550241103 Ticker: LUMN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Quincy L. Allen | Management | For | Voted - For |
1.2 | Elect Martha Helena Bejar | Management | For | Voted - For |
1.3 | Elect Peter C. Brown | Management | For | Voted - For |
1.4 | Elect Kevin P. Chilton | Management | For | Voted - For |
1.5 | Elect Steven T. Clontz | Management | For | Voted - For |
1.6 | Elect T. Michael Glenn | Management | For | Voted - For |
1.7 | Elect W. Bruce Hanks | Management | For | Voted - For |
1.8 | Elect Hal Stanley Jones | Management | For | Voted - For |
1.9 | Elect Michael J. Roberts | Management | For | Voted - For |
1.10 | Elect Laurie A. Siegel | Management | For | Voted - For |
1.11 | Elect Jeffrey K. Storey | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - Against |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
LYONDELLBASELL INDUSTRIES N.V. | ||||
Security ID: N53745100 Ticker: LYB | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Jacques Aigrain | Management | For | Voted - For |
1.2 | Elect Lincoln Benet | Management | For | Voted - For |
1.3 | Elect Jagjeet S. Bindra | Management | For | Voted - For |
1.4 | Elect Robin Buchanan | Management | For | Voted - For |
1.5 | Elect Anthony R. Chase | Management | For | Voted - For |
1.6 | Elect Nance K. Dicciani | Management | For | Voted - For |
1.7 | Elect Robert W. Dudley | Management | For | Voted - For |
1.8 | Elect Claire S. Farley | Management | For | Voted - For |
1.9 | Elect Michael S. Hanley | Management | For | Voted - For |
1.10 | Elect Virginia A. Kamsky | Management | For | Voted - For |
1.11 | Elect Albert Manifold | Management | For | Voted - For |
1.12 | Elect Peter Vanacker | Management | For | Voted - For |
2 | Ratification of Board Acts | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Dutch Statutory Auditor | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
6 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Cancellation of Shares | Management | For | Voted - For |
51
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MANPOWERGROUP INC. | ||||
Security ID: 56418H100 Ticker: MAN | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Gina R. Boswell | Management | For | Voted - For |
1.2 | Elect Jean-Philippe Courtois | Management | For | Voted - For |
1.3 | Elect William A. Downe | Management | For | Voted - For |
1.4 | Elect John F. Ferraro | Management | For | Voted - For |
1.5 | Elect William P. Gipson | Management | For | Voted - For |
1.6 | Elect Patricia Hemingway Hall | Management | For | Voted - For |
1.7 | Elect Julie M. Howard | Management | For | Voted - For |
1.8 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.9 | Elect Jonas Prising | Management | For | Voted - For |
1.10 | Elect Paul Read | Management | For | Voted - For |
1.11 | Elect Elizabeth P. Sartain | Management | For | Voted - For |
1.12 | Elect Michael J. Van Handel | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MARATHON PETROLEUM CORPORATION | ||||
Security ID: 56585A102 Ticker: MPC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Evan Bayh | Management | For | Voted - For |
1.2 | Elect Charles E. Bunch | Management | For | Voted - For |
1.3 | Elect Edward G. Galante | Management | For | Voted - For |
1.4 | Elect Kim K.W. Rucker | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Repeal of Classified Board | Management | For | Voted - For |
5 | Elimination of Supermajority Requirement | Management | For | Voted - For |
6 | Approval of Exclusive Forum Provisions | Management | For | Voted - Against |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - For | |
9 | Shareholder Proposal Regarding Just Transition | |||
Reporting | Shareholder | Against | Voted - Against | |
MASCO CORPORATION | ||||
Security ID: 574599106 Ticker: MAS | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Donald R. Parfet | Management | For | Voted - For |
1.2 | Elect Lisa A. Payne | Management | For | Voted - For |
1.3 | Elect Reginald M. Turner, Jr. | Management | For | Voted - For |
52
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MCDONALD'S CORPORATION | ||||
Security ID: 580135101 Ticker: MCD | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Lloyd H. Dean | Management | For | Voted - For |
1.2 | Elect Robert A. Eckert | Management | For | Voted - For |
1.3 | Elect Catherine Engelbert | Management | For | Voted - For |
1.4 | Elect Margaret H. Georgiadis | Management | For | Voted - For |
1.5 | Elect Enrique Hernandez, Jr. | Management | For | Voted - For |
1.6 | Elect Christopher Kempczinski | Management | For | Voted - For |
1.7 | Elect Richard H. Lenny | Management | For | Voted - For |
1.8 | Elect John Mulligan | Management | For | Voted - For |
1.9 | Elect Sheila A. Penrose | Management | For | Voted - For |
1.10 | Elect John W. Rogers, Jr. | Management | For | Voted - For |
1.11 | Elect Paul S. Walsh | Management | For | Voted - For |
1.12 | Elect Miles D. White | Management | For | Voted - For |
1.13 | Elect Leslie Samuelrich | Shareholder | N/A | Take No Action |
1.14 | Elect Maisie Lucia Ganzler | Shareholder | N/A | Take No Action |
1.15 | Elect Management Nominee Lloyd H. Dean | Shareholder | N/A | Take No Action |
1.16 | Elect Management Nominee Robert A. Eckert | Shareholder | N/A | Take No Action |
1.17 | Elect Management Nominee Catherine Engelbert | Shareholder | N/A | Take No Action |
1.18 | Elect Management Nominee Maragret H. Georgiadis | Shareholder | N/A | Take No Action |
1.19 | Elect Management Nominee Enrique Hernandez, Jr. | Shareholder | N/A | Take No Action |
1.20 | Elect Management Nominee Christopher Kempczinski | Shareholder | N/A | Take No Action |
1.21 | Elect Management Nominee John Mulligan | Shareholder | N/A | Take No Action |
1.22 | Elect Management Nominee John W. Rogers, Jr. | Shareholder | N/A | Take No Action |
1.23 | Elect Management Nominee Paul S. Walsh | Shareholder | N/A | Take No Action |
1.24 | Elect Management Nominee Miles D. White | Shareholder | N/A | Take No Action |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Public | |||
Health Costs of Antibiotics in the Supply Chain | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Gestation Crates | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - For |
9 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Transparency Report | |||
on Global Public Policy and Political Influence | Shareholder | Against | Voted - Against | |
11 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
12 | Ratification of Auditor | Management | N/A | Take No Action |
13 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | N/A | Take No Action | |
14 | Shareholder Proposal Regarding Report on Plastics | Shareholder | N/A | Take No Action |
53
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Shareholder Proposal Regarding Report on Public | |||
Health Costs of Antibiotics in the Supply Chain | Shareholder | N/A | Take No Action | |
16 | Shareholder Proposal Regarding Gestation Crates | Shareholder | N/A | Take No Action |
17 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | N/A | Take No Action |
18 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | N/A | Take No Action | |
19 | Shareholder Proposal Regarding Transparency Report | |||
on Global Public Policy and Political Influence | Shareholder | N/A | Take No Action | |
MCKESSON CORPORATION | ||||
Security ID: 58155Q103 Ticker: MCK | ||||
Meeting Date: 23-Jul-21 | ||||
1.1 | Elect Dominic J. Caruso | Management | For | Voted - For |
1.2 | Elect Donald R. Knauss | Management | For | Voted - For |
1.3 | Elect Bradley E. Lerman | Management | For | Voted - For |
1.4 | Elect Linda P. Mantia | Management | For | Voted - For |
1.5 | Elect Maria Martinez | Management | For | Voted - For |
1.6 | Elect Edward A. Mueller | Management | For | Voted - For |
1.7 | Elect Susan R. Salka | Management | For | Voted - For |
1.8 | Elect Brian S. Tyler | Management | For | Voted - For |
1.9 | Elect Kenneth E. Washington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
MEDICAL PROPERTIES TRUST, INC. | ||||
Security ID: 58463J304 Ticker: MPW | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Edward K. Aldag, Jr. | Management | For | Voted - For |
1.2 | Elect G. Steven Dawson | Management | For | Voted - For |
1.3 | Elect R. Steven Hamner | Management | For | Voted - Against |
1.4 | Elect Caterina A. Mozingo | Management | For | Voted - For |
1.5 | Elect Emily W. Murphy | Management | For | Voted - For |
1.6 | Elect Elizabeth N. Pitman | Management | For | Voted - For |
1.7 | Elect D. Paul Sparks, Jr. | Management | For | Voted - For |
1.8 | Elect Michael G. Stewart | Management | For | Voted - For |
1.9 | Elect C. Reynolds Thompson, III | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2019 Equity Incentive Plan | Management | For | Voted - For |
54
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MEDTRONIC PLC | ||||
Security ID: G5960L103 Ticker: MDT | ||||
Meeting Date: 09-Dec-21 | ||||
1.1 | Elect Richard H. Anderson | Management | For | Voted - For |
1.2 | Elect Craig Arnold | Management | For | Voted - For |
1.3 | Elect Scott C. Donnelly | Management | For | Voted - For |
1.4 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.5 | Elect Randall J. Hogan, III | Management | For | Voted - For |
1.6 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.7 | Elect Geoffrey Straub Martha | Management | For | Voted - For |
1.8 | Elect Elizabeth G. Nabel | Management | For | Voted - For |
1.9 | Elect Denise M. O'Leary | Management | For | Voted - For |
1.10 | Elect Kendall J. Powell | Management | For | Voted - Against |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
5 | 2021 Long Term Incentive Plan | Management | For | Voted - For |
6 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
MERCK & CO., INC. | ||||
Security ID: 58933Y105 Ticker: MRK | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.2 | Elect Mary Ellen Coe | Management | For | Voted - For |
1.3 | Elect Pamela J. Craig | Management | For | Voted - For |
1.4 | Elect Robert M. Davis | Management | For | Voted - For |
1.5 | Elect Kenneth C. Frazier | Management | For | Voted - For |
1.6 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.7 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.8 | Elect Stephen L. Mayo | Management | For | Voted - For |
1.9 | Elect Paul B. Rothman | Management | For | Voted - For |
1.10 | Elect Patricia F. Russo | Management | For | Voted - For |
1.11 | Elect Christine E. Seidman | Management | For | Voted - For |
1.12 | Elect Inge G. Thulin | Management | For | Voted - For |
1.13 | Elect Kathy J. Warden | Management | For | Voted - For |
1.14 | Elect Peter C. Wendell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against |
55
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
METLIFE, INC. | ||||
Security ID: 59156R108 Ticker: MET | ||||
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Cheryl W. Grise | Management | For | Voted - For |
1.2 | Elect Carlos M. Gutierrez | Management | For | Voted - For |
1.3 | Elect Carla A. Harris | Management | For | Voted - For |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect R. Glenn Hubbard | Management | For | Voted - For |
1.7 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - For |
1.9 | Elect Michel A. Khalaf | Management | For | Voted - For |
1.10 | Elect Catherine R. Kinney | Management | For | Voted - For |
1.11 | Elect Diana L. McKenzie | Management | For | Voted - For |
1.12 | Elect Denise M. Morrison | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MGIC INVESTMENT CORPORATION | ||||
Security ID: 552848103 Ticker: MTG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Analisa M. Allen | Management | For | Voted - For |
1.2 | Elect Daniel A. Arrigoni | Management | For | Voted - For |
1.3 | Elect C. Edward Chaplin | Management | For | Voted - For |
1.4 | Elect Curt S. Culver | Management | For | Voted - For |
1.5 | Elect Jay C. Hartzell | Management | For | Voted - For |
1.6 | Elect Timothy A. Holt | Management | For | Voted - For |
1.7 | Elect Jodeen A. Kozlak | Management | For | Voted - For |
1.8 | Elect Michael E. Lehman | Management | For | Voted - For |
1.9 | Elect Teresita M. Lowman | Management | For | Voted - For |
1.10 | Elect Timothy J. Mattke | Management | For | Voted - For |
1.11 | Elect Gary A. Poliner | Management | For | Voted - For |
1.12 | Elect Sheryl L. Sculley | Management | For | Voted - For |
1.13 | Elect Mark M. Zandi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MICRON TECHNOLOGY, INC. | ||||
Security ID: 595112103 Ticker: MU | ||||
Meeting Date: 13-Jan-22 | ||||
1.1 | Elect Richard M. Beyer | Management | For | Voted - For |
56 |
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Lynn A. Dugle | Management | For | Voted - For |
1.3 | Elect Steven J. Gomo | Management | For | Voted - For |
1.4 | Elect Linnie M. Haynesworth | Management | For | Voted - For |
1.5 | Elect Mary Pat McCarthy | Management | For | Voted - For |
1.6 | Elect Sanjay Mehrotra | Management | For | Voted - For |
1.7 | Elect Robert E. Switz | Management | For | Voted - For |
1.8 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MOLSON COORS BEVERAGE COMPANY | ||||
Security ID: 60871R209 Ticker: TAP | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Roger G. Eaton | Management | For | Voted - For |
1.2 | Elect Charles M. Herington | Management | For | Voted - For |
1.3 | Elect H. Sanford Riley | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MORGAN STANLEY | ||||
Security ID: 617446448 Ticker: MS | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Alistair Darling | Management | For | Voted - For |
1.2 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.3 | Elect James P. Gorman | Management | For | Voted - For |
1.4 | Elect Robert H. Herz | Management | For | Voted - For |
1.5 | Elect Erika H. James | Management | For | Voted - For |
1.6 | Elect Hironori Kamezawa | Management | For | Voted - For |
1.7 | Elect Shelley B. Leibowitz | Management | For | Voted - For |
1.8 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.9 | Elect Judith Miscik | Management | For | Voted - For |
1.10 | Elect Masato Miyachi | Management | For | Voted - For |
1.11 | Elect Dennis M. Nally | Management | For | Voted - For |
1.12 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.13 | Elect Perry M. Traquina | Management | For | Voted - For |
1.14 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against |
57
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NAVIENT CORPORATION | ||||
Security ID: 63938C108 Ticker: NAVI | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Frederick Arnold | Management | For | Voted - For |
1.2 | Elect Edward J. Bramson | Management | For | Voted - For |
1.3 | Elect Anna Escobedo Cabral | Management | For | Voted - For |
1.4 | Elect Larry A. Klane | Management | For | Voted - For |
1.5 | Elect Michael A. Lawson | Management | For | Voted - For |
1.6 | Elect Linda A. Mills | Management | For | Voted - For |
1.7 | Elect John F. Remondi | Management | For | Voted - For |
1.8 | Elect Jane J. Thompson | Management | For | Voted - For |
1.9 | Elect Laura S. Unger | Management | For | Voted - For |
1.10 | Elect David L. Yowan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
NETAPP, INC. | ||||
Security ID: 64110D104 Ticker: NTAP | ||||
Meeting Date: 10-Sep-21 | ||||
1.1 | Elect T. Michael Nevens | Management | For | Voted - For |
1.2 | Elect Deepak Ahuja | Management | For | Voted - For |
1.3 | Elect Gerald D. Held | Management | For | Voted - For |
1.4 | Elect Kathryn M. Hill | Management | For | Voted - For |
1.5 | Elect Deborah L. Kerr | Management | For | Voted - For |
1.6 | Elect George Kurian | Management | For | Voted - For |
1.7 | Elect Carrie Palin | Management | For | Voted - For |
1.8 | Elect Scott F. Schenkel | Management | For | Voted - For |
1.9 | Elect George T. Shaheen | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2021 Equity Incentive Plan | Management | For | Voted - For |
5 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
6 | Permit Shareholders to Act by Written Consent | Management | For | Voted - Abstain |
7 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - For | |
NEXSTAR MEDIA GROUP, INC. | ||||
Security ID: 65336K103 Ticker: NXST | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Bernadette S. Aulestia | Management | For | Voted - For |
1.2 | Elect Dennis J. FitzSimons | Management | For | Voted - For |
1.3 | Elect C. Thomas McMillen | Management | For | Voted - Against |
1.4 | Elect Lisbeth McNabb | Management | For | Voted - For |
58
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Elimination of Class B Common Stock and Class C | |||
Common Stock | Management | For | Voted - For | |
NEXTERA ENERGY, INC. | ||||
Security ID: 65339F101 Ticker: NEE | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Sherry S. Barrat | Management | For | Voted - For |
1.2 | Elect James L. Camaren | Management | For | Voted - For |
1.3 | Elect Kenneth B. Dunn | Management | For | Voted - For |
1.4 | Elect Naren K. Gursahaney | Management | For | Voted - For |
1.5 | Elect Kirk S. Hachigian | Management | For | Voted - For |
1.6 | Elect John W. Ketchum | Management | For | Voted - For |
1.7 | Elect Amy B. Lane | Management | For | Voted - For |
1.8 | Elect David L. Porges | Management | For | Voted - For |
1.9 | Elect James L. Robo | Management | For | Voted - For |
1.10 | Elect Rudy E. Schupp | Management | For | Voted - For |
1.11 | Elect John L. Skolds | Management | For | Voted - For |
1.12 | Elect John Arthur Stall | Management | For | Voted - For |
1.13 | Elect Darryl L. Wilson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Shareholder Proposal Regarding Disclosure of a | |||
Board Diversity and Skills Matrix | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Employee Diversity | |||
Data Reporting | Shareholder | Against | Voted - For | |
NORTHROP GRUMMAN CORPORATION | ||||
Security ID: 666807102 Ticker: NOC | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Kathy J. Warden | Management | For | Voted - For |
1.2 | Elect David P. Abney | Management | For | Voted - For |
1.3 | Elect Marianne C. Brown | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Ann M. Fudge | Management | For | Voted - For |
1.6 | Elect William H. Hernandez | Management | For | Voted - For |
1.7 | Elect Madeleine A. Kleiner | Management | For | Voted - For |
1.8 | Elect Karl J. Krapek | Management | For | Voted - For |
1.9 | Elect Graham N. Robinson | Management | For | Voted - For |
1.10 | Elect Gary Roughead | Management | For | Voted - For |
1.11 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
1.13 | Elect Mark A. Welsh III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
59
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
NRG ENERGY, INC. | ||||
Security ID: 629377508 Ticker: NRG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect E. Spencer Abraham | Management | For | Voted - For |
1.2 | Elect Antonio Carrillo | Management | For | Voted - For |
1.3 | Elect Matthew Carter, Jr. | Management | For | Voted - For |
1.4 | Elect Lawrence S. Coben | Management | For | Voted - For |
1.5 | Elect Heather Cox | Management | For | Voted - For |
1.6 | Elect Elisabeth B. Donohue | Management | For | Voted - For |
1.7 | Elect Mauricio Gutierrez | Management | For | Voted - For |
1.8 | Elect Paul W. Hobby | Management | For | Voted - For |
1.9 | Elect Alexandra Pruner | Management | For | Voted - For |
1.10 | Elect Anne C. Schaumburg | Management | For | Voted - For |
1.11 | Elect Thomas H. Weidemeyer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OFFICE PROPERTIES INCOME TRUST | ||||
Security ID: 67623C109 Ticker: OPI | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Barbara D. Gilmore | Management | For | Voted - For |
1.2 | Elect John L. Harrington | Management | For | Voted - For |
1.3 | Elect William A. Lamkin | Management | For | Voted - For |
1.4 | Elect Elena B. Poptodorova | Management | For | Voted - For |
1.5 | Elect Adam D. Portnoy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OMEGA HEALTHCARE INVESTORS, INC. | ||||
Security ID: 681936100 Ticker: OHI | ||||
Meeting Date: 03-Jun-22 | ||||
1.1 | Elect Kapila K. Anand | Management | For | Voted - For |
1.2 | Elect Craig R. Callen | Management | For | Voted - For |
1.3 | Elect Lisa C. Egbuonu-Davis | Management | For | Voted - For |
1.4 | Elect Barbara B. Hill | Management | For | Voted - For |
1.5 | Elect Kevin J. Jacobs | Management | For | Voted - For |
1.6 | Elect C. Taylor Pickett | Management | For | Voted - For |
1.7 | Elect Stephen D. Plavin | Management | For | Voted - For |
1.8 | Elect Burke W. Whitman | Management | For | Voted - For |
60
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ORACLE CORPORATION | ||||
Security ID: 68389X105 Ticker: ORCL | ||||
Meeting Date: 10-Nov-21 | ||||
1.1 | Elect Jeffrey S. Berg | Management | For | Voted - For |
1.2 | Elect Michael J. Boskin | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - Withheld |
1.4 | Elect Bruce R. Chizen | Management | For | Voted - For |
1.5 | Elect George H. Conrades | Management | For | Voted - Withheld |
1.6 | Elect Lawrence J. Ellison | Management | For | Voted - For |
1.7 | Elect Rona Fairhead | Management | For | Voted - For |
1.8 | Elect Jeffrey O. Henley | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Charles W. Moorman IV | Management | For | Voted - Withheld |
1.11 | Elect Leon E. Panetta | Management | For | Voted - Withheld |
1.12 | Elect William G. Parrett | Management | For | Voted - For |
1.13 | Elect Naomi O. Seligman | Management | For | Voted - Withheld |
1.14 | Elect Vishal Sikka | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Independent Board | |||
Chair | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Requiring and | |||
Posting Disclosures from Outside Organizations | Shareholder | Against | Voted - Against | |
ORGANON & CO. | ||||
Security ID: 68622V106 Ticker: OGN | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Robert Essner | Management | For | Voted - For |
1.2 | Elect Shelly Lazarus | Management | For | Voted - For |
1.3 | Elect Cynthia M. Patton | Management | For | Voted - For |
1.4 | Elect Grace Puma | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
61
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
OSHKOSH CORPORATION | ||||
Security ID: 688239201 Ticker: OSK | ||||
Meeting Date: 22-Feb-22 | ||||
1.1 | Elect Keith J. Allman | Management | For | Voted - For |
1.2 | Elect Douglas L. Davis | Management | For | Voted - For |
1.3 | Elect Tyrone M. Jordan | Management | For | Voted - For |
1.4 | Elect Kimberley Metcalf-Kupres | Management | For | Voted - For |
1.5 | Elect Stephen D. Newlin | Management | For | Voted - For |
1.6 | Elect Duncan J. Palmer | Management | For | Voted - For |
1.7 | Elect John C. Pfeifer | Management | For | Voted - For |
1.8 | Elect Sandra E. Rowland | Management | For | Voted - For |
1.9 | Elect John S. Shiely | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
OWENS CORNING | ||||
Security ID: 690742101 Ticker: OC | ||||
Meeting Date: 14-Apr-22 | ||||
1.1 | Elect Brian D. Chambers | Management | For | Voted - For |
1.2 | Elect Eduardo E. Cordeiro | Management | For | Voted - For |
1.3 | Elect Adrienne D. Elsner | Management | For | Voted - For |
1.4 | Elect Alfred E. Festa | Management | For | Voted - For |
1.5 | Elect Edward F. Lonergan | Management | For | Voted - For |
1.6 | Elect Maryann T. Mannen | Management | For | Voted - For |
1.7 | Elect Paul E. Martin | Management | For | Voted - For |
1.8 | Elect W. Howard Morris | Management | For | Voted - For |
1.9 | Elect Suzanne P. Nimocks | Management | For | Voted - For |
1.10 | Elect John D. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PFIZER INC. | ||||
Security ID: 717081103 Ticker: PFE | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ronald E. Blaylock | Management | For | Voted - For |
1.2 | Elect Albert Bourla | Management | For | Voted - For |
1.3 | Elect Susan Desmond-Hellmann | Management | For | Voted - For |
1.4 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.5 | Elect Scott Gottlieb | Management | For | Voted - For |
1.6 | Elect Helen H. Hobbs | Management | For | Voted - For |
1.7 | Elect Susan Hockfield | Management | For | Voted - For |
1.8 | Elect Dan R. Littman | Management | For | Voted - For |
62
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Shantanu Narayen | Management | For | Voted - For |
1.10 | Elect Suzanne Nora Johnson | Management | For | Voted - For |
1.11 | Elect James Quincey | Management | For | Voted - For |
1.12 | Elect James C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
PHILIP MORRIS INTERNATIONAL INC. | ||||
Security ID: 718172109 Ticker: PM | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Brant (Bonin) Bough | Management | For | Voted - For |
1.2 | Elect Andre Calantzopoulos | Management | For | Voted - For |
1.3 | Elect Michel Combes | Management | For | Voted - For |
1.4 | Elect Juan Jose Daboub | Management | For | Voted - For |
1.5 | Elect Werner Geissler | Management | For | Voted - For |
1.6 | Elect Lisa A. Hook | Management | For | Voted - For |
1.7 | Elect Jun Makihara | Management | For | Voted - For |
1.8 | Elect Kalpana Morparia | Management | For | Voted - For |
1.9 | Elect Lucio A. Noto | Management | For | Voted - For |
1.10 | Elect Jacek Olczak | Management | For | Voted - For |
1.11 | Elect Frederik Paulsen | Management | For | Voted - For |
1.12 | Elect Robert B. Polet | Management | For | Voted - For |
1.13 | Elect Dessislava Temperley | Management | For | Voted - For |
1.14 | Elect Shlomo Yanai | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2022 Performance Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Phasing Out | |||
Health-Hazardous and Addictive Products | Shareholder | Against | Voted - Against | |
PHILLIPS 66 | ||||
Security ID: 718546104 Ticker: PSX | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Greg C. Garland | Management | For | Voted - For |
1.2 | Elect Gary K. Adams | Management | For | Voted - For |
1.3 | Elect John E. Lowe | Management | For | Voted - For |
1.4 | Elect Denise L. Ramos | Management | For | Voted - For |
63
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Stock and Performance | |||
Incentive Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with Paris Agreement | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Voted - Against |
PILGRIM'S PRIDE CORPORATION | ||||
Security ID: 72147K108 Ticker: PPC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Gilberto Tomazoni | Management | For | Voted - For |
1.2 | Elect Vincent Trius | Management | For | Voted - For |
1.3 | Elect Andre Noguiera de Souza | Management | For | Voted - For |
1.4 | Elect Farha Aslam | Management | For | Voted - For |
1.5 | Elect Joanita Karoleski | Management | For | Voted - For |
1.6 | Elect Raul Padilla | Management | For | Voted - For |
1.7 | Elect Wallim Cruz de Vasconcellos Junior | Management | For | Voted - For |
1.8 | Elect Arquimedes A. Celis | Management | For | Voted - For |
1.9 | Elect Ajay Menon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PPL CORPORATION | ||||
Security ID: 69351T106 Ticker: PPL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Arthur P. Beattie | Management | For | Voted - For |
1.2 | Elect Raja Rajamannar | Management | For | Voted - For |
1.3 | Elect Heather B. Redman | Management | For | Voted - For |
1.4 | Elect Craig A. Rogerson | Management | For | Voted - For |
1.5 | Elect Vincent Sorgi | Management | For | Voted - For |
1.6 | Elect Natica von Althann | Management | For | Voted - For |
1.7 | Elect Keith H. Williamson | Management | For | Voted - For |
1.8 | Elect Phoebe A. Wood | Management | For | Voted - For |
1.9 | Elect Armando Zagalo de Lima | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PRINCIPAL FINANCIAL GROUP, INC. | ||||
Security ID: 74251V102 Ticker: PFG | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Michael T. Dan | Management | For | Voted - For |
1.2 | Elect Blair C. Pickerell | Management | For | Voted - For |
64
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Clare S. Richer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PRUDENTIAL FINANCIAL, INC. | ||||
Security ID: 744320102 Ticker: PRU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas J. Baltimore, Jr. | Management | For | Voted - Against |
1.2 | Elect Gilbert F. Casellas | Management | For | Voted - For |
1.3 | Elect Robert M. Falzon | Management | For | Voted - For |
1.4 | Elect Martina Hund-Mejean | Management | For | Voted - For |
1.5 | Elect Wendy E. Jones | Management | For | Voted - For |
1.6 | Elect Karl J. Krapek | Management | For | Voted - For |
1.7 | Elect Peter R. Lighte | Management | For | Voted - For |
1.8 | Elect Charles F. Lowrey | Management | For | Voted - For |
1.9 | Elect George Paz | Management | For | Voted - For |
1.10 | Elect Sandra Pianalto | Management | For | Voted - For |
1.11 | Elect Christine A. Poon | Management | For | Voted - For |
1.12 | Elect Douglas A. Scovanner | Management | For | Voted - For |
1.13 | Elect Michael A. Todman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
PULTEGROUP, INC. | ||||
Security ID: 745867101 Ticker: PHM | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Brian P. Anderson | Management | For | Voted - For |
1.2 | Elect Bryce Blair | Management | For | Voted - For |
1.3 | Elect Thomas J. Folliard | Management | For | Voted - For |
1.4 | Elect Cheryl W. Grise | Management | For | Voted - For |
1.5 | Elect Andre J. Hawaux | Management | For | Voted - For |
1.6 | Elect J. Phillip Holloman | Management | For | Voted - For |
1.7 | Elect Ryan R. Marshall | Management | For | Voted - For |
1.8 | Elect John R. Peshkin | Management | For | Voted - For |
1.9 | Elect Scott F. Powers | Management | For | Voted - For |
1.10 | Elect Lila Snyder | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 382 Rights Agreement | Management | For | Voted - For |
5 | Approval of the 2022 Stock Incentive Plan | Management | For | Voted - For |
65
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
QUEST DIAGNOSTICS INCORPORATED | ||||
Security ID: 74834L100 Ticker: DGX | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Tracey C. Doi | Management | For | Voted - For |
1.2 | Elect Vicky B. Gregg | Management | For | Voted - For |
1.3 | Elect Wright L. Lassiter III | Management | For | Voted - For |
1.4 | Elect Timothy L. Main | Management | For | Voted - For |
1.5 | Elect Denise M. Morrison | Management | For | Voted - For |
1.6 | Elect Gary M. Pfeiffer | Management | For | Voted - For |
1.7 | Elect Timothy M. Ring | Management | For | Voted - For |
1.8 | Elect Stephen H. Rusckowski | Management | For | Voted - For |
1.9 | Elect Gail R. Wilensky | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Permit Shareholders to Act by Non-Unanimous Written | |||
Consent | Management | For | Voted - For | |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
RADIAN GROUP INC. | ||||
Security ID: 750236101 Ticker: RDN | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Howard B. Culang | Management | For | Voted - For |
1.2 | Elect Brad L. Conner | Management | For | Voted - For |
1.3 | Elect Debra A. Hess | Management | For | Voted - For |
1.4 | Elect Lisa W. Hess | Management | For | Voted - For |
1.5 | Elect Brian D. Montgomery | Management | For | Voted - For |
1.6 | Elect Lisa Mumford | Management | For | Voted - For |
1.7 | Elect Gaetano Muzio | Management | For | Voted - For |
1.8 | Elect Gregory V. Serio | Management | For | Voted - For |
1.9 | Elect Noel J. Spiegel | Management | For | Voted - For |
1.10 | Elect Richard G. Thornberry | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
RAYTHEON TECHNOLOGIES CORPORATION | ||||
Security ID: 75513E101 Ticker: RTX | ||||
Meeting Date: 25-Apr-22 | ||||
1.1 | Elect Tracy A. Atkinson | Management | For | Voted - For |
1.2 | Elect Bernard A. Harris, Jr. | Management | For | Voted - For |
1.3 | Elect Gregory J. Hayes | Management | For | Voted - For |
66
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect George R. Oliver | Management | For | Voted - For |
1.5 | Elect Robert K. Ortberg | Management | For | Voted - For |
1.6 | Elect Margaret L. O'Sullivan | Management | For | Voted - For |
1.7 | Elect Dinesh C. Paliwal | Management | For | Voted - For |
1.8 | Elect Ellen M. Pawlikowski | Management | For | Voted - For |
1.9 | Elect Denise L. Ramos | Management | For | Voted - For |
1.10 | Elect Fredric G. Reynolds | Management | For | Voted - For |
1.11 | Elect Brian C. Rogers | Management | For | Voted - For |
1.12 | Elect James A. Winnefeld, Jr. | Management | For | Voted - For |
1.13 | Elect Robert O. Work | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
REDWOOD TRUST, INC. | ||||
Security ID: 758075402 Ticker: RWT | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Greg H. Kubicek | Management | For | Voted - For |
1.2 | Elect Christopher J. Abate | Management | For | Voted - For |
1.3 | Elect Armando Falcon | Management | For | Voted - Against |
1.4 | Elect Douglas B. Hansen | Management | For | Voted - For |
1.5 | Elect Debora D. Horvath | Management | For | Voted - For |
1.6 | Elect George W. Madison | Management | For | Voted - Against |
1.7 | Elect Georganne C. Proctor | Management | For | Voted - For |
1.8 | Elect Dashiell I. Robinson | Management | For | Voted - For |
1.9 | Elect Faith A. Schwartz | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
REGENERON PHARMACEUTICALS, INC. | ||||
Security ID: 75886F107 Ticker: REGN | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Bonnie L. Bassler | Management | For | Voted - For |
1.2 | Elect Michael S. Brown | Management | For | Voted - Against |
1.3 | Elect Leonard S. Schleifer | Management | For | Voted - For |
1.4 | Elect George D. Yancopoulos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
REGIONS FINANCIAL CORPORATION | ||||
Security ID: 7591EP100 Ticker: RF | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - For |
67 |
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Zhanna Golodryga | Management | For | Voted - For |
1.3 | Elect John D. Johns | Management | For | Voted - For |
1.4 | Elect Joia M. Johnson | Management | For | Voted - For |
1.5 | Elect Ruth Ann Marshall | Management | For | Voted - Against |
1.6 | Elect Charles D. McCrary | Management | For | Voted - For |
1.7 | Elect James T. Prokopanko | Management | For | Voted - For |
1.8 | Elect Lee J. Styslinger III | Management | For | Voted - For |
1.9 | Elect Jose S. Suquet | Management | For | Voted - For |
1.10 | Elect John M. Turner, Jr. | Management | For | Voted - For |
1.11 | Elect Timothy Vines | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SABRA HEALTH CARE REIT, INC. | ||||
Security ID: 78573L106 Ticker: SBRA | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect Craig Barbarosh | Management | For | Voted - For |
1.2 | Elect Katie Cusack | Management | For | Voted - For |
1.3 | Elect Michael J. Foster | Management | For | Voted - For |
1.4 | Elect Lynne S. Katzmann | Management | For | Voted - For |
1.5 | Elect Ann Kono | Management | For | Voted - For |
1.6 | Elect Jeffrey A. Malehorn | Management | For | Voted - For |
1.7 | Elect Richard K. Matros | Management | For | Voted - For |
1.8 | Elect Clifton J. Porter II | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SEAGATE TECHNOLOGY HOLDINGS PLC | ||||
Security ID: G7997R103 Ticker: STX | ||||
Meeting Date: 20-Oct-21 | ||||
1.1 | Elect Mark W. Adams | Management | For | Voted - Against |
1.2 | Elect Shankar Arumugavelu | Management | For | Voted - For |
1.3 | Elect Pratik Bhatt | Management | For | Voted - For |
1.4 | Elect Judy Bruner | Management | For | Voted - For |
1.5 | Elect Michael R. Cannon | Management | For | Voted - For |
1.6 | Elect Jay L. Geldmacher | Management | For | Voted - For |
1.7 | Elect Dylan G. Haggart | Management | For | Voted - For |
1.8 | Elect William D. Mosley | Management | For | Voted - For |
1.9 | Elect Stephanie Tilenius | Management | For | Voted - For |
1.10 | Elect Edward J. Zander | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
68
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SIMON PROPERTY GROUP, INC. | ||||
Security ID: 828806109 Ticker: SPG | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Glyn F. Aeppel | Management | For | Voted - For |
1.2 | Elect Larry C. Glasscock | Management | For | Voted - For |
1.3 | Elect Karen N. Horn | Management | For | Voted - For |
1.4 | Elect Allan B. Hubbard | Management | For | Voted - For |
1.5 | Elect Reuben S. Leibowitz | Management | For | Voted - For |
1.6 | Elect Gary M. Rodkin | Management | For | Voted - For |
1.7 | Elect Peggy Fang Roe | Management | For | Voted - For |
1.8 | Elect Stefan M. Selig | Management | For | Voted - For |
1.9 | Elect Daniel C. Smith | Management | For | Voted - For |
1.10 | Elect J. Albert Smith, Jr. | Management | For | Voted - For |
1.11 | Elect Marta R. Stewart | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SLEEP NUMBER CORPORATION | ||||
Security ID: 83125X103 Ticker: SNBR | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Michael J. Harrison | Management | For | Voted - For |
1.2 | Elect Shelly R. Ibach | Management | For | Voted - For |
1.3 | Elect Deborah Kilpatrick | Management | For | Voted - For |
1.4 | Elect Barbara R. Matas | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SNAP-ON INCORPORATED | ||||
Security ID: 833034101 Ticker: SNA | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect David C. Adams | Management | For | Voted - For |
1.2 | Elect Karen L. Daniel | Management | For | Voted - For |
1.3 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.4 | Elect James P. Holden | Management | For | Voted - For |
1.5 | Elect Nathan J. Jones | Management | For | Voted - For |
1.6 | Elect Henry W. Knueppel | Management | For | Voted - For |
1.7 | Elect W. Dudley Lehman | Management | For | Voted - For |
1.8 | Elect Nicholas T. Pinchuk | Management | For | Voted - For |
1.9 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.10 | Elect Donald J. Stebbins | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
69
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SPIRIT REALTY CAPITAL, INC. | ||||
Security ID: 84860W300 Ticker: SRC | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Kevin M. Charlton | Management | For | Voted - For |
1.2 | Elect Elizabeth F. Frank | Management | For | Voted - For |
1.3 | Elect Michelle M. Frymire | Management | For | Voted - For |
1.4 | Elect Kristian M. Gathright | Management | For | Voted - For |
1.5 | Elect Richard I. Gilchrist | Management | For | Voted - For |
1.6 | Elect Jackson Hsieh | Management | For | Voted - For |
1.7 | Elect Diana M. Laing | Management | For | Voted - For |
1.8 | Elect Nicholas P. Shepherd | Management | For | Voted - For |
1.9 | Elect Thomas J. Sullivan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2012 Incentive Award Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SPROUTS FARMERS MARKET, INC. | ||||
Security ID: 85208M102 Ticker: SFM | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Kristen E. Blum | Management | For | Voted - For |
1.2 | Elect Jack L. Sinclair | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2022 Omnibus Incentive Compensation | |||
Plan | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
STANLEY BLACK & DECKER, INC. | ||||
Security ID: 854502101 Ticker: SWK | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Andrea J. Ayers | Management | For | Voted - For |
1.2 | Elect Patrick D. Campbell | Management | For | Voted - For |
1.3 | Elect Carlos M. Cardoso | Management | For | Voted - For |
1.4 | Elect Robert B. Coutts | Management | For | Voted - For |
1.5 | Elect Debra A. Crew | Management | For | Voted - For |
1.6 | Elect Michael D. Hankin | Management | For | Voted - For |
1.7 | Elect James M. Loree | Management | For | Voted - For |
1.8 | Elect Adrian V. Mitchell | Management | For | Voted - For |
1.9 | Elect Jane M. Palmieri | Management | For | Voted - For |
1.10 | Elect Mojdeh Poul | Management | For | Voted - For |
1.11 | Elect Irving Tan | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Award Plan | Management | For | Voted - For |
70
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
STATE STREET CORPORATION | ||||
Security ID: 857477103 Ticker: STT | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Patrick de Saint-Aignan | Management | For | Voted - For |
1.2 | Elect Marie A. Chandoha | Management | For | Voted - For |
1.3 | Elect Donnalee Demaio | Management | For | Voted - For |
1.4 | Elect Amelia C. Fawcett | Management | For | Voted - For |
1.5 | Elect William C. Freda | Management | For | Voted - For |
1.6 | Elect Sara Mathew | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Ronald. P. O'Hanley | Management | For | Voted - For |
1.9 | Elect Sean O'Sullivan | Management | For | Voted - For |
1.10 | Elect Julio A. Portalatin | Management | For | Voted - For |
1.11 | Elect John B. Rhea | Management | For | Voted - For |
1.12 | Elect Richard P. Sergel | Management | For | Voted - For |
1.13 | Elect Gregory L. Summe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on Asset | |||
Management Policies | Shareholder | Against | Voted - Against | |
STEEL DYNAMICS, INC. | ||||
Security ID: 858119100 Ticker: STLD | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Mark D. Millett | Management | For | Voted - For |
1.2 | Elect Sheree L. Bargabos | Management | For | Voted - For |
1.3 | Elect Keith E. Busse | Management | For | Voted - For |
1.4 | Elect Kenneth W. Cornew | Management | For | Voted - For |
1.5 | Elect Traci M. Dolan | Management | For | Voted - For |
1.6 | Elect James C. Marcuccilli | Management | For | Voted - For |
1.7 | Elect Bradley S. Seaman | Management | For | Voted - For |
1.8 | Elect Gabriel L. Shaheen | Management | For | Voted - For |
1.9 | Elect Luis M. Sierra | Management | For | Voted - For |
1.10 | Elect Steven A. Sonnenberg | Management | For | Voted - For |
1.11 | Elect Richard P. Teets, Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
71
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
STEELCASE INC. | ||||
Security ID: 858155203 Ticker: SCS | ||||
Meeting Date: 14-Jul-21 | ||||
1.1 | Elect Sara E. Armbruster | Management | For | Voted - For |
1.2 | Elect Timothy C.E. Brown | Management | For | Voted - Against |
1.3 | Elect Connie K. Duckworth | Management | For | Voted - For |
1.4 | Elect James P. Keane | Management | For | Voted - For |
1.5 | Elect Todd P. Kelsey | Management | For | Voted - For |
1.6 | Elect Jennifer C. Niemann | Management | For | Voted - For |
1.7 | Elect Robert C. Pew III | Management | For | Voted - For |
1.8 | Elect Cathy D. Ross | Management | For | Voted - For |
1.9 | Elect Catherine B. Schmelter | Management | For | Voted - For |
1.10 | Elect Peter M. Wege II | Management | For | Voted - For |
1.11 | Elect Linda K. Williams | Management | For | Voted - For |
1.12 | Elect Kate Pew Wolters | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Incentive Compensation Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
SYLVAMO CORPORATION | ||||
Security ID: 871332102 Ticker: SLVM | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Jean-Michel Ribieras | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect Christine S. Breves | Management | For | Voted - For |
1.4 | Elect Jeanmarie Desmond | Management | For | Voted - For |
1.5 | Elect Lizanne C. Gottung | Management | For | Voted - For |
1.6 | Elect Joia M. Johnson | Management | For | Voted - For |
1.7 | Elect David D. Petratis | Management | For | Voted - For |
1.8 | Elect J. Paul Rollinson | Management | For | Voted - For |
1.9 | Elect James P. Zallie | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
SYNCHRONY FINANCIAL | ||||
Security ID: 87165B103 Ticker: SYF | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Margaret M. Keane | Management | For | Voted - For |
1.2 | Elect Fernando Aguirre | Management | For | Voted - For |
1.3 | Elect Paget L. Alves | Management | For | Voted - For |
1.4 | Elect Kamila Chytil | Management | For | Voted - For |
72
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Arthur W. Coviello, Jr. | Management | For | Voted - For |
1.6 | Elect Brian D. Doubles | Management | For | Voted - For |
1.7 | Elect William W. Graylin | Management | For | Voted - For |
1.8 | Elect Roy A. Guthrie | Management | For | Voted - For |
1.9 | Elect Jeffrey G. Naylor | Management | For | Voted - For |
1.10 | Elect P.W. Parker | Management | For | Voted - For |
1.11 | Elect Laurel J. Richie | Management | For | Voted - For |
1.12 | Elect Ellen M. Zane | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SYNOVUS FINANCIAL CORP. | ||||
Security ID: 87161C501 Ticker: SNV | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Tim E. Bentsen | Management | For | Voted - For |
1.2 | Elect Kevin S. Blair | Management | For | Voted - For |
1.3 | Elect F. Dixon Brooke Jr. | Management | For | Voted - For |
1.4 | Elect Stephen T. Butler | Management | For | Voted - For |
1.5 | Elect Elizabeth W. Camp | Management | For | Voted - For |
1.6 | Elect Pedro Cherry | Management | For | Voted - For |
1.7 | Elect Diana M. Murphy | Management | For | Voted - For |
1.8 | Elect Harris Pastides | Management | For | Voted - For |
1.9 | Elect Joseph J. Prochaska, Jr. | Management | For | Voted - For |
1.10 | Elect John L. Stallworth | Management | For | Voted - For |
1.11 | Elect Kessel D. Stelling | Management | For | Voted - For |
1.12 | Elect Barry L. Storey | Management | For | Voted - For |
1.13 | Elect Teresa White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TARGET CORPORATION | ||||
Security ID: 87612E106 Ticker: TGT | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect David P. Abney | Management | For | Voted - For |
1.2 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.3 | Elect George S. Barrett | Management | For | Voted - For |
1.4 | Elect Gail K. Boudreaux | Management | For | Voted - For |
1.5 | Elect Brian C. Cornell | Management | For | Voted - For |
1.6 | Elect Robert L. Edwards | Management | For | Voted - For |
1.7 | Elect Melanie L. Healey | Management | For | Voted - For |
1.8 | Elect Donald R. Knauss | Management | For | Voted - For |
1.9 | Elect Christine A. Leahy | Management | For | Voted - For |
1.10 | Elect Monica C. Lozano | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
1.12 | Elect Dmitri L. Stockton | Management | For | Voted - For |
73
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
TD SYNNEX CORPORATION | ||||
Security ID: 87162W100 Ticker: SNX | ||||
Meeting Date: 15-Mar-22 | ||||
1.1 | Elect Dennis Polk | Management | For | Voted - For |
1.2 | Elect Robert Kalsow-Ramos | Management | For | Voted - For |
1.3 | Elect Ann Vezina | Management | For | Voted - For |
1.4 | Elect Richard Hume | Management | For | Voted - For |
1.5 | Elect Fred Breidenbach | Management | For | Voted - Withheld |
1.6 | Elect Hau Lee | Management | For | Voted - For |
1.7 | Elect Matthew Miau | Management | For | Voted - Withheld |
1.8 | Elect Nayaki Nayyar | Management | For | Voted - For |
1.9 | Elect Matthew Nord | Management | For | Voted - For |
1.10 | Elect Merline Saintil | Management | For | Voted - Withheld |
1.11 | Elect Duane E. Zitzner | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Corporate Opportunity Waiver | Management | For | Voted - Against |
TEGNA INC. | ||||
Security ID: 87901J105 Ticker: TGNA | ||||
Meeting Date: 17-May-22 | ||||
1 | Acquisition by Standard General | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Gina L. Bianchini | Management | For | Voted - For |
1.2 | Elect Howard D. Elias | Management | For | Voted - For |
1.3 | Elect Stuart J. Epstein | Management | For | Voted - For |
1.4 | Elect Lidia Fonseca | Management | For | Voted - For |
1.5 | Elect David T. Lougee | Management | For | Voted - For |
1.6 | Elect Karen H. Grimes | Management | For | Voted - For |
1.7 | Elect Scott K. McCune | Management | For | Voted - For |
1.8 | Elect Henry W. McGee | Management | For | Voted - For |
1.9 | Elect Bruce P. Nolop | Management | For | Voted - For |
1.10 | Elect Neal Shapiro | Management | For | Voted - For |
1.11 | Elect Melinda C. Witmer | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
74
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
TEXTRON INC. | ||||
Security ID: 883203101 Ticker: TXT | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Scott C. Donnelly | Management | For | Voted - For |
1.2 | Elect Richard F. Ambrose | Management | For | Voted - For |
1.3 | Elect Kathleen M. Bader | Management | For | Voted - For |
1.4 | Elect R. Kerry Clark | Management | For | Voted - For |
1.5 | Elect James T. Conway | Management | For | Voted - For |
1.6 | Elect Ralph D. Heath | Management | For | Voted - For |
1.7 | Elect Deborah Lee James | Management | For | Voted - For |
1.8 | Elect Lionel L. Nowell, III | Management | For | Voted - For |
1.9 | Elect James L. Ziemer | Management | For | Voted - For |
1.10 | Elect Maria T. Zuber | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE ALLSTATE CORPORATION | ||||
Security ID: 020002101 Ticker: ALL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Donald E. Brown | Management | For | Voted - For |
1.2 | Elect Kermit R. Crawford | Management | For | Voted - For |
1.3 | Elect Richard T. Hume | Management | For | Voted - For |
1.4 | Elect Margaret M. Keane | Management | For | Voted - For |
1.5 | Elect Siddharth N. Mehta | Management | For | Voted - For |
1.6 | Elect Jacques P. Perold | Management | For | Voted - For |
1.7 | Elect Andrea Redmond | Management | For | Voted - For |
1.8 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.9 | Elect Judith A. Sprieser | Management | For | Voted - For |
1.10 | Elect Perry M. Traquina | Management | For | Voted - For |
1.11 | Elect Thomas J. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | ||||
Security ID: 064058100 Ticker: BK | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Linda Z. Cook | Management | For | Voted - For |
1.2 | Elect Joseph J. Echevarria | Management | For | Voted - For |
75
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Thomas P. Gibbons | Management | For | Voted - For |
1.4 | Elect M. Amy Gilliland | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Goldstein | Management | For | Voted - For |
1.6 | Elect K. Guru Gowrappan | Management | For | Voted - For |
1.7 | Elect Ralph Izzo | Management | For | Voted - For |
1.8 | Elect Sandie O'Connor | Management | For | Voted - For |
1.9 | Elect Elizabeth E. Robinson | Management | For | Voted - For |
1.10 | Elect Frederick O. Terrell | Management | For | Voted - For |
1.11 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE CHEMOURS COMPANY | ||||
Security ID: 163851108 Ticker: CC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Curtis V. Anastasio | Management | For | Voted - For |
1.2 | Elect Bradley J. Bell | Management | For | Voted - For |
1.3 | Elect Mary B. Cranston | Management | For | Voted - For |
1.4 | Elect Curtis J. Crawford | Management | For | Voted - For |
1.5 | Elect Dawn L. Farrell | Management | For | Voted - For |
1.6 | Elect Erin Kane | Management | For | Voted - For |
1.7 | Elect Sean D. Keohane | Management | For | Voted - For |
1.8 | Elect Mark E. Newman | Management | For | Voted - For |
1.9 | Elect Guillaume Pepy | Management | For | Voted - For |
1.10 | Elect Sandra Phillips Rogers | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
THE GOLDMAN SACHS GROUP, INC. | ||||
Security ID: 38141G104 Ticker: GS | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Drew G. Faust | Management | For | Voted - For |
1.3 | Elect Mark Flaherty | Management | For | Voted - For |
1.4 | Elect Kimberley Harris | Management | For | Voted - For |
1.5 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.6 | Elect Lakshmi N. Mittal | Management | For | Voted - For |
1.7 | Elect Adebayo O. Ogunlesi | Management | For | Voted - For |
1.8 | Elect Peter Oppenheimer | Management | For | Voted - For |
1.9 | Elect David M. Solomon | Management | For | Voted - For |
1.10 | Elect Jan E. Tighe | Management | For | Voted - For |
1.11 | Elect Jessica Uhl | Management | For | Voted - For |
76
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.12 | Elect David A. Viniar | Management | For | Voted - For |
1.13 | Elect Mark O. Winkelman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable Giving | |||
Reporting | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Abstain |
6 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE GOODYEAR TIRE & RUBBER COMPANY | ||||
Security ID: 382550101 Ticker: GT | ||||
Meeting Date: 11-Apr-22 | ||||
1.1 | Elect James A. Firestone | Management | For | Voted - For |
1.2 | Elect Werner Geissler | Management | For | Voted - For |
1.3 | Elect Laurette T. Koellner | Management | For | Voted - For |
1.4 | Elect Richard J. Kramer | Management | For | Voted - For |
1.5 | Elect Karla R. Lewis | Management | For | Voted - For |
1.6 | Elect Prashanth Mahendra-Rajah | Management | For | Voted - For |
1.7 | Elect John E. McGlade | Management | For | Voted - For |
1.8 | Elect Roderick A. Palmore | Management | For | Voted - For |
1.9 | Elect Hera K. Siu | Management | For | Voted - For |
1.10 | Elect Michael R. Wessel | Management | For | Voted - For |
1.11 | Elect Thomas L. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Performance Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Voted - For |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | ||||
Security ID: 416515104 Ticker: HIG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Larry D. De Shon | Management | For | Voted - For |
1.2 | Elect Carlos Dominguez | Management | For | Voted - For |
1.3 | Elect Trevor Fetter | Management | For | Voted - For |
1.4 | Elect Donna A. James | Management | For | Voted - For |
1.5 | Elect Kathryn A. Mikells | Management | For | Voted - For |
1.6 | Elect Teresa W. Roseborough | Management | For | Voted - For |
1.7 | Elect Virginia P. Ruesterholz | Management | For | Voted - For |
1.8 | Elect Christopher J. Swift | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Greig Woodring | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
77
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
5 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against | |
THE J. M. SMUCKER COMPANY | ||||
Security ID: 832696405 Ticker: SJM | ||||
Meeting Date: 18-Aug-21 | ||||
1.1 | Elect Susan Chapman-Hughes | Management | For | Voted - For |
1.2 | Elect Paul J. Dolan | Management | For | Voted - For |
1.3 | Elect Jay L. Henderson | Management | For | Voted - For |
1.4 | Elect Kirk L. Perry | Management | For | Voted - For |
1.5 | Elect Sandra Pianalto | Management | For | Voted - For |
1.6 | Elect Alex Shumate | Management | For | Voted - For |
1.7 | Elect Mark T. Smucker | Management | For | Voted - For |
1.8 | Elect Richard K. Smucker | Management | For | Voted - For |
1.9 | Elect Timothy P. Smucker | Management | For | Voted - For |
1.10 | Elect Jodi L. Taylor | Management | For | Voted - For |
1.11 | Elect Dawn C. Willoughby | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
THE KRAFT HEINZ COMPANY | ||||
Security ID: 500754106 Ticker: KHC | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Gregory E. Abel | Management | For | Voted - For |
1.2 | Elect John T. Cahill | Management | For | Voted - For |
1.3 | Elect Joao M. Castro-Neves | Management | For | Voted - For |
1.4 | Elect Lori Dickerson Fouche | Management | For | Voted - For |
1.5 | Elect Timothy Kenesey | Management | For | Voted - For |
1.6 | Elect Alicia Knapp | Management | For | Voted - For |
1.7 | Elect Elio Leoni Sceti | Management | For | Voted - For |
1.8 | Elect Susan R. Mulder | Management | For | Voted - For |
1.9 | Elect James Park | Management | For | Voted - For |
1.10 | Elect Miguel Patricio | Management | For | Voted - For |
1.11 | Elect John C. Pope | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Water Risk | |||
Exposure | Shareholder | Against | Voted - Against |
78
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE KROGER CO. | ||||
Security ID: 501044101 Ticker: KR | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Kevin M. Brown | Management | For | Voted - For |
1.3 | Elect Elaine L. Chao | Management | For | Voted - For |
1.4 | Elect Anne Gates | Management | For | Voted - For |
1.5 | Elect Karen M. Hoguet | Management | For | Voted - For |
1.6 | Elect W. Rodney McMullen | Management | For | Voted - For |
1.7 | Elect Clyde R. Moore | Management | For | Voted - For |
1.8 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.9 | Elect Judith Amanda Sourry Knox | Management | For | Voted - For |
1.10 | Elect Mark S. Sutton | Management | For | Voted - For |
1.11 | Elect Ashok Vemuri | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Human Rights | |||
Reporting | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Refrigerants Report | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Report on Workforce | |||
Strategy | Shareholder | Against | Voted - For | |
THE MOSAIC COMPANY | ||||
Security ID: 61945C103 Ticker: MOS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Cheryl K. Beebe | Management | For | Voted - For |
1.2 | Elect Gregory L. Ebel | Management | For | Voted - For |
1.3 | Elect Timothy S. Gitzel | Management | For | Voted - For |
1.4 | Elect Denise C. Johnson | Management | For | Voted - For |
1.5 | Elect Emery N. Koenig | Management | For | Voted - For |
1.6 | Elect James C. O'Rourke | Management | For | Voted - For |
1.7 | Elect David T. Seaton | Management | For | Voted - For |
1.8 | Elect Steven M. Seibert | Management | For | Voted - For |
1.9 | Elect Luciano Siani Pires | Management | For | Voted - For |
1.10 | Elect Gretchen Watkins | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For |
79
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE PROCTER & GAMBLE COMPANY | ||||
Security ID: 742718109 Ticker: PG | ||||
Meeting Date: 12-Oct-21 | ||||
1.1 | Elect B. Marc Allen | Management | For | Voted - For |
1.2 | Elect Angela F. Braly | Management | For | Voted - For |
1.3 | Elect Amy L. Chang | Management | For | Voted - For |
1.4 | Elect Joseph Jimenez | Management | For | Voted - For |
1.5 | Elect Christopher Kempczinski | Management | For | Voted - For |
1.6 | Elect Debra L. Lee | Management | For | Voted - For |
1.7 | Elect Terry J. Lundgren | Management | For | Voted - For |
1.8 | Elect Christine M. McCarthy | Management | For | Voted - For |
1.9 | Elect Jon R. Moeller | Management | For | Voted - For |
1.10 | Elect David. S. Taylor | Management | For | Voted - For |
1.11 | Elect Margaret C. Whitman | Management | For | Voted - For |
1.12 | Elect Patricia A. Woertz | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
THE WALT DISNEY COMPANY | ||||
Security ID: 254687106 Ticker: DIS | ||||
Meeting Date: 09-Mar-22 | ||||
1.1 | Elect Susan E. Arnold | Management | For | Voted - For |
1.2 | Elect Mary T. Barra | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - For |
1.4 | Elect Amy L. Chang | Management | For | Voted - For |
1.5 | Elect Robert A. Chapek | Management | For | Voted - For |
1.6 | Elect Francis A. deSouza | Management | For | Voted - For |
1.7 | Elect Michael B.G. Froman | Management | For | Voted - For |
1.8 | Elect Maria Elena Lagomasino | Management | For | Voted - For |
1.9 | Elect Calvin R. McDonald | Management | For | Voted - For |
1.10 | Elect Mark G. Parker | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Human Rights Due | |||
Diligence Process Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Median Gender and | |||
Racial Pay Equity Report | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Non-Discrimination | |||
Audit | Shareholder | Against | Voted - Against |
80
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE WESTERN UNION COMPANY | ||||
Security ID: 959802109 Ticker: WU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Martin I. Cole | Management | For | Voted - For |
1.2 | Elect Richard A. Goodman | Management | For | Voted - For |
1.3 | Elect Betsy D. Holden | Management | For | Voted - For |
1.4 | Elect Jeffrey A. Joerres | Management | For | Voted - For |
1.5 | Elect Devin McGranahan | Management | For | Voted - For |
1.6 | Elect Michael A. Miles, Jr. | Management | For | Voted - For |
1.7 | Elect Timothy P. Murphy | Management | For | Voted - For |
1.8 | Elect Joyce A. Phillips | Management | For | Voted - For |
1.9 | Elect Jan Siegmund | Management | For | Voted - For |
1.10 | Elect Angela A. Sun | Management | For | Voted - For |
1.11 | Elect Solomon D. Trujillo | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
THERMO FISHER SCIENTIFIC INC. | ||||
Security ID: 883556102 Ticker: TMO | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Marc N. Casper | Management | For | Voted - For |
1.2 | Elect Nelson J. Chai | Management | For | Voted - For |
1.3 | Elect Ruby R. Chandy | Management | For | Voted - For |
1.4 | Elect C. Martin Harris | Management | For | Voted - For |
1.5 | Elect Tyler Jacks | Management | For | Voted - For |
1.6 | Elect R. Alexandra Keith | Management | For | Voted - For |
1.7 | Elect Jim P. Manzi | Management | For | Voted - For |
1.8 | Elect James C. Mullen | Management | For | Voted - For |
1.9 | Elect Lars Rebien Sorensen | Management | For | Voted - For |
1.10 | Elect Debora L. Spar | Management | For | Voted - For |
1.11 | Elect Scott M. Sperling | Management | For | Voted - For |
1.12 | Elect Dion J. Weisler | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TOLL BROTHERS, INC. | ||||
Security ID: 889478103 Ticker: TOL | ||||
Meeting Date: 08-Mar-22 | ||||
1.1 | Elect Douglas C. Yearley, Jr. | Management | For | Voted - For |
1.2 | Elect Stephen F. East | Management | For | Voted - For |
1.3 | Elect Christine N. Garvey | Management | For | Voted - For |
81
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Karen H. Grimes | Management | For | Voted - For |
1.5 | Elect Derek T. Kan | Management | For | Voted - For |
1.6 | Elect Carl B. Marbach | Management | For | Voted - For |
1.7 | Elect John A. McLean | Management | For | Voted - For |
1.8 | Elect Wendell E Pritchett | Management | For | Voted - For |
1.9 | Elect Paul E. Shapiro | Management | For | Voted - For |
1.10 | Elect Scott D. Stowell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
TRONOX HOLDINGS PLC | ||||
Security ID: G9087Q102 Ticker: TROX | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Ilan Kaufthal | Management | For | Voted - For |
1.2 | Elect John Romano | Management | For | Voted - For |
1.3 | Elect Jean-Francois Turgeon | Management | For | Voted - For |
1.4 | Elect Mutlaq Al Morished | Management | For | Voted - For |
1.5 | Elect Vanessa A. Guthrie | Management | For | Voted - For |
1.6 | Elect Peter B. Johnston | Management | For | Voted - For |
1.7 | Elect Ginger M. Jones | Management | For | Voted - For |
1.8 | Elect Stephen J. Jones | Management | For | Voted - For |
1.9 | Elect Moazzam Khan | Management | For | Voted - For |
1.10 | Elect Sipho A. Nkosi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Remuneration Report | Management | For | Voted - For |
6 | Re-appointment of Statutory Auditor | Management | For | Voted - For |
7 | Authority to Set Auditor's Fees | Management | For | Voted - For |
TRUIST FINANCIAL CORPORATION | ||||
Security ID: 89832Q109 Ticker: TFC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Jennifer S. Banner | Management | For | Voted - For |
1.2 | Elect K. David Boyer, Jr. | Management | For | Voted - For |
1.3 | Elect Agnes Bundy Scanlan | Management | For | Voted - For |
1.4 | Elect Anna R. Cablik | Management | For | Voted - For |
1.5 | Elect Dallas S. Clement | Management | For | Voted - For |
1.6 | Elect Paul D. Donahue | Management | For | Voted - For |
1.7 | Elect Patrick C. Graney III | Management | For | Voted - For |
1.8 | Elect Linnie M. Haynesworth | Management | For | Voted - For |
1.9 | Elect Kelly S. King | Management | For | Voted - For |
1.10 | Elect Easter A. Maynard | Management | For | Voted - For |
1.11 | Elect Donna S. Morea | Management | For | Voted - For |
1.12 | Elect Charles A. Patton | Management | For | Voted - For |
82
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Nido R. Qubein | Management | For | Voted - For |
1.14 | Elect David M. Ratcliffe | Management | For | Voted - For |
1.15 | Elect William H. Rogers, Jr. | Management | For | Voted - For |
1.16 | Elect Frank P. Scruggs, Jr. | Management | For | Voted - For |
1.17 | Elect Christine Sears | Management | For | Voted - For |
1.18 | Elect Thomas E. Skains | Management | For | Voted - For |
1.19 | Elect Bruce L. Tanner | Management | For | Voted - For |
1.20 | Elect Thomas N. Thompson | Management | For | Voted - For |
1.21 | Elect Steven C. Voorhees | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the Corporation 2022 Incentive Plan | Management | For | Voted - For |
5 | Approval of the 2022 Employee Stock Purchase Plan. | Management | For | Voted - For |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
TYSON FOODS, INC. | ||||
Security ID: 902494103 Ticker: TSN | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect John H. Tyson | Management | For | Voted - For |
1.2 | Elect Les R. Baledge | Management | For | Voted - Against |
1.3 | Elect Mike D. Beebe | Management | For | Voted - Against |
1.4 | Elect Maria Claudia Borras | Management | For | Voted - For |
1.5 | Elect David J. Bronczek | Management | For | Voted - Against |
1.6 | Elect Mikel A. Durham | Management | For | Voted - For |
1.7 | Elect Donnie King | Management | For | Voted - For |
1.8 | Elect Jonathan D. Mariner | Management | For | Voted - Against |
1.9 | Elect Kevin M. McNamara | Management | For | Voted - For |
1.10 | Elect Cheryl S. Miller | Management | For | Voted - For |
1.11 | Elect Jeffrey K. Schomburger | Management | For | Voted - For |
1.12 | Elect Barbara A. Tyson | Management | For | Voted - For |
1.13 | Elect Noel White | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
U.S. BANCORP | ||||
Security ID: 902973304 Ticker: USB | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Warner L. Baxter | Management | For | Voted - For |
1.2 | Elect Dorothy J. Bridges | Management | For | Voted - For |
1.3 | Elect Elizabeth L. Buse | Management | For | Voted - For |
1.4 | Elect Andrew Cecere | Management | For | Voted - For |
1.5 | Elect Kimberly N. Ellison-Taylor | Management | For | Voted - For |
1.6 | Elect Kimberly J. Harris | Management | For | Voted - Against |
1.7 | Elect Roland A. Hernandez | Management | For | Voted - For |
83
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Olivia F. Kirtley | Management | For | Voted - For |
1.9 | Elect Richard P. McKenney | Management | For | Voted - For |
1.10 | Elect Yusuf I. Mehdi | Management | For | Voted - For |
1.11 | Elect John P. Wiehoff | Management | For | Voted - For |
1.12 | Elect Scott W. Wine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
UGI CORPORATION | ||||
Security ID: 902681105 Ticker: UGI | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Frank S. Hermance | Management | For | Voted - For |
1.2 | Elect M. Shawn Bort | Management | For | Voted - For |
1.3 | Elect Theodore A. Dosch | Management | For | Voted - For |
1.4 | Elect Alan N. Harris | Management | For | Voted - For |
1.5 | Elect Mario Longhi | Management | For | Voted - For |
1.6 | Elect William J. Marrazzo | Management | For | Voted - For |
1.7 | Elect Cindy J. Miller | Management | For | Voted - For |
1.8 | Elect Roger Perreault | Management | For | Voted - For |
1.9 | Elect Kelly A. Romano | Management | For | Voted - For |
1.10 | Elect James B. Stallings, Jr. | Management | For | Voted - For |
1.11 | Elect John L. Walsh | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
UNITED AIRLINES HOLDINGS, INC. | ||||
Security ID: 910047109 Ticker: UAL | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Carolyn Corvi | Management | For | Voted - For |
1.2 | Elect Matthew Friend | Management | For | Voted - For |
1.3 | Elect Barnaby "Barney" M. Harford | Management | For | Voted - For |
1.4 | Elect Michele J. Hooper | Management | For | Voted - For |
1.5 | Elect Walter Isaacson | Management | For | Voted - For |
1.6 | Elect James A.C. Kennedy | Management | For | Voted - For |
1.7 | Elect J. Scott Kirby | Management | For | Voted - For |
1.8 | Elect Edward M. Philip | Management | For | Voted - For |
1.9 | Elect Edward L. Shapiro | Management | For | Voted - For |
1.10 | Elect Laysha Ward | Management | For | Voted - For |
1.11 | Elect James M. Whitehurst | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
84
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
UNITEDHEALTH GROUP INCORPORATED | ||||
Security ID: 91324P102 Ticker: UNH | ||||
Meeting Date: 06-Jun-22 | ||||
1.1 | Elect Timothy P. Flynn | Management | For | Voted - For |
1.2 | Elect Paul R. Garcia | Management | For | Voted - For |
1.3 | Elect Stephen J. Hemsley | Management | For | Voted - For |
1.4 | Elect Michele J. Hooper | Management | For | Voted - For |
1.5 | Elect F. William McNabb, III | Management | For | Voted - For |
1.6 | Elect Valerie C. Montgomery Rice | Management | For | Voted - For |
1.7 | Elect John H. Noseworthy | Management | For | Voted - For |
1.8 | Elect Andrew Witty | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
UNIVERSAL HEALTH SERVICES, INC. | ||||
Security ID: 913903100 Ticker: UHS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Maria Singer | Management | For | Voted - Withheld |
2 | Amendment to the 2020 Omnibus Stock and Incentive | |||
Plan | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Majority Vote for | |||
Director Election | Shareholder | Against | Voted - For | |
VALERO ENERGY CORPORATION | ||||
Security ID: 91913Y100 Ticker: VLO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Fred M. Diaz | Management | For | Voted - For |
1.2 | Elect H. Paulett Eberhart | Management | For | Voted - For |
1.3 | Elect Joseph W. Gorder | Management | For | Voted - For |
1.4 | Elect Kimberly S. Greene | Management | For | Voted - For |
1.5 | Elect Deborah P. Majoras | Management | For | Voted - For |
1.6 | Elect Eric D. Mullins | Management | For | Voted - For |
1.7 | Elect Donald L. Nickles | Management | For | Voted - For |
1.8 | Elect Philip J. Pfeiffer | Management | For | Voted - For |
1.9 | Elect Robert A. Profusek | Management | For | Voted - For |
1.10 | Elect Randall J. Weisenburger | Management | For | Voted - For |
1.11 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
85
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
VALVOLINE INC. | ||||
Security ID: 92047W101 Ticker: VVV | ||||
Meeting Date: 25-Jan-22 | ||||
1.1 | Elect Gerald W. Evans, Jr. | Management | For | Voted - For |
1.2 | Elect Richard J. Freeland | Management | For | Voted - For |
1.3 | Elect Stephen F. Kirk | Management | For | Voted - For |
1.4 | Elect Carol H. Kruse | Management | For | Voted - For |
1.5 | Elect Stephen E. Macadam | Management | For | Voted - For |
1.6 | Elect Vada O. Manager | Management | For | Voted - For |
1.7 | Elect Samuel J. Mitchell | Management | For | Voted - For |
1.8 | Elect Charles M. Sonsteby | Management | For | Voted - For |
1.9 | Elect Mary J. Twinem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
VEREIT, INC. | ||||
Security ID: 92339V308 Ticker: VER | ||||
Meeting Date: 12-Aug-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | ||||
Security ID: 92343V104 Ticker: VZ | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Shellye L. Archambeau | Management | For | Voted - For |
1.2 | Elect Roxanne S. Austin | Management | For | Voted - For |
1.3 | Elect Mark T. Bertolini | Management | For | Voted - For |
1.4 | Elect Melanie L. Healey | Management | For | Voted - For |
1.5 | Elect Laxman Narasimhan | Management | For | Voted - For |
1.6 | Elect Clarence Otis, Jr. | Management | For | Voted - For |
1.7 | Elect Daniel H. Schulman | Management | For | Voted - For |
1.8 | Elect Rodney E. Slater | Management | For | Voted - For |
1.9 | Elect Carol B. Tome | Management | For | Voted - For |
1.10 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.11 | Elect Gregory G. Weaver | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
86
LSV Conservative Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
VERTEX PHARMACEUTICALS INCORPORATED | ||||
Security ID: 92532F100 Ticker: VRTX | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Sangeeta N. Bhatia | Management | For | Voted - For |
1.2 | Elect Lloyd A. Carney | Management | For | Voted - For |
1.3 | Elect Alan M. Garber | Management | For | Voted - For |
1.4 | Elect Terrence C. Kearney | Management | For | Voted - Against |
1.5 | Elect Reshma Kewalramani | Management | For | Voted - For |
1.6 | Elect Yuchun Lee | Management | For | Voted - For |
1.7 | Elect Jeffrey M. Leiden | Management | For | Voted - For |
1.8 | Elect Margaret G. McGlynn | Management | For | Voted - For |
1.9 | Elect Diana L. McKenzie | Management | For | Voted - For |
1.10 | Elect Bruce I. Sachs | Management | For | Voted - For |
1.11 | Elect Suketu Upadhyay | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - Against |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2013 Stock and Option Plan | Management | For | Voted - For |
VIATRIS INC. | ||||
Security ID: 92556V106 Ticker: VTRS | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Neil F. Dimick | Management | For | Voted - For |
1.2 | Elect Michael Goettler | Management | For | Voted - For |
1.3 | Elect Ian C. Read | Management | For | Voted - For |
1.4 | Elect Pauline van der Meer Mohr | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
VISTRA CORP. | ||||
Security ID: 92840M102 Ticker: VST | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Scott B. Helm | Management | For | Voted - For |
1.2 | Elect Hilary E. Ackermann | Management | For | Voted - For |
87
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Arcilia C. Acosta | Management | For | Voted - For |
1.4 | Elect Gavin R. Baiera | Management | For | Voted - For |
1.5 | Elect Paul M. Barbas | Management | For | Voted - For |
1.6 | Elect Lisa Crutchfield | Management | For | Voted - For |
1.7 | Elect Brian K. Ferraioli | Management | For | Voted - For |
1.8 | Elect Jeff D. Hunter | Management | For | Voted - For |
1.9 | Elect Curtis A. Morgan | Management | For | Voted - For |
1.10 | Elect John R. Sult | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WALGREENS BOOTS ALLIANCE, INC. | ||||
Security ID: 931427108 Ticker: WBA | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect David J. Brailer | Management | For | Voted - For |
1.3 | Elect Rosalind G. Brewer | Management | For | Voted - For |
1.4 | Elect William C. Foote | Management | For | Voted - For |
1.5 | Elect Ginger L. Graham | Management | For | Voted - For |
1.6 | Elect Valerie B. Jarrett | Management | For | Voted - Against |
1.7 | Elect John A. Lederer | Management | For | Voted - For |
1.8 | Elect Dominic P. Murphy | Management | For | Voted - For |
1.9 | Elect Stefano Pessina | Management | For | Voted - For |
1.10 | Elect Nancy M. Schlichting | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding External Public | |||
Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Voted - Against | |
WALMART INC. | ||||
Security ID: 931142103 Ticker: WMT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Cesar Conde | Management | For | Voted - For |
1.2 | Elect Timothy P. Flynn | Management | For | Voted - For |
1.3 | Elect Sarah Friar | Management | For | Voted - For |
1.4 | Elect Carla A. Harris | Management | For | Voted - For |
1.5 | Elect Thomas Horton | Management | For | Voted - For |
1.6 | Elect Marissa A. Mayer | Management | For | Voted - For |
1.7 | Elect C. Douglas McMillon | Management | For | Voted - For |
1.8 | Elect Gregory B. Penner | Management | For | Voted - For |
1.9 | Elect Randall L. Stephenson | Management | For | Voted - For |
88
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect S. Robson Walton | Management | For | Voted - For |
1.11 | Elect Steuart Walton | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Animal Welfare | |||
Practices | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Creation of a | |||
Pandemic Workforce Advisory Council | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report On Risks From | |||
State Policies Restricting Reproductive Health Care | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Alignment | |||
of Racial Justice Goals with Starting Pay | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
WELLS FARGO & COMPANY | ||||
Security ID: 949746101 Ticker: WFC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Steven D. Black | Management | For | Voted - Against |
1.2 | Elect Mark A. Chancy | Management | For | Voted - For |
1.3 | Elect Celeste A. Clark | Management | For | Voted - For |
1.4 | Elect Theodore F. Craver, Jr. | Management | For | Voted - For |
1.5 | Elect Richard K. Davis | Management | For | Voted - For |
1.6 | Elect Wayne M. Hewett | Management | For | Voted - Against |
1.7 | Elect CeCelia Morken | Management | For | Voted - For |
1.8 | Elect Maria R. Morris | Management | For | Voted - For |
1.9 | Elect Felicia F. Norwood | Management | For | Voted - For |
1.10 | Elect Richard B. Payne, Jr. | Management | For | Voted - For |
1.11 | Elect Juan A. Pujadas | Management | For | Voted - For |
1.12 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.13 | Elect Charles W. Scharf | Management | For | Voted - For |
1.14 | Elect Suzanne M. Vautrinot | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Clawback Policy | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Incentive | |||
Compensation Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Board Diversity | |||
Report | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Human | |||
Rights Standards for Indigenous Peoples | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal regarding racial equity audit | Shareholder | Against | Voted - For |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against |
89
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
WESTROCK COMPANY | ||||
Security ID: 96145D105 Ticker: WRK | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Colleen F. Arnold | Management | For | Voted - For |
1.2 | Elect Timothy J. Bernlohr | Management | For | Voted - For |
1.3 | Elect J. Powell Brown | Management | For | Voted - For |
1.4 | Elect Terrell K. Crews | Management | For | Voted - For |
1.5 | Elect Russell M. Currey | Management | For | Voted - For |
1.6 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.7 | Elect Gracia C. Martore | Management | For | Voted - For |
1.8 | Elect James E. Nevels | Management | For | Voted - For |
1.9 | Elect David B. Sewell | Management | For | Voted - For |
1.10 | Elect Alan D. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
WHIRLPOOL CORPORATION | ||||
Security ID: 963320106 Ticker: WHR | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Samuel R. Allen | Management | For | Voted - For |
1.2 | Elect Marc R. Bitzer | Management | For | Voted - For |
1.3 | Elect Greg Creed | Management | For | Voted - For |
1.4 | Elect Gary T. DiCamillo | Management | For | Voted - For |
1.5 | Elect Diane M. Dietz | Management | For | Voted - For |
1.6 | Elect Geraldine Elliott | Management | For | Voted - For |
1.7 | Elect Jennifer A. LaClair | Management | For | Voted - For |
1.8 | Elect John D. Liu | Management | For | Voted - For |
1.9 | Elect James M. Loree | Management | For | Voted - For |
1.10 | Elect Harish Manwani | Management | For | Voted - For |
1.11 | Elect Patricia K. Poppe | Management | For | Voted - For |
1.12 | Elect Larry O. Spencer | Management | For | Voted - For |
1.13 | Elect Michael D. White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
XEROX HOLDINGS CORPORATION | ||||
Security ID: 98421M106 Ticker: XRX | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.2 | Elect Scott Letier | Management | For | Voted - For |
1.3 | Elect Jesse A. Lynn | Management | For | Voted - For |
90
LSV Conservative Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Nichelle Maynard-Elliott | Management | For | Voted - For |
1.5 | Elect Steven D. Miller | Management | For | Voted - For |
1.6 | Elect James L. Nelson | Management | For | Voted - Against |
1.7 | Elect Margarita Palau-Hernandez | Management | For | Voted - For |
1.8 | Elect Giovanni Visentin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Provide Shareholders with the Right to Request | |||
Action by Written Consent | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION | ||||
Security ID: 989701107 Ticker: ZION | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Maria Contreras-Sweet | Management | For | Voted - For |
1.2 | Elect Gary L. Crittenden | Management | For | Voted - For |
1.3 | Elect Suren K. Gupta | Management | For | Voted - For |
1.4 | Elect Claire Huang | Management | For | Voted - For |
1.5 | Elect Vivian S. Lee | Management | For | Voted - For |
1.6 | Elect Scott J. McLean | Management | For | Voted - For |
1.7 | Elect Edward F. Murphy | Management | For | Voted - For |
1.8 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.9 | Elect Harris H. Simmons | Management | For | Voted - For |
1.10 | Elect Aaron B. Skonnard | Management | For | Voted - For |
1.11 | Elect Barbara A. Yastine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
91
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3SBIO INC | ||||
Security ID: G8875G102 Ticker: 1530 | ||||
Meeting Date: 10-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Share Buy-back Agreement | Management | For | Voted - For |
4 | Sale and Purchase Agreement | Management | For | Voted - For |
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect SU Dongmei | Management | For | Voted - For |
1.2 | Elect HUANG Bin | Management | For | Voted - For |
1.3 | Elect Gerry NG Joo Yeow | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles | Management | For | Voted - For |
ABSA GROUP LIMITED | ||||
Security ID: S0270C106 Ticker: ABG | ||||
Meeting Date: 03-Jun-22 | ||||
1.1 | Re-elect Rose Keanly | Management | For | Voted - For |
1.2 | Re-elect Swithin Munyantwali | Management | For | Voted - For |
1.3 | Re-elect Ihron Rensburg | Management | For | Voted - For |
1.4 | Re-elect Fulvio Tonelli | Management | For | Voted - For |
1.5 | Re-elect Rene van Wyk | Management | For | Voted - Against |
1.6 | Elect John Cummins | Management | For | Voted - For |
1.7 | Elect Sello Moloko | Management | For | Voted - For |
1.8 | Elect Arrie Rautenbach | Management | For | Voted - For |
2 | Appointment of Joint Auditor (KPMG) | Management | For | Voted - For |
3 | Appointment of Joint Auditor (PwC) | Management | For | Voted - For |
4 | Elect Audit and Compliance Committee Member (Alex | |||
Darko) | Management | For | Voted - For | |
5 | Elect Audit and Compliance Committee Member (Daisy | |||
Naidoo) | Management | For | Voted - For | |
6 | Elect Audit and Compliance Committee Member | |||
(Tasneem Abdool-Samad) | Management | For | Voted - For | |
7 | Elect Audit and Compliance Committee Member | |||
(Swithin Munyantwali) | Management | For | Voted - For |
92
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Elect Audit and Compliance Committee Member (Rene | |||
van Wyk) | Management | For | Voted - Against | |
9 | General Authority to Issue Shares | Management | For | Voted - For |
10 | Approve Remuneration Policy | Management | For | Voted - For |
11 | Approve Remuneration Implementation Report | Management | For | Voted - For |
12 | Approve NEDs' Fees | Management | For | Voted - For |
13 | Authority to Repurchase Shares | Management | For | Voted - For |
14 | Approve Financial Assistance | Management | For | Voted - For |
AES ANDES S.A. | ||||
Security ID: P0091L106 Ticker: AESANDES | ||||
Meeting Date: 17-Dec-21 | ||||
1 | Meeting Formalities | Management | For | Voted - For |
2 | Election of Meeting Delegates | Management | For | Voted - For |
3 | Amendments to Articles (Tender Offers) | Management | For | Voted - Abstain |
4 | Related Party Transactions | Management | For | Voted - For |
5 | Authorization of Legal Formalities | Management | For | Voted - For |
AFRICAN RAINBOW MINERALS LIMITED | ||||
Security ID: S01680107 Ticker: ARI | ||||
Meeting Date: 02-Dec-21 | ||||
1.1 | Re-elect Frank Abbott | Management | For | Voted - Against |
1.2 | Re-elect Mangisi Gule | Management | For | Voted - Against |
1.3 | Re-elect Alex Maditsi | Management | For | Voted - Against |
1.4 | Re-elect David Noko | Management | For | Voted - For |
2 | Appointment of Auditor | Management | For | Voted - For |
3 | Elect Audit and Risk Committee Member (Tom Boardman) | Management | For | Voted - Against |
4 | Elect Audit and Risk Committee Members (Frank | |||
Abbott) | Management | For | Voted - Against | |
5 | Elect Audit and Risk Committee Members (Anton Botha) | Management | For | Voted - Against |
6 | Elect Audit and Risk Committee Members (Alex | |||
Maditsi) | Management | For | Voted - Against | |
7 | Elect Audit and Risk Committee Members (Pitsi Mnisi) | Management | For | Voted - For |
8 | Elect Audit and Risk Committee Members (Rejoice | |||
Simelane) | Management | For | Voted - Against | |
9 | Approve Remuneration Policy | Management | For | Voted - For |
10 | Approve Remuneration Implementation Report | Management | For | Voted - For |
11 | General Authority to Issue Shares | Management | For | Voted - For |
12 | Authority to Issue Shares for Cash | Management | For | Voted - For |
13 | Approve NEDs' Fees (Annual Retainer) | Management | For | Voted - For |
14 | Approve NEDs' Fees (Board Meetings) | Management | For | Voted - For |
15 | Approve NEDs' Fees (Committee Meetings) | Management | For | Voted - For |
16 | Approve Financial Assistance (Section 44) | Management | For | Voted - For |
17 | Approve Financial Assistance (Section 45) | Management | For | Voted - For |
18 | Authority to Issue Shares Pursuant to Company's | |||
Share or Employee Incentive Schemes | Management | For | Voted - Abstain |
93
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
19 | Authority to Repurchase Shares | Management | For | Voted - For |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
AGILE GROUP HOLDINGS LIMITED | ||||
Security ID: G01198103 Ticker: 3383 | ||||
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect CHAN Cheuk Hung | Management | For | Voted - Against |
1.2 | Elect HUANG Fengchao | Management | For | Voted - Against |
1.3 | Elect Stephen HUI Chiu Chung | Management | For | Voted - Against |
1.4 | Elect Peter WONG Shiu Hoi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
AL DAR PROPERTIES | ||||
Security ID: M0517N101 Ticker: ALDAR | ||||
Meeting Date: 11-Apr-22 | ||||
1 | Meeting Procedures | Management | For | Voted - For |
2 | Directors' Report | Management | For | Voted - For |
3 | Auditor's Report | Management | For | Voted - For |
4 | Financial Statements | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Ratification of Board Acts | Management | For | Voted - For |
7 | Ratification of Auditor's Acts | Management | For | Voted - For |
8 | Directors' Fees | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Abstain |
10 | Election of Directors | Management | For | Voted - Abstain |
11 | Charitable Donations | Management | For | Voted - Abstain |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
AMMB HOLDINGS BERHAD | ||||
Security ID: Y0122P100 Ticker: AMBANK | ||||
Meeting Date: 02-Sep-21 | ||||
1.1 | Elect SOO Kim Wai | Management | For | Voted - Against |
1.2 | Elect SEOW Yoo Lin | Management | For | Voted - For |
1.3 | Elect Robert William Goudswaard | Management | For | Voted - For |
2 | Directors' Fees for Fiscal Year 2020 | Management | For | Voted - For |
94
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Directors' Benefits for Fiscal Year 2021 | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
5 | Renewal of Authority to Issue Shares under the | |||
Dividend Reinvestment Plan | Management | For | Voted - For | |
6 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
7 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
ANHUI CONCH CEMENT COMPANY LIMITED | ||||
Security ID: Y01373102 Ticker: 0914 | ||||
Meeting Date: 08-Nov-21 | ||||
1.1 | Elect ZHOU Xiaochuan | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 31-May-22 | ||||
1.1 | Elect WANG Jianchao | Management | For | Voted - For |
1.2 | Elect LI Qunfeng | Management | For | Voted - For |
1.3 | Elect ZHOU Xiaochuan | Management | For | Voted - For |
1.4 | Elect WU Tiejun | Management | For | Voted - For |
1.5 | Elect ZHANG Yunyan | Management | For | Voted - For |
1.6 | Elect Samantha HO Shuk Yee | Management | For | Voted - For |
1.7 | Elect QU Wenzhou | Management | For | Voted - For |
1.8 | Elect WU Xiaoming | Management | For | Voted - For |
1.9 | Elect CHEN Yongbo | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Directors' Report | Management | For | Voted - For |
5 | Supervisors' Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Authority to Give Guarantees | Management | For | Voted - For |
10 | Amendments to Procedural Rules for the | |||
Shareholders' General Meetings | Management | For | Voted - For | |
11 | Amendments to Articles | Management | For | Voted - For |
12 | Authority to Issue H Shares w/o Preemptive Rights | Management | For | Voted - Against |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Non-Voting Agenda Item | N/A | Non-Voting | |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
ASE INDUSTRIAL HOLDINGS CO.LTD | ||||
Security ID: Y0249T100 Ticker: 3711 | ||||
Meeting Date: 23-Jun-22 | ||||
1 | Ratification of ASEH s 2021 Business Report and | |||
Financial Statements | Management | For | Voted - For | |
95 |
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of 2021 earnings distribution proposal | Management | For | Voted - For |
3 | Discussion of revision of the Procedures for | |||
Acquisition or Disposal of Assets | Management | For | Voted - For | |
ASIA CEMENT | ||||
Security ID: Y0275F107 Ticker: 1102 | ||||
Meeting Date: 29-Jun-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Articles | Management | For | Voted - For |
4 | To Amend Procedures for Acquisition or Disposal of | |||
Assets | Management | For | Voted - For | |
5 | Amendment to the Procedures for Making Endorsements | |||
and Guarantees | Management | For | Voted - For | |
6 | Amendment to the Procedures for Loaning of Fund to | |||
Others | Management | For | Voted - For | |
7 | Amendment to the Meeting Rules of the Shareholders | |||
Meeting | Management | For | Voted - For | |
ASIA CEMENT CHINA HOLDINGS CORPORATION | ||||
Security ID: G0539C106 Ticker: 0743 | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect HSU Shu-Ping | Management | For | Voted - For |
1.2 | Elect Douglas HSU Shu Tong | Management | For | Voted - Against |
1.3 | Elect WANG Kuo Ming | Management | For | Voted - For |
1.4 | Elect LEE Kun-yen | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Acquisition and Disposal of Assets | Management | For | Voted - For | |
12 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Making Advances to Third Parties | Management | For | Voted - For | |
13 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Provision of Guarantees by Way of | ||||
Endorsement | Management | For | Voted - For |
96
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ASIA VITAL COMPONENTS | ||||
Security ID: Y0392D100 Ticker: 3017 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect SHEN Ching-Hang | Management | For | Voted - For |
1.2 | Elect ONO Ryoji | Management | For | Voted - For |
1.3 | Elect MOTOMURA Takuya | Management | For | Voted - For |
1.4 | Elect KOBAYASHI Takashi | Management | For | Voted - For |
1.5 | Elect KITANOYA Atsushi | Management | For | Voted - For |
1.6 | Elect CHEN Yi-Chen | Management | For | Voted - For |
1.7 | Elect WANG Jui-Pin | Management | For | Voted - For |
1.8 | Elect HUANG Chiu Mo | Management | For | Voted - For |
1.9 | Elect GAO Pai-Ling | Management | For | Voted - For |
1.10 | Elect CHEN Jun-Cheng | Management | For | Voted - For |
1.11 | Elect CHO I-Lang | Management | For | Voted - For |
1.12 | Elect UENG Joseph Chieh-Chung | Management | For | Voted - For |
1.13 | Elect LIN Tzu-Yun | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | 2021 Accounts and Reports | Management | For | Voted - For |
4 | 2021 Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Amendments to Articles | Management | For | Voted - For |
6 | Amendments to Procedural Rules for Election of | |||
Directors | Management | For | Voted - For | |
7 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
8 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For | |
9 | Employee Stock Warrants Plan | Management | For | Voted - For |
10 | Non-compete Restrictions for Directors | Management | For | Voted - For |
ASPEN PHARMACARE HOLDINGS LTD | ||||
Security ID: S0754A105 Ticker: APN | ||||
Meeting Date: 09-Dec-21 | ||||
1.1 | Re-elect Kuseni D. Dlamini | Management | For | Voted - For |
1.2 | Re-elect Ben J. Kruger | Management | For | Voted - For |
1.3 | Re-elect Themba Mkhwanazi | Management | For | Voted - For |
1.4 | Re-elect Babalwa Ngonyama | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Social and Ethics Committee Report | Management | For | Voted - For |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Elect Audit and Risk Committee Member (Linda de | |||
Beer) | Management | For | Voted - For | |
6 | Elect Audit and Risk Committee Member (Ben J. | |||
Kruger) | Management | For | Voted - For | |
7 | Elect Audit and Risk Committee Member (Babalwa | |||
Ngonyama) | Management | For | Voted - For | |
8 | General Authority to Issue Shares | Management | For | Voted - For |
97
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Issue Shares for Cash | Management | For | Voted - For |
10 | Authorization of Legal Formalities | Management | For | Voted - For |
11 | Approve Remuneration Policy | Management | For | Voted - For |
12 | Approve Remuneration Implementation Report | Management | For | Voted - For |
13 | Approve NEDs' Fees (Chair) | Management | For | Voted - For |
14 | Approve NEDs' Fees (Member) | Management | For | Voted - For |
15 | Approve NEDs' Fees (Audit and Risk Committee Chair) | Management | For | Voted - For |
16 | Approve NEDs' Fees (Audit and Risk Committee Member) | Management | For | Voted - For |
17 | Approve NEDs' Fees (Remuneration and Nomination | |||
Committee Chair) | Management | For | Voted - For | |
18 | Approve NEDs' Fees (Remuneration and Nomination | |||
Committee Member) | Management | For | Voted - For | |
19 | Approve NEDs' Fees (Social and Ethics Committee | |||
Chair) | Management | For | Voted - For | |
20 | Approve NEDs' Fees (Social and Ethics Committee | |||
Member) | Management | For | Voted - For | |
21 | Approval of Financial Assistance (Section 45) | Management | For | Voted - For |
22 | Authority to Repurchase Shares | Management | For | Voted - For |
ASTRA INTERNATIONAL TBK | ||||
Security ID: Y7117N172 Ticker: ASII | ||||
Meeting Date: 20-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Election of Directors and/or Commissioners; | |||
Approval of Remuneration | Management | For | Voted - For | |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
ASTRAL FOODS LIMITED | ||||
Security ID: S0752H102 Ticker: ARL | ||||
Meeting Date: 03-Feb-22 | ||||
1.1 | Elect Frans Gerryts van Heerden | Management | For | Voted - For |
1.2 | Elect Anita Deline Cupido | Management | For | Voted - For |
1.3 | Re-elect Willem Frederick Potgieter | Management | For | Voted - For |
1.4 | Re-elect Tshepo M. Shabangu | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Elect Audit and Risk Management Committee Member | |||
(Diederik J. Fouche) | Management | For | Voted - For | |
4 | Elect Audit and Risk Management Committee Member | |||
(Saleh Mayet) | Management | For | Voted - For | |
5 | Elect Audit and Risk Management Committee Member | |||
(Tshepo M. Shabangu) | Management | For | Voted - For | |
6 | Elect Social and Ethics Committee Member (Tshepo M. | |||
Shabangu) | Management | For | Voted - For | |
7 | Elect Social and Ethics Committee Member (Theunis | |||
Eloff) | Management | For | Voted - For |
98
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Elect Social and Ethics Committee Member (Gary D. | |||
Arnold) | Management | For | Voted - For | |
9 | Elect Social and Ethics Committee Member (LW Hansen) | Management | For | Voted - For |
10 | Appointment of Auditor | Management | For | Voted - For |
11 | Authority to Set Auditor's Fees | Management | For | Voted - For |
12 | Remuneration Policy | Management | For | Voted - For |
13 | Approve Remuneration Implementation Report | Management | For | Voted - For |
14 | Authorization of Legal Formalities | Management | For | Voted - For |
15 | Approve NEDs' Fees | Management | For | Voted - For |
16 | Approve Financial Assistance (Related and | |||
Inter-related Companies) | Management | For | Voted - For | |
17 | Authority to Repurchase Shares | Management | For | Voted - For |
ASUSTEK COMPUTER INC. | ||||
Security ID: Y04327105 Ticker: 2357 | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Jonney SHIH Tsung-Tang | Management | For | Voted - For |
1.2 | Elect Ted HSU Shih-Chang | Management | For | Voted - For |
1.3 | Elect Jonathan TSENG Chiang-Sheng | Management | For | Voted - For |
1.4 | Elect HSU Hsien-Yuen | Management | For | Voted - For |
1.5 | Elect Samson HU Su-Pin | Management | For | Voted - For |
1.6 | Elect Eric CHEN Yen-Cheng | Management | For | Voted - For |
1.7 | Elect Joe HSIEH Min-Chieh | Management | For | Voted - For |
1.8 | Elect Jackie HSU Yu-Chia | Management | For | Voted - For |
1.9 | Elect YANG Tze-Kaing | Management | For | Voted - For |
1.10 | Elect Sandy WEI | Management | For | Voted - For |
1.11 | Elect Kenneth TAI Chung-Hou | Management | For | Voted - For |
1.12 | Elect LEE Ming-Yu | Management | For | Voted - For |
1.13 | Elect SHEU Chun-An | Management | For | Voted - For |
1.14 | Elect Andy GUO | Management | For | Voted - For |
1.15 | Elect Audrey TSENG | Management | For | Voted - For |
2 | 2021 Business Report and Financial Statements | Management | For | Voted - For |
3 | Proposal for Distribution of 2021 Profits | Management | For | Voted - For |
4 | Amendment to the Procedures for Acquisition or | |||
Disposal of Assets | Management | For | Voted - For | |
AUROBINDO PHARMA LTD | ||||
Security ID: Y04527142 Ticker: AUROPHARMA | ||||
Meeting Date: 26-Aug-21 | ||||
1.1 | Elect M. Sivakumaran | Management | For | Voted - For |
1.2 | Elect P. Sarath Chandra Reddy | Management | For | Voted - Against |
1.3 | Elect Girish Paman Vanvari | Management | For | Voted - For |
2 | Accounts and Reports (Standalone) | Management | For | Voted - For |
3 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
99
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Appointment of K. Nithyananda Reddy (Executive Vice | |||
Chairman); Approval of Remuneration | Management | For | Voted - For | |
6 | Appointment of N. Govindarajan (Managing Director); | |||
Approval of Remuneration | Management | For | Voted - For | |
7 | Appointment of M. Sivakumaran (Whole-time | |||
Director); Approval of Remuneration | Management | For | Voted - For | |
8 | Appointment of M. Madan Mohan Reddy (Whole-time | |||
Director); Approval of Remuneration | Management | For | Voted - For | |
Meeting Date: 11-Feb-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Appointment of K. Nithyananda Reddy (Vice Chair & | |||
Managing Director); Approval of Remuneration | Management | For | Voted - For | |
BAIC MOTOR CORPORATION LIMITED | ||||
Security ID: Y0506H104 Ticker: 1958 | ||||
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect CHEN Wei | Management | For | Voted - Against |
1.2 | Elect ZHANG Guofu | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Purchase of Product Transactions Under the Products | |||
and Services Purchasing Framework Agreement | Management | For | Voted - For | |
9 | Purchase of Service Transactions Under the Products | |||
and Services Purchasing Framework Agreement | Management | For | Voted - For | |
10 | Sale of Product Transactions Under the Products and | |||
Services Purchasing Framework Agreement | Management | For | Voted - For | |
11 | Deposit Transactions Under the Products and | |||
Services Purchasing Framework Agreement | Management | For | Voted - Against | |
12 | Authority to Issue Debt Financing Instruments | Management | For | Voted - For |
13 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
14 | Authority to Repurchase Shares | Management | For | Voted - For |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Authority to Repurchase Shares | Management | For | Voted - For |
BANCO DO BRASIL S.A. | ||||
Security ID: P11427112 Ticker: BBAS3 | ||||
Meeting Date: 30-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting |
100
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Ratify Co-Option and Elect Ariosto Antunes Culau | Management | For | Voted - For |
5 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
6 | Allocate Cumulative Votes to Ariosto Antunes Culau | Management | N/A | Voted - Abstain |
7 | Amendments to Article 2 (Corporate Purpose) | Management | For | Voted - For |
8 | Amendments to Articles (Board of Directors) | Management | For | Voted - For |
9 | Amendments to Articles (Management Board) | Management | For | Voted - For |
10 | Amendments to Article 33 (Audit Committee) | Management | For | Voted - For |
11 | Amendments to Article 34 (Nomination and | |||
Remuneration Committee) | Management | For | Voted - For | |
12 | Amendments to Article 35 (Risk and Capital | |||
Committee) | Management | For | Voted - For | |
13 | Amendments to Article 36 (Technology and Innovation | |||
Committee) | Management | For | Voted - For | |
14 | Amendments to Article 37 (Corporate Sustainability | |||
Committee) | Management | For | Voted - For | |
15 | Amendments to Article 38 (Ombudsman) | Management | For | Voted - For |
16 | Amendments to Article 40 (Supervisory Council) | Management | For | Voted - For |
17 | Ratify Updated Global Remuneration Amount (FY2021) | Management | For | Voted - For |
18 | Ratify Board of Directors Remuneration Amount | |||
(FY2021) | Management | For | Voted - For | |
19 | Ratify Supervisory Council Remuneration Amount | |||
(FY2021) | Management | For | Voted - For | |
20 | Ratify Audit Committee Fees | Management | For | Voted - For |
21 | Ratify Risk and Capital Committee Fees | Management | For | Voted - For |
22 | Set Corporate Sustainability Committee Fees | Management | For | Voted - For |
Meeting Date: 12-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Article 2 (Corporate Purpose) | Management | For | Voted - For |
4 | Amendments to Articles (Board of Directors) | Management | For | Voted - For |
5 | Amendments to Articles (Management Board) | Management | For | Voted - For |
6 | Amendments to Article 33 (Audit Committee) | Management | For | Voted - For |
7 | Amendments to Article 34 (Nomination and | |||
Remuneration Committee) | Management | For | Voted - For | |
8 | Amendments to Article 35 (Risk and Capital | |||
Committee) | Management | For | Voted - For | |
9 | Amendments to Article 36 (Technology and Innovation | |||
Committee) | Management | For | Voted - For | |
10 | Amendments to Article 37 (Corporate Sustainability | |||
Committee) | Management | For | Voted - For | |
11 | Amendments to Article 38 (Ombudsman) | Management | For | Voted - For |
12 | Amendments to Article 40 (Supervisory Council) | Management | For | Voted - For |
13 | Ratify Risk and Capital Committee's Fees | Management | For | Voted - For |
14 | Set Corporate Sustainability Committee Fees | Management | For | Voted - For |
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Renato da Mota Andrade Neto as Supervisory | |||
Council Member | Management | For | Voted - For | |
101 |
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Remuneration Policy | Management | For | Voted - For |
7 | Supervisory Council Fees | Management | For | Voted - For |
8 | Audit Committee Fees | Management | For | Voted - For |
9 | Risk and Capital Committee Fees | Management | For | Voted - For |
10 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Amendments to Article 1 (Company Name) | Management | For | Voted - For |
15 | Amendments to Article 2 (Corporate Purpose) | Management | For | Voted - For |
16 | Amendments to Article 7 (Share Capital) | Management | For | Voted - For |
17 | Amendments to Articles 9 and 10 (Shareholders' | |||
Meetings) | Management | For | Voted - For | |
18 | Amendments to Articles (Company Management and | |||
Organization) | Management | For | Voted - For | |
19 | Amendments to Articles (Supervisory Council) | Management | For | Voted - For |
20 | Amendments to Articles 46 and 48 (Financial | |||
Statements and Dividends) | Management | For | Voted - For | |
21 | Amendments to Article 51 (Market Relationships) | Management | For | Voted - For |
22 | Amendments to Articles (Special Provisions) | Management | For | Voted - For |
23 | Amendments to Articles (Controlling Shareholder | |||
Obligations) | Management | For | Voted - For | |
24 | Amendments to Article 64 (Transitional Provisions) | Management | For | Voted - For |
25 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - For |
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Renato da Motta Andrade Neto as Supervisory | |||
Council Member | Management | For | Voted - For | |
1.2 | Elect Lincoln Moreira Jorge as Alternative | |||
Supervisory Council Member | Management | For | Voted - For | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Ratify Updated Global Remuneration Amount | Management | For | Voted - For |
5 | Amendments to Articles (Committees) | Management | For | Voted - For |
6 | Human Resources Committee Fees; Tecnology and | |||
Innovation Committee Fees; Corporate Sustainability | ||||
Committee Fees | Management | For | Voted - For | |
7 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
BANK NEGARA INDONESIA (PERSERO) TBK | ||||
Security ID: Y74568166 Ticker: BBNI | ||||
Meeting Date: 15-Mar-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
102
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Directors' and Commissioners' Fees | Management | For | Voted - Against |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
5 | Acquisition | Management | For | Voted - For |
6 | Approval of Transfer of Repurchased Shares to | |||
Employee Stock Ownership Program | Management | For | Voted - Against | |
7 | Ratification of Ministerial Regulation | Management | For | Voted - For |
BANK OF CHINA LTD. | ||||
Security ID: Y0698A107 Ticker: 3988 | ||||
Meeting Date: 17-Feb-22 | ||||
1.1 | Elect HUANG Binghua | Management | For | Voted - For |
1.2 | Elect E Weinan | Management | For | Voted - For |
1.3 | Elect Jean-Louis Ekra | Management | For | Voted - For |
1.4 | Elect Giovanni Tria | Management | For | Voted - For |
1.5 | Elect HUI Ping as Supervisor | Management | For | Voted - Against |
2 | Application for Special External Donation Limit for | |||
Targeted Support | Management | For | Voted - For | |
3 | 2020 Remuneration Distribution Plan for Chairman of | |||
the Board of Directors and Executive Directors | Management | For | Voted - For | |
4 | 2020 Remuneration Distribution Plan for Chairman of | |||
the Board of Supervisors | Management | For | Voted - For | |
5 | Capital Management Plan of Bank of China for the | |||
14th Five-year Plan Period | Management | For | Voted - For | |
6 | Amendments to Procedural Rules for the Board of | |||
Supervisors | Management | For | Voted - For | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Martin LIAO Cheung Kong | Management | For | Voted - For |
1.2 | Elect CHEN Chunhua | Management | For | Voted - For |
1.3 | Elect Jose CHUI Sai Peng | Management | For | Voted - For |
1.4 | Elect CHU Yiyun as Supervisor | Management | For | Voted - For |
1.5 | Elect ZHANG Jiangang | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Directors' Report | Management | For | Voted - For |
5 | Supervisors' Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | 2022 Annual Budget for Fixed Assets Investment | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Additional Donation to the Tan Kah Kee Science | |||
Award Foundation | Management | For | Voted - For | |
11 | 2021 Remuneration Distribution Plan for External | |||
Supervisors | Management | For | Voted - For | |
12 | Non-capital Bond Issuance Plan | Management | For | Voted - For |
13 | Issuance of Write-down Undated Capital Bonds | Management | For | Voted - For |
103
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
14 | Issuance of Qualified Write-down Tier 2 Capital | |||
Instruments | Management | For | Voted - For | |
15 | Amendments to Articles | Management | For | Voted - Against |
BANK OF COMMUNICATIONS CO LTD. | ||||
Security ID: Y06988102 Ticker: 3328 | ||||
Meeting Date: 28-Oct-21 | ||||
1.1 | Elect XU Jiming as Supervisor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Remuneration Plan of Directors for 2020 | Management | For | Voted - For |
4 | Remuneration Plan of Supervisors for 2020 | Management | For | Voted - For |
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect REN Deqi | Management | For | Voted - For |
1.2 | Elect LIU Jun | Management | For | Voted - For |
1.3 | Elect LI Longcheng | Management | For | Voted - Against |
1.4 | Elect WANG Linping | Management | For | Voted - For |
1.5 | Elect CHANG Baosheng | Management | For | Voted - Against |
1.6 | Elect LIAO Yi Chien David | Management | For | Voted - For |
1.7 | Elect CHAN Sui Chung | Management | For | Voted - For |
1.8 | Elect MU Guoxin | Management | For | Voted - For |
1.9 | Elect CHEN Junkui | Management | For | Voted - Against |
1.10 | Elect LUO Xiaopeng | Management | For | Voted - For |
1.11 | Elect Raymond WOO Chin Wan | Management | For | Voted - For |
1.12 | Elect CAI Haoyi | Management | For | Voted - For |
1.13 | Elect SHI Lei | Management | For | Voted - For |
1.14 | Elect ZHANG Xiangdong | Management | For | Voted - For |
1.15 | Elect LI Xiaohui | Management | For | Voted - For |
1.16 | Elect MA Jun | Management | For | Voted - For |
1.17 | Elect XU Jiming | Management | For | Voted - For |
1.18 | Elect WANG Xueqing | Management | For | Voted - For |
1.19 | Elect LI Yao | Management | For | Voted - For |
1.20 | Elect CHEN Hanwen | Management | For | Voted - For |
1.21 | Elect SU Zhi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Fixed Assets Investment Plan | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Extension of the Validity Period on the Capital | |||
Increase to Bank of Communications (Hong Kong | ||||
Limited) | Management | For | Voted - For |
104
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BEIJING ENTERPRISES HOLDINGS LTD. | ||||
Security ID: Y07702122 Ticker: 0392 | ||||
Meeting Date: 30-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Supplemental Agreement and Revised Annual Caps | Management | For | Voted - For |
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect LI Yongcheng | Management | For | Voted - Against |
1.2 | Elect JIANG Xinhao | Management | For | Voted - For |
1.3 | Elect LAM Hoi Ham | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
BERMAZ AUTO BERHAD | ||||
Security ID: Y0873J105 Ticker: BAUTO | ||||
Meeting Date: 07-Oct-21 | ||||
1.1 | Elect YEOH Choon San | Management | For | Voted - Against |
1.2 | Elect Martin Giles Manen | Management | For | Voted - For |
2 | Directors' Fees FY2021 | Management | For | Voted - For |
3 | Directors' Remuneration | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
7 | Adoption of New Constitution | Management | For | Voted - For |
CAMIL ALIMENTOS, S.A. | ||||
Security ID: P1R1FL107 Ticker: CAML3 | ||||
Meeting Date: 30-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Ratify Acquisition (Pastificio Santa Amalia) | Management | For | Voted - For |
4 | Merger Agreement (Pastificio Santa Amalia) | Management | For | Voted - For |
5 | Ratification of Appointment of Appraiser | Management | For | Voted - For |
6 | Valuation Report | Management | For | Voted - For |
105
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Merger by Absorption (Pastificio Santa Amalia) | Management | For | Voted - For |
8 | Amendments to Articles (Audit Committee) | Management | For | Voted - For |
9 | Consolidation of Articles | Management | For | Voted - For |
10 | Authorization of Legal Formalities | Management | For | Voted - For |
Meeting Date: 30-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Amendments to Articles | Management | For | Voted - For |
3 | Consolidation of Articles | Management | For | Voted - For |
4 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - For |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Capital Expenditure Budget | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | Board Size | Management | For | Voted - For |
12 | Request Cumulative Voting | Management | N/A | Voted - Against |
13 | Election of Directors | Management | For | Voted - For |
14 | Approve Recasting of Votes for Amended Slate | Management | N/A | Voted - Against |
15 | Non-Voting Agenda Item | N/A | Non-Voting | |
16 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
17 | Allocate Cumulative Votes to Jairo Santos Quartiero | Management | N/A | Voted - Abstain |
18 | Allocate Cumulative Votes to Jacques Maggi Quartiero | Management | N/A | Voted - Abstain |
19 | Allocate Cumulative Votes to Thiago Maggi Quartiero | Management | N/A | Voted - Abstain |
20 | Allocate Cumulative Votes to Carlos Alberto Julio | Management | N/A | Voted - Abstain |
21 | Allocate Cumulative Votes to Jose Antonio do Prado | |||
Fay | Management | N/A | Voted - Abstain | |
22 | Allocate Cumulative Votes to Piero Paolo Picchioni | |||
Minardi | Management | N/A | Voted - Abstain | |
23 | Allocate Cumulative Votes to Rodrigo Tadeu Alves | |||
Colmonero | Management | N/A | Voted - Abstain | |
24 | Allocate Cumulative Votes to Sandra Montes Aymore | Management | N/A | Voted - Abstain |
25 | Allocate Cumulative Votes to Claudia Elisa de Pinho | |||
Soares | Management | N/A | Voted - Abstain | |
26 | Request Separate Election for Board Member | |||
(Minority) | Management | N/A | Voted - Abstain | |
27 | Ratify Carlos Alberto Julio's Independence Status | Management | For | Voted - For |
28 | Ratify Jose Antonio do Prado Fay's Independence | |||
Status | Management | For | Voted - For | |
29 | Ratify Piero Paolo Picchioni Minardi's Independence | |||
Status | Management | For | Voted - For | |
30 | Ratify Rodrigo Tadeu Alves Colmonero's Independence | |||
Status | Management | For | Voted - For | |
31 | Ratify Sandra Montes Aymore's Independence Status | Management | For | Voted - For |
32 | Ratify Claudia Elisa de Pinho Soares' Independence | |||
Status | Management | For | Voted - For | |
33 | Remuneration Policy | Management | For | Voted - For |
34 | Request Establishment of Supervisory Council | Management | N/A | Voted - For |
35 | Election of Supervisory Council | Management | For | Voted - For |
106
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
36 | Approve Recasting of Votes for Amended Supervisory | |||
Council Slate | Management | N/A | Voted - Against | |
37 | Request Separate Election for Supervisory Council | |||
Member (Minority) | Management | For | Voted - Abstain | |
38 | Supervisory Councils' Fees | Management | For | Voted - For |
39 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
CATHAY FINANCIAL HOLDING CO. | ||||
Security ID: Y11654103 Ticker: 2882 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect TSAI Cheng-Ta | Management | For | Voted - For |
1.2 | Elect TSAI Hong-Tu | Management | For | Voted - For |
1.3 | Elect TSAI Cheng-Chiu | Management | For | Voted - For |
1.4 | Elect JOONG Chi-Wei | Management | For | Voted - For |
1.5 | Elect KUO Ming-Jian | Management | For | Voted - For |
1.6 | Elect HUANG Tiao-Kuei | Management | For | Voted - For |
1.7 | Elect HSIUNG Ming-Ho | Management | For | Voted - For |
1.8 | Elect LEE Chang-Ken | Management | For | Voted - For |
1.9 | Elect MIAU Matthew Feng-Chiang | Management | For | Voted - Against |
1.10 | Elect WAY Edward Yung-Do | Management | For | Voted - For |
1.11 | Elect WANG Li-Ling | Management | For | Voted - For |
1.12 | Elect WU Tang-Chieh | Management | For | Voted - For |
1.13 | Elect YU Pei-Pei | Management | For | Voted - For |
2 | Business Report and Financial Statements for 2021 | Management | For | Voted - For |
3 | Earnings Distribution for 2021 | Management | For | Voted - For |
4 | Amendment of the Articles of Incorporation | Management | For | Voted - For |
5 | Amendment of the Rules of Procedure for | |||
Shareholders Meetings | Management | For | Voted - For | |
6 | Amendment of the Rules for Handling the Acquisition | |||
and Disposal of Assets | Management | For | Voted - For | |
7 | Discussion on the Company's Long-term Capital | |||
Raising Plan | Management | For | Voted - For | |
8 | Discussion on the Relief of Certain Directors from | |||
Their Non-competition Obligations | Management | For | Voted - For | |
CHINA BLUECHEMICAL LTD. | ||||
Security ID: Y14251105 Ticker: 3983 | ||||
Meeting Date: 23-Dec-21 | ||||
1.1 | Elect LI Zhi | Management | For | Voted - For |
1.2 | Elect HUANG Hulong | Management | For | Voted - For |
1.3 | Elect ZHAO Baoshun | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting |
107
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 27-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | 2022 Financial Budget | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Adoption of The Rules of Procedure for The Board | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Amendments to Article 1 | Management | For | Voted - For |
13 | Amendments to Articles 17, 96, 97 and 102 | Management | For | Voted - For |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Authority to Repurchase Shares | Management | For | Voted - For |
16 | Amendments to Articles 17, 96, 97 and 102 | Management | For | Voted - For |
CHINA CITIC BANK CORPORATION LIMITED | ||||
Security ID: Y1434M116 Ticker: 0998 | ||||
Meeting Date: 20-Jan-22 | ||||
1.1 | Elect LIU Cheng | Management | For | Voted - For |
1.2 | Elect Bennett LIU Tsz Bun | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Authority to Issue Capital Bonds | Management | For | Voted - For |
4 | Authority to Issue Financial Bonds | Management | For | Voted - For |
5 | Total Annual Budget for External Donations | Management | For | Voted - For |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Eligibility for Rights Issue Plan | Management | For | Voted - For |
4 | Type and Nominal Value of the Rights Shares | Management | For | Voted - For |
5 | Method of Issuance | Management | For | Voted - For |
6 | Basis of the Rights Issue and number of the Rights | |||
Shares to be Issued | Management | For | Voted - For | |
7 | Pricing Principle and Subscription Price | Management | For | Voted - For |
8 | Target Subscribers for the Rights Issue | Management | For | Voted - For |
9 | Arrangement for Accmulated Undistributed Profits | |||
Prior to the Rights Issue | Management | For | Voted - For | |
10 | Time of Issuance | Management | For | Voted - For |
11 | Underwriting Method | Management | For | Voted - For |
12 | Amount and Use of Proceeds | Management | For | Voted - For |
13 | Effective Period of the Resolutions | Management | For | Voted - For |
108
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
14 | Listing of Rights Shares | Management | For | Voted - For |
15 | Public Issuance of Securities by the Rights Issue | Management | For | Voted - For |
16 | Feasibility Analysis Report on the Use of Proceed | |||
from the Rights Issue | Management | For | Voted - For | |
17 | Dilution of Immediate Return Resulting from the | |||
Rights Issuance and Remedial Measures | Management | For | Voted - For | |
18 | Authorization of the Board to Handle Matters in | |||
Relation to Rights Issue | Management | For | Voted - For | |
19 | Increase in Registered Capital | Management | For | Voted - For |
20 | Amendments to Articles | Management | For | Voted - Against |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting | |
23 | Annual Report | Management | For | Voted - For |
24 | Accounts and Reports | Management | For | Voted - For |
25 | Allocation of Profits/Dividends | Management | For | Voted - For |
26 | 2022 Financial Budget Plan | Management | For | Voted - For |
27 | Special Report of Related Party Transactions | Management | For | Voted - For |
28 | Directors' Report | Management | For | Voted - For |
29 | Supervisors' Report | Management | For | Voted - For |
30 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
31 | Mid-Term Capital Management Plan | Management | For | Voted - For |
32 | Shareholders' Return Plan | Management | For | Voted - For |
33 | Eligibility for Rights Issue Plan | Management | For | Voted - For |
34 | Type and Nominal Value of the Rights Shares | Management | For | Voted - For |
35 | Method of Issuance | Management | For | Voted - For |
36 | Basis of the Rights Issue and number of the Rights | |||
Shares to be Issued | Management | For | Voted - For | |
37 | Pricing Principle and Subscription Price | Management | For | Voted - For |
38 | Target Subscribers for the Rights Issue | Management | For | Voted - For |
39 | Arrangement for Accmulated Undistributed Profits | |||
Prior to the Rights Issue | Management | For | Voted - For | |
40 | Time of Issuance | Management | For | Voted - For |
41 | Underwriting Method | Management | For | Voted - For |
42 | Amount and Use of Proceeds | Management | For | Voted - For |
43 | Effective Period of the Resolutions | Management | For | Voted - For |
44 | Listing of Rights Shares | Management | For | Voted - For |
45 | Public Issuance of Securities by the Rights Issue | Management | For | Voted - For |
46 | Feasibility Analysis Report on the Use of Proceed | |||
from the Rights Issue | Management | For | Voted - For | |
47 | Feasibility Analysis Report on the Use of Proceed | |||
from the Previous Issuance | Management | For | Voted - For | |
48 | Dilution of Immediate Return Resulting from the | |||
Rights Issuance and Remedial Measures | Management | For | Voted - For | |
49 | Authorization of the Board to Handle Matters in | |||
Relation to Rights Issue | Management | For | Voted - For | |
50 | Increase in Registered Capital | Management | For | Voted - For |
51 | Amendments to Articles | Management | For | Voted - Against |
109
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CHINA DEVELOPMENT FINANCIAL HOLDING CORP. | ||||
Security ID: Y1460P108 Ticker: 2883 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect Chia-Juch CHANG | Management | For | Voted - Against |
1.2 | Elect Saloon THAM | Management | For | Voted - For |
1.3 | Elect Lionel de Saint-Exupery | Management | For | Voted - For |
1.4 | Elect Stefano Paolo Bertamini | Management | For | Voted - For |
1.5 | Elect Hung-Yi HSIAO | Management | For | Voted - For |
1.6 | Elect Paul YANG | Management | For | Voted - Against |
1.7 | Elect Tyzz-Jiun DUH | Management | For | Voted - For |
1.8 | Elect Shih-Chieh, CHANG | Management | For | Voted - For |
1.9 | Elect Wei CHUNG | Management | For | Voted - For |
2 | 2021 Business Report and Financial Statements | Management | For | Voted - For |
3 | 2021 Earnings Distribution Plan | Management | For | Voted - For |
4 | Amendment to the Articles of Incorporation | Management | For | Voted - For |
5 | Amendment to the Procedures for Acquisition or | |||
Disposal of Assets | Management | For | Voted - For | |
6 | Amendment to the Regulations for Shareholders | |||
Meeting Procedure | Management | For | Voted - For | |
7 | Discussion on the Company's Plan to Raise Long-term | |||
Capital | Management | For | Voted - Against | |
8 | Approval Of The Proposal For Lift Of Non-Compete | |||
Restriction On The Directors Of The Board | Management | For | Voted - For | |
CHINA EVERBRIGHT BANK COMPANY LIMITED | ||||
Security ID: Y1477U124 Ticker: 6818 | ||||
Meeting Date: 28-Dec-21 | ||||
1.1 | Elect LI Yinzhong as Supervisor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Charitable Donations | Management | For | Voted - For |
4 | Remuneration of the Former Chair of the Board of | |||
Supervisors for FY 2020 | Management | For | Voted - For | |
Meeting Date: 19-May-22 | ||||
1.1 | Elect WANG Jiang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | 2022 Budget Plan for Fixed Asset | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Directors' Fees | Management | For | Voted - For |
10 | Supervisors' Fees | Management | For | Voted - For |
110
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CHINA EVERBRIGHT LIMITED | ||||
Security ID: Y1421G106 Ticker: 0165 | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Zhang Mingao | Management | For | Voted - For |
1.2 | Elect WANG Hongyang | Management | For | Voted - For |
1.3 | Elect YIN Yanwu | Management | For | Voted - For |
1.4 | Elect PAN Wenjie | Management | For | Voted - For |
1.5 | Elect FANG Bin | Management | For | Voted - Against |
1.6 | Elect Timpson CHUNG Shui Ming | Management | For | Voted - Against |
1.7 | Elect Stephen LAW Cheuk Kin | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
CHINA HONGQIAO GROUP LIMITED | ||||
Security ID: G21150100 Ticker: 1378 | ||||
Meeting Date: 23-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Increase in Authorized Capital | Management | For | Voted - For |
Meeting Date: 18-May-22 | ||||
1.1 | Elect ZHENG Shuliang | Management | For | Voted - For |
1.2 | Elect ZHANG Ruilian | Management | For | Voted - For |
1.3 | Elect WONG Yuting | Management | For | Voted - For |
1.4 | Elect YANG Congsen | Management | For | Voted - For |
1.5 | Elect ZHANG Jinglei | Management | For | Voted - For |
1.6 | Elect LI Zimin | Management | For | Voted - For |
1.7 | Elect SUN Dongdong | Management | For | Voted - Against |
1.8 | Elect WEN Xianjun | Management | For | Voted - Against |
1.9 | Elect XING Jian | Management | For | Voted - Against |
1.10 | Elect HAN Benwen | Management | For | Voted - Against |
1.11 | Elect DONG Xinyi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
111
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles | Management | For | Voted - Against |
CHINA LESSO GROUP HOLDINGS LIMITED | ||||
Security ID: G2157Q102 Ticker: 2128 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect WONG Luen Hei | Management | For | Voted - Against |
1.2 | Elect KONG Zhaocong | Management | For | Voted - For |
1.3 | Elect LIN Shaoquan | Management | For | Voted - For |
1.4 | Elect Jonathan WONG Kwok Ho | Management | For | Voted - Against |
1.5 | Elect Cheng Dickson | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Adoption of New Articles of Association | Management | For | Voted - Against |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA LIFE INSURANCE COMPANY LIMITED | ||||
Security ID: Y1478C107 Ticker: 2823 | ||||
Meeting Date: 01-Oct-21 | ||||
1 | Proposal to Enter into a Share Exchange Agreement | |||
with China Development Financial Holding | ||||
Corporation and Proceed with the Share Exchange | ||||
Transaction | Management | For | Voted - For | |
CHINA LONGYUAN POWER GROUP LIMITED | ||||
Security ID: Y1501T101 Ticker: 0916 | ||||
Meeting Date: 23-Jul-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Summary of Merger | Management | For | Voted - For |
3 | Parties | Management | For | Voted - For |
4 | Class and Nominal Value | Management | For | Voted - For |
5 | Target of Share Swap | Management | For | Voted - For |
6 | Issue and Conversion Price | Management | For | Voted - For |
112
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Conversion Ratio | Management | For | Voted - For |
8 | Number of Shares | Management | For | Voted - For |
9 | Listing and Trading | Management | For | Voted - For |
10 | Treatment of Fractional Shares | Management | For | Voted - For |
11 | Treatment of Shares with Restricted Rights | Management | For | Voted - For |
12 | Lock-up Period | Management | For | Voted - For |
13 | Protection Mechanism | Management | For | Voted - For |
14 | Inheritance of Assets | Management | For | Voted - For |
15 | Transitional Period | Management | For | Voted - For |
16 | Distribution of Retained Profits | Management | For | Voted - For |
17 | Distribution of Retained Profits | Management | For | Voted - For |
18 | Parties of Asset Disposal | Management | For | Voted - For |
19 | Pricing of Asset Disposal | Management | For | Voted - For |
20 | Asset Delivery | Management | For | Voted - For |
21 | Profit/Loss of Asset Disposal | Management | For | Voted - For |
22 | Placement of Staff | Management | For | Voted - For |
23 | Parties Involved | Management | For | Voted - For |
24 | Assets Purchased | Management | For | Voted - For |
25 | Transaction Pricing | Management | For | Voted - For |
26 | Arrangement of Asset Delivery | Management | For | Voted - For |
27 | Profit and Loss of Purchase | Management | For | Voted - For |
28 | Placement of Staff | Management | For | Voted - For |
29 | Performance Commitment | Management | For | Voted - For |
30 | Validity | Management | For | Voted - For |
31 | Merger By Absorption | Management | For | Voted - For |
32 | Merger By Absorption | Management | For | Voted - For |
33 | Share Swap Agreement | Management | For | Voted - For |
34 | Asset Disposal Agreement | Management | For | Voted - For |
35 | Asset Purchase Agreement | Management | For | Voted - For |
36 | Profit Agreement | Management | For | Voted - For |
37 | Share Price Stabilization | Management | For | Voted - For |
38 | Distribution Plan | Management | For | Voted - For |
39 | Dilution of Returns | Management | For | Voted - For |
40 | Article of Association | Management | For | Voted - For |
41 | Board Authorization | Management | For | Voted - For |
42 | Grant A Shares | Management | For | Voted - For |
43 | Supplemental Undertaking | Management | For | Voted - For |
44 | Absorption and Merger of Pingzhuang Energy | Management | For | Voted - For |
45 | Absorption and Merger of Inner Mongolia | Management | For | Voted - For |
46 | Audit Report | Management | For | Voted - For |
47 | Assessment Report | Management | For | Voted - For |
48 | Independence of Valuation Agency | Management | For | Voted - For |
49 | Self-Evaluation Report | Management | For | Voted - For |
50 | Confirmation of Valuation Report | Management | For | Voted - For |
51 | Independence of Valuation Agency | Management | For | Voted - For |
52 | Commitments and Restraints | Management | For | Voted - For |
53 | Guarantees | Management | For | Voted - For |
54 | Related Party Transactions | Management | For | Voted - For |
55 | Non-Voting Meeting Note | N/A | Non-Voting | |
56 | Non-Voting Meeting Note | N/A | Non-Voting |
113
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
57 | Non-Voting Meeting Note | N/A | Non-Voting | |
58 | Summary of Merger | Management | For | Voted - For |
59 | Parties | Management | For | Voted - For |
60 | Class and Nominal Value | Management | For | Voted - For |
61 | Target of Share Swap | Management | For | Voted - For |
62 | Issue and Conversion Price | Management | For | Voted - For |
63 | Conversion Ratio | Management | For | Voted - For |
64 | Number of Shares | Management | For | Voted - For |
65 | Listing and Trading | Management | For | Voted - For |
66 | Treatment of Fractional Shares | Management | For | Voted - For |
67 | Treatment of Shares with Restricted Rights | Management | For | Voted - For |
68 | Lock-up Period | Management | For | Voted - For |
69 | Protection Mechanism | Management | For | Voted - For |
70 | Inheritance of Assets | Management | For | Voted - For |
71 | Transitional Period | Management | For | Voted - For |
72 | Distribution of Retained Profits | Management | For | Voted - For |
73 | Placement of Staff | Management | For | Voted - For |
74 | Parties of Asset Disposal | Management | For | Voted - For |
75 | Pricing of Asset Disposal | Management | For | Voted - For |
76 | Asset Delivery | Management | For | Voted - For |
77 | Profit/Loss of Asset Disposal | Management | For | Voted - For |
78 | Placement of Staff | Management | For | Voted - For |
79 | Parties Involved | Management | For | Voted - For |
80 | Assets Purchased | Management | For | Voted - For |
81 | Transaction Pricing | Management | For | Voted - For |
82 | Arrangement of Asset Delivery | Management | For | Voted - For |
83 | Profit and Loss of Purchase | Management | For | Voted - For |
84 | Placement of Staff | Management | For | Voted - For |
85 | Performance Commitment | Management | For | Voted - For |
86 | Validity | Management | For | Voted - For |
87 | Merger By Absorption | Management | For | Voted - For |
88 | Merger By Absorption | Management | For | Voted - For |
89 | Share Swap Agreement | Management | For | Voted - For |
90 | Asset Disposal Agreement | Management | For | Voted - For |
91 | Asset Purchase Agreement | Management | For | Voted - For |
92 | Profit Agreement | Management | For | Voted - For |
93 | Distribution Plan | Management | For | Voted - For |
94 | Article of Association | Management | For | Voted - For |
95 | Board Authorization | Management | For | Voted - For |
96 | Grant A Shares | Management | For | Voted - For |
97 | Non-Voting Meeting Note | N/A | Non-Voting | |
98 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA MEDICAL SYSTEM HOLDINGS LIMITED | ||||
Security ID: G21108124 Ticker: 0867 | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect LAM Kong | Management | For | Voted - For |
114 |
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect CHEN Hongbing | Management | For | Voted - For |
1.3 | Elect FUNG Ching Simon | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
6 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA MERCHANTS PORT HOLDINGS COMPANY LIMITED | ||||
Security ID: Y1489Q103 Ticker: 0144 | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect DENG Renjie | Management | For | Voted - For |
1.2 | Elect WANG Xiufeng | Management | For | Voted - Against |
1.3 | Elect DENG Weidong | Management | For | Voted - For |
1.4 | Elect YIM Kong | Management | For | Voted - For |
1.5 | Elect KUT Ying Hay | Management | For | Voted - Against |
1.6 | Elect Peter LEE Yip Wah | Management | For | Voted - Against |
1.7 | Elect Francis BONG Shu Ying | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA MINSHENG BANKING CORP., LTD. | ||||
Security ID: Y1495M112 Ticker: 600016 | ||||
Meeting Date: 10-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Management Proposal | Management | For | Voted - For |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | 2021 Annual Report | Management | For | Voted - For |
7 | 2021 Annual Accounts | Management | For | Voted - For |
8 | 2021 Profit Distribution Plan | Management | For | Voted - For |
115
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | 2022 Financial Budget Report | Management | For | Voted - For |
10 | 2021 Work Report Of The Board Of Directors | Management | For | Voted - For |
11 | 2021 Work Report Of The Supervisory Committee | Management | For | Voted - For |
12 | 2021 Remuneration Report For Directors | Management | For | Voted - For |
13 | 2022 Remuneration Report For Supervisors | Management | For | Voted - For |
14 | 2022 Reappointment Of Audit Firm And Its Audit Fees | Management | For | Voted - For |
15 | Adjustment To The Plan Of Public Offering And | |||
Listing Of Convertible Bonds, Extension Of The | ||||
Valid Period Of The Shareholders Meeting Resolution | ||||
And The Full Authorization To The Board And Its | ||||
Authorized Persons To Handle Relevant Matters | Management | For | Voted - For | |
16 | General Authorization To The Board Regarding Share | |||
Offering | Management | For | Voted - For | |
17 | Formulation Of The Shareholder Return Plan From | |||
2022 To 2024 | Management | For | Voted - For | |
18 | Total Annual Budget Of External Donation From 2022 | |||
To 2023 And The Plan Of Authorization To The Board | ||||
Regarding External Donation | Management | For | Voted - For | |
19 | Amendments To The Company's Articles Of Association | Management | For | Voted - For |
20 | Amendments To The Company's Rules Of Procedure | |||
Governing Shareholders General Meetings | Management | For | Voted - Against | |
21 | Amendments To The Company's Rules Of Procedure | |||
Governing The Board Meetings | Management | For | Voted - Against | |
22 | Amendments To The Company's Rules Of Procedure | |||
Governing The Meetings Of The Supervisory Committee | Management | For | Voted - Against | |
23 | Amendments To The Connected Transactions Management | |||
Measures | Management | For | Voted - Against | |
CHINA PACIFIC INSURANCE (GROUP) CO., LTD. | ||||
Security ID: Y1505Z103 Ticker: 2601 | ||||
Meeting Date: 08-Jun-22 | ||||
1 | Directors' Report | Management | For | Voted - For |
2 | Supervisors' Report | Management | For | Voted - For |
3 | Annual Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Adoption of the PRC ASBE in Preparation of | |||
Financial Statements for H-Share Market | Management | For | Voted - For | |
8 | Charitable Donations for 2022 | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Amendments to Articles | Management | For | Voted - For |
11 | Amendments to Procedural Rules for Shareholders' | |||
General Meetings | Management | For | Voted - For | |
12 | Amendments to Procedural Rules for the Board of | |||
Directors | Management | For | Voted - For | |
13 | Amendments to Procedural Rules for the Board of | |||
Supervisors | Management | For | Voted - For | |
14 | Non-Voting Meeting Note | N/A | Non-Voting |
116
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CHINA PETROLEUM & CHEMICAL CORPORATION | ||||
Security ID: Y15010104 Ticker: 0386 | ||||
Meeting Date: 20-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Continuing Connected Transactions for the three | |||
years ending December 31, 2024 | Management | For | Voted - For | |
4 | Amendments to Articles | Management | For | Voted - For |
Meeting Date: 18-May-22 | ||||
1.1 | Elect QIU Fasen | Management | For | Voted - Against |
1.2 | Elect LV Lianggong | Management | For | Voted - Against |
1.3 | Elect WU Bo | Management | For | Voted - Against |
1.4 | Elect ZHAI Yalin | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Authority to Repurchase Shares | Management | For | Voted - For |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Directors' Report | Management | For | Voted - For |
8 | Supervisors' Report | Management | For | Voted - For |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | 2022 Interim Profit Distribution Plan | Management | For | Voted - For |
12 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
13 | Authority to Issue Debt Financing Instruments | Management | For | Voted - Against |
14 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
15 | Authority to Repurchase Shares | Management | For | Voted - For |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA RAILWAY GROUP LIMITED | ||||
Security ID: Y1509D116 Ticker: 0390 | ||||
Meeting Date: 30-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | 2021 Restricted Share Incentive Scheme | Management | For | Voted - For |
3 | Appraisal Management Measures for Implementation of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
4 | Management Measures of the 2021 Restricted Share | |||
Incentive Scheme | Management | For | Voted - For | |
5 | Board Authorization to Handle Matters in Respect of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
6 | Grant of Restricted Shares to Connected Persons of | |||
the Company | Management | For | Voted - For |
117
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 12-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | 2021 Restricted Share Incentive Scheme | Management | For | Voted - For |
3 | Appraisal Management Measures for Implementation of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
4 | Management Measures of the 2021 Restricted Share | |||
Incentive Scheme | Management | For | Voted - For | |
5 | Board Authorization to Handle Matters in Respect of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 22-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Independent Directors' Report | Management | For | Voted - For |
5 | A Share Annual Report and H Share Annual Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | The Plan for Shareholders' Return for 2021 to 2023 | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Appointment of Internal Control Auditor and | |||
Authority to Set Fees | Management | For | Voted - For | |
11 | Directors' and Supervisors' Fees | Management | For | Voted - For |
12 | Purchase of Liability Insurance | Management | For | Voted - For |
13 | Authority to Give External Guarantees | Management | For | Voted - Abstain |
14 | Amendments to Procedural Rules for the Independent | |||
Directors | Management | For | Voted - For | |
15 | Authority to Issue Domestic and Overseas Debt | |||
Financing Instruments | Management | For | Voted - For | |
16 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
17 | Increase in Registered Capital | Management | For | Voted - For |
18 | Amendments to Articles | Management | For | Voted - For |
19 | Amendments to Procedural Rules for the | |||
Shareholders' Meeting | Management | For | Voted - For | |
20 | Amendments to Procedural Rules for the Board | Management | For | Voted - For |
CHINA REINSURANCE (GROUP) CORP. | ||||
Security ID: Y1R0AJ109 Ticker: 1508 | ||||
Meeting Date: 29-Oct-21 | ||||
1.1 | Elect LI Bingquan | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Fourteen Five-Year Strategy Plan of China Re Group | Management | For | Voted - For |
5 | Remuneration of Directors and Supervisors for the | |||
year 2020 | Management | For | Voted - For |
118
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Resolution On The Donation To The Society Of The | |||
Company In 2021 | Management | For | Voted - For | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | 2022 Investment Budget for Fixed Assets | Management | For | Voted - For |
7 | 2022-2024 Three-Year Rolling Capital Plan | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | 2022 External Donations | Management | For | Voted - For |
CHINA SUNTIEN GREEN ENERGY CORPORATION LIMITED | ||||
Security ID: Y15207106 Ticker: 0956 | ||||
Meeting Date: 21-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Provision of a Joint and Several Liability | |||
Guarantee by Hebei Natural Gas Company Limited for | ||||
S&T International Natural Gas Trading Company | ||||
Limited | Management | For | Voted - For | |
Meeting Date: 14-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Financial Services Framework Agreement | Management | For | Voted - Against |
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect CAO Xin | Management | For | Voted - For |
1.2 | Elect LI Lian Ping | Management | For | Voted - For |
1.3 | Elect QIN Gang | Management | For | Voted - Against |
1.4 | Elect WU Hui Jiang | Management | For | Voted - For |
1.5 | Elect MEI Chun Xiao | Management | For | Voted - Against |
1.6 | Elect WANG Hong Jun | Management | For | Voted - For |
1.7 | Elect GUO Ying Jun | Management | For | Voted - Against |
1.8 | Elect Daniel WAN Yim Keung | Management | For | Voted - For |
1.9 | Elect LIN Tao | Management | For | Voted - For |
1.10 | Elect GAO Jun | Management | For | Voted - For |
1.11 | Elect ZHANG Dong Sheng | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
5 | 2021 Annual Report | Management | For | Voted - For |
6 | Directors Report | Management | For | Voted - For |
7 | Supervisors' Report | Management | For | Voted - For |
119
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Financial Report | Management | For | Voted - For |
9 | Accounts and Reports | Management | For | Voted - For |
10 | 2021 Profit Distribution Proposal | Management | For | Voted - For |
11 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
12 | Directors' Fees | Management | For | Voted - For |
13 | Supervisors' Fees | Management | For | Voted - For |
14 | Change of Method of Investment of the Use of | |||
Fund-Raising Proceeds | Management | For | Voted - For | |
15 | Provision of Interest-Bearing Loans to A Subsidiary | |||
by Using the Fund-Raising Proceeds | Management | For | Voted - For | |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Agenda Item | N/A | Non-Voting | |
18 | Non-Voting Agenda Item | N/A | Non-Voting | |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA TRADITIONAL CHINESE MEDICINE CO. LIMITED | ||||
Security ID: Y1507S107 Ticker: 0570 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect CHEN Yinglong | Management | For | Voted - Against |
1.2 | Elect CHENG Xueren | Management | For | Voted - For |
1.3 | Elect YANG Shanhua | Management | For | Voted - Against |
1.4 | Elect XIE Rong | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
CHINA YONGDA AUTOMOBILES SERVICES HOLDINGS LIMITED | ||||
Security ID: G2162W102 Ticker: 3669 | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect CHEUNG Tak On | Management | For | Voted - Against |
1.2 | Elect TANG Liang | Management | For | Voted - For |
1.3 | Elect Anna ZHU Dezhen | Management | For | Voted - Against |
1.4 | Elect MU Binrui | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
120
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Adoption of Share Award Scheme | Management | For | Voted - Against |
12 | Annual Share Award Scheme Mandate Limit | Management | For | Voted - Against |
CHIPBOND TECHNOLOGY CORPORATION | ||||
Security ID: Y15657102 Ticker: 6147 | ||||
Meeting Date: 27-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Elect Representative Director of United | |||
Microelectronics | ||||
Corporation | Management | For | Voted - Abstain | |
4 | Non-compete Restrictions for Directors | Management | For | Voted - Against |
5 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
CHIPMOS TECHNOLOGIES INC | ||||
Security ID: Y1566L100 Ticker: 8150 | ||||
Meeting Date: 26-May-22 | ||||
1 | Adoption Of The Business Report And Financial | |||
Statements For Fiscal Year 2021 | Management | For | Voted - For | |
2 | Adoption Of The Earnings Distribution Plan For | |||
Fiscal Year 2021 | Management | For | Voted - For | |
3 | Amendments To Articles Of Incorporation | Management | For | Voted - For |
4 | Amendments To The Rules Of Procedure For | |||
Shareholders Meeting | Management | For | Voted - For | |
5 | Amendments To The Operational Procedures For | |||
Acquisition And Disposal Of Assets | Management | For | Voted - For | |
6 | Release The Prohibition On Directors From | |||
Participation In Competitive Business Under Article | ||||
209 Of The Company Act | Management | For | Voted - For | |
COCA COLA ICECEK SANAYI A.S. | ||||
Security ID: M2R39A121 Ticker: CCOLA | ||||
Meeting Date: 18-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Opening; Election of Presiding Chair | Management | For | Voted - For |
5 | Presentation of Directors' Report | Management | For | Voted - For |
6 | Presentation of Auditor's Report | Management | For | Voted - For |
7 | Financial Statements | Management | For | Voted - For |
8 | Ratification of Board Acts | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
121
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Election of Directors; Board Term Length; | |||
Directors' Fees | Management | For | Voted - Against | |
11 | Appointment of Auditor | Management | For | Voted - For |
12 | Presentation of Report on Charitable Donations | Management | For | Voted - For |
13 | Presentation of Report on Guarantees | Management | For | Voted - For |
14 | Presentation of Report on Competing Activities | Management | For | Voted - For |
15 | Authority to Carry out Competing Activities or | |||
Related Party Transactions | Management | For | Voted - For | |
16 | Closing | Management | For | Voted - For |
COUNTRY GARDEN HOLDINGS COMPANY LIMITED | ||||
Security ID: G24524103 Ticker: 2007 | ||||
Meeting Date: 22-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles of Association | Management | For | Voted - For |
4 | Termination of Original Deeds of Non-Competition | Management | For | Voted - For |
5 | Approval of New Deeds of Non-Competition | Management | For | Voted - For |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 26-May-22 | ||||
1.1 | Elect YANG Huiyan | Management | For | Voted - For |
1.2 | Elect MO Bin | Management | For | Voted - Against |
1.3 | Elect YANG Zhicheng | Management | For | Voted - Against |
1.4 | Elect SU Baiyuan | Management | For | Voted - For |
1.5 | Elect Abraham Lai Him SHEK | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
CYFROWY POLSAT SA | ||||
Security ID: X1809Y100 Ticker: CPS | ||||
Meeting Date: 16-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Election of Presiding Chair | Management | For | Voted - For |
5 | Compliance with Rules of Convocation | Management | For | Voted - For |
6 | Election of Scrutiny Commission | Management | For | Voted - For |
122
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Agenda | Management | For | Voted - For |
8 | Authority to Repurchase Shares; Establishment of | |||
Reserve Capital Fund for Repurchase | Management | For | Voted - For | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Election of Presiding Chair | Management | For | Voted - For |
7 | Compliance with Rules of Convocation | Management | For | Voted - For |
8 | Election of Voting Commission | Management | For | Voted - For |
9 | Agenda | Management | For | Voted - For |
10 | Presentation of Accounts and Reports | Management | For | Voted - For |
11 | Presentation of Accounts and Reports (Consolidated) | Management | For | Voted - For |
12 | Presentation of Supervisory Board Report (Accounts | |||
and | ||||
Reports; Profit Allocation) | Management | For | Voted - For | |
13 | Presentation of Supervisory Board Report (Work of | |||
the Management Board) | Management | For | Voted - For | |
14 | Presentation of Supervisory Board Report | |||
(Remuneration Report) | Management | For | Voted - For | |
15 | Management Board Report | Management | For | Voted - For |
16 | Financial Statements | Management | For | Voted - For |
17 | Management Board Report (Consolidated) | Management | For | Voted - For |
18 | Financial Statements (Consolidated) | Management | For | Voted - For |
19 | Supervisory Board Report | Management | For | Voted - For |
20 | Remuneration Report | Management | For | Voted - Against |
21 | Ratification of Management Acts | Management | For | Voted - For |
22 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
23 | Allocation of Profits/Dividends | Management | For | Voted - For |
24 | Non-Voting Agenda Item | N/A | Non-Voting | |
CYIENT LTD | ||||
Security ID: Y4082D131 Ticker: CYIENT | ||||
Meeting Date: 31-Mar-22 | ||||
1.1 | Elect Vivek Gour | Management | For | Voted - For |
1.2 | Elect Matangi Gowrishankar | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
123
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DALI FOODS GROUP CO LTD. | ||||
Security ID: G2743Y106 Ticker: 3799 | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect XU Shihui | Management | For | Voted - Against |
1.2 | Elect ZHUANG Weiqiang | Management | For | Voted - For |
1.3 | Elect XU Yangyang | Management | For | Voted - Against |
1.4 | Elect HUANG Jiaying | Management | For | Voted - For |
1.5 | Elect XU Biying | Management | For | Voted - For |
1.6 | Elect HU Xiaoling | Management | For | Voted - Against |
1.7 | Elect NG Kong Hing | Management | For | Voted - For |
1.8 | Elect LIU Xiaobin | Management | For | Voted - For |
1.9 | Elect LIN Zhijun | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles of Association | Management | For | Voted - For |
DB HITEK CO., LTD. | ||||
Security ID: Y3R69A103 Ticker: 000990 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect CHOI Chang Sik | Management | For | Voted - Against |
1.2 | Elect CHOI Hong Kun | Management | For | Voted - For |
1.3 | Elect OH Kyu Won | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: HWAG Chul Sung | Management | For | Voted - For | |
5 | Election of Audit Committee Member: CHOI Hong Kun | Management | For | Voted - For |
6 | Election of Audit Committee Member: OH Kyu Won | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
DB INSURANCE CO., LTD. | ||||
Security ID: Y2096K109 Ticker: 005830 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect CHOI Jung Ho | Management | For | Voted - For |
1.2 | Elect MOON Jung Suk | Management | For | Voted - For |
124
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: JUNG Chae Woong | Management | For | Voted - Against | |
4 | Election of Audit Committee Member: CHOI Jung Ho | Management | For | Voted - For |
5 | Election of Audit Committee Member: MOON Jung Suk | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
DL E&C CO. LTD. | ||||
Security ID: Y2S0PJ118 Ticker: 375500 | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect SHIN Su Jin | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
DL HOLDINGS CO., LTD | ||||
Security ID: Y2S10P101 Ticker: 000210 | ||||
Meeting Date: 15-Dec-21 | ||||
1.1 | Elect JEON Byung Wook | Management | For | Voted - For |
Meeting Date: 25-Mar-22 | ||||
1 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
2 | Amendments to Articles | Management | For | Voted - For |
3 | Directors' Fees | Management | For | Voted - For |
DMCI HOLDINGS INC | ||||
Security ID: Y2088F100 Ticker: DMC | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Isidro A. Consunji | Management | For | Voted - For |
1.2 | Elect Cesar A. Buenaventura | Management | For | Voted - Against |
1.3 | Elect Jorge A. Consunji | Management | For | Voted - Against |
1.4 | Elect Edwina C. Laperal | Management | For | Voted - For |
1.5 | Elect Luz Consuelo A. Consunji | Management | For | Voted - For |
1.6 | Elect Maria Cristina C. Gotianun | Management | For | Voted - For |
1.7 | Elect Roberto L. Panlilio | Management | For | Voted - For |
1.8 | Elect Bernardo M. Villegas | Management | For | Voted - For |
1.9 | Elect Cynthia R. Del Castillo | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Call To Order | Management | For | Voted - For |
4 | Report On Attendance And Quorum | Management | For | Voted - For |
125
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Meeting Minutes | Management | For | Voted - For |
6 | Management Report | Management | For | Voted - For |
7 | Ratification of Board Acts | Management | For | Voted - For |
8 | Appointment of Auditor | Management | For | Voted - For |
9 | Amendments to By-Laws | Management | For | Voted - For |
10 | Transaction of Other Business | Management | For | Voted - Against |
11 | Right to Adjourn Meeting | Management | For | Voted - For |
DONGFANG ELECTRIC CO LTD | ||||
Security ID: Y20958107 Ticker: 1072 | ||||
Meeting Date: 28-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Repurchase and Cancellation of Certain Restricted | |||
Shares | Management | For | Voted - For | |
3 | Purchase and Production Services Framework Agreement | Management | For | Voted - For |
4 | 2022 Sales and Production Services Framework | |||
Agreement | Management | For | Voted - For | |
5 | 2022 Combined Ancillary Services Framework Agreement | Management | For | Voted - For |
6 | 2022 Financial Services Framework Agreement | Management | For | Voted - For |
7 | 2022 Properties and Equipment Lessee Framework | |||
Agreement | Management | For | Voted - For | |
8 | Properties and Equipment Lessor Framework Agreement | Management | For | Voted - For |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Repurchase and Cancellation of Certain Restricted | |||
Shares | Management | For | Voted - For | |
DONGFENG MOTOR GROUP CO. | ||||
Security ID: Y21042109 Ticker: 0489 | ||||
Meeting Date: 15-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Special Dividend | Management | For | Voted - For |
Meeting Date: 17-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Final Dividends | Management | For | Voted - For |
7 | Allocation of Interim Dividends | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Directors' and Supervisors' Fees | Management | For | Voted - For |
126
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
DONGKOOK PHARMACEUTICAL CO., LTD. | ||||
Security ID: Y2098D103 Ticker: 086450 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect SONG Jun Ho | Management | For | Voted - Against |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles (Bundled) | Management | For | Voted - Against |
4 | Directors' Fees | Management | For | Voted - Against |
5 | Corporate Auditors' Fees | Management | For | Voted - For |
EASTERN COMPANY | ||||
Security ID: M2932V106 Ticker: EAST | ||||
Meeting Date: 26-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Acquisition of a 24% stake in United Tobacco | |||
Company Ltd | Management | For | Voted - For | |
EASTERN TOBACCO | ||||
Security ID: M2932V106 Ticker: EAST | ||||
Meeting Date: 11-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report; Corporate Governance Report | Management | For | Voted - Abstain |
3 | Auditors' Report | Management | For | Voted - For |
4 | Financial Statements | Management | For | Voted - Against |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Employees Bonus | Management | For | Voted - For |
7 | Ratification of Board Acts | Management | For | Voted - Against |
8 | Directors' Fees | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Abstain |
10 | Netting Contracts | Management | For | Voted - Abstain |
11 | Charitable Donations | Management | For | Voted - Abstain |
12 | Approval of Establishing a Partnership | Management | For | Voted - Abstain |
13 | Notification of Sale of Land | Management | For | Voted - For |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Cancellation of Shares; Amendments to Articles | Management | For | Voted - For |
16 | Amendments to Article 22 (Cumulative Voting) | Management | For | Voted - For |
Meeting Date: 26-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting |
127
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Amend the Company's Main Address; Amendments to | |||
Article 4 | Management | For | Voted - For | |
3 | Amendments to Articles 7 and 21 (Shareholder) | Management | For | Voted - For |
EDP - ENERGIAS DO BRASIL SA | ||||
Security ID: P3769R108 Ticker: ENBR3 | ||||
Meeting Date: 26-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Acquisition (Celg Transmissao S.A.) | Management | For | Voted - For |
4 | Amendments to Articles (Management) | Management | For | Voted - For |
5 | Amendments to Article 5 (Reconciliation of Share | |||
Capital) | Management | For | Voted - For | |
6 | Consolidation of Articles | Management | For | Voted - For |
7 | Authorization of Legal Formalities | Management | For | Voted - For |
Meeting Date: 05-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Board Size | Management | For | Voted - For |
5 | Remuneration Policy | Management | For | Voted - Against |
6 | Election of Directors | Management | For | Voted - For |
7 | Approve Recasting of Votes for Amended Slate | Management | N/A | Voted - Against |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
10 | Allocation of Votes to Miguel Nuno Simoes Nunes | |||
Ferreira Setas | Management | N/A | Voted - Abstain | |
11 | Allocation of Votes to Joao Manuel Verissimo | |||
Marques da Cruz | Management | N/A | Voted - Abstain | |
12 | Allocation of Votes to Rui Manuel Rodrigues Lopes | |||
Teixeira | Management | N/A | Voted - Abstain | |
13 | Allocation of Votes to Vera de Morais Pinto Pereira | |||
Carneiro | Management | N/A | Voted - Abstain | |
14 | Allocation of Votes to Ana Paula Garrido Pina | |||
Marques | Management | N/A | Voted - Abstain | |
15 | Allocation of Votes to Pedro Sampaio Malan | Management | N/A | Voted - For |
16 | Allocation of Votes to Francisco Carlos Coutinho | |||
Pitella | Management | N/A | Voted - For | |
17 | Allocation of Votes to Modesto Souza Barros | |||
Carvalhosa | Management | N/A | Voted - For | |
18 | Allocation of Votes to Juliana Rozenbaum Munemori | Management | N/A | Voted - For |
19 | Request Establishment of Supervisory Council | Management | For | Voted - Abstain |
20 | Request Cumulative Voting | Management | For | Voted - Against |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting |
128
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
EL SEWEDY ELECTRIC | ||||
Security ID: M398AL106 Ticker: SWDY | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Auditor's Report | Management | For | Voted - For |
4 | Financial Statements | Management | For | Voted - For |
5 | Corporate Governance Report | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Netting Contracts | Management | For | Voted - Abstain |
8 | Adopt Board Decisions | Management | For | Voted - Abstain |
9 | Board Changes | Management | For | Voted - For |
10 | Ratification of Board Acts | Management | For | Voted - For |
11 | Directors' Fees | Management | For | Voted - Abstain |
12 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Abstain |
13 | Charitable Donations | Management | For | Voted - Abstain |
14 | Authority to Grant Loans and Give Guarantees | Management | For | Voted - Abstain |
15 | Property Sale | Management | For | Voted - Abstain |
ELAN MICROELECTRONICS CORP. | ||||
Security ID: Y2268H108 Ticker: 2458 | ||||
Meeting Date: 15-Jun-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | 2021 Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For | |
5 | Amendments to Procedural Rules for Capital Loans | Management | For | Voted - For |
6 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
7 | Non-Compete Restrictions for Directors | Management | For | Voted - For |
ENEL AMERICAS SA | ||||
Security ID: P37186106 Ticker: ENELAM | ||||
Meeting Date: 26-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Directors' Fees | Management | For | Voted - For |
4 | Directors' Committee's Fees and Budget | Management | For | Voted - For |
5 | Presentation of Report of the Board of Directors | |||
Expenses and Directors' Committee Acts and | ||||
Expenditures | Management | For | Voted - For | |
6 | Appointment of Auditor | Management | For | Voted - For |
129
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Appointment of Risk Rating Agency | Management | For | Voted - For |
8 | Investment and Finance Policy | Management | For | Voted - For |
9 | Dividend Policy | Management | For | Voted - For |
10 | Related Party Transactions | Management | For | Voted - For |
11 | Report on Circular No. 1816 | Management | For | Voted - For |
12 | Transaction of Other Business | Management | N/A | Voted - Against |
13 | Authorization of Legal Formalities | Management | For | Voted - For |
14 | Amendments to Articles | Management | For | Voted - For |
15 | Consolidation of Articles | Management | For | Voted - For |
16 | Authorization of Legal Formalities | Management | For | Voted - For |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
EXXARO RESOURCES LIMITED | ||||
Security ID: S26949107 Ticker: EXX | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Re-elect Geraldine J. Fraser-Moleketi | Management | For | Voted - For |
1.2 | Re-elect Peet Snyders | Management | For | Voted - For |
1.3 | Elect Isaac Malevu | Management | For | Voted - For |
1.4 | Elect Karin M. Ireton | Management | For | Voted - For |
1.5 | Elect Bennetor Magara | Management | For | Voted - For |
1.6 | Elect Billy Mawasha | Management | For | Voted - For |
1.7 | Elect Phumla Mnganga | Management | For | Voted - Against |
2 | Elect Audit Committee Member (Billy Mawasha) | Management | For | Voted - For |
3 | Elect Audit Committee Member (Isaac Li Mophatlane) | Management | For | Voted - For |
4 | Elect Audit Committee Member (Vuyisa Nkonyeni) | Management | For | Voted - For |
5 | Elect Audit Committee Member (Chanda Nxumalo) | Management | For | Voted - For |
6 | Elect Social, Ethics and Responsibility Committee | |||
Member (Geraldine J. Fraser-Moleketi) | Management | For | Voted - For | |
7 | Elect Social, Ethics and Responsibility Committee | |||
Member (Karin M. Ireton) | Management | For | Voted - For | |
8 | Elect Social, Ethics and Responsibility Committee | |||
Member and Responsibility (Likhapha Mbatha) | Management | For | Voted - For | |
9 | Elect Social, Ethics and Responsibility Committee | |||
Member and Responsibility (Isaac Li Mophatlane) | Management | For | Voted - For | |
10 | Elect Social, Ethics and Responsibility Committee | |||
Member and Responsibility (Peet Snyders) | Management | For | Voted - For | |
11 | Appointment of Auditor | Management | For | Voted - For |
12 | General Authority to Issue Shares | Management | For | Voted - For |
13 | Authority to Issue Shares for Cash | Management | For | Voted - For |
14 | Authorisation of Legal Formalities | Management | For | Voted - For |
15 | Approve NEDs' Fees | Management | For | Voted - For |
16 | Approve Financial Assistance (Section 44) | Management | For | Voted - For |
17 | Approve Financial Assistance (Section 45) | Management | For | Voted - For |
18 | Authority to Repurchase Shares | Management | For | Voted - For |
19 | Approve Remuneration Policy | Management | For | Voted - For |
20 | Approve Remuneration Implementation Report | Management | For | Voted - For |
130
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
FAR EAST HORIZON LIMITED | ||||
Security ID: Y24286109 Ticker: 3360 | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect NING Gaoning | Management | For | Voted - For |
1.2 | Elect John LAW | Management | For | Voted - Against |
1.3 | Elect KUO Ming-Jian | Management | For | Voted - For |
1.4 | Elect HAN Xiaojing | Management | For | Voted - For |
1.5 | Elect LIU Jialin | Management | For | Voted - Against |
1.6 | Elect CAI Cunqiang | Management | For | Voted - For |
1.7 | Elect YIP Wai Ming | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
FIBRA UNO ADMINISTRACION S.A. DE C.V. | ||||
Security ID: P3515D163 Ticker: FUNO11 | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ignacio Trigueros Legarreta | Management | For | Voted - For |
1.2 | Elect Antonio Hugo Franck Cabrera | Management | For | Voted - For |
1.3 | Elect Ruben Goldberg Javkin | Management | For | Voted - For |
1.4 | Elect Herminio A. Blanco Mendoza | Management | For | Voted - For |
1.5 | Elect Alberto Felipe Mulas Alonso | Management | For | Voted - For |
2 | Report of the Audit, Corporate Governance and | |||
Nominating Committees | Management | For | Voted - For | |
3 | Report of the Board (Technical Committee) | Management | For | Voted - For |
4 | Report of the Trust Manager; Opinion of the Board | |||
(Technical Committee) | Management | For | Voted - For | |
5 | Report of the Board (Technical Committee) on | |||
Activities and Operations | Management | For | Voted - For | |
6 | Financial Statements; Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
7 | Directors' Fees | Management | For | Voted - Abstain |
8 | Presentation of Report on Ratification of | |||
Non-Independent Board Members | Management | For | Voted - For | |
9 | Election of Meeting Delegates | Management | For | Voted - For |
10 | Minutes | Management | For | Voted - For |
131
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
FIRSTSOURCE SOLUTIONS LIMITED | ||||
Security ID: Y25655104 Ticker: FSL | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Subrata Talukdar | Management | For | Voted - Against |
1.2 | Elect Anjani Kumar Agrawal | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Confirmation of Interim Dividends | Management | For | Voted - For |
4 | Continuation of Office of Pradip Kumar Khaitan | Management | For | Voted - For |
FUBON FINANCIAL HOLDING CO. LTD. | ||||
Security ID: Y26528102 Ticker: 2881 | ||||
Meeting Date: 05-Nov-21 | ||||
1 | Jih Sun Transaction | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 17-Jun-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | 2021 Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Capitalization of Profits and Issuance of New Shares | Management | For | Voted - For |
4 | Adjustment to the Price of Merger with Jih Sun and | |||
Signing Supplementary Agreement for the Price | ||||
Adjustment | Management | For | Voted - For | |
5 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - Against | |
6 | Amendments to Articles | Management | For | Voted - For |
7 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For | |
8 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
9 | Non-compete Restrictions for Richard M. TSAI | Management | For | Voted - For |
10 | Non-compete Restrictions for Daniel M. TSAI | Management | For | Voted - For |
11 | Non-compete Restrictions for Alan WANG | Management | For | Voted - For |
12 | Non-compete Restrictions for Eric CHEN | Management | For | Voted - For |
13 | Non-compete Restrictions for Jerry HARN | Management | For | Voted - For |
14 | By-elect LAI Xiang-Wei as Independent Director | Management | For | Voted - For |
GAIL (INDIA) LIMITED | ||||
Security ID: Y2R78N114 Ticker: GAIL | ||||
Meeting Date: 09-Sep-21 | ||||
1.1 | Elect E.S. Ranganathan | Management | For | Voted - Against |
1.2 | Elect M. V. Iyer | Management | For | Voted - Against |
132
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Auditor's Fees | Management | For | Voted - For |
5 | Authority to Set Cost Auditor's Fees | Management | For | Voted - For |
6 | Related Party Transactions | Management | For | Voted - Against |
Meeting Date: 30-Apr-22 | ||||
1.1 | Elect Rakesh Kumar Jain | Management | For | Voted - For |
1.2 | Elect Deepak Gupta | Management | For | Voted - For |
1.3 | Elect Ravikant Kolhe | Management | For | Voted - For |
1.4 | Elect Sher Singh | Management | For | Voted - For |
1.5 | Elect Nandhagopal Narayanasamy | Management | For | Voted - For |
1.6 | Elect Akhilesh Jain | Management | For | Voted - For |
1.7 | Elect Sanjay Kashyap | Management | For | Voted - For |
1.8 | Elect Kangabam Inaocha Devi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Related Party Transactions (Indraprastha Gas | |||
Limited) | Management | For | Voted - For | |
4 | Related Party Transactions (Mahanagar Gas Limited) | Management | For | Voted - For |
5 | Related Party Transactions (Maharashtra Natural Gas | |||
Limited) | Management | For | Voted - For | |
6 | Related Party Transactions (ONGC Petro Additions | |||
Limited) | Management | For | Voted - For | |
7 | Related Party Transactions (Ramagundam Fertilizers | |||
and Chemicals Limited) | Management | For | Voted - For | |
GINKO INTERNATIONAL CO., LTD. | ||||
Security ID: G39010106 Ticker: 8406 | ||||
Meeting Date: 27-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | The Company Plans to Merge with Glamor Vision | |||
Ltd.'s Subsidiary, Glamor International Ltd. (the | ||||
Merger ) | ||||
Management | For | Voted - For | ||
3 | After the Merger is Approved by the Shareholders | |||
Meeting, the Company Intends to Apply to Cease Its | ||||
Status As a Public Company | Management | For | Voted - For | |
GLOBAL MIXED-MODE TECHNOLOGY INC. | ||||
Security ID: Y2717S101 Ticker: 8081 | ||||
Meeting Date: 09-Jun-22 | ||||
1 | To Accept 2021 Financial Statements And Business | |||
Report. | Management | For | Voted - For | |
2 | To Accept the Proposal for Distribution of 2021 | |||
Profits. Proposed Cash Dividend :twd 16 Per Share. | Management | For | Voted - For | |
3 | Amendment To The Companys Articles Of Incorporation. | Management | For | Voted - For |
133
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendment to the Operational Procedures for | |||
Acquisition and Disposal of Assets. | Management | For | Voted - For | |
GREAT WALL MOTOR COMPANY LIMITED | ||||
Security ID: Y2882P106 Ticker: 2333 | ||||
Meeting Date: 22-Jul-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | 2021 Restricted Share Incentive Scheme (Draft) | Management | For | Voted - For |
3 | 2021 Share Option Incentive Scheme (Draft) | Management | For | Voted - For |
4 | Appraisal Management Measures for Implementation of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
5 | Appraisal Management Measures for Implementation of | |||
the 2021 Share Option Incentive Scheme | Management | For | Voted - For | |
6 | Board Authorization in Relation to the | |||
Implementation of the 2021 Restricted Share | ||||
Incentive Scheme | Management | For | Voted - For | |
7 | Board Authorization in Relation to the | |||
Implementation of the 2021 Share Option Incentive | ||||
Scheme | Management | For | Voted - For | |
8 | Amendments to Articles of Association | Management | For | Voted - For |
9 | Connected Transactions under the Hong Kong Listing | |||
Rules in connection with the 2021 Restricted Share | ||||
Incentive Scheme | Management | For | Voted - For | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | 2021 Restricted Share Incentive Scheme (Draft) | Management | For | Voted - For |
12 | 2021 Share Option Incentive Scheme (Draft) | Management | For | Voted - For |
13 | Appraisal Management Measures for Implementation of | |||
the 2021 Restricted Share Incentive Scheme | Management | For | Voted - For | |
14 | Appraisal Management Measures for Implementation of | |||
the 2021 Share Option Incentive Scheme | Management | For | Voted - For | |
15 | Board Authorization in Relation to the | |||
Implementation of the 2021 Restricted Share | ||||
Incentive Scheme | Management | For | Voted - For | |
16 | Board Authorization in Relation to the | |||
Implementation of the 2021 Share Option Incentive | ||||
Scheme | Management | For | Voted - For | |
GRUPO FINANCIERO BANORTE, S.A.B. DE C.V. | ||||
Security ID: P49501201 Ticker: GFNORTE | ||||
Meeting Date: 19-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Interim Dividends | Management | For | Voted - For |
3 | Set Dividend Payment Date | Management | For | Voted - For |
4 | Election of Meeting Delegates | Management | For | Voted - For |
134
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Carlos Hank Gonzalez | Management | For | Voted - For |
1.2 | Elect Juan Antonio Gonzalez Moreno | Management | For | Voted - For |
1.3 | Elect David Villarreal Montemayor | Management | For | Voted - For |
1.4 | Elect Jose Marcos Ramirez Miguel | Management | For | Voted - For |
1.5 | Elect Carlos de la Isla Corry | Management | For | Voted - For |
1.6 | Elect Everardo Elizondo Almaguer | Management | For | Voted - For |
1.7 | Elect Alicia Alejandra Lebrija Hirschfeld | Management | For | Voted - For |
1.8 | Elect Clemente Ismael Reyes-Retana Valdes | Management | For | Voted - For |
1.9 | Elect Alfredo Elias Ayub | Management | For | Voted - For |
1.10 | Elect Adrian G. Sada Cueva | Management | For | Voted - For |
1.11 | Elect David Penaloza Alanis | Management | For | Voted - For |
1.12 | Elect Jose Antonio Chedraui Eguia | Management | For | Voted - For |
1.13 | Elect Alfonso de Angoitia Noriega | Management | For | Voted - For |
1.14 | Elect Thomas Stanley Heather Rodriguez | Management | For | Voted - For |
1.15 | Elect Graciela Gonzalez Moreno (Alternate) | Management | For | Voted - For |
1.16 | Elect Juan Antonio Gonzalez Marcos (Alternate) | Management | For | Voted - For |
1.17 | Elect Alberto Halabe Hamui (Alternate) | Management | For | Voted - For |
1.18 | Elect Gerardo Salazar Viezca (Alternate) | Management | For | Voted - For |
1.19 | Elect Alberto Perez-Jacome Friscione (Alternate) | Management | For | Voted - For |
1.20 | Elect Diego Martinez Rueda (Alternate) | Management | For | Voted - For |
1.21 | Elect Roberto Kelleher Vales (Alternate) | Management | For | Voted - For |
1.22 | Elect Cecilia Goya de Riviello Meade (Alternate) | Management | For | Voted - For |
1.23 | Elect Isaac Becker Kabacnik (Alternate) | Management | For | Voted - For |
1.24 | Elect Jose Maria Garza Trevino (Alternate) | Management | For | Voted - For |
1.25 | Elect Carlos Cesarman Kolteniu (Alternate) | Management | For | Voted - For |
1.26 | Elect Humberto Tafolla Nunez (Alternate) | Management | For | Voted - For |
1.27 | Elect Guadalupe Phillips Margain (Alternate) | Management | For | Voted - For |
1.28 | Elect Ricardo Maldonado Yanez (Alternate) | Management | For | Voted - For |
1.29 | Elect Hector Avila Flores as Board Secretary | Management | For | Voted - For |
2 | CEO's Report and Financial Statements | Management | For | Voted - For |
3 | Report of the Board on Accounting Policies | Management | For | Voted - For |
4 | Report of the Board on Operations and Activities | Management | For | Voted - For |
5 | Report on Audit and Corporate Governance | |||
Committee's Operations and Activities | Management | For | Voted - For | |
6 | Ratification of Board, CEO and Audit and Corporate | |||
Governance Committee's Acts | Management | For | Voted - For | |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Report on Tax Compliance | Management | For | Voted - For |
9 | Authority to Exempt Directors from Providing Own | |||
Indemnification | Management | For | Voted - For | |
10 | Directors' Fees | Management | For | Voted - For |
11 | Elect Thomas Stanley Heather Rodriguez as Audit | |||
and | ||||
Corporate Governance Committee Chair | Management | For | Voted - For | |
12 | Report on the Company's Repurchase Program | Management | For | Voted - For |
13 | Authority to Repurchase Shares | Management | For | Voted - For |
14 | Election of Meeting Delegates | Management | For | Voted - For |
135
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 23-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Interim Dividends | Management | For | Voted - For |
3 | Set Dividend Payment Date | Management | For | Voted - For |
4 | Election of Meeting Delegates | Management | For | Voted - For |
GRUPO MEXICO S.A. | ||||
Security ID: P49538112 Ticker: GMEXICO | ||||
Meeting Date: 28-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - Abstain |
2 | Report on Tax Compliance | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - Abstain |
4 | Authority to Repurchase Shares; Report on Share | |||
Repurchase Program | Management | For | Voted - Abstain | |
5 | Ratification of Board, CEO and Board Committee Acts | Management | For | Voted - Abstain |
6 | Appointment of Auditor | Management | For | Voted - Abstain |
7 | Election of Directors; Election of Board Committee | |||
Chairs | ||||
and Members | Management | For | Voted - Abstain | |
8 | Revocation and Granting of Powers | Management | For | Voted - Abstain |
9 | Directors' and Committee Members' Fees | Management | For | Voted - Abstain |
10 | Election of Meeting Delegates | Management | For | Voted - For |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
GUANGZHOU BAIYUNSHAN PHARMACEUTICAL HOLDINGS COMPANY LIMITED | ||||
Security ID: Y2932P106 Ticker: 0874 | ||||
Meeting Date: 30-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Extension of the option equity interest exercise | |||
period and connected transaction | Management | For | Voted - For | |
4 | Changes in use of proceeds from the fund raising | Management | For | Voted - For |
5 | Postponement in fulfilling performance guarantee by | |||
the controlling shareholder and signing of | ||||
supplemental agreement | Management | For | Voted - For | |
Meeting Date: 26-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Annual Report | Management | For | Voted - For |
5 | Directors' Report | Management | For | Voted - For |
6 | Supervisors' Report | Management | For | Voted - For |
136
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Financial Report | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Financial/Operational Targets and 2022 Budget | Management | For | Voted - For |
11 | Fee for Li Chuyuan | Management | For | Voted - For |
12 | Fee for Yang Jun | Management | For | Voted - For |
13 | Fee for Cheng Ning | Management | For | Voted - For |
14 | Fee for Liu Juyan | Management | For | Voted - For |
15 | Fee for Zhang Chunbo | Management | For | Voted - For |
16 | Fee for Wu Changhai | Management | For | Voted - For |
17 | Fee for Li Hong | Management | For | Voted - For |
18 | Fee for Wong Hin Wing | Management | For | Voted - For |
19 | Fee for Wang Weihong | Management | For | Voted - For |
20 | Fee for Chen Yajin | Management | For | Voted - For |
21 | Fee for Huang Min | Management | For | Voted - For |
22 | Fee for Cai Ruiyu | Management | For | Voted - For |
23 | Fee for Cheng Jinyuan | Management | For | Voted - For |
24 | Fee for Jia Huidongn | Management | For | Voted - For |
25 | Authority to Give Guarantees | Management | For | Voted - Abstain |
26 | Approval of Banking Credit Lines | Management | For | Voted - For |
27 | Director and Senior Management Liability Insurance | Management | For | Voted - Abstain |
28 | Amendments to the Rules of Procedure of the | |||
shareholders Meetings | Management | For | Voted - Abstain | |
29 | Amendments to the Rules of Procedures of the Board | |||
of Directors | Management | For | Voted - Abstain | |
30 | Amendments to the Rules of Procedures of the | |||
Supervisory Committee | Management | For | Voted - Abstain | |
31 | Amendments to the System of Independent Directors | Management | For | Voted - Abstain |
32 | Appointment of Auditor | Management | For | Voted - For |
33 | Appointment of Internal Control Auditor | Management | For | Voted - For |
34 | Amendments to Management Measures in Relation to | |||
proceeds Raised | Management | For | Voted - Abstain | |
GUANGZHOU R&F PROPERTIES COMPANY | ||||
Security ID: Y2933F115 Ticker: 2777 | ||||
Meeting Date: 03-Dec-21 | ||||
1.1 | Elect ZHANG Yucong as Supervisor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Joint Venture Agreement | Management | For | Voted - For |
Meeting Date: 10-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Change of Auditor | Management | For | Voted - For |
137
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
GUJARAT STATE FERTILIZERS & CHEMICALS LIMITED | ||||
Security ID: Y2946E139 Ticker: GSFC | ||||
Meeting Date: 27-Sep-21 | ||||
1.1 | Elect Pankaj Joshi | Management | For | Voted - Against |
1.2 | Elect Jayaben Thakkar | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Approve Payment of Fees to Cost Auditors | Management | For | Voted - For |
5 | Appointment of Mukesh Puri (Managing Director); | |||
Approval of Remuneration | Management | For | Voted - For | |
HACI OMER SABANCI HOLDING A.S | ||||
Security ID: M8223R100 Ticker: SAHOL | ||||
Meeting Date: 30-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Opening; Election of Presiding Chair | Management | For | Voted - For |
5 | Presentation of Directors' Report | Management | For | Voted - For |
6 | Presentation of Auditor's Report | Management | For | Voted - For |
7 | Financial Statements | Management | For | Voted - For |
8 | Ratification of Board Acts | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Election of Directors; Board Term Length | Management | For | Voted - Against |
11 | Directors' Fees | Management | For | Voted - For |
12 | Appointment of Auditor | Management | For | Voted - For |
13 | Presentation of Report on Charitable Donations | Management | For | Voted - For |
14 | Limit on Charitable Donations | Management | For | Voted - Against |
15 | Approval of Share Repurchases | Management | For | Voted - For |
16 | Authority to Carry out Competing Activities or | |||
Related Party Transactions | Management | For | Voted - For | |
HAIER SMART HOME CO LTD | ||||
Security ID: Y298BN100 Ticker: 600690 | ||||
Meeting Date: 15-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | A-share stock option incentive plan (draft) and | |||
summary | Management | For | Voted - For | |
3 | Appraisal Management Measures for the | |||
Implementation of A-share stock option Incentive | ||||
Plan | Management | For | Voted - For | |
4 | Authorization to the Board to Handle Matters | |||
Regarding A-share stock option incentive plan | Management | For | Voted - For |
138
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | A-share stock option incentive plan (draft) and | |||
summary | Management | For | Voted - For | |
7 | Appraisal Management Measures for the | |||
Implementation of A-share stock option Incentive | ||||
Plan | Management | For | Voted - For | |
8 | Authorization to the Board to Handle Matters | |||
Regarding A-share stock option incentive plan | Management | For | Voted - For | |
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect LI Huagang | Management | For | Voted - For |
1.2 | Elect SHAO Xinzhi | Management | For | Voted - For |
1.3 | Elect GONG Wei | Management | For | Voted - For |
1.4 | Elect YU Handu | Management | For | Voted - For |
1.5 | Elect LI Jinfen | Management | For | Voted - For |
1.6 | Elect QIAN Daqun | Management | For | Voted - For |
1.7 | Elect WANG Keqin | Management | For | Voted - For |
1.8 | Elect LI Shipeng | Management | For | Voted - For |
1.9 | Elect WU Qi | Management | For | Voted - For |
1.10 | Elect LIU Dalin | Management | For | Voted - For |
1.11 | Elect MA Yingjie | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Board Authorization to Decide on the Repurchase of | |||
Not More Than 10% of the Total Number of Issued H | ||||
Shares of the Company | Management | For | Voted - For | |
5 | Board Authorization to Decide on the Repurchase of | |||
Up to 10% of the Total Number of Issued D Shares of | ||||
the Company | Management | For | Voted - For | |
6 | 2022 A-share Stock Option Incentive Plan (draft) | |||
and Its Summary | Management | For | Voted - For | |
7 | Appraisal Management Measures for 2022 A-share | |||
Stock Option Incentive Plan | Management | For | Voted - For | |
8 | Full Authorization to the Board and Its Authorized | |||
Persons to Handle Matters Regarding 2022 A-share | ||||
Stock Option Incentive Plan | Management | For | Voted - For | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | To Consider And Approve 2021 Financial Statements | Management | For | Voted - For |
12 | To Consider And Approve 2021 Annual Report And | |||
Annual Report Summary | Management | For | Voted - For | |
13 | To Consider And Approve 2021 Report On The Work Of | |||
The Board Of Directors | Management | For | Voted - For | |
14 | To Consider And Approve 2021 Report On The Work Of | |||
The Board Of Supervisors | Management | For | Voted - For | |
15 | To Consider And Approve 2021 Audit Report On | |||
Internal Control | Management | For | Voted - For | |
16 | Allocation of Profits/Dividends | Management | For | Voted - For |
17 | to Consider and Approve Resolution on the | |||
Re-appointment of PRC Accounting Standards Auditors | Management | For | Voted - For |
139
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
18 | to Consider and Approve Resolution on the | |||
Re-appointment of International Accounting | ||||
Standards Auditors | Management | For | Voted - For | |
19 | To Consider And Approve Resolution On The | |||
Anticipated Provision Of Guarantees For Its | ||||
Subsidiaries In 2022 | Management | For | Voted - For | |
20 | to Consider and Approve Resolution on the Conduct | |||
of Foreign Exchange Fund Derivatives Business | Management | For | Voted - For | |
21 | to Consider and Approve Resolution on the Proposed | |||
Registration and Issuance of Debt Financing | ||||
Instruments | Management | For | Voted - For | |
22 | to Consider and Approve Resolution on the | |||
Adjustment of Allowances of Directors | Management | For | Voted - For | |
23 | Consider and Approve Resolution on the General | |||
Meeting to Grant a General Mandate to the Board of | ||||
Directors on Additional Issuance of A Shares of the | ||||
Company | Management | For | Voted - For | |
24 | Consider and Approve Resolution on the General | |||
Meeting to Grant a General Mandate to the Board of | ||||
Directors on Additional Issuance of H Shares of the | ||||
Company | Management | For | Voted - For | |
25 | Consider and Approve Resolution on the General | |||
Meeting to Grant a General Mandate to the Board of | ||||
Directors on Additional Issuance of D Shares of the | ||||
Company | Management | For | Voted - For | |
26 | Consider and Approve Resolution on the General | |||
Meeting to Grant a General Mandate to Board of | ||||
Directors to Decide to Repurchase Not More Than 10% | ||||
of the Total Number of H Shares of the Company in | ||||
Issue | Management | For | Voted - For | |
27 | Consider and Approve Resolution on the General | |||
Meeting to Grant a General Mandate to Board of | ||||
Directors to Decide to Repurchase Not More Than 10% | ||||
of the Total Number of D Shares of the Company in | ||||
Issue | Management | For | Voted - For | |
28 | Proposal on Renewing the Framework Agreement on | |||
Product and Material Procurement Between the | ||||
Company and Haier Group | ||||
Management | For | Voted - For | ||
29 | Proposal on Renewing the Service Procurement | |||
Framework Agreement Between the Company and Haier | ||||
Group | ||||
Management | For | Voted - For | ||
30 | Proposal on 2022 a Share Stock Option Incentive | |||
Plan Draft and Its Summary of the Company | ||||
Management | For | Voted - For | ||
31 | The Appraisal Management Policy of 2022 a Share | |||
Stock Option Incentive Plan | ||||
Management | For | Voted - For | ||
32 | Proposal to Request the General Meeting of | |||
Shareholders to Fully Authorize the Board of | ||||
Directors and the Persons Authorize by Board of | ||||
Directors to Handle Matters in Relation to 2022 a | ||||
Share Stock Option Incentive Plan | Management | For | Voted - For |
140
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
33 | to Consider and Approve Resolution on Amendments to | |||
the Articles of Association of the Company | Management | For | Voted - For | |
34 | to Consider and Approve Resolution on Amendments to | |||
the Rules of Procedure for the General Meeting | Management | For | Voted - For | |
35 | to Consider and Approve Resolution on Amendments to | |||
the Rules of Procedure for the Board of Directors | Management | For | Voted - For | |
36 | to Consider and Approve Resolution on Amendments to | |||
the Rules of Procedure for the Board of Supervisors | Management | For | Voted - For | |
37 | To Consider And Approve Resolution On Amendments To | |||
The Investment Management System | Management | For | Voted - For | |
38 | to Consider and Approve Resolution on Amendments to | |||
Regulations on the Management of Fund Raising | Management | For | Voted - For | |
39 | to Consider and Approve Resolution on Amendments to | |||
Fair Decision-making System for Related Party | ||||
Transactions | Management | For | Voted - For | |
40 | to Consider and Approve Resolution on Amendments to | |||
Independent Directors System | Management | For | Voted - For | |
41 | to Consider and Approve Resolution on Amendments to | |||
Management System of External Guarantee | Management | For | Voted - For | |
42 | to Consider and Approve Resolution on Amendments to | |||
Management System of Foreign Exchange Derivative | ||||
Trading Business | Management | For | Voted - For | |
43 | to Consider and Approve Resolution on Amendments to | |||
Management System of Entrusted Wealth Management | Management | For | Voted - For | |
44 | Non-Voting Agenda Item | N/A | Non-Voting | |
45 | Non-Voting Agenda Item | N/A | Non-Voting | |
46 | Non-Voting Agenda Item | N/A | Non-Voting | |
HANA FINANCIAL GROUP INC. | ||||
Security ID: Y29975102 Ticker: 086790 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect PAIK Tae Seung | Management | For | Voted - For |
1.2 | Elect KIM Hong Jin | Management | For | Voted - For |
1.3 | Elect HEO Yoon | Management | For | Voted - For |
1.4 | Elect LEE Jung Won | Management | For | Voted - For |
1.5 | Elect LEE Kang Won | Management | For | Voted - For |
1.6 | Elect HAM Young Joo | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: YANG Dong Hoon | Management | For | Voted - For | |
5 | Election of Audit Committee Member: PAIK Tae Seung | Management | For | Voted - For |
6 | Election of Audit Committee Member: LEE Jung Won | Management | For | Voted - For |
7 | Election of Audit Committee Member: PARK Dong Moon | Management | For | Voted - For |
8 | Directors' Fees | Management | For | Voted - For |
9 | Special Contribution Bonus to KIM Jung Tai | Management | For | Voted - Against |
10 | Non-Voting Meeting Note | N/A | Non-Voting |
141
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HANA PHARM CO., LTD. | ||||
Security ID: Y2R9WK101 Ticker: 293480 | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect YOON Hong Joo | Management | For | Voted - For |
1.2 | Elect CHO Ye Rim | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Directors' Fees | Management | For | Voted - For |
4 | Corporate Auditors' Fees | Management | For | Voted - For |
HANKOOK & COMPANY CO., LTD. | ||||
Security ID: Y3R57J116 Ticker: 000240 | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect CHO Hyun Bum | Management | For | Voted - Against |
1.2 | Elect AHN Jong Sun | Management | For | Voted - For |
1.3 | Elect PARK Jong Ho | Management | For | Voted - For |
1.4 | Elect BAHK Jae Wan | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election of Audit Committee Member: BAHK Jae Wan | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
HCL TECHNOLOGIES LIMITED | ||||
Security ID: Y3121G147 Ticker: HCLTECH | ||||
Meeting Date: 24-Jul-21 | ||||
1.1 | Elect Nishi Vasudeva | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 27-Aug-21 | ||||
1.1 | Elect Shikhar Neelkamal Malhotra | Management | For | Voted - Against |
1.2 | Elect Deepak Kapoor | Management | For | Voted - For |
1.3 | Elect Vanitha Narayanan | Management | For | Voted - For |
1.4 | Elect C. Vijayakumar | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Appointment of C.Vijayakumar (MD/CEO); Approval of | |||
Remuneration | Management | For | Voted - For | |
4 | Approve Payment of Advisory Fee to Shiv Nadar | |||
(Chair Emeritus & Strategic Advisor) | Management | For | Voted - Against | |
Meeting Date: 28-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Adoption of Restricted Stock Plan | Management | For | Voted - For |
142
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Authority to extend HCL Technologies Limited - | |||
Restricted Stock Unit Plan 2021 to employees of | ||||
subsidiaries | Management | For | Voted - For | |
4 | Authorisation to HCL Technologies Stock Options | |||
Trust to Make Secondary Acqusition | Management | For | Voted - For | |
HENGAN INTERNATIONAL GROUP COMPANY LIMITED | ||||
Security ID: G4402L151 Ticker: 1044 | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect SZE Man Bok | Management | For | Voted - Against |
1.2 | Elect HUI Lin Chit | Management | For | Voted - For |
1.3 | Elect LI Wai Leung | Management | For | Voted - Against |
1.4 | Elect Theil Paul Marin | Management | For | Voted - Against |
1.5 | Elect CHEN Chuang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles | Management | For | Voted - Against |
HINDUSTAN PETROLEUM CORPORATION LIMITED | ||||
Security ID: Y3224R123 Ticker: HINDPETRO | ||||
Meeting Date: 25-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Revision of Related Party Transactions (HPCL-Mittal | |||
Energy Limited) | Management | For | Voted - For | |
3 | Related Party Transactions (Hindustan Colas Private | |||
Limited) | Management | For | Voted - For | |
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Rajneesh Narang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
HON HAI PRECISION INDUSTRY CO., LTD. | ||||
Security ID: Y36861105 Ticker: 2317 | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect LIU Yang-Wei | Management | For | Voted - For |
1.2 | Elect GOU Tai-Ming | Management | For | Voted - Against |
143
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect WANG Chengyang | Management | For | Voted - For |
1.4 | Elect Christina Yee-ru Liu | Management | For | Voted - For |
1.5 | Elect James Wang | Management | For | Voted - For |
1.6 | Elect KUO Ta-Wei | Management | For | Voted - For |
1.7 | Elect Huang Qingyuan | Management | For | Voted - For |
1.8 | Elect LIU Lenyu | Management | For | Voted - For |
1.9 | Elect CHEN Yuemin | Management | For | Voted - For |
2 | 2021 Business Report and Financial Statements. | Management | For | Voted - For |
3 | Distribution of 2021 Profits | Management | For | Voted - For |
4 | Amendments to the Articles of Association | Management | For | Voted - For |
5 | Amendments to the Procedure Rules for Shareholders | |||
Meeting | Management | For | Voted - For | |
6 | Amendments to the Procedure Rules for Acquisition | |||
and Disposal of Assets | Management | For | Voted - For | |
7 | Amendments to the Procedure Rules for Capital Loans | Management | For | Voted - For |
8 | IPO of a Grandson Subsidiary Bharat FIH Limited in | |||
National Stock Exchange of India Limited and Bombay | ||||
Stock Exchange Limited | Management | For | Voted - For | |
9 | Non-compete Restrictions for Directors | Management | For | Voted - For |
HUONS CO., LTD. | ||||
Security ID: Y3772Y132 Ticker: 243070 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect YOON Sang Bae | Management | For | Voted - For |
1.2 | Elect YOON Sung Tae | Management | For | Voted - For |
1.3 | Elect SONG Soo Yeong | Management | For | Voted - For |
1.4 | Elect JUNG Do Ik | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | ||||
Management | For | Voted - Against | ||
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: PARK Yong Gon | Management | For | Voted - For | |
5 | Election Of Audit Committee Member: Im Deok Ho | Management | For | Voted - For |
6 | Election of Audit Committee Member: JUNG Do Ik | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Share Option Grant | Management | For | Voted - For |
HYUNDAI GLOVIS CO., LTD. | ||||
Security ID: Y27294100 Ticker: 086280 | ||||
Meeting Date: 23-Mar-22 | ||||
1.1 | Elect Jan Eyvin Wang | Management | For | Voted - Against |
1.2 | Elect Eliot P.S. Merrill | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
144
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Directors' Fees | Management | For | Voted - For |
HYUNDAI GREEN FOOD CO., LTD. | ||||
Security ID: Y3830W102 Ticker: 005440 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect CHUNG Ji Sun | Management | For | Voted - For |
1.2 | Elect JANG Ho Jin | Management | For | Voted - For |
1.3 | Elect LEE Jin Won | Management | For | Voted - For |
1.4 | Elect JUNG Byung Doo | Management | For | Voted - Against |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | ||||
Management | For | Voted - Against | ||
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Audit Committee Member: JUNG Byung Doo | Management | For | Voted - Against |
5 | Directors' Fees | Management | For | Voted - For |
HYUNDAI HOME SHOPPING NETWORK CORPORATION | ||||
Security ID: Y3822J101 Ticker: 057050 | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect LIM Dae Kyu | Management | For | Voted - Against |
1.2 | Elect KIM Jai Woung | Management | For | Voted - Against |
1.3 | Elect LEE Don Hyun | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Audit Committee Member: KIM Jai Woung | Management | For | Voted - Against |
5 | Directors' Fees | Management | For | Voted - For |
HYUNDAI MARINE & FIRE INSURANCE CO., LTD. | ||||
Security ID: Y3842K104 Ticker: 001450 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect CHUNG Mong Yoon | Management | For | Voted - For |
1.2 | Elect JANG Bong Gyu | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: KIM Tae Jin | Management | For | Voted - For | |
5 | Directors' Fees | Management | For | Voted - For |
145
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
IGG INC | ||||
Security ID: G6771K102 Ticker: 799 | ||||
Meeting Date: 20-Jul-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Specific Mandate to Grant Performance-based Awarded | |||
Shares under the Performance-based Share Award | ||||
Scheme | Management | For | Voted - For | |
Meeting Date: 25-May-22 | ||||
1.1 | Elect ZHANG Hong | Management | For | Voted - For |
1.2 | Elect Jessie Shen | Management | For | Voted - For |
1.3 | Elect CHEN Feng | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
IMPALA PLATINUM HOLDINGS LIMITED | ||||
Security ID: S37840113 Ticker: IMP | ||||
Meeting Date: 13-Oct-21 | ||||
1.1 | Re-elect Peter W. Davey | Management | For | Voted - For |
1.2 | Re-elect Ralph Havenstein | Management | For | Voted - For |
1.3 | Re-elect Boitumelo Koshane | Management | For | Voted - For |
1.4 | Re-elect Alastair S. Macfarlane | Management | For | Voted - For |
1.5 | Re-elect Mpho E.K. Nkeli | Management | For | Voted - For |
2 | Appointment of Auditor | Management | For | Voted - For |
3 | Election of Audit and Risk Committee Members (Dawn | |||
Earp) | Management | For | Voted - For | |
4 | Election of Audit and Risk Committee Members (Peter | |||
W. Davey) | Management | For | Voted - For | |
5 | Election of Audit and Risk Committee Members (Ralph | |||
Havenstein) | Management | For | Voted - For | |
6 | Election of Audit and Risk Committee Members | |||
(Preston E. Speckmann) | Management | For | Voted - For | |
7 | Authority to Issue Shares for Cash | Management | For | Voted - For |
8 | Authorization of Legal Formalities | Management | For | Voted - For |
9 | Approve Remuneration Policy | Management | For | Voted - For |
10 | Approve Remuneration Implementation Report | Management | For | Voted - For |
11 | Approve NEDs' Fees (Board Chair) | Management | For | Voted - For |
12 | Approve NEDs' Fees (Lead Independent Director) | Management | For | Voted - For |
146
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
13 | Approve NEDs' Fees (Board Member) | Management | For | Voted - For |
14 | Approve NEDs' Fees (Audit and Risk Committee Chair) | Management | For | Voted - For |
15 | Approve NEDs' Fees (Audit and Risk Committee Member) | Management | For | Voted - For |
16 | Approve NEDs' Fees (Social, Transformation and | |||
Remuneration Committee Chair) | Management | For | Voted - For | |
17 | Approve NEDs' Fees (Social, Transformation and | |||
Remuneration Committee Member) | Management | For | Voted - For | |
18 | Approve NEDs' Fees (Nominations, Governance and | |||
Ethics Committee Chair) | Management | For | Voted - For | |
19 | Approve NEDs' Fees (Nominations, Governance and | |||
Ethics Committee Member) | Management | For | Voted - For | |
20 | Approve NEDs' Fees (Health, Safety, Environment and | |||
Risk Committee Chair) | Management | For | Voted - For | |
21 | Approve NEDs' Fees (Health, Safety, Environment and | |||
Risk Committee Member) | Management | For | Voted - For | |
22 | Approve NEDs' Fees (Strategy and Investment | |||
Committee Chair) | Management | For | Voted - For | |
23 | Approve NEDs' Fees (Strategy and Investment | |||
Committee Member) | Management | For | Voted - For | |
24 | Approve NEDs' Fees (Ad Hoc) | Management | For | Voted - For |
25 | Approve Financial Assistance | Management | For | Voted - For |
26 | Authority to Repurchase Shares | Management | For | Voted - For |
IMPERIAL LOGISTICS LIMITED | ||||
Security ID: S38127122 Ticker: IPL | ||||
Meeting Date: 26-Jul-21 | ||||
1 | Approval of Related Party Transaction (B-BBEE | |||
Transaction) | Management | For | Voted - For | |
2 | Approval of Listed Share Flip-Up | Management | For | Voted - For |
3 | Authorization of Legal Formalities | Management | For | Voted - For |
Meeting Date: 17-Sep-21 | ||||
1 | Approval of Scheme | Management | For | Voted - For |
2 | Revocation of Scheme Resolution | Management | For | Voted - For |
3 | Amendment to MOI | Management | For | Voted - For |
Meeting Date: 08-Nov-21 | ||||
1.1 | Re-elect Graham W. Dempster | Management | For | Voted - Against |
1.2 | Re-elect Roderick (Roddy) J.A. Sparks | Management | For | Voted - For |
2 | Appointment of Auditor | Management | For | Voted - For |
3 | Elect Audit and Risk Committee Member (Peter Cooper) | Management | For | Voted - For |
4 | Elect Audit and Risk Committee Member (Graham W. | |||
Dempster) | Management | For | Voted - Against | |
5 | Election of Audit Committee Members (Bridget Duker) | Management | For | Voted - For |
6 | Elect Audit and Risk Committee Member (Roderick | |||
(Roddy) J.A. Sparks) | Management | For | Voted - For | |
7 | Ratify Appointment of Harriet-Ann Omobolanle Adesola | Management | For | Voted - For |
147
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Ratify Appointment of Juliet Anammah | Management | For | Voted - For |
9 | Approve Remuneration Policy | Management | For | Voted - For |
10 | Approve Remuneration Implementation Report | Management | For | Voted - For |
11 | General Authority to Issue Shares | Management | For | Voted - For |
12 | Authority To Issue Shares For Cash | Management | For | Voted - For |
13 | Approve NEDs' Fees (Board Chair) | Management | For | Voted - For |
14 | Approve NEDs' Fees (Deputy Chair and Lead | |||
Independent Director) | Management | For | Voted - For | |
15 | Approve NEDs' Fees (Board Member) | Management | For | Voted - For |
16 | Approve NEDs' Fees (Assets and Liabilities | |||
Committee Chair) | Management | For | Voted - For | |
17 | Approve NEDs' Fees (Assets and Liabilities | |||
Committee Member) | Management | For | Voted - For | |
18 | Approve NEDs' Fees (Audit and Risk Committee Chair) | Management | For | Voted - For |
19 | Approve NEDs' Fees (Audit and Risk Committee Member) | Management | For | Voted - For |
20 | Approve NEDs' Fees (Divisional Finance and Risk | |||
Committee Member) | Management | For | Voted - For | |
21 | Approve NEDs' Fees (Remuneration Committee Chair) | Management | For | Voted - For |
22 | Approve NEDs' Fees (Remuneration Committee Member) | Management | For | Voted - For |
23 | Approve NEDs' Fees (Nomination Committee Chair) | Management | For | Voted - For |
24 | Approve NEDs' Fees (Nomination Committee Member) | Management | For | Voted - For |
25 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee Chair) | Management | For | Voted - For | |
26 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee Member) | Management | For | Voted - For | |
27 | Approve Independent Board's Fees (Chair) | Management | For | Voted - For |
28 | Approve Independent Board's Fees (Member) | Management | For | Voted - For |
29 | Authority to Repurchase Shares | Management | For | Voted - For |
30 | Approve Financial Assistance (Section 44) | Management | For | Voted - For |
31 | Approve Financial Assistance (Section 45) | Management | For | Voted - For |
INDIABULLS HOUSING FINANCE LIMITED | ||||
Security ID: Y3R12A119 Ticker: IBULHSGFIN | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Gagan Banga | Management | For | Voted - For |
1.2 | Elect Subhash Sheoratan Mundra | Management | For | Voted - For |
1.3 | Elect Dinabandhu Mohapatra | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights | Management | For | Voted - For | |
5 | Authority to Issue Non-Convertible Debentures | Management | For | Voted - For |
6 | Adoption of the Indiabulls Housing Finance Limited | |||
- Employee Stock Benefit Scheme 2021 | Management | For | Voted - For | |
7 | Extension of Indiabulls Housing Finance Limited - | |||
Employee Stock Benefit Scheme 2021 to Subsidiaries | Management | For | Voted - For | |
8 | Implementation of Indiabulls Housing Finance | |||
Limited - Employee Stock Benefit Scheme 2021 | ||||
through the Employees Welfare Trust | Management | For | Voted - For |
148
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Appointment of Sachin Chaudhary (Executive director | |||
and COO); Approval of Remuneration | Management | For | Voted - For | |
Meeting Date: 15-Nov-21 | ||||
1.1 | Elect Satish Chand Mathur | Management | For | Voted - For |
2 | Appointment of S. N. Dhawan & Co. LLP as Joint | |||
Auditor and Authority to Set Fees | Management | For | Voted - For | |
3 | Appointment of Arora & Choudhary Associates as | |||
Joint Auditor and Authority to Set Fees | Management | For | Voted - For | |
Meeting Date: 18-Apr-22 | ||||
1 | Re-Classification of Promoter Group | Management | For | Voted - For |
2 | Authority to Issue Non-Convertible Debentures | Management | For | Voted - For |
INTERNATIONAL GAMES SYSTEM CO., LTD. | ||||
Security ID: Y41065114 Ticker: 3293 | ||||
Meeting Date: 27-Jun-22 | ||||
1 | The Companys 2021 Business Report And Financial | |||
Statements | Management | For | Voted - For | |
2 | The Companys 2021 Earnings Distribution. Cash | |||
Dividends : Nt50 Per Share. | Management | For | Voted - For | |
3 | Discussion On Amendments To The Articles Of | |||
Incorporation | Management | For | Voted - For | |
4 | Proposal to the Capitalization of Retained Earnings | |||
and Issuance of New Shares. Proposed Stock | ||||
Dividend: 1000 Shares Per 1,000 Shares. | Management | For | Voted - For | |
5 | Discussion on Amendments to the Procedure for | |||
Acquisition and Disposal of Assets. | Management | For | Voted - For | |
ITAUSA INVESTIMENTOS ITAU SA, SAO PAULO | ||||
Security ID: P5887P427 Ticker: ITSA3 | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Isaac Berensztejn to the Supervisory Council | |||
Presented by Preferred Shareholders | Management | N/A | Voted - For | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Request Separate Election for Board Member | |||
(Preferred Shareholders) | Management | N/A | Voted - Abstain | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting |
149
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
JBS SA | ||||
Security ID: P59695109 Ticker: JBSS3 | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Roberto Lamb to the Supervisory Council | |||
Presented by Minority Shareholders | Management | N/A | Voted - For | |
1.2 | Elect Fernando Florencio Campos to the Supervisory | |||
Council Presented by Minority Shareholders | Management | N/A | Voted - Against | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Ratify Co-Option and Elect Cledorvino Belini | Management | For | Voted - For |
5 | Ratify Co-Option and Elect Francisco Sergio Turra | Management | For | Voted - For |
6 | Ratify Co-Option and Elect Carlos Hamilton | |||
Vasconcelos Araujo | Management | For | Voted - For | |
7 | Ratify Cledorvino Belini's Independence Status | Management | For | Voted - For |
8 | Ratify Francisco Sergio Turra's Independence Status | Management | For | Voted - For |
9 | Ratify Carlos Hamilton Vasconcelos Araujo's | |||
Independence Status | Management | For | Voted - For | |
10 | Amendments to Article 5 (Reconciliation of Share | |||
Capital) | Management | For | Voted - For | |
11 | Consolidation of Articles | Management | For | Voted - For |
12 | Amendments to Merger Agreements (Midtown | |||
Participacoes Ltda. & Bertin S.A.) | Management | For | Voted - For | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Accounts and Reports | Management | For | Voted - For |
16 | Allocation of Profits/Dividends | Management | For | Voted - For |
17 | Supervisory Council Size | Management | For | Voted - For |
18 | Election of Supervisory Council | Management | For | Voted - Abstain |
19 | Approve Recasting of Votes for Amended Supervisory | |||
Council Slate | Management | N/A | Voted - Against | |
20 | Remuneration Policy | Management | For | Voted - Against |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
JIANGSU EXPRESSWAY CO. LTD. | ||||
Security ID: Y4443L103 Ticker: 0177 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect CHEN Yunjiang | Management | For | Voted - For |
1.2 | Elect WANG Feng | Management | For | Voted - For |
1.3 | Elect GE Yang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Final Accounting Report | Management | For | Voted - For |
7 | 2022 Financial Budget Report | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
150
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Authority to Issue Overseas Debt Financing Products | Management | For | Voted - For |
11 | Authority to Issue Medium-Term Notes | Management | For | Voted - For |
12 | Authority to Issue Ultra-Short-Term Notes | Management | For | Voted - For |
13 | Acquisition of Jiangsu Yunshan Green Energy | |||
Investment Holding Company | Management | For | Voted - Against | |
14 | Approval of the Renewal of Liability Insurance of | |||
the Company for Directors, Supervisors and Senior | ||||
Management | Management | For | Voted - Abstain | |
15 | Issuance scale | Management | For | Voted - For |
16 | Face value and issue price of Corporate Bonds | Management | For | Voted - For |
17 | Issuance Method | Management | For | Voted - For |
18 | Maturity and Type of Corporate Bonds | Management | For | Voted - For |
19 | Coupon Rate of Corporate Bonds | Management | For | Voted - For |
20 | Method of Repayment of Principal and Interest | Management | For | Voted - For |
21 | Placing Arrangement for Shareholders of the Company | Management | For | Voted - For |
22 | Redemption or Repurchase Terms | Management | For | Voted - For |
23 | Guarantee Terms | Management | For | Voted - For |
24 | Use of Proceeds | Management | For | Voted - For |
25 | Underwriting method | Management | For | Voted - For |
26 | Trading and Exchange Markets | Management | For | Voted - For |
27 | Protection Measures for Repayment | Management | For | Voted - For |
28 | Effective Period of the Resolutions | Management | For | Voted - For |
29 | Authorisations in respect of this issuance of | |||
Corporate Bonds | Management | For | Voted - For | |
30 | Non-Voting Agenda Item | N/A | Non-Voting | |
JK PAPER LIMITED | ||||
Security ID: Y1243A105 Ticker: JKPAPER | ||||
Meeting Date: 31-Aug-21 | ||||
1.1 | Elect Amar Singh Mehta | Management | For | Voted - Against |
1.2 | Elect Deepa Gopalan Wadhwa | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Payment of Remuneration to Bharat Hari Singhania | |||
(Non-Executive Chair) | Management | For | Voted - Against | |
5 | Payment of Managerial Remuneration Beyond the | |||
Limits of Section 197 | Management | For | Voted - Against | |
6 | Appointment of Harsh Pati Singhania (Vice Chair & | |||
Managing Director); Approval of Remuneration | Management | For | Voted - Against | |
7 | Appointment of A.S. Metha (President & Director); | |||
Approval of Remuneration | Management | For | Voted - For | |
8 | Approve Payment of Fees to Cost Auditors | Management | For | Voted - For |
151
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
JUBILANT INGREVIA LTD. | ||||
Security ID: Y447D4103 Ticker: JUBLINGREA | ||||
Meeting Date: 22-Sep-21 | ||||
1.1 | Elect Rajesh Kumar Srivastava | Management | For | Voted - For |
1.2 | Elect Anant Pande | Management | For | Voted - For |
1.3 | Elect Ameeta S. Chatterjee | Management | For | Voted - For |
1.4 | Elect Arjun Shanker Bhartia | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Cost Auditor's Fees | Management | For | Voted - For |
JUBILANT PHARMOVA LIMITED | ||||
Security ID: Y44787110 Ticker: JUBILANT | ||||
Meeting Date: 22-Sep-21 | ||||
1.1 | Elect Shyam Sunder Bhartia | Management | For | Voted - For |
1.2 | Elect Pramod Yadav | Management | For | Voted - For |
1.3 | Elect Arvind Chokhany | Management | For | Voted - For |
1.4 | Elect Sushil Kumar Roongta | Management | For | Voted - For |
1.5 | Elect Vivek Mehra | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Approve Payment of Remuneration to Hari S. Bhartia | |||
(Co-Chairman and Managing Director) | Management | For | Voted - Against | |
5 | Re-appointment of Hari S. Bhartia (Co-Chairman and | |||
Managing Director); Approval of Remuneration | Management | For | Voted - Against | |
6 | Appointment of Arvind Chokhany (CFO and Whole-time | |||
Director); Approval of Remuneration | Management | For | Voted - Against | |
7 | Continuation of the Office of Ashok Misra | Management | For | Voted - For |
8 | Non-Executive Directors' Commission | Management | For | Voted - Against |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 15-Jan-22 | ||||
1 | Scheme of Arrangement | Management | For | Voted - For |
Meeting Date: 16-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Adoption of New Articles of Association | Management | For | Voted - Against |
152
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
KALPATARU POWER TRANSMISSION LIMITED | ||||
Security ID: Y45237131 Ticker: KALPATPOWR | ||||
Meeting Date: 15-Jul-21 | ||||
1.1 | Elect Parag M. Munot | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Cost Auditor's Fees | Management | For | Voted - For |
5 | Re-appointment of Sanjay Dalmia (Executive | |||
Director); Approval of Remuneration | Management | For | Voted - For | |
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect Shailendra Raj Mehta | Management | For | Voted - For |
1.2 | Elect Mofatraj P. Munot | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 30-Apr-22 | ||||
1.1 | Elect Mofatraj P. Munot | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
KASIKORNBANK | ||||
Security ID: Y4591R118 Ticker: KBANK | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Nalinee Paiboon | Management | For | Voted - Against |
1.2 | Elect Saravoot Yoovidhya | Management | For | Voted - Against |
1.3 | Elect Kalin Sarasin | Management | For | Voted - Against |
1.4 | Elect Jainnisa Kuvinichkul | Management | For | Voted - For |
1.5 | Elect Krit Jitjang | Management | For | Voted - Against |
1.6 | Elect Kaisri Nuengsigkapian | Management | For | Voted - For |
2 | Directors' Report | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Transaction of Other Business | Management | For | Voted - Against |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
KGINICIS CO., LTD. | ||||
Security ID: Y4083K100 Ticker: 035600 | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect KWAK Jae Sun | Management | For | Voted - For |
153 |
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect KWAK Jeong Hyeon | Management | For | Voted - Against |
1.3 | Elect YU Seung Yong | Management | For | Voted - Against |
1.4 | Elect KANG Hyeong Woo | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Options Previously Granted by Board Resolution | Management | For | Voted - For |
5 | Share Option Grant | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Corporate Auditors' Fees | Management | For | Voted - For |
KIA CORPORATION | ||||
Security ID: Y47601102 Ticker: 000270 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect SONG Ho Seong | Management | For | Voted - Against |
1.2 | Elect CHUNG Eui Sun | Management | For | Voted - Against |
1.3 | Elect SHIN Hyun Jeong | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Election of Audit Committee Member: KIM Dong One | Management | For | Voted - Against |
4 | Directors' Fees | Management | For | Voted - For |
KINGBOARD LAMINATES HOLDINGS LIMITED | ||||
Security ID: G5257K107 Ticker: 1888 | ||||
Meeting Date: 07-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | New Supply Framework Agreement | Management | For | Voted - For |
4 | New Materials Purchase Framework Agreement | Management | For | Voted - For |
Meeting Date: 23-May-22 | ||||
1.1 | Elect CHEUNG Kwok Wa | Management | For | Voted - For |
1.2 | Elect CHEUNG Kwok Ping | Management | For | Voted - For |
1.3 | Elect LAM Ka Po | Management | For | Voted - For |
1.4 | Elect CHEUNG Ka Ho | Management | For | Voted - For |
1.5 | Elect KUNG Peter | Management | For | Voted - For |
1.6 | Elect HO Kwok Ming | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
154
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
KRUNG THAI BANK PUBLIC CO. LTD. | ||||
Security ID: Y49885208 Ticker: KTB | ||||
Meeting Date: 08-Apr-22 | ||||
1.1 | Elect Krisada Chinavicharana | Management | For | Voted - Against |
1.2 | Elect Vichai Assarasakorn | Management | For | Voted - Against |
1.3 | Elect Nitima Thepvanangkul | Management | For | Voted - For |
1.4 | Elect Lavaron Sangsnit | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Annual Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Amendments to Articles | Management | For | Voted - For |
9 | Transaction of Other Business | Management | For | Voted - Against |
KT&G CORPORATION | ||||
Security ID: Y49904108 Ticker: 033780 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect SON Kwan Soo | Management | For | Voted - For |
1.2 | Elect LEE Jee Hee | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | ||||
Management | For | Voted - Against | ||
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Audit Committee Member: SON Kwan Soo | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
KUNLUN ENERGY COMPANY LTD | ||||
Security ID: G5320C108 Ticker: 0135 | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect LIU Xiao Feng | Management | For | Voted - Against |
1.2 | Elect Patrick SUN | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
6 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
155
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
LENOVO GROUP LIMITED | ||||
Security ID: Y5257Y107 Ticker: 0992 | ||||
Meeting Date: 20-Jul-21 | ||||
1.1 | Elect ZHU Linan | Management | For | Voted - For |
1.2 | Elect John ZHAO Huan | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Vacated Office due to Retirement of Nicholas C. | |||
Allen | Management | For | Voted - For | |
7 | Directors' Fees | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
LG CORP. | ||||
Security ID: Y52755108 Ticker: 003550 | ||||
Meeting Date: 07-Jan-22 | ||||
1.1 | Elect KWON Bong Seok | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect HA Beom Jong | Management | For | Voted - Against |
1.2 | Elect HAN Jong soo | Management | For | Voted - Against |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election of Audit Committee Member: HAN Jong soo | Management | For | Voted - Against |
4 | Directors' Fees | Management | For | Voted - Against |
LONKING HOLDINGS LIMITED | ||||
Security ID: G5636C107 Ticker: 3339 | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect LI San Yim | Management | For | Voted - For |
1.2 | Elect CHEN Chao | Management | For | Voted - For |
1.3 | Elect ZHENG Kewen | Management | For | Voted - For |
1.4 | Elect YIN Kunlun | Management | For | Voted - For |
156
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect NGAI Ngan Ying | Management | For | Voted - Against |
1.6 | Elect WU Jian Ming | Management | For | Voted - For |
1.7 | Elect YU Taiwei | Management | For | Voted - Against |
1.8 | Elect QIAN Shizheng | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Adoption of New Articles of Association | Management | For | Voted - Against |
LX HOLDINGS | ||||
Security ID: Y5S4KE119 Ticker: 383800 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect NOH Jin Seo | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
LX SEMICON CO., LTD. | ||||
Security ID: Y7935F104 Ticker: 108320 | ||||
Meeting Date: 22-Mar-22 | ||||
1.1 | Elect WE Kyung Woo | Management | For | Voted - Against |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election of Audit Committee Member: WE Kyung Woo | Management | For | Voted - Against |
4 | Directors' Fees | Management | For | Voted - For |
5 | Amendments to Executive Officer Retirement | |||
Allowance Policy | Management | For | Voted - Against | |
MAANSHAN IRON & STEEL COMPANY LIMITED | ||||
Security ID: Y5361G109 Ticker: 0323 | ||||
Meeting Date: 30-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Approval of the Ordinary Related Transactions | |||
Supplemental Agreement entered into Between the | ||||
Company and China Baowu Steel Group Corporation | ||||
Limited | Management | For | Voted - For |
157
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Approval of the Continuing Connected Transactions | |||
Supplemental Agreement entered into Between the | ||||
Company and Magang (Group) Holding Company Limited | Management | For | Voted - For | |
5 | Approval of the Continuing Connected Transactions | |||
Supplemental Agreement entered into Between the | ||||
Company and Ouye Lianjin Renewable Resources Co., | ||||
Ltd. | Management | For | Voted - For | |
6 | Approval of the Energy Saving and Environmental | |||
Protection Supplemental Agreement entered between | ||||
the Company and Anhui Xinchuang Energy Saving and | ||||
Environmental Protection Technology Company Limited | Management | For | Voted - For | |
7 | Approval of the Transactions contemplated under the | |||
Sale and Purchase of Product Agreement for the year | ||||
of 2022 to 2024 entered into between the Company | ||||
and China Baowu Steel Group Corporation Limited | Management | For | Voted - For | |
8 | Approval of the Transactions contemplated under the | |||
Acceptance and Provision of Services Agreement for | ||||
the year of 2022 to 2024 entered into between the | ||||
Company and China Baowu Steel Group Corporation | ||||
Limited | Management | For | Voted - For | |
9 | Approval of the Transactions contemplated under the | |||
Financial Services Agreement for the year of 2022 | ||||
to 2024 entered into Magang Group Finance Company | ||||
Limited and Magang (Group) Holding Company Limited | Management | For | Voted - For | |
10 | Approval of the Capital Injection into Baowu Water | |||
Technology Co., Ltd. by the Company | Management | For | Voted - For | |
11 | Approval of the Renewal of Liability Insurance of | |||
the Company for Directors, Supervisors and Senior | ||||
Management | Management | For | Voted - For | |
Meeting Date: 10-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Adoption of 2021 Restricted A Share Incentive | |||
Scheme (Draft) | Management | For | Voted - For | |
4 | Performance Appraisal Measures for the 2021 | |||
Restricted A Share Incentive Scheme | Management | For | Voted - For | |
5 | Adoption of the Administrative Measures on Share | |||
Incentives | Management | For | Voted - For | |
6 | Board Authorization to Implement the Restricted | |||
Share Incentive Scheme | Management | For | Voted - For | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Adoption of 2021 Restricted A Share Incentive | |||
Scheme (Draft) | Management | For | Voted - For | |
9 | Performance Appraisal Measures for the 2021 | |||
Restricted A Share Incentive Scheme | Management | For | Voted - For | |
10 | Adoption of the Administrative Measures on Share | |||
Incentives | Management | For | Voted - For | |
11 | Board Authorization to Implement the Restricted | |||
Share Incentive Scheme | Management | For | Voted - For | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting |
158
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Report of the Board of Directors | Management | For | Voted - For |
5 | Report of the Supervisory Committee | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Directors' Fees | Management | For | Voted - For |
10 | Adoption of the Administrative Measures on | |||
Performance and Remuneration | Management | For | Voted - For | |
11 | Capital Reduction and Restructuring of Anhui Ma | |||
Steel Chemical Energy Technology Co., Ltd. | Management | For | Voted - Abstain | |
12 | Authority to Issue Ultra-Short-Term Financing Notes | Management | For | Voted - For |
13 | Issue Size | Management | For | Voted - For |
14 | Par Value of the Bonds and Issuance Price | Management | For | Voted - For |
15 | Maturity of the Bonds | Management | For | Voted - For |
16 | Interest Rate of the Bonds and Repayment of | |||
Principal and Interest | Management | For | Voted - For | |
17 | Issuance Methods | Management | For | Voted - For |
18 | Issue Target and Placement Arrangement to | |||
Shareholders of the Company | Management | For | Voted - For | |
19 | Use of Proceeds | Management | For | Voted - For |
20 | Guarantee Arrangement | Management | For | Voted - For |
21 | Credit Status and Protective Measures for Repayment | |||
of the Company | Management | For | Voted - For | |
22 | Underwriting Method | Management | For | Voted - For |
23 | Listing Arrangements for Bonds | Management | For | Voted - For |
24 | Term of Validity of the Resolutions | Management | For | Voted - For |
25 | Authorization Matters | Management | For | Voted - For |
26 | Amendments to Articles | Management | For | Voted - For |
MAEIL DAIRIES CO., LTD. | ||||
Security ID: Y5S64J103 Ticker: 267980 | ||||
Meeting Date: 01-Oct-21 | ||||
1 | Spin-off | Management | For | Voted - For |
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect KIM Seon Hee | Management | For | Voted - For |
1.2 | Elect NOH Yun Hong | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Directors' Fees | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
159
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MAGYAR TELEKOM TELECOMMUNICATIONS | ||||
Security ID: X5187V109 Ticker: MTELEKOM | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Daria Dodonova | Management | For | Voted - For |
1.2 | Elect Gabor Fekete | Management | For | Voted - For |
1.3 | Elect Elvira Gonzalez | Management | For | Voted - For |
1.4 | Elect Robert Hauber | Management | For | Voted - For |
1.5 | Elect Frank Odzuck | Management | For | Voted - For |
1.6 | Elect Peter Ratatics | Management | For | Voted - For |
1.7 | Elect Tibor Rekasi | Management | For | Voted - For |
1.8 | Elect Melinda Szabo | Management | For | Voted - For |
1.9 | Elect Gyula Bereznai | Management | For | Voted - For |
1.10 | Elect Attila Borbely | Management | For | Voted - For |
1.11 | Elect Krisztina Doroghazi | Management | For | Voted - For |
1.12 | Elect Andras Szakonyi | Management | For | Voted - For |
1.13 | Elect Endre Szepesi | Management | For | Voted - For |
1.14 | Elect Julia B. Romhanyi | Management | For | Voted - For |
1.15 | Elect Zsoltne Varga | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Shareholder Countermotion Regarding Allocation of | |||
Profits/Dividends | Shareholder | N/A | Voted - Against | |
11 | Directors' Report on Acquired Treasury Shares | Management | For | Voted - For |
12 | Authority to Repurchase Shares | Management | For | Voted - Against |
13 | Corporate Governance and Management Report | Management | For | Voted - For |
14 | Ratification of Board Acts (2021) | Management | For | Voted - For |
15 | Ratification of Board Acts (2019) | Management | For | Voted - For |
16 | Ratification of Board Acts (2020) | Management | For | Voted - For |
17 | Voting on Amendments to Articles in Bundled Form | Management | For | Voted - For |
18 | Amendments to Articles | Management | For | Voted - For |
19 | Shareholder Proposal Regarding Removal of Frank | |||
Odzuck | Shareholder | N/A | Voted - Against | |
20 | Shareholder Proposal Regarding Election of Gabor | |||
Szendroi | Shareholder | N/A | Voted - Against | |
21 | Directors' Fees | Management | For | Voted - For |
22 | Cancellation of Shares | Management | For | Voted - For |
23 | Cancellation of Shares; Amendments to Article 2.1 | Management | For | Voted - For |
24 | Approval of Amended Remuneration Policy | Management | For | Voted - For |
25 | Shareholder Proposal Regarding Amendment to | |||
Remuneration Policy | Shareholder | N/A | Voted - Against | |
26 | Remuneration Report | Management | For | Voted - For |
27 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
160
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
28 | Shareholder Proposal Regarding Dividend Policy | Shareholder | N/A | Voted - Against |
29 | Non-Voting Meeting Note | N/A | Non-Voting | |
30 | Non-Voting Meeting Note | N/A | Non-Voting | |
METRO PACIFIC INVESTMENTS CORP. | ||||
Security ID: Y60305102 Ticker: MPI | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Albert F. Del Rosario | Management | For | Voted - Against |
1.2 | Elect Ray C. Espinosa | Management | For | Voted - Against |
1.3 | Elect Ramoncito S. Fernandez | Management | For | Voted - For |
1.4 | Elect Rodrigo E.Franco | Management | For | Voted - For |
1.5 | Elect Oscar J. Hilado | Management | For | Voted - Against |
1.6 | Elect Jose Ma. K. Lim | Management | For | Voted - For |
1.7 | Elect Augusto P. Palisoc, Jr. | Management | For | Voted - For |
1.8 | Elect Artemio V. Panganiban | Management | For | Voted - Against |
1.9 | Elect Manuel V. Pangilinan | Management | For | Voted - Against |
1.10 | Elect June Cheryl A. Cabal-Revilla | Management | For | Voted - For |
1.11 | Elect Pedro E. Roxas | Management | For | Voted - Against |
1.12 | Elect Francisco C. Sebastian | Management | For | Voted - For |
1.13 | Elect Alfred V. Ty | Management | For | Voted - For |
1.14 | Elect Roberto C. Yap, S.J. | Management | For | Voted - For |
1.15 | Elect Christopher H. Young | Management | For | Voted - Against |
2 | Call To Order | Management | For | Voted - For |
3 | Certification Of Notice And Quorum | Management | For | Voted - For |
4 | Meeting Minutes | Management | For | Voted - For |
5 | President and CEO's Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Ratification of Board and Management Acts | Management | For | Voted - For |
8 | Appointment of Auditor | Management | For | Voted - For |
9 | Transaction of Other Business | Management | For | Voted - Against |
10 | Adjournment | Management | For | Voted - For |
MINING AND METALLURGICAL CO NORILSK NICKEL | ||||
Security ID: 55315J102 Ticker: GMKN | ||||
Meeting Date: 19-Aug-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Authority to Reduce Share Capital | Management | For | Voted - For |
3 | Amendments to Articles | Management | For | Voted - For |
Meeting Date: 27-Dec-21 | ||||
1 | Interim Dividends (Q3 2021) | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
161
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 03-Jun-22 | ||||
1.1 | Elect Denis V. Alexandrov | Management | For | Voted - For |
1.2 | Elect Sergey L. Batekhin | Management | For | Voted - Abstain |
1.3 | Elect Alexey V. Bashkirov | Management | For | Voted - Abstain |
1.4 | Elect Andrey Y. Bougrov | Management | For | Voted - Abstain |
1.5 | Elect Sergey N. Volk | Management | For | Voted - Abstain |
1.6 | Elect Alexey A. Germanovich | Management | For | Voted - For |
1.7 | Elect Marianna A. Zakharova | Management | For | Voted - Abstain |
1.8 | Elect Alexey S. Ivanov | Management | For | Voted - For |
1.9 | Elect Stanislav Luchitsky | Management | For | Voted - Abstain |
1.10 | Elect Maxim V. Poletayev | Management | For | Voted - Abstain |
1.11 | Elect Vsevolod V. Rozanov | Management | For | Voted - For |
1.12 | Elect Egor M. Sheibak | Management | For | Voted - Abstain |
1.13 | Elect Evgeny A. Schwartz | Management | For | Voted - Abstain |
1.14 | Elect Eduard L. Gornin | Management | For | Voted - For |
1.15 | Elect Alexey S. Dzybalov | Management | For | Voted - For |
1.16 | Elect Anna V. Masalova | Management | For | Voted - For |
1.17 | Elect Georgiy E. Svanidze | Management | For | Voted - For |
1.18 | Elect Elena A. Yanevich | Management | For | Voted - For |
2 | Annual Report | Management | For | Voted - For |
3 | Financial Statements | Management | For | Voted - For |
4 | Financial Statements (Consolidated) | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Appointment of Auditor (RAS) | Management | For | Voted - For |
8 | Appointment of Auditor (IFRS) | Management | For | Voted - For |
9 | Directors' Fees | Management | For | Voted - Against |
10 | Audit Commission Fees | Management | For | Voted - For |
11 | Indemnification of Directors/Officers | Management | For | Voted - For |
12 | D&O Insurance | Management | For | Voted - For |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
MOBILE TELESYSTEMS PJSC | ||||
Security ID: 607409109 Ticker: MTSS | ||||
Meeting Date: 30-Sep-21 | ||||
1 | Interim Dividend (1H2021) | Management | For | Voted - For |
2 | Participation in Non-Commercial Organizations | Management | For | Voted - For |
3 | Internal restructuring (TIC LLC) | Management | For | Voted - For |
4 | Internal restructuring (MWS-1 LLC) | Management | For | Voted - For |
5 | Internal restructuring (MWS JSC) | Management | For | Voted - For |
6 | Amendments to Board of Directors Regulations | Management | For | Voted - For |
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Paul Berriman | Management | For | Voted - For |
1.2 | Elect Felix V. Evtushenkov | Management | For | Voted - Withheld |
1.3 | Elect Artem I. Zasursky | Management | For | Voted - Withheld |
162
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Yury Y. Misnik | Management | For | Voted - For |
1.5 | Elect Vyacheslav K. Nikolaev | Management | For | Voted - Withheld |
1.6 | Elect Valerii Y. Pankratov | Management | For | Voted - Withheld |
1.7 | Elect Regina von Flemming | Management | For | Voted - For |
1.8 | Elect Mikhail V. Khanov | Management | For | Voted - For |
1.9 | Elect Shaygan Kheradpir | Management | For | Voted - For |
1.10 | Elect Thomas Holtrop | Management | For | Voted - Withheld |
1.11 | Elect Nadia Shouraboura | Management | For | Voted - For |
1.12 | Elect Valentin B. Yumashev | Management | For | Voted - For |
1.13 | Elect Tagir G. Yapparov | Management | For | Voted - For |
1.14 | Elect Irina R. Borisenkova | Management | For | Voted - For |
1.15 | Elect Evgeniy Madorskiy | Management | For | Voted - For |
1.16 | Elect Natalia A. Mikheyeva | Management | For | Voted - For |
2 | Accounts and Reports; Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Amendments to Articles | Management | For | Voted - For |
6 | Amendments to Board of Directors Regulations | Management | For | Voted - For |
7 | Amendments to Regulations on Directors' Fees | Management | For | Voted - For |
MOTOR OIL (HELLAS) CORINTH REFINERIES S.A. | ||||
Security ID: X55904100 Ticker: MOH | ||||
Meeting Date: 30-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Ratification of Board and Auditor's Acts | Management | For | Voted - For |
4 | Election of Directors | Management | For | Voted - Against |
5 | Election of Audit Committee Members | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Directors' Fees | Management | For | Voted - For |
9 | Directors' Fees (Advance Payments) | Management | For | Voted - For |
10 | Special Bonus (Board Members and Senior Executives) | Management | For | Voted - Against |
11 | Special Bonus (Company Personnel) | Management | For | Voted - For |
12 | Authority to Repurchase Shares | Management | For | Voted - For |
13 | Equity Awards | Management | For | Voted - Against |
14 | Creation of Special Reserve | Management | For | Voted - For |
15 | Remuneration Report | Management | For | Voted - Against |
16 | Remuneration Policy | Management | For | Voted - Against |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
18 | Non-Voting Meeting Note | N/A | Non-Voting |
163
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MTN GROUP LIMITED | ||||
Security ID: S8039R108 Ticker: MTN | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Re-elect Lamido Sanusi | Management | For | Voted - For |
1.2 | Re-elect Vincent M. Rague | Management | For | Voted - For |
1.3 | Re-elect Khotso D.K. Mokhele | Management | For | Voted - For |
1.4 | Re-elect Mcebisi Hubert Jonas | Management | For | Voted - For |
2 | Elect Audit Committee Member (Sindi Mabaso-Koyana) | Management | For | Voted - For |
3 | Elect Audit Committee Member (Nosipho Molope) | Management | For | Voted - For |
4 | Elect Audit Committee Member (Noluthando P. Gosa) | Management | For | Voted - For |
5 | Elect Audit Committee Member (Vincent M. Rague) | Management | For | Voted - For |
6 | Election of Social, Ethics and Sustainability | |||
Committee Member (Noluthando P. Gosa) | Management | For | Voted - For | |
7 | Election of Social, Ethics and Sustainability | |||
Committee Member (Lamido Sanusi) | Management | For | Voted - For | |
8 | Election of Social, Ethics and Sustainability | |||
Committee Member (Stanley (Stan) P. Miller) | Management | For | Voted - For | |
9 | Election of Social, Ethics and Sustainability | |||
Committee Member (Nkululeko (Nkunku) L. Sowazi) | Management | For | Voted - For | |
10 | Election of Social, Ethics and Sustainability | |||
Committee Member (Khotso D.K. Mokhele) | Management | For | Voted - For | |
11 | Appointment of Auditor (PricewaterhouseCoopers) | Management | For | Voted - For |
12 | Appointment of Auditor (Ernst & Young) | Management | For | Voted - For |
13 | General Authority to Issue Shares | Management | For | Voted - For |
14 | Authority to Issue Shares for Cash | Management | For | Voted - For |
15 | Approve Remuneration Policy | Management | For | Voted - For |
16 | Approve Remuneration Implementation Report | Management | For | Voted - For |
17 | Authorization of Legal Formalities | Management | For | Voted - For |
18 | Approve NEDs' Fees (Local Chair) | Management | For | Voted - For |
19 | Approve NEDs' Fees (International Chair) | Management | For | Voted - For |
20 | Approve NEDs' Fees (Board Local Member) | Management | For | Voted - For |
21 | Approve NEDs' Fees (Board International Member) | Management | For | Voted - For |
22 | Approve NEDs' Fees (Local Lead Independent Director) | Management | For | Voted - For |
23 | Approve NEDs' Fees (International Lead Independent | |||
Director) | Management | For | Voted - For | |
24 | Approve NEDs' Fees (Human Capital and Remuneration | |||
Committee Local Chair) | Management | For | Voted - For | |
25 | Approve NEDs' Fees (Human Capital and Remuneration | |||
Committee International Chair) | Management | For | Voted - For | |
26 | Approve NEDs' Fees (Human Capital and Remuneration | |||
Committee Local Member) | Management | For | Voted - For | |
27 | Approve NEDs' Fees (Human Capital and Remuneration | |||
Committee International Member) | Management | For | Voted - For | |
28 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee Local Chair) | Management | For | Voted - For | |
29 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee International Chair) | Management | For | Voted - For | |
30 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee Local Member) | Management | For | Voted - For |
164
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
31 | Approve NEDs' Fees (Social, Ethics and | |||
Sustainability Committee International Member) | Management | For | Voted - For | |
32 | Approve NEDs' Fees (Audit Committee Local Chair) | Management | For | Voted - For |
33 | Approve NEDs' Fees (Audit Committee International | |||
Chair) | Management | For | Voted - For | |
34 | Approve NEDs' Fees (Audit Committee Local Member) | Management | For | Voted - For |
35 | Approve NEDs' Fees (Audit Committee International | |||
Member) | Management | For | Voted - For | |
36 | Approve NEDs' Fees (Risk Management and Compliance | |||
Committee Local Chair) | Management | For | Voted - For | |
37 | Approve NEDs' Fees (Risk Management and Compliance | |||
Committee International Chair) | Management | For | Voted - For | |
38 | Approve NEDs' Fees (Risk Management and Compliance | |||
Committee Local Member) | Management | For | Voted - For | |
39 | Approve NEDs' Fees (Risk Management and Compliance | |||
Committee International Member) | Management | For | Voted - For | |
40 | Approve NEDs' Fees (Local Member for Special | |||
Assignments or Projects (per day)) | Management | For | Voted - For | |
41 | Approve NEDs' Fees (International Member for | |||
Special Assignments or Projects (per day)) | Management | For | Voted - For | |
42 | Approve NEDs' Fees (Ad-hoc Work Performed by | |||
Non-executive Directors for Special Projects | ||||
(Hourly rate)) | Management | For | Voted - For | |
43 | Approve NEDs' Fees (MTN Group Share Trust | |||
(Trustees) Local Chair) | Management | For | Voted - For | |
44 | Approve NEDs' Fees (MTN Group Share Trust | |||
(Trustees) International Chair) | Management | For | Voted - For | |
45 | Approve NEDs' Fees (MTN Group Share Trust | |||
(Trustees) Local Member) | Management | For | Voted - For | |
46 | Approve NEDs' Fees (MTN Group Share Trust | |||
(Trustees) International Member) | Management | For | Voted - For | |
47 | Approve NEDs' Fees (Sourcing Committee Local Chair) | Management | For | Voted - For |
48 | Approve NEDs' Fees (Sourcing Committee | |||
International Chair) | Management | For | Voted - For | |
49 | Approve NEDs' Fees (Sourcing Committee Local Member) | Management | For | Voted - For |
50 | Approve NEDs' Fees (Sourcing Committee | |||
International Member) | Management | For | Voted - For | |
51 | Approve NEDs' Fees (Directors Affairs and Corporate | |||
Governance Committee Local Chair) | Management | For | Voted - For | |
52 | Approve NEDs' Fees (Directors Affairs and Corporate | |||
Governance Committee International Chair) | Management | For | Voted - For | |
53 | Approve NEDs' Fees (Directors Affairs and Corporate | |||
Governance Committee Local Member) | Management | For | Voted - For | |
54 | Approve NEDs' Fees (Directors Affairs and Corporate | |||
Governance Committee International Member) | Management | For | Voted - For | |
55 | Authority to Repurchase Shares | Management | For | Voted - For |
56 | Approve Financial Assistance (Section 45) | Management | For | Voted - For |
57 | Approve Financial Assistance (Sections 44 and 45) | Management | For | Voted - For |
58 | Approve Financial Assistance To Mtn Zakhele Futhi | |||
(Rf) Limited | Management | For | Voted - For |
165
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NATIONAL ALUMINIUM COMPANY LIMITED | ||||
Security ID: Y6211M130 Ticker: NATIONALUM | ||||
Meeting Date: 14-Apr-22 | ||||
1.1 | Elect Veena Kumari Dermal | Management | For | Voted - For |
1.2 | Elect Ramesh Chandra Joshi | Management | For | Voted - For |
1.3 | Elect Ravinath Jha | Management | For | Voted - For |
1.4 | Elect Y. P. Chillio | Management | For | Voted - For |
1.5 | Elect Dushyant Upadhyay | Management | For | Voted - For |
1.6 | Elect Geroge Kurian | Management | For | Voted - For |
1.7 | Elect Shatorupa . | Management | For | Voted - For |
1.8 | Elect B.R. Ramakrishna | Management | For | Voted - For |
1.9 | Elect Ajay Narang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Sadashiv Samantaray | Management | For | Voted - For |
1.2 | Elect Sanjay Ramanlal Patel | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
NETDRAGON WEBSOFT HOLDINGS LIMITED | ||||
Security ID: G6427W104 Ticker: 0777 | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect LIU Dejian | Management | For | Voted - Against |
1.2 | Elect Simon LEUNG Lim Kin | Management | For | Voted - Against |
1.3 | Elect Charles CHAO Guowei | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
NEW CHINA LIFE INSURANCE CO. LTD | ||||
Security ID: Y625A4115 Ticker: 1336 | ||||
Meeting Date: 23-Sep-21 | ||||
1.1 | Elect HE Xingda | Management | For | Voted - For |
1.2 | Elect YANG Xue | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
166
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 28-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | 2021 Annual Report | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Report of Performance of Directors | Management | For | Voted - For |
9 | Report on the Performance of Supervisors | Management | For | Voted - For |
10 | Report on the Performance of Independent | |||
Non-executive Directors | Management | For | Voted - For | |
11 | Development Outline of the 14th Five Year Plan | Management | For | Voted - For |
12 | Authority to Issue Domestic Capital Supplementary | |||
Bonds | Management | For | Voted - For | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
NINE DRAGONS PAPER (HOLDINGS) LIMITED | ||||
Security ID: G65318100 Ticker: 2689 | ||||
Meeting Date: 06-Dec-21 | ||||
1.1 | Elect LIU Ming Chung | Management | For | Voted - Against |
1.2 | Elect Ken LIU | Management | For | Voted - For |
1.3 | Elect ZHANG Yuanfu | Management | For | Voted - For |
1.4 | Elect Maria TAM Wai Chu | Management | For | Voted - Against |
1.5 | Elect NG Leung Sing | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Reduction in Share Premium Account | Management | For | Voted - For |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
NMDC LIMITED | ||||
Security ID: Y6223W100 Ticker: NMDC | ||||
Meeting Date: 30-Sep-21 | ||||
1.1 | Elect Rasika Chaube | Management | For | Voted - Against |
1.2 | Elect Somnath Nandi | Management | For | Voted - Against |
1.3 | Elect Sukriti Likhi | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
167
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Election Amitava Mukherjee | Management | For | Voted - Against |
5 | Authority to Set Auditor's Fees | Management | For | Voted - For |
6 | Approve Payment of Fees to Cost Auditors | Management | For | Voted - For |
Meeting Date: 28-Jun-22 | ||||
1 | Transfer of a Business Unit into a Subsidiary | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
NOVATEK MICROELECTRONICS CORP | ||||
Security ID: Y64153102 Ticker: 3034 | ||||
Meeting Date: 08-Jun-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Procedural Rules | Management | For | Voted - For |
NTPC LIMITED | ||||
Security ID: Y6421X116 Ticker: NTPC | ||||
Meeting Date: 18-Apr-22 | ||||
1 | Merger by Absorption between Parent and Subsidiary | Management | For | Voted - For |
OCEANA GROUP LIMITED | ||||
Security ID: S57090102 Ticker: OCE | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Re-elect Peter de Beyer | Management | For | Voted - For |
1.2 | Re-elect Lesego Sennelo | Management | For | Voted - For |
1.3 | Re-elect Aboubakar (Bakar) Jakoet | Management | For | Voted - For |
1.4 | Elect Thoko Mokgosi-Mwantembe | Management | For | Voted - For |
1.5 | Elect Peter J. Golesworthy | Management | For | Voted - For |
1.6 | Elect Neville Brink | Management | For | Voted - For |
2 | Appointment of Auditor | Management | For | Voted - For |
3 | Elect Audit Committee Member (Zarina B.M. Bassa) | Management | For | Voted - For |
4 | Elect Audit Committee Member (Peter G. de Beyer) | Management | For | Voted - For |
5 | Elect Audit Committee Member (Lesego Sennelo) | Management | For | Voted - For |
6 | Elect Audit Committee Member (Aboubakar Jakoet) | Management | For | Voted - For |
7 | Elect Audit Committee Member (Peter Golesworthy) | Management | For | Voted - For |
8 | Authority to Issue Shares for Cash | Management | For | Voted - For |
9 | Authorisation of Legal Formalities | Management | For | Voted - For |
10 | Approve Financial Assistance (Section 45) | Management | For | Voted - For |
11 | Approve Employee Share Incentive Plan | Management | For | Voted - For |
12 | Approve NEDs' Fees | Management | For | Voted - For |
13 | Authority to Repurchase Shares | Management | For | Voted - For |
168
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
14 | Approve Remuneration Policy | Management | For | Voted - For |
15 | Approve Implementation Report | Management | For | Voted - For |
OIL & NATURAL GAS CORP LTD | ||||
Security ID: Y64606133 Ticker: ONGC | ||||
Meeting Date: 24-Sep-21 | ||||
1.1 | Elect Alka Mittal | Management | For | Voted - Against |
1.2 | Elect Pankaj Kumar | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Authority to Set Auditors' Fees | Management | For | Voted - For |
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Syamchand Ghosh | Management | For | Voted - For |
1.2 | Elect V. Ajit Kumar Raju | Management | For | Voted - For |
1.3 | Elect Manish Pareek | Management | For | Voted - For |
1.4 | Elect Reena Jaitley | Management | For | Voted - For |
1.5 | Elect Prabhaskar Rai | Management | For | Voted - For |
1.6 | Elect Madhav Singh | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Related Party Transactions (ONGC Tripura Power | |||
Company Limited (OTPC)) | Management | For | Voted - For | |
4 | Related Party Transactions (ONGC Petro additions | |||
Limited (OPaL)) | Management | For | Voted - For | |
5 | Related Party Transactions (Petronet LNG Limited | |||
(PLL)) | Management | For | Voted - For | |
6 | Related Party Transactions (Employees Contributory | |||
Provident Fund (OECPF) Trust) | Management | For | Voted - For | |
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Pomila Jaspal | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
PETROBRAS DISTRIBUIDORA S.A. | ||||
Security ID: P1904D109 Ticker: BRDT3 | ||||
Meeting Date: 13-Oct-21 | ||||
1.1 | Elect Edy Luiz Kogut | Management | For | Voted - For |
1.2 | Elect Alexandre Firme Carneiro | Management | For | Voted - For |
1.3 | Elect Maria Carolina Ferreira Lacerda | Management | For | Voted - For |
1.4 | Elect Carlos Augusto Leone Piani | Management | For | Voted - Against |
1.5 | Elect Claudio Roberto Ely | Management | For | Voted - For |
1.6 | Elect Leonel Dias de Andrade Neto | Management | For | Voted - For |
1.7 | Elect Matheus Affonso Bandeira | Management | For | Voted - For |
169
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Pedro Santos Ripper | Management | For | Voted - For |
1.9 | Elect Ricardo Carvalho Maia | Management | For | Voted - For |
1.10 | Elect Edy Luiz Kogut as Board Chair | Management | N/A | Voted - Abstain |
1.11 | Elect Alexandre Firme Carneiro as Board Chair | Management | N/A | Voted - Abstain |
1.12 | Elect Maria Carolina Ferreira Lacerda as Board Chair | Management | N/A | Voted - Abstain |
1.13 | Elect Carlos Augusto Leone Piani as Board Chair | Management | N/A | Voted - Abstain |
1.14 | Elect Claudio Roberto Ely as Board Chair | Management | N/A | Voted - Abstain |
1.15 | Elect Leonel Dias de Andrade Neto as Board Chair | Management | N/A | Voted - For |
1.16 | Elect Mateus Affonso Bandeira as Board Chair | Management | N/A | Voted - Abstain |
1.17 | Elect Pedro Santos Ripper as Board Chair | Management | N/A | Voted - Abstain |
1.18 | Elect Ricardo Carvalho Maia as Board Chair | Management | N/A | Voted - Abstain |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Request Cumulative Voting | Management | N/A | Voted - Against |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - Against |
6 | Allocate Cumulative Votes to Edy Luiz Kogut | Management | N/A | Voted - For |
7 | Allocate Cumulative Votes to Alexandre Firme | |||
Carneiro | Management | N/A | Voted - For | |
8 | Allocate Cumulative Votes to Maria Carolina | |||
Ferreira Lacerda | Management | N/A | Voted - For | |
9 | Allocate Cumulative Votes to Carlos Augusto Leone | |||
Piani | Management | N/A | Voted - Against | |
10 | Allocate Cumulative Votes to Claudio Roberto Ely | Management | N/A | Voted - For |
11 | Allocate Cumulative Votes to Leonel Dias de Andrade | |||
Neto | Management | N/A | Voted - For | |
12 | Allocate Cumulative Votes to Mateus Affonso Bandeira | Management | N/A | Voted - For |
13 | Allocate Cumulative Votes to Pedro Santos Ripper | Management | N/A | Voted - For |
14 | Allocate Cumulative Votes to Ricardo Carvalho Maia | Management | N/A | Voted - For |
15 | Amendments to Articles | Management | For | Voted - For |
16 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
PETROCHINA CO. LTD. | ||||
Security ID: Y6883Q104 Ticker: 0857 | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect XIE Jun | Management | For | Voted - For |
1.2 | Elect CAI Anhui | Management | For | Voted - Against |
1.3 | Elect XIE Haibing | Management | For | Voted - Against |
1.4 | Elect ZHAO Ying | Management | For | Voted - Against |
1.5 | Elect CAI Yong | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Directors' Report | Management | For | Voted - For |
6 | Supervisors' Report | Management | For | Voted - For |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Authority to Declare Interim Dividends | Management | For | Voted - For |
170
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
11 | Authority to Give Guarantees | Management | For | Voted - For |
12 | Authority to Issue Debt Financing Instruments | Management | For | Voted - For |
13 | Amendments to Articles | Management | For | Voted - For |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
PICC PROPERTY & CASUALTY COMPANY LIMITED | ||||
Security ID: Y6975Z103 Ticker: 2328 | ||||
Meeting Date: 28-Oct-21 | ||||
1.1 | Elect WEI Chenyang | Management | For | Voted - For |
1.2 | Elect Edwina LI Shuk Yin as Supervisor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Planning Outline of the 14th Five-Year Plan | |||
Development Strategy | Management | For | Voted - For | |
Meeting Date: 29-Dec-21 | ||||
1.1 | Elect CHENG Fengchao | Management | For | Voted - Against |
1.2 | Elect ZHANG Daoming | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Amendments to Articles of Association | Management | For | Voted - Against |
6 | Amendments to Procedural Rules for General Meetings | Management | For | Voted - Against |
7 | Amendments to Procedural Rules for the Board | Management | For | Voted - For |
8 | Amendments to Procedural Rules for the Supervisory | |||
Committee | Management | For | Voted - For | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
Meeting Date: 20-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Directors' Fees and Supervisors' Fees | Management | For | Voted - For |
8 | Appointment of International and PRC Auditors and | |||
Authority to Set Fees | Management | For | Voted - For |
171
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PJSC LUKOIL | ||||
Security ID: 69343P105 Ticker: LKOH | ||||
Meeting Date: 02-Dec-21 | ||||
1 | Interim Dividends (3Q2021) | Management | For | Voted - For |
2 | Directors' Fees | Management | For | Voted - For |
POLISH OIL & GAS SA | ||||
Security ID: X6582S105 Ticker: PGN | ||||
Meeting Date: 09-Jul-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Election of Presiding Chair | Management | For | Voted - For |
5 | Compliance with Rules of Convocation | Management | For | Voted - For |
6 | Attendance List | Management | For | Voted - For |
7 | Agenda | Management | For | Voted - For |
8 | Financial Statements | Management | For | Voted - For |
9 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Changes to the Supervisory Board Composition | Management | For | Voted - Abstain |
13 | Allocation of Profits/Dividends | Management | For | Voted - For |
14 | Remuneration Report | Management | For | Voted - For |
15 | Non-Voting Agenda Item | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 22-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Election of Presiding Chair | Management | For | Voted - For |
5 | Compliance with Rules of Convocation | Management | For | Voted - For |
6 | Attendance List | Management | For | Voted - For |
7 | Agenda | Management | For | Voted - For |
8 | Financial Statements | Management | For | Voted - For |
9 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | Ratification of Management Board Acts | Management | For | Voted - For |
12 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
13 | Remuneration Report | Management | For | Voted - Against |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Non-Voting Meeting Note | N/A | Non-Voting |
172
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
POSTAL SAVINGS BANK OF CHINA CO., LTD. | ||||
Security ID: Y6987V108 Ticker: 1658 | ||||
Meeting Date: 28-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | 2022 Fixed Assets Investment Budget | Management | For | Voted - For |
7 | Appointment of PRC and International Auditors and | |||
Authority to Set Fees | Management | For | Voted - For | |
8 | Purchase of Liability Insurance | Management | For | Voted - For |
9 | Directors' Fees | Management | For | Voted - For |
10 | Supervisors' Fees | Management | For | Voted - For |
11 | Authority to Issue Write-Down Undated Capital Bonds | Management | For | Voted - For |
12 | Extension of Validity Period for Qualified Write | |||
Down Tier 2 Capital Instruments | Management | For | Voted - For | |
13 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
POU CHEN CORPORATION | ||||
Security ID: Y70786101 Ticker: 9904 | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect CHAN Lu-Min | Management | For | Voted - For |
1.2 | Elect Patty TSAI Pei-Chun | Management | For | Voted - For |
1.3 | Elect TSAI Min-Chieh | Management | For | Voted - For |
1.4 | Elect LU Chin-Chu | Management | For | Voted - For |
1.5 | Elect WU Pan-Tsu | Management | For | Voted - For |
1.6 | Elect HO Yue-Ming | Management | For | Voted - For |
1.7 | Elect CHEN Huan-Chung | Management | For | Voted - For |
1.8 | Elect HSU Chu-Sheng | Management | For | Voted - For |
1.9 | Elect CHANG Shih-Chieh | Management | For | Voted - For |
2 | Acknowledgement of 2021 Business Report, Financial | |||
Statements and Profit Distribution Plan. Proposed | ||||
Cash Dividend: Twd 1.5 Per Share | Management | For | Voted - For | |
3 | Discussion on the Amendments to the Companys | |||
Procedures for Acquisition and Disposal of Assets | Management | For | Voted - For | |
4 | Proposal for the Release of Newly Appointed | |||
Directors of the Company from Non-competition | ||||
Restrictions. | Management | For | Voted - Against |
173
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
POWER FINANCE CORP. LTD | ||||
Security ID: Y7082R109 Ticker: PFC | ||||
Meeting Date: 21-Sep-21 | ||||
1.1 | Elect Parminder Chopra | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Auditor's Fees | Management | For | Voted - Against |
POWER GRID CORPORATION OF INDIA LIMITED | ||||
Security ID: Y7028N105 Ticker: POWERGRID | ||||
Meeting Date: 20-Jul-21 | ||||
1 | Bonus Share Issuance | Management | For | Voted - For |
Meeting Date: 24-Sep-21 | ||||
1.1 | Elect Vinod Kumar Singh | Management | For | Voted - Against |
1.2 | Elect Mohammed Taj Mukarrum | Management | For | Voted - Against |
1.3 | Elect Abhay Choudhary | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Auditors' Fees | Management | For | Voted - For |
5 | Authority to Set Cost Auditor's Fees | Management | For | Voted - For |
6 | Authority to Issue Non-Convertible Debentures | Management | For | Voted - For |
POWERLONG REAL ESTATE HOLDINGS LIMITED | ||||
Security ID: G72005104 Ticker: 1238 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect XIAO Qing Ping | Management | For | Voted - Against |
1.2 | Elect SHIH Sze Ni | Management | For | Voted - For |
1.3 | Elect HOI Wa Fan | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
174
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
POWERTECH TECHNOLOGY INC. | ||||
Security ID: Y7083Y103 Ticker: 6239 | ||||
Meeting Date: 27-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Non-compete Restrictions for Directors | Management | For | Voted - For |
4 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For | |
5 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
POWSZECHNY ZAKLAD UBEZPIECZEN SA | ||||
Security ID: X6919T107 Ticker: PZU | ||||
Meeting Date: 12-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Election of Presiding Chair | Management | For | Voted - For |
7 | Compliance with Rules of Convocation | Management | For | Voted - For |
8 | Agenda | Management | For | Voted - For |
9 | Removal of Supervisory Board Member | Management | For | Voted - Abstain |
10 | Election of Supervisory Board Member | Management | For | Voted - Abstain |
11 | Approval of Assessment of Collegial Suitability of | |||
Supervisory Board Members | Management | For | Voted - Abstain | |
12 | Coverage of Meeting Costs | Management | For | Voted - For |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 25-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Election of Presiding Chair | Management | For | Voted - For |
6 | Compliance with Rules of Convocation | Management | For | Voted - For |
7 | Agenda | Management | For | Voted - For |
8 | Authority to Issue Convertible Bonds | Management | For | Voted - For |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
Meeting Date: 29-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
175
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Election of Presiding Chair | Management | For | Voted - For |
5 | Compliance with Rules of Convocation | Management | For | Voted - For |
6 | Agenda | |||
Management | For | Voted - For | ||
7 | Presentation of Financial Statements | |||
Management | For | Voted - For | ||
8 | Presentation of Financial Statements (Consolidated) | |||
Management | For | Voted - For | ||
9 | Presentation of Management Board Report and Report | |||
on Non-Financial Information | ||||
Management | For | Voted - For | ||
10 | Presentation of Supervisory Board Reports | Management | For | Voted - For |
11 | Presentation of Supervisory Board Report on its | |||
Activities | Management | For | Voted - For | |
12 | Presentation of Management Board Report on | |||
Expenditures | Management | For | Voted - For | |
13 | Financial Statements | Management | For | Voted - For |
14 | Financial Statements (Consolidated) | Management | For | Voted - For |
15 | Management Board Report | Management | For | Voted - For |
16 | Allocation of Profits/Dividends | Management | For | Voted - For |
17 | Ratification of Management Board Acts | Management | For | Voted - For |
18 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
19 | Remuneration Report | Management | For | Voted - Against |
20 | Changes to Supervisory Board Composition | Management | For | Voted - Against |
21 | Assessment of Individual and Collective Suitability | |||
of the Supervisory Board | Management | For | Voted - For | |
22 | Amendments to Articles | Management | For | Voted - For |
23 | Adoption of Best Practice for WSE Listed Companies | |||
2021 | Management | For | Voted - For | |
24 | Amendments to General Meeting Regulations | Management | For | Voted - For |
25 | Approval of Diversity Policy | Management | For | Voted - For |
26 | Non-Voting Agenda Item | N/A | Non-Voting | |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
PRIMAX ELECTRONICS LIMITED | ||||
Security ID: Y7080U112 Ticker: 4915 | ||||
Meeting Date: 26-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Procedural Rules: Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
4 | Adoption of Employee Restricted Stock Plan | Management | For | Voted - For |
5 | Non-compete Restriction for a Director | Management | For | Voted - For |
176
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PT BUKIT ASAM TBK | ||||
Security ID: Y8520P101 Ticker: PTBA | ||||
Meeting Date: 23-Dec-21 | ||||
1 | Election of Directors and/or Commissioners (Slate) | Management | For | Voted - Against |
Meeting Date: 24-May-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Directors' and Commissioners' Fees | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
5 | Amendments to Articles | Management | For | Voted - For |
6 | Election of Directors and/or Commissioners (Slate) | Management | For | Voted - Against |
PT MATAHARI DEPARTMENT STORE TBK | ||||
Security ID: Y7139L105 Ticker: LPPF | ||||
Meeting Date: 27-Aug-21 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
4 | Election of Directors and/or Commissioners; | |||
Approval of Remuneration | Management | For | Voted - Against | |
5 | Amendments to Articles | Management | For | Voted - Against |
Meeting Date: 05-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
4 | Directors' and Commissioners' Fees | Management | For | Voted - For |
Meeting Date: 06-Jun-22 | ||||
1 | Authority to Reduce Authorized Capital | Management | For | Voted - Against |
2 | Authority to Repurchase Shares | Management | For | Voted - For |
PT TELEKOMUNIKASI INDONESIA | ||||
Security ID: Y71474145 Ticker: TLKM | ||||
Meeting Date: 27-May-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Partnership and Community Development Report | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' and Commissioners' Fees | Management | For | Voted - Against |
177
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
6 | Amendments to Articles | Management | For | Voted - Against |
7 | Ratification of Ministerial Regulation | Management | For | Voted - For |
8 | Amendments to Company's Pension Fund | Management | For | Voted - Against |
QUALICORP CONSULTORIA E CORRETORA DE SEGUROS S.A. | ||||
Security ID: P7S21H105 Ticker: QUAL3 | ||||
Meeting Date: 29-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Amendments to Articles | Management | For | Voted - Against |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 29-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Board Size | Management | For | Voted - For |
6 | Request Cumulative Voting | Management | N/A | Voted - Against |
7 | Election of Directors | Management | For | Voted - Against |
8 | Approve Recasting of Votes for Amended Slate | Management | N/A | Voted - Against |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
11 | Allocate Cumulative Votes to Heraclito de Brito | |||
Gomes Junior | Management | N/A | Voted - For | |
12 | Allocate Cumulative Votes to Mauro Teixeira Sampaio | Management | N/A | Voted - Abstain |
13 | Allocate Cumulative Votes to Martha Maria Soares | |||
Savedra | Management | N/A | Voted - Abstain | |
14 | Allocate Cumulative Votes to Murilo Ramos Neto | Management | N/A | Voted - For |
15 | Allocate Cumulative Votes to Roberto Martins de | |||
Souza | Management | N/A | Voted - For | |
16 | Allocate Cumulative Votes to Ricardo Wagner Lopes | |||
Barbosa | Management | N/A | Voted - Abstain | |
17 | Allocate Cumulative Votes to Bernardo Dantas | |||
Rodenburg | Management | N/A | Voted - For | |
18 | Allocate Cumulative Votes to Peter Paul Lorenço | |||
Estermann | ||||
Management | N/A | Voted - Abstain | ||
19 | Allocate Cumulative Votes to Pedro Salles Montenegro | Management | N/A | Voted - Abstain |
20 | Remuneration Policy | Management | For | Voted - Against |
21 | Request Establishment of Supervisory Council | Management | N/A | Voted - For |
22 | Election of Supervisory Council | Management | For | Voted - For |
23 | Approve Recasting of Votes for Amended Supervisory | |||
Council Slate | Management | N/A | Voted - Against | |
24 | Supervisory Councils' Fees | Management | For | Voted - For |
178
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
QUALITY HOUSES PUBLIC COMPANY LIMITED | ||||
Security ID: Y7173A288 Ticker: QH | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Suri Buakhom | Management | For | Voted - Against |
1.2 | Elect Rachai Wattanakasaem | Management | For | Voted - Against |
1.3 | Elect Suwanna Bhuddhaprasart | Management | For | Voted - For |
1.4 | Elect Pravit Choatewattanaphun | Management | For | Voted - For |
2 | Meeting Minutes | Management | For | Voted - For |
3 | Results of Operations | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Directors' Bonus | Management | For | Voted - Against |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Transaction of Other Business | Management | For | Voted - Against |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
RADIANT OPTO-ELECTRONICS CORP. | ||||
Security ID: Y7174K103 Ticker: 6176 | ||||
Meeting Date: 26-May-22 | ||||
1 | Recognition Of The 2021 Business Report And | |||
Financial Report. | Management | For | Voted - For | |
2 | Recognition of the 2021 Earnings Distribution | Management | For | Voted - For |
3 | Amendment to Certain Provisions in the Articles of | |||
Incorporation | Management | For | Voted - For | |
4 | Discussion On Partial Amendments To The Regulations | |||
Governing The Acquisition And Disposal Of Assets | Management | For | Voted - For | |
5 | Discussion on the Re-formulation of the Rules of | |||
Procedure for Shareholders Meetings | Management | For | Voted - For | |
REC LIMITED | ||||
Security ID: Y73650106 Ticker: RECLTD | ||||
Meeting Date: 24-Sep-21 | ||||
1.1 | Elect Praveen Kumar Singh | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Authority to Set Auditor's Fees | Management | For | Voted - For |
5 | Authority to Issue Non-Convertible Debentures | Management | For | Voted - For |
6 | Amendments to Memorandum | Management | For | Voted - For |
179
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Parminder Chopra | Management | For | Voted - Against |
1.2 | Elect Sudhir Kumar Gangadhar Rahate | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
REDINGTON (INDIA) LTD. | ||||
Security ID: Y72020111 Ticker: REDINGTON | ||||
Meeting Date: 11-Aug-21 | ||||
1.1 | Elect TU Shu-Chyuan | Management | For | Voted - Against |
2 | Accounts and Reports (Standalone) | Management | For | Voted - For |
3 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Appointment of Branch Auditor | Management | For | Voted - For |
6 | Election and appointment of Rajiv Srivastava (Joint | |||
Managing Director); Approve Remuneration | Management | For | Voted - For | |
7 | Increase in Authorized Capital | Management | For | Voted - For |
8 | Bonus Share Issuance | Management | For | Voted - For |
Meeting Date: 27-Mar-22 | ||||
1.1 | Elect Anita P. Belani | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Redesgnation of Rajiv Srivastava (Managing | |||
Director); Approval of Remuneration | Management | For | Voted - For | |
4 | Appointment of Raj Shankar (Non-Executive Vice | |||
Chair) | Management | For | Voted - For | |
5 | Appointment of Srinivasan Venkata Krishnan | |||
(Whole-Time Director); Approval of Remuneration | Management | For | Voted - For | |
RHB BANK BERHAD | ||||
Security ID: Y72783106 Ticker: RHBBANK | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Rebecca Fatima Sta Maria | Management | For | Voted - For |
1.2 | Elect LIM Cheng Teck | Management | For | Voted - For |
1.3 | Elect Sharifatu Laila Syed Ali | Management | For | Voted - For |
1.4 | Elect Mohd Rashid Mohamad | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees and Committee Allowances | Management | For | Voted - For |
5 | Directors' Remuneration (Excluding Fees and | |||
Committee Allowances) | Management | For | Voted - For | |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares under the Dividend | |||
Reinvestment Plan | Management | For | Voted - For |
180
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Share Grant Scheme | Management | For | Voted - Against |
10 | Grant of Shares to Mohd Rashid Mohamad | Management | For | Voted - Against |
11 | Grant of Shares to Eliza ONG Yin Suen | Management | For | Voted - Against |
SAMSUNG ELECTRONICS CO., LTD. | ||||
Security ID: Y74718100 Ticker: 005930 | ||||
Meeting Date: 16-Mar-22 | ||||
1.1 | Elect KIM Han Jo | Management | For | Voted - For |
1.2 | Elect HAN Wha Jin | Management | For | Voted - For |
1.3 | Elect KIM Jun Sung | Management | For | Voted - For |
1.4 | Elect KYUNG Kye Hyun | Management | For | Voted - For |
1.5 | Elect ROH Tae Moon | Management | For | Voted - For |
1.6 | Elect PARK Hark Kyu | Management | For | Voted - For |
1.7 | Elect LEE Jung Bae | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Election of Audit Committee Member: KIM Han Jo | Management | For | Voted - For |
4 | Election of Audit Committee Member: KIM Jeong Hun | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
SCIENTEX BERHAD | ||||
Security ID: Y7542A100 Ticker: SCIENTX | ||||
Meeting Date: 08-Dec-21 | ||||
1.1 | Elect Noorizah binti Hj Abd Hamid | Management | For | Voted - For |
1.2 | Elect LIM Peng Cheong | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Directors' Fees | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Dividend Reinvestment Plan | Management | For | Voted - For |
7 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
SFA ENGINEERING CORPORATION | ||||
Security ID: Y7676C104 Ticker: 056190 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect WON Jin | Management | For | Voted - For |
1.2 | Elect KIM Young Min | Management | For | Voted - For |
1.3 | Elect JUNG Chan Seon | Management | For | Voted - For |
1.4 | Elect JO In Hwae | Management | For | Voted - For |
1.5 | Elect JUNG Song | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Amendments to Articles | Management | For | Voted - For |
181
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Election of Audit Committee Member: JO In Hwae | Management | For | Voted - For |
5 | Election Of Audit Committee Member: Jung Song | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - Against |
SHANGHAI PHARMACEUTICALS HOLDING COMPANY | ||||
Security ID: Y7685S108 Ticker: 2607 | ||||
Meeting Date: 12-Aug-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Fulfilment of the criteria for the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
3 | class and par value of the shares to be issued | Management | For | Voted - For |
4 | method and time of issuance | Management | For | Voted - For |
5 | subscription method | Management | For | Voted - For |
6 | issue price and pricing principles | Management | For | Voted - For |
7 | number of shares to be issued and the | |||
subscribers | Management | For | Voted - For | |
8 | lock-up period | Management | For | Voted - For |
9 | place of listing | Management | For | Voted - For |
10 | arrangement for the accumulated undistributed | |||
profits of the Company prior to the Proposed | ||||
Non-public Issuance of A Shares | Management | For | Voted - For | |
11 | validity period | Management | For | Voted - For |
12 | amount and use of proceeds | Management | For | Voted - For |
13 | Proposal for the Proposed Non-public Issuance of A | |||
Shares | Management | For | Voted - For | |
14 | Feasibility Report on the Use of Proceeds from the | |||
Proposed Non-public Issuance of A Shares in 2021 | Management | For | Voted - For | |
15 | Report on the Use of Proceeds Previously Raised by | |||
the Company | Management | For | Voted - For | |
16 | Dilution of Immediate Return Resulting from the | |||
Proposed Non-public Issuance of A Shares and its | ||||
Remedial Measures | Management | For | Voted - For | |
17 | Shareholder Return Plan (2021-2023) | Management | For | Voted - For |
18 | Board Authorization in relation to the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
19 | Introduction of Strategic Investors to the Company | Management | For | Voted - For |
20 | Strategic Cooperation Agreement | Management | For | Voted - For |
21 | Conditional Subscription Agreements | Management | For | Voted - For |
22 | Connected Transaction Relating to the Proposed Non- | |||
public Issuance of A Shares of the Company | Management | For | Voted - For | |
23 | Non-Voting Meeting Note | N/A | Non-Voting | |
24 | class and par value of the shares to be issued | Management | For | Voted - For |
25 | method and time of issuance | Management | For | Voted - For |
26 | subscription method | Management | For | Voted - For |
27 | issue price and pricing principles | Management | For | Voted - For |
28 | number of shares to be issued and the | |||
subscribers | Management | For | Voted - For |
182
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
29 | lock-up period | Management | For | Voted - For |
30 | place of listing | Management | For | Voted - For |
31 | arrangement for the accumulated undistributed | |||
profits of the Company prior to the Proposed | ||||
Non-public Issuance of A Shares | Management | For | Voted - For | |
32 | validity period | Management | For | Voted - For |
33 | amount and use of proceeds | Management | For | Voted - For |
34 | Proposal for the Proposed Non-public Issuance of A | |||
Shares | Management | For | Voted - For | |
35 | Board Authorization in relation to the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
36 | Conditional Subscription Agreements | Management | For | Voted - For |
37 | Connected Transaction Relating to the Proposed Non- | |||
public Issuance of A Shares of the Company | Management | For | Voted - For | |
Meeting Date: 30-Jun-22 | ||||
1 | 2021 Annual Report | Management | For | Voted - For |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Financial Services Agreement with Shanghai Shangshi | |||
Finance Co., Ltd. | Management | For | Voted - Against | |
8 | Authority to Give Guarantees | Management | For | Voted - For |
9 | Amendments to Administrative Measures for Funds | |||
Raised by the Company | Management | For | Voted - For | |
10 | Authority to Issue Debt Financing Products | Management | For | Voted - For |
11 | Satisfaction of the Conditions for Issuing | |||
Corporate Bonds | Management | For | Voted - For | |
12 | Par Value, Issue Price and Issuing Scale | Management | For | Voted - For |
13 | Interest Rate and its Determining Method | Management | For | Voted - For |
14 | Bond Type and Duration | Management | For | Voted - For |
15 | Method of Repayment of Principal and Interest | Management | For | Voted - For |
16 | Issuing Method | Management | For | Voted - For |
17 | Issuing Targets and Arrangements for Placement to | |||
Shareholders | Management | For | Voted - For | |
18 | Use of Proceeds | Management | For | Voted - For |
19 | Guarantee | Management | For | Voted - For |
20 | Repayment Guarantee Measures | Management | For | Voted - For |
21 | Underwriting Method | Management | For | Voted - For |
22 | Listing Arrangement | Management | For | Voted - For |
23 | Valid Period of the Resolution | Management | For | Voted - For |
24 | Authorization to the Executive Committee of the | |||
Board | Management | For | Voted - For | |
25 | Authority to Issue A Shares and/or H Shares w/o | |||
Preemptive Rights | Management | For | Voted - Against | |
26 | Non-Voting Meeting Note | N/A | Non-Voting | |
27 | Non-Voting Meeting Note | N/A | Non-Voting |
183
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SHENZHEN EXPRESSWAY COMPANY LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 10-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Acquisition of entire interests in Shenzhen | |||
Investment International Capital Holdings | ||||
Infrastructure Co., Ltd. | Management | For | Voted - For | |
3 | 14th Five Year (2021-2025) Development Strategy Plan | Management | For | Voted - For |
4 | Waiver of the Right of First Refusal Regarding the | |||
Equity Interest in Shenzhen International United | ||||
Land Co., Ltd. | Management | For | Voted - For | |
5 | Change of Company Name | Management | For | Voted - For |
6 | Article Amendments to Reflect Change of Company Name | Management | For | Voted - For |
SHENZHEN EXPRESSWAY CORPORATION LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect LU Da Wei | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | 2022 Budget Report | Management | For | Voted - For |
8 | Authority to Give Guarantees | Management | For | Voted - Abstain |
9 | Purchase of Liability Insurance | Management | For | Voted - For |
10 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
11 | Issue Size | Management | For | Voted - For |
12 | Target Subscribers and Arrangement for Placement to | |||
Shareholders | Management | For | Voted - For | |
13 | Type of the Debenture | Management | For | Voted - For |
14 | Maturity | Management | For | Voted - For |
15 | Interest Rate | Management | For | Voted - For |
16 | Use of Proceeds | Management | For | Voted - For |
17 | Listing | Management | For | Voted - For |
18 | Guarantee | Management | For | Voted - For |
19 | Validity of the Resolution | Management | For | Voted - For |
20 | Authorisation Arrangement | Management | For | Voted - For |
21 | Authority to Issue A Shares w/o Preemptive Rights | Management | For | Voted - Against |
184
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SHIN KONG FINANCIAL HOLDING COMPANY | ||||
Security ID: Y7753X104 Ticker: 2888 | ||||
Meeting Date: 02-Jul-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | The Company's Change of Funds Usage Plan for the | |||
Company's 2020 Capital Raising Through Issuance of | ||||
Common Shares and Preferred Shares B | Management | For | Voted - For | |
5 | Amendments to Procedural Rules for Shareholders | |||
Meeting | Management | For | Voted - For | |
6 | The Company's Long Term Capital Raising Plan in | |||
Accordance with the Company's Strategy and Growth | Management | For | Voted - For | |
Meeting Date: 27-May-22 | ||||
1 | The Company's 2021 CPA Audited Financial Statements. | Management | For | Voted - For |
2 | The Company S 2021 Earnings Distribution. Proposed | |||
Cash Dividend: Twd 0.43 Per Share. Proposed | ||||
Preferred Shares A: Twd 1.71 Per Share. Proposed | ||||
Preferred Shares B: Twd 1.8 Per Share. | Management | For | Voted - For | |
3 | Amendment To The Company S Articles Of | |||
Incorporation. | Management | For | Voted - For | |
4 | Amendment To The Company S Rules For Shareholders | |||
Meetings. | Management | For | Voted - For | |
5 | Amendments To The Company S Procedures Governing | |||
The Acquisition And Disposal Of Assets. | Management | For | Voted - For | |
6 | The Company S Long Term Capital Raising Plan In | |||
Accordance With The Company S Strategy And Growth. | Management | For | Voted - For | |
SHINHAN FINANCIAL GROUP CO., LTD | ||||
Security ID: Y7749X101 Ticker: 055550 | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect PARK An Soon | Management | For | Voted - For |
1.2 | Elect BYEON Yang Ho | Management | For | Voted - For |
1.3 | Elect SUNG Jae Ho | Management | For | Voted - For |
1.4 | Elect YOON Jae Won | Management | For | Voted - For |
1.5 | Elect LEE Yoon Jae | Management | For | Voted - For |
1.6 | Elect JIN Hyun Duk | Management | For | Voted - For |
1.7 | Elect HUH Yong Hak | Management | For | Voted - For |
1.8 | Elect KIM Jo Seol | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Election of Audit Committee Member: BAE Hoon | Management | For | Voted - For |
4 | Election of Audit Committee Member: SUNG Jae Ho | Management | For | Voted - For |
5 | Election of Audit Committee Member: YOON Jae Won | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
185
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SHOUGANG FUSHAN RESOURCES GROUP LIMITED | ||||
Security ID: Y7760F104 Ticker: 0639 | ||||
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect FAN Wenli | Management | For | Voted - For |
1.2 | Elect CHEN Zhaoqiang | Management | For | Voted - For |
1.3 | Elect CHANG Cun | Management | For | Voted - For |
1.4 | Elect SHI Yubao | Management | For | Voted - Against |
1.5 | Elect SHEN Zongbin | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
SIGURD MICROELECTRONICS CORPORATION | ||||
Security ID: Y79355106 Ticker: 6257 | ||||
Meeting Date: 09-Jun-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Cash Distribution from Capital Reserve | Management | For | Voted - For |
4 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
5 | Amendments to Articles | Management | For | Voted - For |
SIMPLO TECHNOLOGY CO., LTD | ||||
Security ID: Y7987E104 Ticker: 6121 | ||||
Meeting Date: 15-Jun-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Procedural Rules for Acquisition or | |||
Disposal of Assets | Management | For | Voted - For | |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For |
186
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SINO-AMERICAN SILICON PRODUCTS INC. | ||||
Security ID: Y8022X107 Ticker: 5483 | ||||
Meeting Date: 23-Jun-22 | ||||
1 | 2021 Accounts and Reports and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
2 | Amendments to Articles | Management | For | Voted - For |
3 | Re-establishment of Procedural Rules for | |||
Shareholder Meetings | Management | For | Voted - For | |
4 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
5 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - Against | |
SINOPAC FINANCIAL HOLDINGS CO., LTD. | ||||
Security ID: Y8009U100 Ticker: 2890 | ||||
Meeting Date: 27-May-22 | ||||
1 | Business Reports and Financial Statements for Year | |||
2021 | Management | For | Voted - For | |
2 | Proposal for Distribution of 2021 Earnings. | |||
Proposed Cash Dividend: Twd 0.8 Per Share and Stock | ||||
Dividend: 10 for 1000 Shs Held | Management | For | Voted - For | |
3 | Appropriation of 2021 Undistributed Earnings As | |||
Capital Through Issuance of New Shares | Management | For | Voted - For | |
4 | Amending the Company's Articles of Incorporation | Management | For | Voted - For |
5 | Amending the Company's Procedures for the | |||
Acquisition or Disposal of Assets | Management | For | Voted - For | |
SINOPEC ENGINEERING (GROUP) CO LTD | ||||
Security ID: Y80359105 Ticker: 2386 | ||||
Meeting Date: 26-Oct-21 | ||||
1.1 | Elect SUN Lili | Management | For | Voted - Against |
1.2 | Elect XIANG Wenwu | Management | For | Voted - For |
1.3 | Elect WANG Zizong | Management | For | Voted - For |
1.4 | Elect LI Chengfeng | Management | For | Voted - For |
1.5 | Elect WU Wenxin | Management | For | Voted - For |
1.6 | Elect JIANG Dejun | Management | For | Voted - For |
1.7 | Elect Stephen HUI Chiu Chung | Management | For | Voted - Against |
1.8 | Elect YE Zheng | Management | For | Voted - Against |
1.9 | Elect JIN Yong | Management | For | Voted - Against |
1.10 | Elect ZHU Fei as Supervisor | Management | For | Voted - For |
1.11 | Elect ZHANG Xinming as Supervisor | Management | For | Voted - Against |
1.12 | Elect ZHOU Yingguan as Supervisor | Management | For | Voted - Against |
1.13 | Elect ZHOU Chengping as Supervisor | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
187
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Financial Services Framework Agreement | Management | For | Voted - For |
4 | Engineering and Construction Services Framework | |||
Agreement | Management | For | Voted - For | |
5 | Amendments to Articles of Association | Management | For | Voted - For |
6 | Amendments to Procedural Rules of Board Meetings | Management | For | Voted - For |
7 | Amendments to Procedural Rules of Meetings of the | |||
Supervisory Committee | Management | For | Voted - For | |
8 | Amendments to Procedural Rules of Meetings of the | |||
Audit Committee | Management | For | Voted - For | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 26-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Board Authorization to Determine Interim Profit | |||
Distribution Plan | Management | For | Voted - For | |
8 | Approval of Business Operation Plan, Investment | |||
Plan | ||||
Management | For | Voted - For | ||
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Authority to Repurchase Domestic and/or H Shares | Management | For | Voted - For |
11 | Authority to Issue Domestic and/or H Shares w/o | |||
Preemptive Rights | Management | For | Voted - Against | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Authority to Repurchase Domestic and/or H Shares | Management | For | Voted - For |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
SINOPHARM GROUP CO. LTD. | ||||
Security ID: Y8008N107 Ticker: 1099 | ||||
Meeting Date: 20-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Approval of Actual Transaction Amount under 2020 | |||
Procurement Framework Agreement and 2020 Sales | ||||
Framework Agreement | Management | For | Voted - For | |
4 | New Annual Cap for 2020 Procurement Framework | |||
Agreement | Management | For | Voted - For | |
5 | New Annual Cap for 2020 Sales Framework Agreement | Management | For | Voted - For |
6 | Non-Voting Meeting Note | N/A | Non-Voting |
188
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Supervisors' Fees | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Authority to Give Guarantees | Management | For | Voted - Abstain |
11 | Authority to Issue Domestic Shares and/or H Shares | |||
w/o Preemptive Rights | Management | For | Voted - Against | |
12 | Authority to Repurchase H Shares | Management | For | Voted - For |
13 | Authority to Issue Debt Financing Instruments | Management | For | Voted - For |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Authority to Repurchase H Shares | Management | For | Voted - For |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
18 | Non-Voting Meeting Note | N/A | Non-Voting | |
SINOTRANS LIMITED | ||||
Security ID: Y6145J104 Ticker: 0598 | ||||
Meeting Date: 02-Nov-21 | ||||
1.1 | Elect WANG Hong | Management | For | Voted - For |
1.2 | Elect DENG Weidong | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 30-Nov-21 | ||||
1.1 | Elect KOU Suiqi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Extension of the Commitment Period by the | |||
Controlling Shareholder of the Company in Relation | ||||
to Avoiding Horizontal Competition | Management | For | Voted - For | |
Meeting Date: 24-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Approve Share Option Scheme (Draft) and its Summary | Management | For | Voted - For |
3 | Establishment of Appraisal Measures for | |||
Implementation of the Share Option Scheme | Management | For | Voted - For | |
4 | Board Authorization to Handle Matters in Respect of | |||
the Share Option Scheme | Management | For | Voted - For | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
189 |
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 31-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
3 | Authority to Repurchase Shares | Management | For | Voted - For |
4 | Updated Mandate of Issue of Debt Financing | |||
Instruments | Management | For | Voted - For | |
5 | Authority to Give Guarantees | Management | For | Voted - Against |
6 | Directors' Report | Management | For | Voted - For |
7 | Supervisors' Report | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Annual Reports | Management | For | Voted - For |
10 | 2022 Financial Budget | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
13 | Directors' Fees | Management | For | Voted - For |
14 | Renewal of Liability Insurance | Management | For | Voted - For |
15 | Administrative Measures for External Donations | Management | For | Voted - For |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Authority to Repurchase Shares | Management | For | Voted - For |
SINOTRUK (HONG KONG) LIMITED | ||||
Security ID: Y8014Z102 Ticker: 3808 | ||||
Meeting Date: 29-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | 2024 Weichai Parts Sales Agreement | Management | For | Voted - For |
5 | 2022 Weichai Parts Purchase Agreement | Management | For | Voted - For |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect CAI Dong | Management | For | Voted - For |
1.2 | Elect SUN Shaojun | Management | For | Voted - For |
1.3 | Elect JIANG Kui | Management | For | Voted - For |
1.4 | Elect Alexander A. G. Vlaskamp | Management | For | Voted - For |
1.5 | Elect Karsten Oellers | Management | For | Voted - For |
1.6 | Elect Mats Lennart Harborn | Management | For | Voted - For |
1.7 | Elect LIN Zhijun | Management | For | Voted - Against |
1.8 | Elect LYU Shousheng | Management | For | Voted - For |
1.9 | Elect ZHANG Zhong | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
190
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
SK SQUARE | ||||
Security ID: Y8T6X4107 Ticker: 402340 | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
2 | Directors' Fees | Management | For | Voted - For |
SK TELECOM CO., LTD | ||||
Security ID: Y4935N104 Ticker: 017670 | ||||
Meeting Date: 12-Oct-21 | ||||
1.1 | Elect CHOI Kyu Nam | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Spin-off | Management | For | Voted - For |
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect KANG Jong Ryeol | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Option Grant | Management | For | Voted - For |
5 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: KIM Seok Dong | Management | For | Voted - Against | |
6 | Directors' Fees | Management | For | Voted - For |
SNT MOTIV CO.,LTD | ||||
Security ID: Y8137Y107 Ticker: 064960 | ||||
Meeting Date: 28-Feb-22 | ||||
1.1 | Elect CHOI Kwang Young | Management | For | Voted - Against |
1.2 | Elect KIM Do Hwan | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Directors' Fees | Management | For | Voted - For |
4 | Corporate Auditors' Fees | Management | For | Voted - For |
191
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SONATA SOFTWARE LTD. | ||||
Security ID: Y8071D135 Ticker: SONATSOFTW | ||||
Meeting Date: 16-Aug-21 | ||||
1.1 | Elect Viren R. Raheja | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
SSY GROUP LIMITED | ||||
Security ID: G8406X103 Ticker: 2005 | ||||
Meeting Date: 23-May-22 | ||||
1.1 | Elect QU Jiguang | Management | For | Voted - For |
1.2 | Elect SU Xuejun | Management | For | Voted - Against |
1.3 | Elect MENG Guo | Management | For | Voted - Against |
1.4 | Elect CHOW Hing Yeung | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles | Management | For | Voted - Against |
SYNNEX TECHNOLOGY INTERNATIONAL CORP. | ||||
Security ID: Y8344J109 Ticker: 2347 | ||||
Meeting Date: 30-May-22 | ||||
1 | Ratification Of The 2021 Financial Statements | Management | For | Voted - For |
2 | Ratification Of The 2021 Earnings Distribution. | |||
Proposed Cash Dividend: Twd 5 Per Share. | Management | For | Voted - For | |
3 | Discussion For Amending Certain Provisions Of | |||
Articles Of Articles | Management | For | Voted - For | |
4 | Discussion for Amending Certain Provisions of | |||
Procedures for the Acquisition and Disposal of | ||||
Assets. | Management | For | Voted - For | |
5 | Discussion for Amending Certain Provisions of | |||
Procedure for Derivatives Trading | Management | For | Voted - For | |
6 | The Election of the Director.:hong Ding Investments | |||
Corp.,shareholder No.18325,tu Shu Chyuan As | ||||
Representative | Management | For | Voted - For | |
7 | The Election of the Director.:lien Hwa Industrial | |||
Holdings Corporation,shareholder No.119603,scott | ||||
Matthew Miau As Representative | Management | For | Voted - For |
192
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Discussion on Releasing Directors of the Company | |||
from Non-competition Restrictions | Management | For | Voted - For | |
TATA STEEL LIMITED | ||||
Security ID: Y8547N139 Ticker: TATASTEEL | ||||
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect Koushik Chatterjee | Management | For | Voted - Against |
2 | Accounts and Reports (Standalone) | Management | For | Voted - For |
3 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
6 | Authority to Set Cost Auditor's Fees | Management | For | Voted - For |
7 | Stock Split | Management | For | Voted - For |
8 | Amendments to Memorandum of Association of the | |||
Company | Management | For | Voted - For | |
9 | Amendments to Articles of Association of the Company | Management | For | Voted - For |
10 | Change In Place Of Keeping Registers And Records | Management | For | Voted - For |
11 | Related Party Transactions (Tata Power Limited) | Management | For | Voted - For |
12 | Related Party Transactions (Tata Limited) | Management | For | Voted - For |
13 | Related Party Transactions (T.S. Global Procurement | |||
and Tata International Singapore) | Management | For | Voted - For | |
TCL ELECTRONICS HOLDINGS LIMITED | ||||
Security ID: G8701T138 Ticker: 1070 | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect DU Juan | Management | For | Voted - For |
1.2 | Elect Kevin WANG Cheng | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Master Sale and Purchase (2022-2024) Agreement | Management | For | Voted - For |
5 | Master Services (2022-2024) Agreement | Management | For | Voted - For |
6 | Master Financial (2022-2024) Agreement | Management | For | Voted - For |
7 | Master Brand Promotion (2022-2024) Agreement | Management | For | Voted - For |
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect SUN Li | Management | For | Voted - For |
1.2 | Elect Carter TSENG Shieng-chang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
193
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Authority to Grant Shares under the Share Award | |||
Scheme | Management | For | Voted - Against | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
TELEFONICA BRASIL S.A., | ||||
Security ID: P9T369176 Ticker: VIVT3 | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Eduardo Navarro de Carvalho | Management | For | Voted - For |
1.2 | Elect Francisco Javier de Paz Mancho | Management | For | Voted - Against |
1.3 | Elect Ana Theresa Masetti Borsari | Management | For | Voted - For |
1.4 | Elect Jose Maria Del Rey Osorio | Management | For | Voted - For |
1.5 | Elect Christian Mauad Gebara | Management | For | Voted - For |
1.6 | Elect Claudia Maria Costin | Management | For | Voted - For |
1.7 | Elect Juan Carlos Ros Brugueras | Management | For | Voted - For |
1.8 | Elect Jordi Gual Sole | Management | For | Voted - For |
1.9 | Elect Ignacio Moreno Martinez | Management | For | Voted - For |
1.10 | Elect Alfredo Arahuetes Garcia | Management | For | Voted - For |
1.11 | Elect Andrea Capelo Pinheiro | Management | For | Voted - For |
1.12 | Elect Solange Sobral Targa | Management | For | Voted - For |
1.13 | Elect Cremenio Medola Netto | Management | For | Voted - For |
1.14 | Elect Charles Edwards Allen | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Amendments to Article 5 (Reconciliation of Share | |||
Capital) | Management | For | Voted - For | |
5 | Consolidation of Articles | Management | For | Voted - For |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Board Size | Management | For | Voted - Against |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
12 | Allocate Cumulative Votes to Eduardo Navarro de | |||
Carvalho | Management | N/A | Voted - Abstain | |
13 | Allocate Cumulative Votes to Francisco Javier de | |||
Paz Mancho | Management | N/A | Voted - Abstain | |
14 | Allocate Cumulative Votes to Ana Theresa Masetti | |||
Borsari | Management | N/A | Voted - For | |
15 | Allocate Cumulative Votes to Jose Maria Del Rey | |||
Osorio | Management | N/A | Voted - For | |
16 | Allocate Cumulative Votes to Christian Mauad Gebara | Management | N/A | Voted - Abstain |
17 | Allocate Cumulative Votes to Claudia Maria Costin | Management | N/A | Voted - For |
18 | Allocate Cumulative Votes to Juan Carlos Ros | |||
Brugueras | Management | N/A | Voted - For | |
19 | Allocate Cumulative Votes to Jordi Gual Sole | Management | N/A | Voted - For |
20 | Allocate Cumulative Votes to Ignacio Moreno Martinez | Management | N/A | Voted - For |
194
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
21 | Allocate Cumulative Votes to Alfredo Arahuetes | |||
Garcia | Management | N/A | Voted - For | |
22 | Allocate Cumulative Votes to Andrea Capelo Pinheiro | Management | N/A | Voted - For |
23 | Allocate Cumulative Votes to Solange Sobral Targa | Management | N/A | Voted - For |
24 | Request Cumulative Voting | Management | N/A | Voted - Against |
25 | Request Separate Election for Board Member | Management | N/A | Voted - Abstain |
26 | Remuneration Policy | Management | For | Voted - For |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
28 | Non-Voting Meeting Note | N/A | Non-Voting | |
TELKOM SA SOC LIMITED | ||||
Security ID: S84197102 Ticker: TKG | ||||
Meeting Date: 25-Aug-21 | ||||
1.1 | Elect Olufunke (Funke) Ighodaro | Management | For | Voted - For |
1.2 | Elect Ethel G. Matenge-Sebesho | Management | For | Voted - For |
1.3 | Elect Herman Singh | Management | For | Voted - For |
1.4 | Re-elect Kholeka W. Mzondeki | Management | For | Voted - For |
1.5 | Re-elect Fagmeedah Petersen-Cook | Management | For | Voted - For |
1.6 | Re-elect Sibusiso P. Sibisi | Management | For | Voted - For |
1.7 | Re-elect Rex G. Tomlinson | Management | For | Voted - For |
1.8 | Re-elect Navin Kapila | Management | For | Voted - For |
2 | Elect Audit Committee Member (Keith A. Rayner) | Management | For | Voted - For |
3 | Elect Audit Committee Member (Sibusiso Luthuli) | Management | For | Voted - For |
4 | Elect Audit Committee Member (Kholeka W. Mzondeki) | Management | For | Voted - For |
5 | Elect Audit Committee Member (Herman Singh) | Management | For | Voted - For |
6 | Elect Audit Committee Member (Louis L. von Zeuner) | Management | For | Voted - For |
7 | Appointment of Auditor (PricewaterhouseCoopers) | Management | For | Voted - For |
8 | Appointment of Auditor (SizweNtsalubaGobodo) | Management | For | Voted - For |
9 | Approve Remuneration Policy | Management | For | Voted - For |
10 | Approve Remuneration Implementation Report | Management | For | Voted - For |
11 | General Authority to Issue Shares | Management | For | Voted - For |
12 | Authority to Issue Shares for Cash | Management | For | Voted - For |
13 | Authority to Repurchase Shares | Management | For | Voted - For |
14 | Approve NEDs' Fees | Management | For | Voted - For |
15 | Approve Financial Assistance (Sections 44 & 45) | Management | For | Voted - For |
TENAGA NASIONAL BERHAD | ||||
Security ID: Y85859109 Ticker: TENAGA | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Amran Hafiz bin Affifudin | Management | For | Voted - For |
1.2 | Elect ONG Ai Lin | Management | For | Voted - For |
1.3 | Elect Roslina binti Zainal | Management | For | Voted - Against |
1.4 | Elect Hasan bin Arifin | Management | For | Voted - For |
1.5 | Elect LAU Beng Wei | Management | For | Voted - For |
1.6 | Elect Merina Binti Abu Tahir | Management | For | Voted - For |
195
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Directors' Fees for Non-Executive Chairman Hasan | |||
bin Arifin | Management | For | Voted - For | |
3 | Directors' Fee for Non-Executive Director Asri bin | |||
Hamidin | Management | For | Voted - For | |
4 | Directors' Fee for Non-Executive Director Juniwati | |||
Rahmat Hussin | Management | For | Voted - For | |
5 | Directors' Fee for Non-Executive Director Gopala | |||
Krishnan K. Sundaram | Management | For | Voted - For | |
6 | Directors' Fee for Non-Executive Director ONG Ai Lin | Management | For | Voted - For |
7 | Directors' Fee for Non-Executive Director Rosalina | |||
binti Zainal | Management | For | Voted - For | |
8 | Directors' Fee for Non-Executive Director Nawawi | |||
bin Ahmad | Management | For | Voted - For | |
9 | Directors' Fee for Non-Executive Director | |||
Rawisandran a/l Narayanan | Management | For | Voted - For | |
10 | Directors' Fee for Non-Executive LAU Beng Wei | Management | For | Voted - For |
11 | Directors' Fee for Non-Executive Director Merina | |||
binti Abu Tahir | Management | For | Voted - For | |
12 | Directors' Benefits | Management | For | Voted - For |
13 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
14 | Equity Grant to Akmal Aziq bin Baharin | Management | For | Voted - For |
THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LTD | ||||
Security ID: Y6800A109 Ticker: 1339 | ||||
Meeting Date: 28-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Interim Profit Distribution Plan | Management | For | Voted - For |
3 | Approval of 2021 Annual Charity Donation Plan | Management | For | Voted - For |
4 | Formation of PICC Technology Co., Ltd. | Management | For | Voted - For |
Meeting Date: 29-Dec-21 | ||||
1.1 | Elect ZHANG Tao as Supervisor | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Amendments to Articles of Association | Management | For | Voted - Against |
5 | Amendments to Procedural Rules for General Meetings | Management | For | Voted - Against |
6 | Amendments to Procedural Rules for Board Meetings | Management | For | Voted - For |
7 | Amendments to Procedural Rules Meetings of the | |||
Board of Supervisors | Management | For | Voted - For | |
8 | Remuneration Scheme for the Company's Directors and | |||
Supervisors for the year 2020 | Management | For | Voted - For | |
Meeting Date: 20-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
196
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Budget of Fixed Asset Investment for 2022 | Management | For | Voted - For |
7 | Charitable Donation Plan for 2022 | Management | For | Voted - For |
8 | Purchase of Liabilities Insurance for the Company | |||
and its Directors, Supervisors and Senior Management | Management | For | Voted - For | |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Authority to Issue Capital Supplementary Bonds | Management | For | Voted - Against |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
TOPCO SCIENTIFIC COMPANY LIMITED | ||||
Security ID: Y8896T109 Ticker: 5434 | ||||
Meeting Date: 30-May-22 | ||||
1 | 2021 Financial Statements | Management | For | Voted - For |
2 | 2021 Earnings Distribution. Proposed Dividend is Nt | |||
8.8 Per Share | Management | For | Voted - For | |
3 | Amendment Of The Articles Of Procedures For | |||
Acquisition Or Disposal Of Assets | Management | For | Voted - For | |
TRIPOD TECHNOLOGY CORP. | ||||
Security ID: Y8974X105 Ticker: 3044 | ||||
Meeting Date: 21-Jun-22 | ||||
1 | 2021 Financial Statements. | Management | For | Voted - For |
2 | Proposal For Distribution Of 2021 Earnings. | |||
Proposed Cash Dividend :Twd 7 Per Share. | Management | For | Voted - For | |
3 | Proposal to Amend the Regulations Governing the | |||
Acquisition and Disposal of Assets | Management | For | Voted - For | |
TURKIYE SISE VE CAM FABRIKALARI A.S | ||||
Security ID: M9013U105 Ticker: SISE | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Election of Presiding Chair; Minutes | Management | For | Voted - For |
5 | Presentation of Directors' and Auditors' Reports | Management | For | Voted - For |
6 | Financial Statements | Management | For | Voted - For |
7 | Ratification of Co-Option of Directors | Management | For | Voted - For |
8 | Ratification of Board Acts | Management | For | Voted - For |
9 | Election of Directors | Management | For | Voted - Against |
10 | Directors' Fees | Management | For | Voted - Against |
11 | Authority to Carry out Competing Activities or | |||
Related Party Transactions | Management | For | Voted - For | |
12 | Allocation of Profits/Dividends | Management | For | Voted - For |
13 | Authority to Make Advance Payments of Dividends | Management | For | Voted - For |
197
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
14 | Presentation of Report on Repurchase of Shares | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - Against |
16 | Charitable Donations | Management | For | Voted - For |
17 | Presentation of Report on Guarantees | Management | For | Voted - For |
18 | Wishes; Closing | Management | For | Voted - For |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
UNITED TRACTORS | ||||
Security ID: Y7146Y140 Ticker: UNTR | ||||
Meeting Date: 08-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Directors' and Commissioners' Fees | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
5 | Amendments to Articles | Management | For | Voted - Against |
UPL LIMITED | ||||
Security ID: Y9305P100 Ticker: UPL | ||||
Meeting Date: 06-Aug-21 | ||||
1.1 | Elect Arun Chandrasen Ashar | Management | For | Voted - Against |
2 | Accounts and Reports (Standalone) | Management | For | Voted - For |
3 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Authority to Set Cost Auditors Fees | Management | For | Voted - For |
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect Naina Lal Kidwai | Management | For | Voted - For |
2 | Related Party Transactions (Subsidiaries, JVs & | |||
Associates) | Management | For | Voted - For | |
3 | Related Party Transactions (UPL Corporation | |||
Limited, MauritiusTransactions) | Management | For | Voted - For | |
4 | Related Party Transactions (UPL Corporation | |||
Limited, MauritiusFinancial Assistance) | Management | For | Voted - For | |
5 | Authority to Repurchase Shares | Management | For | Voted - For |
VALE SA | ||||
Security ID: P9661Q155 Ticker: VALE3 | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Jose Luciano Duarte Penido | Management | For | Voted - For |
1.2 | Elect Fernando Jorge Buso Gomes | Management | For | Voted - For |
1.3 | Elect Daniel Andre Stieler | Management | For | Voted - For |
1.4 | Elect Eduardo de Oliveira Rodrigues Filho | Management | For | Voted - For |
198
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Ken Yasuhara | Management | For | Voted - For |
1.6 | Elect Manuel Lino S. De Sousa-Oliveira | Management | For | Voted - For |
1.7 | Elect Marcelo Gasparino da Silva | Management | For | Voted - For |
1.8 | Elect Mauro Gentile Rodrigues da Cunha | Management | For | Voted - For |
1.9 | Elect Murilo Cesar Lemos dos Santos Passos | Management | For | Voted - For |
1.10 | Elect Rachel de Oliveira Maia | Management | For | Voted - For |
1.11 | Elect Roberto da Cunha Castello Branco | Management | For | Voted - For |
1.12 | Elect Roger Allan Downey | Management | For | Voted - For |
1.13 | Elect Jose Luciano Duarte Penido Board Chair | Management | For | Voted - For |
1.14 | Elect Fernando Jorge Buso Gomes as Board Vice Chair | Management | For | Voted - For |
1.15 | Elect Marcelo Amaral Moraes | Management | N/A | Voted - Against |
1.16 | Elect Gueitiro Matsuo Genso | Management | N/A | Voted - For |
1.17 | Elect Marcio de Souza | Management | N/A | Voted - For |
1.18 | Elect Raphael Manhaes Martins | Management | N/A | Voted - For |
1.19 | Elect Heloisa Belotti Bedicks | Management | N/A | Voted - For |
1.20 | Elect Robert Juenemann | Management | N/A | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Amendments to Articles (Technical Amendments) | Management | For | Voted - For |
5 | Merger Agreement (NSG, New Steel and CTSS) | Management | For | Voted - For |
6 | Ratification of Appointment of Appraiser (Macso) | Management | For | Voted - For |
7 | Valuation Reports (NSG, New Steel and CTSS) | Management | For | Voted - For |
8 | Merger by Absorption (NSG) | Management | For | Voted - For |
9 | Merger by Absorption (New Steel) | Management | For | Voted - For |
10 | Merger by Absorption (CTSS) | Management | For | Voted - For |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Accounts and Reports | Management | For | Voted - For |
14 | Allocation of Profits/Dividends | Management | For | Voted - For |
15 | Request Cumulative Voting | Management | Against | Voted - Against |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Proportional Allocation of Cumulative Votes | Management | For | Voted - For |
18 | Allocate Cumulative Votes to Jose Luciano Duarte | |||
Penido | Management | N/A | Voted - Abstain | |
19 | Allocate Cumulative Votes to Fernando Jorge Buso | |||
Gomes | Management | N/A | Voted - Abstain | |
20 | Allocate Cumulative Votes to Daniel Andre Stieler | Management | N/A | Voted - Abstain |
21 | Allocate Cumulative Votes to Eduardo de Oliveira | |||
Rodrigues Filho | Management | N/A | Voted - Abstain | |
22 | Allocate Cumulative Votes to Ken Yasuhara | Management | N/A | Voted - Abstain |
23 | Allocate Cumulative Votes to Manuel Lino Silva de | |||
Sousa Oliveira | Management | N/A | Voted - Abstain | |
24 | Allocate Cumulative Votes to Marcelo Gasparino da | |||
Silva | Management | N/A | Voted - Abstain | |
25 | Allocate Cumulative Votes to Mauro Rodrigues da | |||
Cunha | Management | N/A | Voted - Abstain | |
26 | Allocate Cumulative Votes to Murilo Cesar Lemos dos | |||
Santos Passos | Management | N/A | Voted - Abstain | |
27 | Allocate Cumulative Votes to Rachel de Oliveira Maia | Management | N/A | Voted - Abstain |
28 | Allocate Cumulative Votes to Roberto da Cunha | |||
Castello Branco | Management | N/A | Voted - Abstain |
199
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
29 | Allocate Cumulative Votes to Roger Allan Downey | Management | N/A | Voted - Abstain |
30 | Remuneration Policy | Management | For | Voted - For |
31 | Ratify Updated Global Remuneration Amount | Management | For | Voted - For |
32 | Non-Voting Meeting Note | N/A | Non-Voting | |
VALUE ADDED TECHNOLOGY CO.,LTD. | ||||
Security ID: Y9347V107 Ticker: 043150 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect KIM Sun Bum | Management | For | Voted - For |
1.2 | Elect JUN Dong Hyo | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
VIBRA ENERGIA S.A. | ||||
Security ID: P9785J111 Ticker: VBBR3 | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Sergio Rial as Board Chair | Management | For | Voted - For |
1.2 | Elect Fabio Schvartsman as Board Chair | Management | N/A | Voted - Abstain |
1.3 | Elect Walter Schalka as Board Chair | Management | N/A | Voted - Abstain |
1.4 | Elect Nildemar Secches as Board Chair | Management | N/A | Voted - Abstain |
1.5 | Elect Ana Toni as Board Chair | Management | N/A | Voted - Abstain |
1.6 | Elect Clarissa de Araujo Lins as Board Chair | Management | N/A | Voted - Abstain |
1.7 | Elect Carlos Augusto Leone Piani as Board Chair | Management | N/A | Voted - Abstain |
1.8 | Elect Mateus Affonso Bandeira as Board Chair | Management | N/A | Voted - Abstain |
1.9 | Elect Pedro Santos Ripper as Board Chair | Management | N/A | Voted - Abstain |
1.10 | Elect Joao Verner Juenemann | Management | For | Voted - For |
1.11 | Elect Luiz Carlos Nannini | Management | For | Voted - For |
1.12 | Elect Rinaldo Pecchio Junior | Management | For | Non-Voting |
1.13 | Elect Ana Paula Teixeira de Sousa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Capitalization of Reserves w/o Share Issuance | Management | For | Voted - For |
4 | Amendments to Articles; Consolidation of Articles | Management | For | Voted - For |
5 | Approval of Performance Shares Plan | Management | For | Voted - For |
6 | Approval of Restricted Shares Plan | Management | For | Voted - For |
7 | Ratify Minutes of Shareholders' Meeting (November | |||
8, 1972) | Management | For | Voted - For | |
8 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - For |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Accounts and Reports | Management | For | Voted - For |
14 | Capital Expenditure Budget | Management | For | Voted - For |
200
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Allocation of Profits/Dividends | Management | For | Voted - For |
16 | Request Cumulative Voting | Management | N/A | Voted - Against |
17 | Election of Directors | Management | For | Voted - For |
18 | Approve Recasting of Votes for Amended Slate | Management | N/A | Voted - Against |
19 | Non-Voting Agenda Item | N/A | Non-Voting | |
20 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
21 | Allocate Cumulative Votes to Sergio Rial | Management | N/A | Voted - For |
22 | Allocate Cumulative Votes to Fabio Schvartsman | Management | N/A | Voted - For |
23 | Allocate Cumulative Votes to Walter Schalka | Management | N/A | Voted - For |
24 | Allocate Cumulative Votes to Nildemar Secches | Management | N/A | Voted - For |
25 | Allocate Cumulative Votes to Ana Toni | Management | N/A | Voted - For |
26 | Allocate Cumulative Votes to Clarissa de Araujo Lins | Management | N/A | Voted - For |
27 | Allocate Cumulative Votes to Carlos Augusto Leone | |||
Piani | Management | N/A | Voted - Abstain | |
28 | Allocate Cumulative Votes to Mateus Affonso Bandeira | Management | N/A | Voted - For |
29 | Allocate Cumulative Votes to Pedro Santos Ripper | Management | N/A | Voted - Abstain |
30 | Non-Voting Agenda Item | N/A | Non-Voting | |
31 | Remuneration Policy | Management | For | Voted - Against |
32 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
VIEWORKS CO., LTD. | ||||
Security ID: Y9330U108 Ticker: 100120 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect JANG Hyeon Seok | Management | For | Voted - For |
1.2 | Elect HYUN Kyung Sook | Management | For | Voted - For |
1.3 | Elect CHOI Woo Jin | Management | For | Voted - For |
2 | Financial Statements | Management | For | Voted - Against |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Corporate Auditors' Fees | Management | For | Voted - For |
VINA CONCHAY TORO S.A. | ||||
Security ID: P9796J100 Ticker: CONCHATORO | ||||
Meeting Date: 21-Apr-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Dividend Policy | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - Against |
5 | Directors' Expenses | Management | For | Voted - For |
6 | Presentation of Directors' Committee Activities and | |||
Reports | Management | For | Voted - For | |
7 | Directors' Committee Fees and Budget | Management | For | Voted - For |
8 | Appointment of Auditor | Management | For | Voted - For |
9 | Appointment of Risk Rating Agency | Management | For | Voted - For |
10 | Publication of Company Notices | Management | For | Voted - For |
201
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Related Party Transactions | Management | For | Voted - For |
12 | Transaction of Other Business | Management | N/A | Voted - Against |
VINDA INTERNATIONAL HOLDINGS LIMITED | ||||
Security ID: G9361V108 Ticker: 3331 | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect DONG Yi Ping | Management | For | Voted - For |
1.2 | Elect Carl Magnus Groth | Management | For | Voted - For |
1.3 | Elect Carl F.S. Rystedt | Management | For | Voted - Against |
1.4 | Elect TSUI King Fai | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
WANT WANT CHINA HOLDINGS LIMITED | ||||
Security ID: G9431R103 Ticker: 0151 | ||||
Meeting Date: 17-Aug-21 | ||||
1.1 | Elect TSAI Shao-Chung | Management | For | Voted - Against |
1.2 | Elect CHU Chi-Wen | Management | For | Voted - For |
1.3 | Elect TSAI Ming-Hui | Management | For | Voted - For |
1.4 | Elect Haruo Maki | Management | For | Voted - For |
1.5 | Elect Stella KONG HO Pui King | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Final Dividend | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
WISTRON CORPORATION | ||||
Security ID: Y96738102 Ticker: 3231 | ||||
Meeting Date: 17-Jun-22 | ||||
1 | Ratification Of The Business Report And Financial | |||
Statements Of 2021. | Management | For | Voted - For | |
202 |
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of the Proposal for Distribution of | |||
2021 Profits. Proposed Cash Dividend: Twd 2.2 Per | ||||
Share. | Management | For | Voted - For | |
3 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
4 | Discussion Of Amendments To The Articles Of | |||
Incorporation. | Management | For | Voted - For | |
5 | Discussion Of Amendments To The Rules And | |||
Procedures Of Shareholders Meeting. | Management | For | Voted - For | |
6 | Discussion of Amendments to the Procedures of Asset | |||
Acquisition and Disposal | Management | For | Voted - For | |
YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD. | ||||
Security ID: Y9728A102 Ticker: BS6 | ||||
Meeting Date: 18-Apr-22 | ||||
1.1 | Elect TEO Yi-dar | Management | For | Voted - Against |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Retention of Timothy Teck Leng CHEN as Independent | |||
Director | Management | For | Voted - For | |
6 | Retention of Timothy Teck Leng CHEN as Independent | |||
Director (Excluding Votes of Directors, CEO and | ||||
Their Associates) | Management | For | Voted - For | |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
9 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Spin-off | Management | For | Voted - For |
12 | Distribution | Management | For | Voted - For |
YICHANG HEC CHANGJIANG PHARMACEUTICAL CO., LTD | ||||
Security ID: Y9828F100 Ticker: 1558 | ||||
Meeting Date: 02-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Annual Report | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
203
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
YUANTA FINANCIAL HOLDINGS | ||||
Security ID: Y2169H108 Ticker: 2885 | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect SHEN Ting-Chien | Management | For | Voted - For |
1.2 | Elect MA Wei-Chen | Management | For | Voted - For |
1.3 | Elect SONG Yaw-Ming | Management | For | Voted - For |
1.4 | Elect CHEN Chung-Yuan | Management | For | Voted - For |
1.5 | Elect WENG Chien | Management | For | Voted - For |
1.6 | Elect HSUEH Ming-Ling | Management | For | Voted - For |
1.7 | Elect SHIU Kuang-Si | Management | For | Voted - For |
1.8 | Elect CHOW Hsing-Yi | Management | For | Voted - For |
1.9 | Elect YANG Sheau-Wen | Management | For | Voted - For |
2 | Adoption of the 2021 Business Report and Financial | |||
Statements | Management | For | Voted - For | |
3 | Adoption of the Proposal for the Distribution of | |||
2021 Earnings | Management | For | Voted - For | |
4 | The Company's Issuing of New Shares from Converting | |||
Earnings to Increase Capital in 2021 | Management | For | Voted - For | |
5 | Amendments to the Articles of Association | Management | For | Voted - For |
6 | Amendments to the Procedure Rules for the | |||
Acquisition or Disposal of Assets | Management | For | Voted - For | |
7 | Amendments to the Procedure Rules for Shareholders | |||
Meeting | Management | For | Voted - For | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
YUEXIU TRANSPORT INFRASTRUCTURE LIMITED | ||||
Security ID: G9880L102 Ticker: 1052 | ||||
Meeting Date: 11-Oct-21 | ||||
1.1 | Elect CAI Minghua | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Adoption of Share Option Scheme and related | |||
Management and Appraisal Measures | Management | For | Voted - For | |
5 | Proposed Initial Grant under the Share Option Scheme | Management | For | Voted - For |
Meeting Date: 31-May-22 | ||||
1.1 | Elect FUNG Ka Pun | Management | For | Voted - Against |
1.2 | Elect Ambrose LAU Hon Chuen | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
204
LSV Emerging Markets Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
ZHEJIANG EXPRESSWAY CO | ||||
Security ID: Y9891F102 Ticker: 0576 | ||||
Meeting Date: 09-Nov-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
Meeting Date: 18-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Authority to Issue Mid-Term Notes | Management | For | Voted - For |
3 | Authority to Issue Super and Short-Term Commercial | |||
Paper | Management | For | Voted - For | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 30-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Final Accounts and 2022 Financial Budget | Management | For | Voted - For |
8 | Appointment of Hong Kong Auditor and Authority to | |||
Set Fees | Management | For | Voted - For | |
9 | Appointment of PRC Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Supplemental Agreement | Management | For | Voted - For |
11 | Authority to Issue H Shares w/o Preemptive Rights | Management | For | Voted - Against |
12 | Amendments to Articles | Management | For | Voted - For |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Amendments to Articles | Management | For | Voted - For |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
ZHEN DING TECHNOLOGY HOLDING LIMITED | ||||
Security ID: G98922100 Ticker: 4958 | ||||
Meeting Date: 31-May-22 | ||||
1 | FY2021 Financial Statements and Business Report | Management | For | Voted - For |
2 | FY2021 Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Articles (Bundled) | Management | For | Voted - For |
205
LSV Emerging Markets Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendments to Procedural Rules: Acquisition and | |||
Disposal of Assets | Management | For | Voted - For |
206
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ADVANCE AUTO PARTS, INC. | ||||
Security ID: 00751Y106 Ticker: AAP | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Carla J. Bailo | Management | For | Voted - For |
1.2 | Elect John F. Ferraro | Management | For | Voted - For |
1.3 | Elect Thomas R. Greco | Management | For | Voted - For |
1.4 | Elect Joan M. Hilson | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Jones II | Management | For | Voted - For |
1.6 | Elect Eugene I. Lee, Jr. | Management | For | Voted - For |
1.7 | Elect Douglas A. Pertz | Management | For | Voted - For |
1.8 | Elect Sherice R. Torres | Management | For | Voted - For |
1.9 | Elect Nigel Travis | Management | For | Voted - For |
1.10 | Elect Arthur L. Valdez Jr. | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
AEON REIT INVESTMENT CORPORATION | ||||
Security ID: J10006104 Ticker: 3292 | ||||
Meeting Date: 21-Oct-21 | ||||
1.1 | Elect Nobuaki Seki as Executive Director | Management | For | Voted - For |
1.2 | Elect Tomohiro Itosaka | Management | For | Voted - For |
1.3 | Elect Akifumi Togawa | Management | For | Voted - For |
1.4 | Elect Chiyu Abo | Management | For | Voted - For |
1.5 | Elect Yoko Seki | Management | For | Voted - For |
1.6 | Elect Makiko Terahara | Management | For | Voted - For |
2 | Amendments to Articles | Management | For | Voted - For |
AGEAS SA/NV | ||||
Security ID: B0148L138 Ticker: AGS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carolin Gabor to the Board of Directors | Management | For | Voted - For |
1.2 | Elect Sonali Chandmal to the Board of Directors | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Accounts and Reports; Allocation of Profits | Management | For | Voted - For |
9 | Non-Voting Agenda Item | N/A | Non-Voting |
207
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Allocation of Dividends | Management | For | Voted - For |
11 | Ratification of Board Acts | Management | For | Voted - For |
12 | Ratification of Auditor's Acts | Management | For | Voted - For |
13 | Remuneration Report | Management | For | Voted - For |
14 | Amendments to Articles Regarding Definitions | Management | For | Voted - For |
15 | Amendments to Articles Regarding Company Name | Management | For | Voted - For |
16 | Cancellation of Shares | Management | For | Voted - For |
17 | Non-Voting Agenda Item | N/A | Non-Voting | |
18 | Increase in Authorised Capital | Management | For | Voted - For |
19 | Authority to Repurchase Shares | Management | For | Voted - For |
20 | Non-Voting Agenda Item | N/A | Non-Voting | |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
AGL ENERGY LIMITED | ||||
Security ID: Q01630195 Ticker: AGL | ||||
Meeting Date: 22-Sep-21 | ||||
1.1 | Elect Ashjayeen Sharif (Non-Board Endorsed) | Management | Against | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Remuneration Report | Management | For | Voted - For |
4 | Re- Elect Jacqueline C. Hey | Management | For | Voted - For |
5 | Equity Grant (MD/CEO Graeme Hunt) | Management | For | Voted - For |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Board Spill Resolution | Management | Against | Voted - Against |
8 | Shareholder Proposal Regarding Facilitating | |||
Nonbinding Proposals | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Alignment with The | |||
Paris Agreement | Shareholder | Against | Voted - Against | |
ALIMENTATION COUCHE-TARD INC. | ||||
Security ID: 01626P403 Ticker: ATD.A | ||||
Meeting Date: 01-Sep-21 | ||||
1.1 | Elect Alain Bouchard | Management | For | Voted - For |
1.2 | Elect Melanie Kau | Management | For | Voted - For |
1.3 | Elect Jean Bernier | Management | For | Voted - For |
1.4 | Elect Karinne Bouchard | Management | For | Voted - For |
1.5 | Elect Eric Boyko | Management | For | Voted - For |
1.6 | Elect Jacques D'Amours | Management | For | Voted - For |
1.7 | Elect Janice L. Fields | Management | For | Voted - For |
1.8 | Elect Richard Fortin | Management | For | Voted - For |
1.9 | Elect Brian Hannasch | Management | For | Voted - For |
1.10 | Elect Marie Josee Lamothe | Management | For | Voted - For |
1.11 | Elect Monique F. Leroux | Management | For | Voted - For |
1.12 | Elect Real Plourde | Management | For | Voted - For |
1.13 | Elect Daniel Rabinowicz | Management | For | Voted - For |
1.14 | Elect Louis Tetu | Management | For | Voted - For |
208
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.15 | Elect Louis Vachon | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Approval of the Amended and Restated Stock | |||
Incentive Plan | Management | For | Voted - For | |
ALLISON TRANSMISSION HOLDINGS, INC. | ||||
Security ID: 01973R101 Ticker: ALSN | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Judy L. Altmaier | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect D. Scott Barbour | Management | For | Voted - For |
1.4 | Elect David C. Everitt | Management | For | Voted - For |
1.5 | Elect Alvaro Garcia-Tunon | Management | For | Voted - For |
1.6 | Elect David S. Graziosi | Management | For | Voted - For |
1.7 | Elect Carolann I. Haznedar | Management | For | Voted - For |
1.8 | Elect Richard P. Lavin | Management | For | Voted - For |
1.9 | Elect Thomas W. Rabaut | Management | For | Voted - For |
1.10 | Elect Richard V. Reynolds | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ALTRIA GROUP, INC. | ||||
Security ID: 02209S103 Ticker: MO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ian L.T. Clarke | Management | For | Voted - For |
1.2 | Elect Marjorie M. Connelly | Management | For | Voted - For |
1.3 | Elect R. Matt Davis | Management | For | Voted - For |
1.4 | Elect William F. Gifford | Management | For | Voted - For |
1.5 | Elect Debra J. Kelly-Ennis | Management | For | Voted - For |
1.6 | Elect W. Leo Kiely III | Management | For | Voted - For |
1.7 | Elect Kathryn B. McQuade | Management | For | Voted - For |
1.8 | Elect George Munoz | Management | For | Voted - For |
1.9 | Elect Nabil Y. Sakkab | Management | For | Voted - For |
1.10 | Elect Virginia E. Shanks | Management | For | Voted - For |
1.11 | Elect Ellen R. Strahlman | Management | For | Voted - For |
1.12 | Elect M. Max Yzaguirre | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - For |
209
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AMDOCS LIMITED | ||||
Security ID: G02602103 Ticker: DOX | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Robert A. Minicucci | Management | For | Voted - For |
1.2 | Elect Adrian Gardner | Management | For | Voted - For |
1.3 | Elect James S. Kahan | Management | For | Voted - For |
1.4 | Elect Rafael de la Vega | Management | For | Voted - For |
1.5 | Elect Giora Yaron | Management | For | Voted - For |
1.6 | Elect Eli Gelman | Management | For | Voted - Against |
1.7 | Elect Richard T.C. LeFave | Management | For | Voted - For |
1.8 | Elect John A. MacDonald | Management | For | Voted - For |
1.9 | Elect Shuky Sheffer | Management | For | Voted - For |
1.10 | Elect Yvette Kanouff | Management | For | Voted - For |
1.11 | Elect Sarah Ruth Davis | Management | For | Voted - For |
2 | Increase Quarterly Dividend | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
AMGEN INC. | ||||
Security ID: 031162100 Ticker: AMGN | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect Robert A. Bradway | Management | For | Voted - For |
1.3 | Elect Brian J. Druker | Management | For | Voted - For |
1.4 | Elect Robert A. Eckert | Management | For | Voted - For |
1.5 | Elect Greg C. Garland | Management | For | Voted - For |
1.6 | Elect Charles M. Holley, Jr. | Management | For | Voted - For |
1.7 | Elect S. Omar Ishrak | Management | For | Voted - For |
1.8 | Elect Tyler Jacks | Management | For | Voted - For |
1.9 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.10 | Elect Amy Miles | Management | For | Voted - For |
1.11 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.12 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMMB HOLDINGS BERHAD | ||||
Security ID: Y0122P100 Ticker: AMBANK | ||||
Meeting Date: 02-Sep-21 | ||||
1.1 | Elect SOO Kim Wai | Management | For | Voted - Against |
1.2 | Elect SEOW Yoo Lin | Management | For | Voted - For |
1.3 | Elect Robert William Goudswaard | Management | For | Voted - For |
210
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Directors' Fees for Fiscal Year 2020 | Management | For | Voted - For |
3 | Directors' Benefits for Fiscal Year 2021 | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
5 | Renewal of Authority to Issue Shares under the | |||
Dividend Reinvestment Plan | Management | For | Voted - For | |
6 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
7 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
ANNALY CAPITAL MANAGEMENT, INC. | ||||
Security ID: 035710409 Ticker: NLY | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Francine J. Bovich | Management | For | Voted - For |
1.2 | Elect Wellington J. Denahan | Management | For | Voted - For |
1.3 | Elect Katie Beirne Fallon | Management | For | Voted - For |
1.4 | Elect David L. Finkelstein | Management | For | Voted - For |
1.5 | Elect Thomas Hamilton | Management | For | Voted - For |
1.6 | Elect Kathy Hopinkah Hannan | Management | For | Voted - For |
1.7 | Elect Michael Haylon | Management | For | Voted - For |
1.8 | Elect Eric A. Reeves | Management | For | Voted - For |
1.9 | Elect John H. Schaefer | Management | For | Voted - For |
1.10 | Elect Glenn A. Votek | Management | For | Voted - For |
1.11 | Elect Vicki Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ARCHER-DANIELS-MIDLAND COMPANY | ||||
Security ID: 039483102 Ticker: ADM | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Michael S. Burke | Management | For | Voted - For |
1.2 | Elect Theodore Colbert | Management | For | Voted - For |
1.3 | Elect Terrell K. Crews | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.6 | Elect Juan R. Luciano | Management | For | Voted - For |
1.7 | Elect Patrick J. Moore | Management | For | Voted - For |
1.8 | Elect Francisco Sanchez | Management | For | Voted - For |
1.9 | Elect Debra A. Sandler | Management | For | Voted - For |
1.10 | Elect Lei Z. Schlitz | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Length of Share | |||
Ownership Required to Call Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Pesticide Reporting | Shareholder | Against | Voted - Against |
211
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ASUSTEK COMPUTER INC. | ||||
Security ID: Y04327105 Ticker: 2357 | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Jonney SHIH Tsung-Tang | Management | For | Voted - For |
1.2 | Elect Ted HSU Shih-Chang | Management | For | Voted - For |
1.3 | Elect Jonathan TSENG Chiang-Sheng | Management | For | Voted - For |
1.4 | Elect HSU Hsien-Yuen | Management | For | Voted - For |
1.5 | Elect Samson HU Su-Pin | Management | For | Voted - For |
1.6 | Elect Eric CHEN Yen-Cheng | Management | For | Voted - For |
1.7 | Elect Joe HSIEH Min-Chieh | Management | For | Voted - For |
1.8 | Elect Jackie HSU Yu-Chia | Management | For | Voted - For |
1.9 | Elect YANG Tze-Kaing | Management | For | Voted - For |
1.10 | Elect Sandy WEI | Management | For | Voted - For |
1.11 | Elect Kenneth TAI Chung-Hou | Management | For | Voted - For |
1.12 | Elect LEE Ming-Yu | Management | For | Voted - For |
1.13 | Elect SHEU Chun-An | Management | For | Voted - For |
1.14 | Elect Andy GUO | Management | For | Voted - For |
1.15 | Elect Audrey TSENG | Management | For | Voted - For |
2 | 2021 Business Report and Financial Statements | Management | For | Voted - For |
3 | Proposal for Distribution of 2021 Profits | Management | For | Voted - For |
4 | Amendment to the Procedures for Acquisition or | |||
Disposal of Assets | Management | For | Voted - For | |
AT&T INC. | ||||
Security ID: 00206R102 Ticker: T | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - Abstain |
1.2 | Elect Scott T. Ford | Management | For | Voted - For |
1.3 | Elect Glenn H. Hutchins | Management | For | Voted - For |
1.4 | Elect William E. Kennard | Management | For | Voted - For |
1.5 | Elect Debra L. Lee | Management | For | Voted - Abstain |
1.6 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.7 | Elect Michael B. McCallister | Management | For | Voted - For |
1.8 | Elect Beth E. Mooney | Management | For | Voted - For |
1.9 | Elect Matthew K. Rose | Management | For | Voted - For |
1.10 | Elect John T. Stankey | Management | For | Voted - For |
1.11 | Elect Cindy B. Taylor | Management | For | Voted - For |
1.12 | Elect Luis A. Ubinas | Management | For | Voted - For |
1.13 | Elect Geoffrey Y. Yang | Management | For | Voted - Abstain |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Pay Ratio | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For |
212
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
AUTOZONE, INC. | ||||
Security ID: 053332102 Ticker: AZO | ||||
Meeting Date: 15-Dec-21 | ||||
1.1 | Elect Douglas H. Brooks | Management | For | Voted - For |
1.2 | Elect Linda A. Goodspeed | Management | For | Voted - For |
1.3 | Elect Earl G. Graves, Jr. | Management | For | Voted - For |
1.4 | Elect Enderson Guimaraes | Management | For | Voted - For |
1.5 | Elect D. Bryan Jordan | Management | For | Voted - For |
1.6 | Elect Gale V. King | Management | For | Voted - For |
1.7 | Elect George R. Mrkonic, Jr. | Management | For | Voted - For |
1.8 | Elect William C. Rhodes, III | Management | For | Voted - For |
1.9 | Elect Jill Ann Soltau | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
BAE SYSTEMS PLC | ||||
Security ID: G06940103 Ticker: BA | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Nick Anderson | Management | For | Voted - For |
1.2 | Elect Thomas Arseneault | Management | For | Voted - For |
1.3 | Elect Roger Carr | Management | For | Voted - For |
1.4 | Elect Dame Elizabeth Corley | Management | For | Voted - For |
1.5 | Elect Bradley Greve | Management | For | Voted - For |
1.6 | Elect Jane Griffiths | Management | For | Voted - For |
1.7 | Elect Chris Grigg | Management | For | Voted - For |
1.8 | Elect Stephen T. Pearce | Management | For | Voted - For |
1.9 | Elect Nicole W. Piasecki | Management | For | Voted - For |
1.10 | Elect Charles Woodburn | Management | For | Voted - For |
1.11 | Elect Crystal E. Ashby | Management | For | Voted - For |
1.12 | Elect Ewan Kirk | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Employee Share Incentive Plan | Management | For | Voted - For |
9 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
213
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
BANK OF CHINA LTD. | ||||
Security ID: Y0698A107 Ticker: 3988 | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Martin LIAO Cheung Kong | Management | For | Voted - For |
1.2 | Elect CHEN Chunhua | Management | For | Voted - For |
1.3 | Elect Jose CHUI Sai Peng | Management | For | Voted - For |
1.4 | Elect CHU Yiyun as Supervisor | Management | For | Voted - For |
1.5 | Elect ZHANG Jiangang | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Directors' Report | Management | For | Voted - For |
5 | Supervisors' Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | 2022 Annual Budget for Fixed Assets Investment | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Additional Donation to the Tan Kah Kee Science | |||
Award Foundation | Management | For | Voted - For | |
11 | 2021 Remuneration Distribution Plan for External | |||
Supervisors | Management | For | Voted - For | |
12 | Non-capital Bond Issuance Plan | Management | For | Voted - For |
13 | Issuance of Write-down Undated Capital Bonds | Management | For | Voted - For |
14 | Issuance of Qualified Write-down Tier 2 Capital | |||
Instruments | Management | For | Voted - For | |
15 | Amendments to Articles | Management | For | Voted - Against |
BANK OF COMMUNICATIONS CO LTD. | ||||
Security ID: Y06988102 Ticker: 3328 | ||||
Meeting Date: 28-Oct-21 | ||||
1.1 | Elect XU Jiming as Supervisor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Remuneration Plan of Directors for 2020 | Management | For | Voted - For |
4 | Remuneration Plan of Supervisors for 2020 | Management | For | Voted - For |
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect REN Deqi | Management | For | Voted - For |
1.2 | Elect LIU Jun | Management | For | Voted - For |
1.3 | Elect LI Longcheng | Management | For | Voted - Against |
1.4 | Elect WANG Linping | Management | For | Voted - For |
1.5 | Elect CHANG Baosheng | Management | For | Voted - Against |
1.6 | Elect LIAO Yi Chien David | Management | For | Voted - For |
1.7 | Elect CHAN Sui Chung | Management | For | Voted - For |
214
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect MU Guoxin | Management | For | Voted - For |
1.9 | Elect CHEN Junkui | Management | For | Voted - Against |
1.10 | Elect LUO Xiaopeng | Management | For | Voted - For |
1.11 | Elect Raymond WOO Chin Wan | Management | For | Voted - For |
1.12 | Elect CAI Haoyi | Management | For | Voted - For |
1.13 | Elect SHI Lei | Management | For | Voted - For |
1.14 | Elect ZHANG Xiangdong | Management | For | Voted - For |
1.15 | Elect LI Xiaohui | Management | For | Voted - For |
1.16 | Elect MA Jun | Management | For | Voted - For |
1.17 | Elect XU Jiming | Management | For | Voted - For |
1.18 | Elect WANG Xueqing | Management | For | Voted - For |
1.19 | Elect LI Yao | Management | For | Voted - For |
1.20 | Elect CHEN Hanwen | Management | For | Voted - For |
1.21 | Elect SU Zhi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Fixed Assets Investment Plan | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Extension of the Validity Period on the Capital | |||
Increase to Bank of Communications (Hong Kong | ||||
Limited) | Management | For | Voted - For | |
BANK OF MONTREAL | ||||
Security ID: 063671101 Ticker: BMO | ||||
Meeting Date: 13-Apr-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect Sophie Brochu | Management | For | Voted - For |
1.3 | Elect Craig W. Broderick | Management | For | Voted - For |
1.4 | Elect George A. Cope | Management | For | Voted - For |
1.5 | Elect Stephen Dent | Management | For | Voted - For |
1.6 | Elect Christine A. Edwards | Management | For | Voted - For |
1.7 | Elect Martin S. Eichenbaum | Management | For | Voted - For |
1.8 | Elect David Harquail | Management | For | Voted - For |
1.9 | Elect Linda Huber | Management | For | Voted - For |
1.10 | Elect Eric R. La Fleche | Management | For | Voted - For |
1.11 | Elect Lorraine Mitchelmore | Management | For | Voted - For |
1.12 | Elect Madhu Ranganathan | Management | For | Voted - For |
1.13 | Elect Darryl White | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
215 |
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
BERKSHIRE HATHAWAY INC. | ||||
Security ID: 084670702 Ticker: BRKA | ||||
Meeting Date: 30-Apr-22 | ||||
1.1 | Elect Warren E. Buffett | Management | For | Voted - For |
1.2 | Elect Charles T. Munger | Management | For | Voted - For |
1.3 | Elect Gregory E. Abel | Management | For | Voted - For |
1.4 | Elect Howard G. Buffett | Management | For | Voted - For |
1.5 | Elect Susan A. Buffett | Management | For | Voted - For |
1.6 | Elect Stephen B. Burke | Management | For | Voted - For |
1.7 | Elect Kenneth I. Chenault | Management | For | Voted - For |
1.8 | Elect Christopher C. Davis | Management | For | Voted - For |
1.9 | Elect Susan L. Decker | Management | For | Voted - Withheld |
1.10 | Elect David S. Gottesman | Management | For | Voted - For |
1.11 | Elect Charlotte Guyman | Management | For | Voted - Withheld |
1.12 | Elect Ajit Jain | Management | For | Voted - For |
1.13 | Elect Ronald L. Olson | Management | For | Voted - For |
1.14 | Elect Wallace R. Weitz | Management | For | Voted - For |
1.15 | Elect Meryl B. Witmer | Management | For | Voted - For |
2 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Abstain |
3 | Shareholder Proposal Regarding Climate Report | Shareholder | Against | Voted - For |
4 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with Paris Agreement | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Diversity and | |||
Inclusion Reports | Shareholder | Against | Voted - For | |
BERRY GLOBAL GROUP, INC. | ||||
Security ID: 08579W103 Ticker: BERY | ||||
Meeting Date: 16-Feb-22 | ||||
1.1 | Elect B. Evan Bayh | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Idalene F. Kesner | Management | For | Voted - For |
1.4 | Elect Jill A. Rahman | Management | For | Voted - For |
1.5 | Elect Carl J. Rickertsen | Management | For | Voted - For |
1.6 | Elect Thomas E. Salmon | Management | For | Voted - For |
1.7 | Elect Paula A. Sneed | Management | For | Voted - For |
1.8 | Elect Robert A. Steele | Management | For | Voted - For |
1.9 | Elect Stephen E. Sterrett | Management | For | Voted - For |
1.10 | Elect Scott B. Ullem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
216
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BIC | ||||
Security ID: F10080103 Ticker: BB | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Nikos Koumettis | Management | For | Voted - For |
1.2 | Elect Gonzalve Bich | Management | For | Voted - For |
1.3 | Elect Elizabeth A. Bastoni | Management | For | Voted - For |
1.4 | Elect Maelys Castella | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Consolidated Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
11 | 2021 Remuneration Report | Management | For | Voted - Against |
12 | 2021 Remuneration of Pierre Vareille (Chair until | |||
19th May 2021) | Management | For | Voted - For | |
13 | 2021 Remuneration of John Glen (Chair as of 19th | |||
May 2021) | Management | For | Voted - For | |
14 | 2021 Remuneration of Gonzalve Bich (CEO) | Management | For | Voted - Against |
15 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
16 | 2022 Remuneration Policy (Executives) | Management | For | Voted - Against |
17 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
18 | 2022 Directors' Fees | Management | For | Voted - For |
19 | Relocation of Corporate Headquarters | Management | For | Voted - For |
20 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
21 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
22 | Authority to Increase Capital Through | |||
Capitalisations | Management | For | Voted - For | |
23 | Authorisation of Legal Formalities | Management | For | Voted - For |
24 | Non-Voting Meeting Note | N/A | Non-Voting | |
25 | Non-Voting Meeting Note | N/A | Non-Voting | |
BRANDYWINE REALTY TRUST | ||||
Security ID: 105368203 Ticker: BDN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Reginald DesRoches | Management | For | Voted - For |
1.2 | Elect James C. Diggs | Management | For | Voted - For |
1.3 | Elect H. Richard Haverstick, Jr. | Management | For | Voted - For |
1.4 | Elect Terri A. Herubin | Management | For | Voted - For |
1.5 | Elect Michael J. Joyce | Management | For | Voted - For |
1.6 | Elect Charles P. Pizzi | Management | For | Voted - Against |
217 |
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Gerard H. Sweeney | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BRISTOL-MYERS SQUIBB COMPANY | ||||
Security ID: 110122108 Ticker: BMY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter J. Arduini | Management | For | Voted - For |
1.2 | Elect Giovanni Caforio | Management | For | Voted - For |
1.3 | Elect Julia A. Haller | Management | For | Voted - For |
1.4 | Elect Manuel Hidalgo Medina | Management | For | Voted - For |
1.5 | Elect Paula A. Price | Management | For | Voted - For |
1.6 | Elect Derica W. Rice | Management | For | Voted - For |
1.7 | Elect Theodore R. Samuels, II | Management | For | Voted - For |
1.8 | Elect Gerald Storch | Management | For | Voted - For |
1.9 | Elect Karen H. Vousden | Management | For | Voted - For |
1.10 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
BRITISH AMERICAN TOBACCO PLC | ||||
Security ID: G1510J102 Ticker: BATS | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Luc Jobin | Management | For | Voted - For |
1.2 | Elect Jack M. Bowles | Management | For | Voted - For |
1.3 | Elect Tadeu Marroco | Management | For | Voted - For |
1.4 | Elect Susan J. Farr | Management | For | Voted - For |
1.5 | Elect Karen Guerra | Management | For | Voted - For |
1.6 | Elect Holly K. Koeppel | Management | For | Voted - For |
1.7 | Elect Savio Kwan | Management | For | Voted - For |
1.8 | Elect Dimitri Panayotopoulos | Management | For | Voted - For |
1.9 | Elect Darrell Thomas | Management | For | Voted - For |
1.10 | Elect Krishnan Anand | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Policy | Management | For | Voted - For |
4 | Remuneration Report | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
218
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
BT GROUP PLC | ||||
Security ID: G16612106 Ticker: BT.A | ||||
Meeting Date: 15-Jul-21 | ||||
1.1 | Elect Jan P. du Plessis | Management | For | Voted - For |
1.2 | Elect Philip Jansen | Management | For | Voted - For |
1.3 | Elect Simon J. Lowth | Management | For | Voted - For |
1.4 | Elect Adel Al-Saleh | Management | For | Voted - For |
1.5 | Elect Sir Ian Cheshire | Management | For | Voted - For |
1.6 | Elect Iain C. Conn | Management | For | Voted - For |
1.7 | Elect Isabel Hudson | Management | For | Voted - For |
1.8 | Elect Matthew Key | Management | For | Voted - For |
1.9 | Elect Allison Kirkby | Management | For | Voted - For |
1.10 | Elect Leena Nair | Management | For | Voted - For |
1.11 | Elect Sara Weller | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report (Advisory) | Management | For | Voted - For |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Authority to Set Auditor's Fees | Management | For | Voted - For |
6 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
11 | Authorisation of Political Donations | Management | For | Voted - For |
12 | Adoption of New Articles | Management | For | Voted - For |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
CACI INTERNATIONAL INC | ||||
Security ID: 127190304 Ticker: CACI | ||||
Meeting Date: 11-Nov-21 | ||||
1.1 | Elect Michael A. Daniels | Management | For | Voted - For |
1.2 | Elect Lisa S. Disbrow | Management | For | Voted - For |
1.3 | Elect Susan M. Gordon | Management | For | Voted - For |
1.4 | Elect William L. Jews | Management | For | Voted - For |
1.5 | Elect Gregory G. Johnson | Management | For | Voted - For |
1.6 | Elect Ryan D. McCarthy | Management | For | Voted - For |
1.7 | Elect John S. Mengucci | Management | For | Voted - For |
1.8 | Elect Philip O. Nolan | Management | For | Voted - For |
1.9 | Elect James L. Pavitt | Management | For | Voted - For |
1.10 | Elect Debora A. Plunkett | Management | For | Voted - For |
219
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect William S. Wallace | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CANADIAN IMPERIAL BANK OF COMMERCE | ||||
Security ID: 136069101 Ticker: CM | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Ammar Aljoundi | Management | For | Voted - For |
1.2 | Elect Charles J.G. Brindamour | Management | For | Voted - For |
1.3 | Elect Nanci E. Caldwell | Management | For | Voted - For |
1.4 | Elect Michelle L. Collins | Management | For | Voted - For |
1.5 | Elect Luc Desjardins | Management | For | Voted - For |
1.6 | Elect Victor G. Dodig | Management | For | Voted - For |
1.7 | Elect Kevin J. Kelly | Management | For | Voted - For |
1.8 | Elect Christine E. Larsen | Management | For | Voted - For |
1.9 | Elect Nicholas D. Le Pan | Management | For | Voted - For |
1.10 | Elect Mary Lou Maher | Management | For | Voted - For |
1.11 | Elect Jane L. Peverett | Management | For | Voted - For |
1.12 | Elect Katharine B. Stevenson | Management | For | Voted - For |
1.13 | Elect Martine Turcotte | Management | For | Voted - For |
1.14 | Elect Barry L. Zubrow | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Approval of Share Split | Management | For | Voted - For |
6 | Maximum Variable Pay Ratio | Management | For | Voted - For |
7 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Equity Ratio | Shareholder | Against | Voted - Against |
CANADIAN TIRE CORPORATION, LIMITED | ||||
Security ID: 136681202 Ticker: CTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Norman Jaskolka | Management | For | Voted - Abstain |
1.2 | Elect Nadir Patel | Management | For | Voted - For |
1.3 | Elect Cynthia M. Trudell | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
220
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CANON INC. | ||||
Security ID: J05124144 Ticker: 7751 | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect Fujio Mitarai | Management | For | Voted - For |
1.2 | Elect Toshizo Tanaka | Management | For | Voted - For |
1.3 | Elect Toshio Homma | Management | For | Voted - For |
1.4 | Elect Kunitaro Saida | Management | For | Voted - For |
1.5 | Elect Yusuke Kawamura | Management | For | Voted - For |
1.6 | Elect Katsuhito Yanagibashi | Management | For | Voted - For |
1.7 | Elect Koichi Kashimoto | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Article | Management | For | Voted - For |
5 | Bonus | Management | For | Voted - For |
CARREFOUR SA | ||||
Security ID: F13923119 Ticker: CA | ||||
Meeting Date: 03-Jun-22 | ||||
1.1 | Elect Flavia Buarque de Almeida | Management | For | Voted - Against |
1.2 | Elect Abilio dos Santos Diniz | Management | For | Voted - For |
1.3 | Elect Charles Edelstenne | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Consolidated Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
12 | Ratification of the Co-option of Arthur Sadoun | Management | For | Voted - For |
13 | 2021 Remuneration Report | Management | For | Voted - Against |
14 | 2021 Remuneration of Alexandre Bompard, Chair and | |||
CEO | Management | For | Voted - Against | |
15 | 2022 Remuneration Policy (Chair and CEO) | Management | For | Voted - Against |
16 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
17 | Opinion on the Company's Climate Report | Management | For | Voted - Abstain |
18 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
19 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
20 | Authorisation of Legal Formalities | Management | For | Voted - For |
221
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CATHAY FINANCIAL HOLDING CO. | ||||
Security ID: Y11654103 Ticker: 2882 | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect TSAI Cheng-Ta | Management | For | Voted - For |
1.2 | Elect TSAI Hong-Tu | Management | For | Voted - For |
1.3 | Elect TSAI Cheng-Chiu | Management | For | Voted - For |
1.4 | Elect JOONG Chi-Wei | Management | For | Voted - For |
1.5 | Elect KUO Ming-Jian | Management | For | Voted - For |
1.6 | Elect HUANG Tiao-Kuei | Management | For | Voted - For |
1.7 | Elect HSIUNG Ming-Ho | Management | For | Voted - For |
1.8 | Elect LEE Chang-Ken | Management | For | Voted - For |
1.9 | Elect MIAU Matthew Feng-Chiang | Management | For | Voted - Against |
1.10 | Elect WAY Edward Yung-Do | Management | For | Voted - For |
1.11 | Elect WANG Li-Ling | Management | For | Voted - For |
1.12 | Elect WU Tang-Chieh | Management | For | Voted - For |
1.13 | Elect YU Pei-Pei | Management | For | Voted - For |
2 | Business Report and Financial Statements for 2021 | Management | For | Voted - For |
3 | Earnings Distribution for 2021 | Management | For | Voted - For |
4 | Amendment of the Articles of Incorporation | Management | For | Voted - For |
5 | Amendment of the Rules of Procedure for | |||
Shareholders Meetings | Management | For | Voted - For | |
6 | Amendment of the Rules for Handling the Acquisition | |||
and Disposal of Assets | Management | For | Voted - For | |
7 | Discussion on the Company's Long-term Capital | |||
Raising Plan | Management | For | Voted - For | |
8 | Discussion on the Relief of Certain Directors from | |||
Their Non-competition Obligations | Management | For | Voted - For | |
CHECK POINT SOFTWARE TECHNOLOGIES LTD. | ||||
Security ID: M22465104 Ticker: CHKP | ||||
Meeting Date: 10-Aug-21 | ||||
1.1 | Elect Gil Shwed | Management | For | Voted - For |
1.2 | Elect Jerry Ungerman | Management | For | Voted - For |
1.3 | Elect Rupal Hollenbeck | Management | For | Voted - For |
1.4 | Elect Tal Shavit | Management | For | Voted - For |
1.5 | Elect Eyal Waldman | Management | For | Voted - For |
1.6 | Elect Shai Weiss | Management | For | Voted - Against |
1.7 | Elect Yoav Chelouche | Management | For | Voted - For |
1.8 | Elect Guy Gecht | Management | For | Voted - For |
2 | Change in Board Size | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Option Grant of CEO | Management | For | Voted - For |
5 | Confirmation of Non-Controlling Shareholder | Management | N/A | Voted - For |
6 | Confirmation of Non-Controlling Shareholder | Management | N/A | Voted - For |
222
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CHEVRON CORPORATION | ||||
Security ID: 166764100 Ticker: CVX | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect John B. Frank | Management | For | Voted - For |
1.3 | Elect Alice P. Gast | Management | For | Voted - For |
1.4 | Elect Enrique Hernandez, Jr. | Management | For | Voted - For |
1.5 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.6 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.7 | Elect Charles W. Moorman IV | Management | For | Voted - For |
1.8 | Elect Dambisa F. Moyo | Management | For | Voted - For |
1.9 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.10 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.11 | Elect D. James Umpleby III | Management | For | Voted - For |
1.12 | Elect Michael K. Wirth | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Audited Report on | |||
Net Zero Emissions by 2050 Scenario Analysis | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Methane Emission | |||
Disclosures | Shareholder | For | Voted - For | |
8 | Shareholder Proposal Regarding Report on Policy | |||
with Conflict-Complicit Governments | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
10 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
CHICONY ELECTRONICS CO., LTD. | ||||
Security ID: Y1364B106 Ticker: 2385 | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect HSU Kun-Tai | Management | For | Voted - For |
1.2 | Elect LU Chin-Chung | Management | For | Voted - For |
1.3 | Elect TSAI Ming-Hsien | Management | For | Voted - For |
1.4 | Elect LIU Chia-Sheng | Management | For | Voted - For |
1.5 | Elect LI Cih-Jing | Management | For | Voted - For |
1.6 | Elect LEE Yen-Sung | Management | For | Voted - For |
1.7 | Elect LIN Ming-Jie | Management | For | Voted - For |
1.8 | Elect CHU Jia-Siang | Management | For | Voted - For |
2 | 2021 Accounts and Reports and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Amendments to Procedural Rules for Capital Loans | Management | For | Voted - For |
223
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
6 | Non-compete Restrictions for Directors | Management | For | Voted - For |
CHINA SHENHUA ENERGY COMPANY LIMITED | ||||
Security ID: Y1504C113 Ticker: 1088 | ||||
Meeting Date: 22-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | New Mutual Coal Supply Agreement | Management | For | Voted - For |
4 | New Mutual Supplies and Services Agreement | Management | For | Voted - For |
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect LV Zhiren as Executive Director | Management | For | Voted - For |
1.2 | Elect TANG Chaoxiong as Supervisor | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Directors' Report | Management | For | Voted - For |
5 | Supervisors' Report | Management | For | Voted - For |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Directors' and Supervisors' Fees | Management | For | Voted - For |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Revised Annual Caps under Framework Agreements | Management | For | Voted - For |
11 | Authority to Repurchase H Shares | Management | For | Voted - For |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Authority to Repurchase H Shares | Management | For | Voted - For |
CI FINANCIAL CORP. | ||||
Security ID: 125491100 Ticker: CIX | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect William E. Butt | Management | For | Voted - For |
1.2 | Elect Brigette Chang-Addorisio | Management | For | Voted - For |
1.3 | Elect William T. Holland | Management | For | Voted - For |
1.4 | Elect Kurt MacAlpine | Management | For | Voted - For |
1.5 | Elect David P. Miller | Management | For | Voted - Against |
1.6 | Elect Tom P. Muir | Management | For | Voted - For |
1.7 | Elect Paul Perrow | Management | For | Voted - For |
1.8 | Elect Sarah M. Ward | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
224
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CISCO SYSTEMS, INC. | ||||
Security ID: 17275R102 Ticker: CSCO | ||||
Meeting Date: 13-Dec-21 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Wesley G. Bush | Management | For | Voted - For |
1.3 | Elect Michael D. Capellas | Management | For | Voted - For |
1.4 | Elect Mark Garrett | Management | For | Voted - For |
1.5 | Elect John D. Harris II | Management | For | Voted - For |
1.6 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.7 | Elect Roderick C. McGeary | Management | For | Voted - For |
1.8 | Elect Charles H. Robbins | Management | For | Voted - For |
1.9 | Elect Brenton L. Saunders | Management | For | Voted - For |
1.10 | Elect Lisa T. Su | Management | For | Voted - For |
1.11 | Elect Marianna Tessel | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
COGECO COMMUNICATIONS INC. | ||||
Security ID: 19239C106 Ticker: CCA | ||||
Meeting Date: 14-Jan-22 | ||||
1.1 | Elect Colleen Abdoulah | Management | For | Voted - For |
1.2 | Elect Louis Audet | Management | For | Voted - For |
1.3 | Elect Robin Bienenstock | Management | For | Voted - For |
1.4 | Elect James C. Cherry | Management | For | Voted - For |
1.5 | Elect Pippa Dunn | Management | For | Voted - For |
1.6 | Elect Joanne S. Ferstman | Management | For | Voted - For |
1.7 | Elect Philippe Jette | Management | For | Voted - For |
1.8 | Elect Bernard Lord | Management | For | Voted - Against |
1.9 | Elect David L. McAusland | Management | For | Voted - For |
1.10 | Elect Caroline Papadatos | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Amended and Restated By-Laws | Management | For | Voted - For |
COLRUYT | ||||
Security ID: B26882231 Ticker: COLR | ||||
Meeting Date: 29-Sep-21 | ||||
1.1 | Elect Hilde Cerstelotte to the Board of Directors | Management | For | Voted - For |
1.2 | Elect Frans Colruyt to the Board of Directors | Management | For | Voted - For |
1.3 | Elect Rika Coppens to the Board of Directors | Management | For | Voted - For |
225
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Dirk Van den Berghe to the Board of Directors | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Board and Auditor Report | Management | For | Voted - For |
6 | Remuneration Report | Management | For | Voted - Against |
7 | Remuneration Policy | Management | For | Voted - Against |
8 | Standalone Accounts and Reports | Management | For | Voted - For |
9 | Consolidated Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Dividends | Management | For | Voted - For |
11 | Allocation of Profits | Management | For | Voted - For |
12 | Ratification of Board Acts | Management | For | Voted - Against |
13 | Ratify Francois Gillet (April 1, 2020 until | |||
September 30, 2020) | Management | For | Voted - For | |
14 | Ratification of Auditor's Acts | Management | For | Voted - For |
15 | Non-Voting Agenda Item | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 07-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Employee Stock Purchase Plan | Management | For | Voted - For |
7 | Approve Share Issuance Price | Management | For | Voted - For |
8 | Authority to Suppress Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares Under Employee Share | |||
Purchase Plan | Management | For | Voted - For | |
10 | Approve Subscription Period | Management | For | Voted - For |
11 | Authorisation of Legal Formalities | Management | For | Voted - For |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Increase in Authorised Capital | Management | For | Voted - Against |
14 | Increase Authorised Capital as a Takeover Defense | Management | For | Voted - Against |
15 | Amendments to Articles Regarding Authorised Capital | Management | For | Voted - Against |
16 | Amendments to Articles Regarding the Condition of | |||
Issue | Management | For | Voted - For | |
17 | Cancellation of Shares | Management | For | Voted - For |
18 | Authorization of Legal Formalities | Management | For | Voted - For |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
COMCAST CORPORATION | ||||
Security ID: 20030N101 Ticker: CMCSA | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Kenneth J. Bacon | Management | For | Voted - Withheld |
1.2 | Elect Madeline S. Bell | Management | For | Voted - For |
1.3 | Elect Edward D. Breen | Management | For | Voted - Withheld |
226
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Honickman | Management | For | Voted - For |
1.6 | Elect Maritza Gomez Montiel | Management | For | Voted - For |
1.7 | Elect Asuka Nakahara | Management | For | Voted - For |
1.8 | Elect David C. Novak | Management | For | Voted - For |
1.9 | Elect Brian L. Roberts | Management | For | Voted - For |
2 | Advisory vote on executive compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding EEO Policy Risk | |||
Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on | |||
Effectiveness of Workplace Sexual Harassment and | ||||
Discrimination Policies | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Aligning Climate | |||
Goals With Employee Retirement Options | Shareholder | Against | Voted - Against | |
CUMMINS INC. | ||||
Security ID: 231021106 Ticker: CMI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.2 | Elect Jennifer W. Rumsey | Management | For | Voted - For |
1.3 | Elect Robert J. Bernhard | Management | For | Voted - For |
1.4 | Elect Franklin R. Chang Diaz | Management | For | Voted - For |
1.5 | Elect Bruno V. Di Leo Allen | Management | For | Voted - For |
1.6 | Elect Stephen B. Dobbs | Management | For | Voted - For |
1.7 | Elect Carla A. Harris | Management | For | Voted - For |
1.8 | Elect Robert K. Herdman | Management | For | Voted - For |
1.9 | Elect Thomas J. Lynch | Management | For | Voted - For |
1.10 | Elect William I. Miller | Management | For | Voted - For |
1.11 | Elect Georgia R. Nelson | Management | For | Voted - For |
1.12 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.13 | Elect Karen H. Quintos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CVS HEALTH CORPORATION | ||||
Security ID: 126650100 Ticker: CVS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Fernando Aguirre | Management | For | Voted - For |
1.2 | Elect C. David Brown II | Management | For | Voted - For |
1.3 | Elect Alecia A. DeCoudreaux | Management | For | Voted - For |
1.4 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
227
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Roger N. Farah | Management | For | Voted - For |
1.6 | Elect Anne M. Finucane | Management | For | Voted - For |
1.7 | Elect Edward J. Ludwig | Management | For | Voted - For |
1.8 | Elect Karen S. Lynch | Management | For | Voted - For |
1.9 | Elect Jean-Pierre Millon | Management | For | Voted - For |
1.10 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.11 | Elect William C. Weldon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on External | |||
Public Health Impact | Shareholder | Against | Voted - Against | |
D.R. HORTON, INC. | ||||
Security ID: 23331A109 Ticker: DHI | ||||
Meeting Date: 26-Jan-22 | ||||
1.1 | Elect Donald R. Horton | Management | For | Voted - For |
1.2 | Elect Barbara K. Allen | Management | For | Voted - For |
1.3 | Elect Brad S. Anderson | Management | For | Voted - For |
1.4 | Elect Michael R. Buchanan | Management | For | Voted - For |
1.5 | Elect Benjamin S. Carson, Sr. | Management | For | Voted - For |
1.6 | Elect Michael W. Hewatt | Management | For | Voted - For |
1.7 | Elect Maribess L. Miller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
DAH SING BANKING GROUP LIMITED | ||||
Security ID: Y1923F101 Ticker: 2356 | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Gary WANG Pak-Ling | Management | For | Voted - For |
1.2 | Elect Robert SZE Tsai To | Management | For | Voted - Against |
1.3 | Elect David Wai- Hung Tam | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Grant Share Options under the Share | |||
Option Scheme | Management | For | Voted - Against |
228
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DBS GROUP HOLDINGS LTD | ||||
Security ID: Y20246107 Ticker: D05 | ||||
Meeting Date: 31-Mar-22 | ||||
1.1 | Elect CHO Bonghan | Management | For | Voted - For |
1.2 | Elect Olivier LIM Tse Ghow | Management | For | Voted - For |
1.3 | Elect Tham Sai Choy | Management | For | Voted - For |
1.4 | Elect CHNG Kai Fong | Management | For | Voted - Against |
1.5 | Elect Judy Lee | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
6 | Authority To Grant Awards And Issue Shares Under | |||
The Dbsh Share Plan | Management | For | Voted - For | |
7 | Authority to Issues Share under The California | |||
Sub-Plan | Management | For | Voted - For | |
8 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
9 | Authority To Issue Shares Pursuant To The Dbsh | |||
Scrip Dividend Scheme | Management | For | Voted - For | |
10 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
DCM HOLDINGS CO., LTD. | ||||
Security ID: J12549101 Ticker: 3050 | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Toshihiro Hisada | Management | For | Voted - For |
1.2 | Elect Yasunori Ishiguro | Management | For | Voted - For |
1.3 | Elect Keizo Honda | Management | For | Voted - For |
1.4 | Elect Toshimitsu Shimizu | Management | For | Voted - For |
1.5 | Elect Masayuki Nakagawa | Management | For | Voted - For |
1.6 | Elect Hiroshi Ogame | Management | For | Voted - For |
1.7 | Elect Koji Jitsukawa | Management | For | Voted - For |
1.8 | Elect Hisato Kumagai | Management | For | Voted - For |
1.9 | Elect Michio Masukawa | Management | For | Voted - For |
1.10 | Elect Naoki Uno | Management | For | Voted - For |
1.11 | Elect Hikaru Oguchi | Management | For | Voted - For |
1.12 | Elect Hitomi Iba | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Amendments to Articles | Management | For | Voted - For |
6 | Non-Audit Committee Directors' Fees | Management | For | Voted - For |
7 | Audit Committee Directors' Fees | Management | For | Voted - For |
8 | Amendment to the Equity Compensation Plan | Management | For | Voted - For |
229
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DELL TECHNOLOGIES INC. | ||||
Security ID: 24703L202 Ticker: DELL | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Michael Dell | Management | For | Voted - Withheld |
1.2 | Elect David W. Dorman | Management | For | Voted - For |
1.3 | Elect Egon P. Durban | Management | For | Voted - Withheld |
1.4 | Elect David J. Grain | Management | For | Voted - For |
1.5 | Elect William D. Green | Management | For | Voted - For |
1.6 | Elect Simon Patterson | Management | For | Voted - For |
1.7 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.8 | Elect Ellen J. Kullman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amended and Restated Certificate of Incorporation | Management | For | Voted - Against |
DEUTSCHE POST AG | ||||
Security ID: D19225107 Ticker: DPW | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Luise Holscher | Management | For | Voted - For |
1.2 | Elect Stefan B. Wintels | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Appointment of Auditor | Management | For | Voted - For |
13 | Appointment of Auditor (FY 2023) | Management | For | Voted - For |
14 | Equity Incentive Plan; Increase in Conditional | |||
Capital | Management | For | Voted - For | |
15 | Authority to Issue Convertible Debt Instruments; | |||
Increase in Conditional Capital | Management | For | Voted - For | |
16 | Remuneration Report | Management | For | Voted - For |
17 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
EBAY INC. | ||||
Security ID: 278642103 Ticker: EBAY | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Adriane M. Brown | Management | For | Voted - For |
230 |
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Logan D. Green | Management | For | Voted - For |
1.3 | Elect E. Carol Hayles | Management | For | Voted - For |
1.4 | Elect Jamie Iannone | Management | For | Voted - For |
1.5 | Elect Kathleen C. Mitic | Management | For | Voted - For |
1.6 | Elect Paul S. Pressler | Management | For | Voted - For |
1.7 | Elect Mohak Shroff | Management | For | Voted - For |
1.8 | Elect Robert H. Swan | Management | For | Voted - For |
1.9 | Elect Perry M. Traquina | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EDION CORPORATION | ||||
Security ID: J1266Z109 Ticker: 2730 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Masataka Kubo | Management | For | Voted - For |
1.2 | Elect Norio Yamasaki | Management | For | Voted - For |
1.3 | Elect Satoshi Kaneko | Management | For | Voted - For |
1.4 | Elect Kozo Takahashi | Management | For | Voted - For |
1.5 | Elect Haruyoshi Jogu | Management | For | Voted - For |
1.6 | Elect Shozo Ishibashi | Management | For | Voted - For |
1.7 | Elect Shimon Takagi | Management | For | Voted - For |
1.8 | Elect Naoko Mayumi | Management | For | Voted - For |
1.9 | Elect Yoshihiko Fukushima | Management | For | Voted - For |
1.10 | Elect Tadatsugu Mori | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
ENDESA SA | ||||
Security ID: E41222113 Ticker: ELE | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Jose Damian Bogas Galvez | Management | For | Voted - For |
1.2 | Elect Francesco Starace | Management | For | Voted - For |
1.3 | Elect Francesca Gostinelli | Management | For | Voted - For |
1.4 | Elect Cristina de Parias Halcon | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts | Management | For | Voted - For |
4 | Management reports | Management | For | Voted - For |
5 | Reports on Non-Financial Information | Management | For | Voted - For |
6 | Ratification of Board Acts | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Appointment of Auditor | Management | For | Voted - For |
231
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Issue Convertible Debt Instruments | Management | For | Voted - For |
10 | Board Size | Management | For | Voted - For |
11 | Remuneration Report | Management | For | Voted - For |
12 | Remuneration Policy | Management | For | Voted - For |
13 | 2022-2024 Strategic Incentive | Management | For | Voted - For |
14 | Authorisation of Legal Formalities | Management | For | Voted - For |
ENI S.P.A. | ||||
Security ID: T3643A145 Ticker: ENI | ||||
Meeting Date: 11-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Authority to Repurchase Shares | Management | For | Voted - For |
7 | Amendments to Meeting Regulations | Management | For | Voted - For |
8 | Remuneration Report | Management | For | Voted - For |
9 | Use of Reserves (FY2022 Interim Dividend) | Management | For | Voted - For |
10 | Reduction of Reserves (FY2022 Interim Dividend) | Management | For | Voted - For |
11 | Cancellation of Shares | Management | For | Voted - For |
ENTERGY CORPORATION | ||||
Security ID: 29364G103 Ticker: ETR | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect John R. Burbank | Management | For | Voted - For |
1.2 | Elect P.J. Condon | Management | For | Voted - For |
1.3 | Elect Leo P. Denault | Management | For | Voted - For |
1.4 | Elect Kirkland H. Donald | Management | For | Voted - For |
1.5 | Elect Brian W. Ellis | Management | For | Voted - For |
1.6 | Elect Philip L. Frederickson | Management | For | Voted - For |
1.7 | Elect Alexis M. Herman | Management | For | Voted - For |
1.8 | Elect M. Elise Hyland | Management | For | Voted - For |
1.9 | Elect Stuart L. Levenick | Management | For | Voted - For |
1.10 | Elect Blanche L. Lincoln | Management | For | Voted - For |
1.11 | Elect Karen A. Puckett | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
EVERGY, INC. | ||||
Security ID: 30034W106 Ticker: EVRG | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect David A. Campbell | Management | For | Voted - For |
232 |
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Thomas D. Hyde | Management | For | Voted - For |
1.3 | Elect B. Anthony Isaac | Management | For | Voted - For |
1.4 | Elect Paul Keglevic | Management | For | Voted - For |
1.5 | Elect Mary L. Landrieu | Management | For | Voted - For |
1.6 | Elect Sandra A.J. Lawrence | Management | For | Voted - For |
1.7 | Elect Ann D. Murtlow | Management | For | Voted - For |
1.8 | Elect Sandra J. Price | Management | For | Voted - For |
1.9 | Elect Mark A. Ruelle | Management | For | Voted - For |
1.10 | Elect James Scarola | Management | For | Voted - For |
1.11 | Elect S. Carl Soderstrom, Jr. | Management | For | Voted - For |
1.12 | Elect C. John Wilder | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FORD MOTOR COMPANY | ||||
Security ID: 345370860 Ticker: F | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Kimberly A. Casiano | Management | For | Voted - For |
1.2 | Elect Alexandra Ford English | Management | For | Voted - For |
1.3 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.4 | Elect Henry Ford III | Management | For | Voted - Against |
1.5 | Elect William Clay Ford, Jr. | Management | For | Voted - For |
1.6 | Elect William W. Helman IV | Management | For | Voted - For |
1.7 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - Against |
1.9 | Elect John C. May | Management | For | Voted - For |
1.10 | Elect Beth E. Mooney | Management | For | Voted - For |
1.11 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.12 | Elect John L. Thornton | Management | For | Voted - For |
1.13 | Elect John B. Veihmeyer | Management | For | Voted - For |
1.14 | Elect John S. Weinberg | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Extension of Tax Benefit Preservation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
FS KKR CAPITAL CORP. | ||||
Security ID: 302635206 Ticker: FSK | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Todd C. Builione | Management | For | Voted - For |
1.2 | Elect Brian R. Ford | Management | For | Voted - For |
1.3 | Elect Richard I. Goldstein | Management | For | Voted - For |
1.4 | Elect Osagie O. Imasogie | Management | For | Voted - For |
233
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
FUKUOKA REIT CORPORATION | ||||
Security ID: J17128109 Ticker: 8968 | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Zenji Koike as Executive Director | Management | For | Voted - For |
1.2 | Elect Yasuo Kawasho | Management | For | Voted - For |
1.3 | Elect Takashi Tanabe | Management | For | Voted - For |
1.4 | Elect Yukitaka Ohara as Alternate Executive Director | Management | For | Voted - For |
1.5 | Elect Yoshihide Mishima as Alternate Supervisory | |||
Director | Management | For | Voted - For | |
2 | Amendments to Articles | Management | For | Voted - For |
GENERAL MILLS, INC. | ||||
Security ID: 370334104 Ticker: GIS | ||||
Meeting Date: 28-Sep-21 | ||||
1.1 | Elect R. Kerry Clark | Management | For | Voted - For |
1.2 | Elect David M. Cordani | Management | For | Voted - For |
1.3 | Elect Jeffrey L. Harmening | Management | For | Voted - For |
1.4 | Elect Maria G. Henry | Management | For | Voted - For |
1.5 | Elect Jo Ann Jenkins | Management | For | Voted - For |
1.6 | Elect Elizabeth C. Lempres | Management | For | Voted - For |
1.7 | Elect Diane L. Neal | Management | For | Voted - For |
1.8 | Elect Stephen A. Odland | Management | For | Voted - For |
1.9 | Elect Maria A. Sastre | Management | For | Voted - For |
1.10 | Elect Eric D. Sprunk | Management | For | Voted - For |
1.11 | Elect Jorge A. Uribe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
GILEAD SCIENCES, INC. | ||||
Security ID: 375558103 Ticker: GILD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Jacqueline K. Barton | Management | For | Voted - For |
1.2 | Elect Jeffrey A. Bluestone | Management | For | Voted - For |
1.3 | Elect Sandra J. Horning | Management | For | Voted - For |
1.4 | Elect Kelly A. Kramer | Management | For | Voted - For |
1.5 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.6 | Elect Harish Manwani | Management | For | Voted - For |
1.7 | Elect Daniel P. O'Day | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
234
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Anthony Welters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
GLAXOSMITHKLINE PLC | ||||
Security ID: G3910J112 Ticker: GSK | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Anne Beal | Management | For | Voted - For |
1.2 | Elect Harry Dietz | Management | For | Voted - For |
1.3 | Elect Sir Jonathan R. Symonds | Management | For | Voted - For |
1.4 | Elect Emma N. Walmsley | Management | For | Voted - For |
1.5 | Elect Charles A. Bancroft | Management | For | Voted - For |
1.6 | Elect Manvinder S. Banga | Management | For | Voted - For |
1.7 | Elect Hal V. Barron | Management | For | Voted - For |
1.8 | Elect Dame Vivienne Cox | Management | For | Voted - For |
1.9 | Elect Lynn L. Elsenhans | Management | For | Voted - For |
1.10 | Elect Laurie H. Glimcher | Management | For | Voted - For |
1.11 | Elect Jesse Goodman | Management | For | Voted - For |
1.12 | Elect Iain J. Mackay | Management | For | Voted - For |
1.13 | Elect Urs Rohner | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Remuneration Policy | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Approve exemption from statement of the senior | |||
statutory auditor's name in published auditors' | ||||
reports | Management | For | Voted - For | |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
14 | Share Save Plan 2022 | Management | For | Voted - For |
15 | Share Reward Plan 2022 | Management | For | Voted - For |
235
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
16 | Adoption of New Articles | Management | For | Voted - For |
GREATEK ELECTRONICS INC. | ||||
Security ID: Y2858G106 Ticker: 2441 | ||||
Meeting Date: 26-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | 2021 Profit Distribution Plan | Management | For | Voted - For |
3 | Amendments to Procedural Rules: Shareholders | |||
Meetings | Management | For | Voted - For | |
4 | Amendments to Procedural Rules: Acquisition or | |||
Disposal of Assets | Management | For | Voted - For | |
HERA S.P.A. | ||||
Security ID: T5250M106 Ticker: HER | ||||
Meeting Date: 28-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Article 17 | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits and Dividends | Management | For | Voted - For |
6 | Remuneration Policy | Management | For | Voted - Against |
7 | Remuneration Report | Management | For | Voted - Against |
8 | Appointment of Auditor and Authority to set Fees | Management | For | Voted - For |
9 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
HONDA MOTOR CO., LTD. | ||||
Security ID: J22302111 Ticker: 7267 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Seiji Kuraishi | Management | For | Voted - For |
1.2 | Elect Toshihiro Mibe | Management | For | Voted - For |
1.3 | Elect Kohei Takeuchi | Management | For | Voted - For |
1.4 | Elect Shinji Aoyama | Management | For | Voted - For |
1.5 | Elect Asako Suzuki | Management | For | Voted - For |
1.6 | Elect Masafumi Suzuki | Management | For | Voted - For |
1.7 | Elect Kunihiko Sakai | Management | For | Voted - For |
1.8 | Elect Fumiya Kokubu | Management | For | Voted - For |
1.9 | Elect Yoichiro Ogawa | Management | For | Voted - For |
1.10 | Elect Kazuhiro Higashi | Management | For | Voted - For |
1.11 | Elect Ryoko Nagata | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
236
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HORNBACH HOLDING AG & CO. KGAA | ||||
Security ID: D33875119 Ticker: HBH | ||||
Meeting Date: 08-Jul-21 | ||||
1.1 | Elect Jens P. Wulfsberg as Supervisory Board Member | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Ratification of General Partner Acts | Management | For | Voted - For |
9 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
10 | Appointment of Auditor | Management | For | Voted - For |
11 | Increase in Authorised Capital | Management | For | Voted - For |
IMPERIAL BRANDS PLC | ||||
Security ID: G4720C107 Ticker: IMB | ||||
Meeting Date: 02-Feb-22 | ||||
1.1 | Elect Stefan Bomhard | Management | For | Voted - For |
1.2 | Elect Susan M. Clark | Management | For | Voted - For |
1.3 | Elect Ngozi Edozien | Management | For | Voted - For |
1.4 | Elect Therese Esperdy | Management | For | Voted - For |
1.5 | Elect Alan Johnson | Management | For | Voted - For |
1.6 | Elect Robert Kunze-Concewitz | Management | For | Voted - For |
1.7 | Elect Simon Langelier | Management | For | Voted - For |
1.8 | Elect Lukas Paravicini | Management | For | Voted - For |
1.9 | Elect Diane de Saint Victor | Management | For | Voted - For |
1.10 | Elect Jon Stanton | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
12 | Non-Voting Meeting Note | N/A | Non-Voting |
237
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INTEL CORPORATION | ||||
Security ID: 458140100 Ticker: INTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Patrick P. Gelsinger | Management | For | Voted - For |
1.2 | Elect James J. Goetz | Management | For | Voted - For |
1.3 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.4 | Elect Alyssa H. Henry | Management | For | Voted - Against |
1.5 | Elect Omar Ishrak | Management | For | Voted - For |
1.6 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.7 | Elect Tsu-Jae King Liu | Management | For | Voted - For |
1.8 | Elect Gregory D. Smith | Management | For | Voted - For |
1.9 | Elect Dion J. Weisler | Management | For | Voted - For |
1.10 | Elect Frank D. Yeary | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2006 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | ||||
Security ID: 459200101 Ticker: IBM | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect David N. Farr | Management | For | Voted - For |
238
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Alex Gorsky | Management | For | Voted - For |
1.4 | Elect Michelle Howard | Management | For | Voted - For |
1.5 | Elect Arvind Krishna | Management | For | Voted - For |
1.6 | Elect Andrew N. Liveris | Management | For | Voted - For |
1.7 | Elect F. William McNabb, III | Management | For | Voted - For |
1.8 | Elect Martha E. Pollack | Management | For | Voted - For |
1.9 | Elect Joseph R. Swedish | Management | For | Voted - For |
1.10 | Elect Peter R. Voser | Management | For | Voted - For |
1.11 | Elect Frederick H. Waddell | Management | For | Voted - For |
1.12 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
INVESTORS BANCORP, INC. | ||||
Security ID: 46146L101 Ticker: ISBC | ||||
Meeting Date: 19-Nov-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
ITOCHU CORPORATION | ||||
Security ID: J2501P104 Ticker: 8001 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Masahiro Okafuji | Management | For | Voted - For |
1.2 | Elect Keita Ishii | Management | For | Voted - For |
1.3 | Elect Fumihiko Kobayashi | Management | For | Voted - For |
1.4 | Elect Tsuyoshi Hachimura | Management | For | Voted - For |
1.5 | Elect Hiroyuki Tsubai | Management | For | Voted - For |
1.6 | Elect Hiroyuki Naka | Management | For | Voted - For |
1.7 | Elect Atsuko Muraki | Management | For | Voted - For |
1.8 | Elect Masatoshi Kawana | Management | For | Voted - For |
1.9 | Elect Makiko Nakamori | Management | For | Voted - For |
1.10 | Elect Kunio Ishizuka | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Mitsuru Chino Mitsuru Ike as Statutory Auditor | Management | For | Voted - For |
6 | Directors' Fees and Bonus | Management | For | Voted - For |
7 | Statutory Auditors' Fees | Management | For | Voted - For |
239
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY | ||||
Security ID: G50871105 Ticker: JAZZ | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Peter Gray | Management | For | Voted - For |
1.2 | Elect Kenneth W. O'Keefe | Management | For | Voted - For |
1.3 | Elect Mark D. Smith | Management | For | Voted - For |
1.4 | Elect Catherine Angell Sohn | Management | For | Voted - For |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 23-Sep-21 | ||||
1 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
JOHNSON & JOHNSON | ||||
Security ID: 478160104 Ticker: JNJ | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Darius Adamczyk | Management | For | Voted - For |
1.2 | Elect Mary C. Beckerle | Management | For | Voted - For |
1.3 | Elect D. Scott Davis | Management | For | Voted - For |
1.4 | Elect Ian E.L. Davis | Management | For | Voted - For |
1.5 | Elect Jennifer A. Doudna | Management | For | Voted - For |
1.6 | Elect Joaquin Duato | Management | For | Voted - For |
1.7 | Elect Alex Gorsky | Management | For | Voted - For |
1.8 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.9 | Elect Hubert Joly | Management | For | Voted - For |
1.10 | Elect Mark B. McClellan | Management | For | Voted - Against |
1.11 | Elect Anne Mulcahy | Management | For | Voted - For |
1.12 | Elect A. Eugene Washington | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
1.14 | Elect Nadja Y. West | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Adoption of | |||
Mandatory Arbitration Bylaw | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Racial Impact Audit | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against |
240
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Discontinuation of | |||
Talc-based Baby Powder | Shareholder | Against | Voted - For | |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
12 | Shareholder Proposal Regarding Lobbying Activities | |||
Alignment with Universal Health Coverage | Shareholder | Against | Voted - Against | |
13 | Shareholder Proposal Prohibiting Adjustments for | |||
Legal and Compliance Costs | Shareholder | Against | Voted - For | |
14 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
JUNIPER NETWORKS, INC. | ||||
Security ID: 48203R104 Ticker: JNPR | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Gary J. Daichendt | Management | For | Voted - For |
1.2 | Elect Anne DelSanto | Management | For | Voted - For |
1.3 | Elect Kevin A. DeNuccio | Management | For | Voted - For |
1.4 | Elect James Dolce | Management | For | Voted - For |
1.5 | Elect Christine M. Gorjanc | Management | For | Voted - For |
1.6 | Elect Janet B. Haugen | Management | For | Voted - For |
1.7 | Elect Scott Kriens | Management | For | Voted - For |
1.8 | Elect Rahul Merchant | Management | For | Voted - For |
1.9 | Elect Rami Rahim | Management | For | Voted - For |
1.10 | Elect William Stensrud | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2015 Equity Incentive Plan | Management | For | Voted - For |
KDDI CORPORATION | ||||
Security ID: J31843105 Ticker: 9433 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Takashi Tanaka | Management | For | Voted - For |
1.2 | Elect Makoto Takahashi | Management | For | Voted - For |
1.3 | Elect Shinichi Muramoto | Management | For | Voted - For |
1.4 | Elect Keiichi Mori | Management | For | Voted - For |
1.5 | Elect Toshitake Amamiya | Management | For | Voted - For |
1.6 | Elect Kazuyuki Yoshimura | Management | For | Voted - For |
1.7 | Elect Goro Yamaguchi | Management | For | Voted - For |
1.8 | Elect Keiji Yamamoto | Management | For | Voted - For |
1.9 | Elect Riyo Kano | Management | For | Voted - For |
1.10 | Elect Shigeki Goto | Management | For | Voted - For |
1.11 | Elect Tsutomu Tannowa | Management | For | Voted - For |
1.12 | Elect Junko Okawa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
241
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Noboru Edagawa as Statutory Auditor | Management | For | Voted - For |
6 | Amendment to the Trust Type Equity Plans | Management | For | Voted - For |
7 | Statutory Auditors' Fees | Management | For | Voted - For |
KEARNY FINANCIAL CORP. | ||||
Security ID: 48716P108 Ticker: KRNY | ||||
Meeting Date: 28-Oct-21 | ||||
1.1 | Elect John N. Hopkins | Management | For | Voted - For |
1.2 | Elect Catherine A. Lawton | Management | For | Voted - For |
1.3 | Elect Craig L. Montanaro | Management | For | Voted - For |
1.4 | Elect Leopold W. Montanaro | Management | For | Voted - For |
2 | Approval of the 2021 Equity Incentive Plan | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
KIATNAKIN PHATRA BANK PUBLIC COMPANY LTD | ||||
Security ID: Y47675114 Ticker: KKP | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Supol Wattanavekin | Management | For | Voted - Against |
1.2 | Elect Dayana Bunnag | Management | For | Voted - Against |
1.3 | Elect Thitinan Wattanavekin | Management | For | Voted - Against |
1.4 | Elect Chalee Chantanayingyong | Management | For | Voted - For |
2 | Results of Operations | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Transaction of Other Business | Management | For | Voted - Against |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
KONINKLIJKE AHOLD DELHAIZE N.V. | ||||
Security ID: N0074E105 Ticker: AD | ||||
Meeting Date: 13-Apr-22 | ||||
1.1 | Elect Bill McEwan to the Supervisory Board | Management | For | Voted - For |
1.2 | Elect Rene Hooft Graafland to the Supervisory Board | Management | For | Voted - For |
1.3 | Elect Pauline van der Meer Mohr to the Supervisory | |||
Board | Management | For | Voted - For | |
1.4 | Re-elect Wouter Kolk to the Management Board | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
242
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Remuneration Report | Management | For | Voted - For |
10 | Ratification of Management Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Management Board Remuneration Policy | Management | For | Voted - For |
13 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
14 | Appointment of Auditor financial year 2022 | Management | For | Voted - For |
15 | Appointment of Auditor for financial year 2023 | Management | For | Voted - For |
16 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
17 | Authority to Suppress Preemptive Rights | Management | For | Voted - For |
18 | Authority to Repurchase Shares | Management | For | Voted - For |
19 | Cancellation of Shares/Authorities to Issue Shares | Management | For | Voted - For |
20 | Non-Voting Agenda Item | N/A | Non-Voting | |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting | |
KRUNG THAI BANK PUBLIC CO. LTD. | ||||
Security ID: Y49885208 Ticker: KTB | ||||
Meeting Date: 08-Apr-22 | ||||
1.1 | Elect Krisada Chinavicharana | Management | For | Voted - Against |
1.2 | Elect Vichai Assarasakorn | Management | For | Voted - Against |
1.3 | Elect Nitima Thepvanangkul | Management | For | Voted - For |
1.4 | Elect Lavaron Sangsnit | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Annual Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Amendments to Articles | Management | For | Voted - For |
9 | Transaction of Other Business | Management | For | Voted - Against |
K'S HOLDINGS CORPORATION | ||||
Security ID: J3672R101 Ticker: 8282 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Tadashi Hiramoto | Management | For | Voted - For |
1.2 | Elect Naoto Osaka | Management | For | Voted - For |
1.3 | Elect Keiichi Mizuno | Management | For | Voted - For |
1.4 | Elect Yuji Yoshihara | Management | For | Voted - For |
1.5 | Elect Taro Mizutani | Management | For | Voted - For |
243
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Miyako Yasumura | Management | For | Voted - For |
1.7 | Elect Wakako Tokuda Wakako Asai | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
KT CORPORATION | ||||
Security ID: Y49915104 Ticker: 030200 | ||||
Meeting Date: 31-Mar-22 | ||||
1.1 | Elect PARK Jong Ook | Management | For | Voted - Against |
1.2 | Elect YUN Gyeong Rim | Management | For | Voted - For |
1.3 | Elect YU Hee Yol | Management | For | Voted - For |
1.4 | Elect KIM Yong Hun | Management | For | Voted - For |
1.5 | Elect HONG Benjamin | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Article 2 | Management | For | Voted - For |
4 | Article 4 and 18 | Management | For | Voted - For |
5 | Article 49 | Management | For | Voted - For |
6 | Article 2 and 29 | Management | For | Voted - For |
7 | Election of Audit Committee Member: KIM Yong Hun | Management | For | Voted - For |
8 | Directors' Fees | Management | For | Voted - For |
9 | Amendments to Executive Officer Retirement | |||
Allowance Policy | ||||
Management | For | Voted - For | ||
KT&G CORPORATION | ||||
Security ID: Y49904108 Ticker: 033780 | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect SON Kwan Soo | Management | For | Voted - For |
1.2 | Elect LEE Jee Hee | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | ||||
Management | For | Voted - Against | ||
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Audit Committee Member: SON Kwan Soo | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
L3HARRIS TECHNOLOGIES, INC. | ||||
Security ID: 502431109 Ticker: LHX | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Sallie B. Bailey | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
244
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Peter W. Chiarelli | Management | For | Voted - For |
1.4 | Elect Thomas A. Corcoran | Management | For | Voted - For |
1.5 | Elect Thomas A. Dattilo | Management | For | Voted - For |
1.6 | Elect Roger B. Fradin | Management | For | Voted - For |
1.7 | Elect Harry B. Harris, Jr. | Management | For | Voted - For |
1.8 | Elect Lewis Hay III | Management | For | Voted - For |
1.9 | Elect Lewis Kramer | Management | For | Voted - For |
1.10 | Elect Christopher E. Kubasik | Management | For | Voted - For |
1.11 | Elect Rita S. Lane | Management | For | Voted - For |
1.12 | Elect Robert B. Millard | Management | For | Voted - For |
1.13 | Elect Lloyd W. Newton | Management | For | Voted - For |
2 | Board Size | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
LG UPLUS CORP. | ||||
Security ID: Y5293P102 Ticker: 032640 | ||||
Meeting Date: 18-Mar-22 | ||||
1.1 | Elect LEE Hyeok Ju | Management | For | Voted - For |
1.2 | Elect HONG Beom Sik | Management | For | Voted - For |
1.3 | Elect NAM Hyeong Du | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election Of Audit Committee Member: Nam Hyeong Du | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
LOBLAW COMPANIES LIMITED | ||||
Security ID: 539481101 Ticker: L | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Scott B. Bonham | Management | For | Voted - For |
1.2 | Elect Christie J.B. Clark | Management | For | Voted - For |
1.3 | Elect Daniel Debow | Management | For | Voted - For |
1.4 | Elect William A. Downe | Management | For | Voted - For |
1.5 | Elect Janice Fukakusa | Management | For | Voted - For |
1.6 | Elect M. Marianne Harris | Management | For | Voted - For |
1.7 | Elect Claudia Kotchka | Management | For | Voted - For |
1.8 | Elect Sarah Raiss | Management | For | Voted - For |
1.9 | Elect Galen G. Weston | Management | For | Voted - For |
1.10 | Elect Cornell Wright | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Human Rights Impact | |||
Assessment | Shareholder | Against | Voted - Against |
245
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Shareholder Proposal Regarding Report on Supplier | |||
Audits | Shareholder | Against | Voted - For | |
LOCKHEED MARTIN CORPORATION | ||||
Security ID: 539830109 Ticker: LMT | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Daniel F. Akerson | Management | For | Voted - For |
1.2 | Elect David B. Burritt | Management | For | Voted - For |
1.3 | Elect Bruce A. Carlson | Management | For | Voted - For |
1.4 | Elect John Donovan | Management | For | Voted - For |
1.5 | Elect Joseph Dunford Jr. | Management | For | Voted - For |
1.6 | Elect James O. Ellis, Jr. | Management | For | Voted - For |
1.7 | Elect Thomas J. Falk | Management | For | Voted - For |
1.8 | Elect Ilene S. Gordon | Management | For | Voted - For |
1.9 | Elect Vicki A. Hollub | Management | For | Voted - For |
1.10 | Elect Jeh C. Johnson | Management | For | Voted - For |
1.11 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.12 | Elect James D. Taiclet | Management | For | Voted - For |
1.13 | Elect Patricia E. Yarrington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Human | |||
Rights Impact Assessments | Shareholder | Against | Voted - Against | |
MAGYAR TELEKOM TELECOMMUNICATIONS | ||||
Security ID: X5187V109 Ticker: MTELEKOM | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Daria Dodonova | Management | For | Voted - For |
1.2 | Elect Gabor Fekete | Management | For | Voted - For |
1.3 | Elect Elvira Gonzalez | Management | For | Voted - For |
1.4 | Elect Robert Hauber | Management | For | Voted - For |
1.5 | Elect Frank Odzuck | Management | For | Voted - For |
1.6 | Elect Peter Ratatics | Management | For | Voted - For |
1.7 | Elect Tibor Rekasi | Management | For | Voted - For |
1.8 | Elect Melinda Szabo | Management | For | Voted - For |
1.9 | Elect Gyula Bereznai | Management | For | Voted - For |
1.10 | Elect Attila Borbely | Management | For | Voted - For |
1.11 | Elect Krisztina Doroghazi | Management | For | Voted - For |
1.12 | Elect Andras Szakonyi | Management | For | Voted - For |
1.13 | Elect Endre Szepesi | Management | For | Voted - For |
1.14 | Elect Julia B. Romhanyi | Management | For | Voted - For |
1.15 | Elect Zsoltne Varga | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
246
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports (Consolidated) | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Shareholder Countermotion Regarding Allocation of | |||
Profits/Dividends | Shareholder | N/A | Voted - Against | |
11 | Directors' Report on Acquired Treasury Shares | Management | For | Voted - For |
12 | Authority to Repurchase Shares | Management | For | Voted - Against |
13 | Corporate Governance and Management Report | Management | For | Voted - For |
14 | Ratification of Board Acts (2021) | Management | For | Voted - For |
15 | Ratification of Board Acts (2019) | Management | For | Voted - For |
16 | Ratification of Board Acts (2020) | Management | For | Voted - For |
17 | Voting on Amendments to Articles in Bundled Form | Management | For | Voted - For |
18 | Amendments to Articles | Management | For | Voted - For |
19 | Shareholder Proposal Regarding Removal of Frank | |||
Odzuck | Shareholder | N/A | Voted - Against | |
20 | Shareholder Proposal Regarding Election of Gabor | |||
Szendroi | Shareholder | N/A | Voted - Against | |
21 | Directors' Fees | Management | For | Voted - For |
22 | Cancellation of Shares | Management | For | Voted - For |
23 | Cancellation of Shares; Amendments to Article 2.1 | Management | For | Voted - For |
24 | Approval of Amended Remuneration Policy | Management | For | Voted - For |
25 | Shareholder Proposal Regarding Amendment to | |||
Remuneration Policy | Shareholder | N/A | Voted - Against | |
26 | Remuneration Report | Management | For | Voted - For |
27 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
28 | Shareholder Proposal Regarding Dividend Policy | Shareholder | N/A | Voted - Against |
29 | Non-Voting Meeting Note | N/A | Non-Voting | |
30 | Non-Voting Meeting Note | N/A | Non-Voting | |
MERCK & CO., INC. | ||||
Security ID: 58933Y105 Ticker: MRK | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.2 | Elect Mary Ellen Coe | Management | For | Voted - For |
1.3 | Elect Pamela J. Craig | Management | For | Voted - For |
1.4 | Elect Robert M. Davis | Management | For | Voted - For |
1.5 | Elect Kenneth C. Frazier | Management | For | Voted - For |
1.6 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.7 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.8 | Elect Stephen L. Mayo | Management | For | Voted - For |
1.9 | Elect Paul B. Rothman | Management | For | Voted - For |
1.10 | Elect Patricia F. Russo | Management | For | Voted - For |
1.11 | Elect Christine E. Seidman | Management | For | Voted - For |
1.12 | Elect Inge G. Thulin | Management | For | Voted - For |
247
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Kathy J. Warden | Management | For | Voted - For |
1.14 | Elect Peter C. Wendell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
MICHELIN (CGDE)-B | ||||
Security ID: F61824144 Ticker: ML | ||||
Meeting Date: 13-May-22 | ||||
1.1 | Elect Thierry Le Henaff | Management | For | Voted - For |
1.2 | Elect Monique F. Leroux | Management | For | Voted - For |
1.3 | Elect Jean-Michel Severino | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Consolidated Accounts and Reports | Management | For | Voted - For |
10 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
11 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
12 | 2022 Remuneration Policy (Managers) | Management | For | Voted - For |
13 | 2022 Remuneration Policy (Supervisory Board) | Management | For | Voted - For |
14 | 2021 Remuneration Report | Management | For | Voted - For |
15 | 2021 Remuneration of Florent Menegaux, General | |||
Managing Partner and CEO | Management | For | Voted - For | |
16 | 2021 Remuneration of Yves Chapot, General Manager | Management | For | Voted - For |
17 | 2021 Remuneration of Barbara Dalibard, Supervisory | |||
Board Chair (from May 21, 2021) | Management | For | Voted - For | |
18 | 2021 Remuneration of Michel Rollier, Supervisory | |||
Board Chair (until May 21, 2021) | Management | For | Voted - For | |
19 | 2022 Supervisory Board Fees | Management | For | Voted - For |
20 | Appointment of Auditor (PricewaterhouseCoopers); | |||
Non-Renewal of Alternate Auditor (Jean-Baptiste | ||||
Deschryver) | Management | For | Voted - For | |
21 | Appointment of Auditor (Deloitte); Non-Renewal of | |||
Alternate Auditor (B.E.A.S.) | Management | For | Voted - For | |
22 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
23 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights | Management | For | Voted - For | |
24 | Authority to Issue Shares and Convertible Debt | |||
Through Private Placement | Management | For | Voted - For | |
25 | Authority to Set Offering Price of Shares | Management | For | Voted - For |
248
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
26 | Greenshoe | Management | For | Voted - For |
27 | Authority to Increase Capital Through | |||
Capitalisations | Management | For | Voted - For | |
28 | Authority to Increase Capital in Consideration for | |||
Contributions In Kind and in Case of Exchange Offer | Management | For | Voted - For | |
29 | Employee Stock Purchase Plan | Management | For | Voted - For |
30 | Global Ceiling on Capital Increases and Debt | |||
Issuances | Management | For | Voted - For | |
31 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
32 | Stock Split | Management | For | Voted - For |
33 | Authorisation of Legal Formalities | Management | For | Voted - For |
34 | Non-Voting Meeting Note | N/A | Non-Voting | |
MIZUHO FINANCIAL GROUP, INC. | ||||
Security ID: J4599L102 Ticker: 8411 | ||||
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Tatsuo Kainaka | Management | For | Voted - Against |
1.2 | Elect Yoshimitsu Kobayashi | Management | For | Voted - For |
1.3 | Elect Ryoji Sato | Management | For | Voted - For |
1.4 | Elect Takashi Tsukioka | Management | For | Voted - For |
1.5 | Elect Masami Yamamoto | Management | For | Voted - For |
1.6 | Elect Izumi Kobayashi | Management | For | Voted - For |
1.7 | Elect Seiji Imai | Management | For | Voted - For |
1.8 | Elect Hisaaki Hirama | Management | For | Voted - For |
1.9 | Elect Masahiro Kihara | Management | For | Voted - For |
1.10 | Elect Makoto Umemiya | Management | For | Voted - For |
1.11 | Elect Motonori Wakabayashi | Management | For | Voted - Against |
1.12 | Elect Nobuhiro Kaminoyama | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
MOLSON COORS BEVERAGE COMPANY | ||||
Security ID: 60871R209 Ticker: TAP | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Roger G. Eaton | Management | For | Voted - For |
1.2 | Elect Charles M. Herington | Management | For | Voted - For |
1.3 | Elect H. Sanford Riley | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
NATIONAL FUEL GAS COMPANY | ||||
Security ID: 636180101 Ticker: NFG | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect David C. Carroll | Management | For | Voted - For |
249 |
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Steven C. Finch | Management | For | Voted - For |
1.3 | Elect Joseph N. Jaggers | Management | For | Voted - For |
1.4 | Elect David F. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
NEW MOUNTAIN FINANCE CORPORATION | ||||
Security ID: 647551100 Ticker: NMFC | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Robert A. Hamwee | Management | For | Voted - For |
1.2 | Elect Alfred F. Hurley, Jr. | Management | For | Voted - Withheld |
1.3 | Elect Alice W. Handy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
NIPPON TELEGRAPH AND TELEPHONE CORPORATION | ||||
Security ID: J59396101 Ticker: 9432 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Jun Sawada | Management | For | Voted - For |
1.2 | Elect Akira Shimada | Management | For | Voted - For |
1.3 | Elect Katsuhiko Kawazoe | Management | For | Voted - For |
1.4 | Elect Takashi Hiroi | Management | For | Voted - For |
1.5 | Elect Akiko Kudo | Management | For | Voted - For |
1.6 | Elect Ken Sakamura | Management | For | Voted - For |
1.7 | Elect Yukako Uchinaga | Management | For | Voted - For |
1.8 | Elect Ryoji Chubachi | Management | For | Voted - For |
1.9 | Elect Koichiro Watanabe | Management | For | Voted - For |
1.10 | Elect Noriko Endo Noriko Tsujihiro | Management | For | Voted - For |
1.11 | Elect Keiichiro Yanagi | Management | For | Voted - For |
1.12 | Elect Kensuke Koshiyama | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
NORTHROP GRUMMAN CORPORATION | ||||
Security ID: 666807102 Ticker: NOC | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Kathy J. Warden | Management | For | Voted - For |
1.2 | Elect David P. Abney | Management | For | Voted - For |
1.3 | Elect Marianne C. Brown | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Ann M. Fudge | Management | For | Voted - For |
1.6 | Elect William H. Hernandez | Management | For | Voted - For |
1.7 | Elect Madeleine A. Kleiner | Management | For | Voted - For |
250
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Karl J. Krapek | Management | For | Voted - For |
1.9 | Elect Graham N. Robinson | Management | For | Voted - For |
1.10 | Elect Gary Roughead | Management | For | Voted - For |
1.11 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
1.13 | Elect Mark A. Welsh III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
ORACLE CORPORATION | ||||
Security ID: 68389X105 Ticker: ORCL | ||||
Meeting Date: 10-Nov-21 | ||||
1.1 | Elect Jeffrey S. Berg | Management | For | Voted - For |
1.2 | Elect Michael J. Boskin | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - Withheld |
1.4 | Elect Bruce R. Chizen | Management | For | Voted - For |
1.5 | Elect George H. Conrades | Management | For | Voted - Withheld |
1.6 | Elect Lawrence J. Ellison | Management | For | Voted - For |
1.7 | Elect Rona Fairhead | Management | For | Voted - For |
1.8 | Elect Jeffrey O. Henley | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Charles W. Moorman IV | Management | For | Voted - Withheld |
1.11 | Elect Leon E. Panetta | Management | For | Voted - Withheld |
1.12 | Elect William G. Parrett | Management | For | Voted - For |
1.13 | Elect Naomi O. Seligman | Management | For | Voted - Withheld |
1.14 | Elect Vishal Sikka | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Independent Board | |||
Chair | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Requiring and | |||
Posting Disclosures from Outside Organizations | Shareholder | Against | Voted - Against | |
ORGANON & CO. | ||||
Security ID: 68622V106 Ticker: OGN | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Robert Essner | Management | For | Voted - For |
1.2 | Elect Shelly Lazarus | Management | For | Voted - For |
1.3 | Elect Cynthia M. Patton | Management | For | Voted - For |
1.4 | Elect Grace Puma | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
251
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
OTTER TAIL CORPORATION | ||||
Security ID: 689648103 Ticker: OTTR | ||||
Meeting Date: 11-Apr-22 | ||||
1.1 | Elect Steven L. Fritze | Management | For | Voted - For |
1.2 | Elect Kathryn O. Johnson | Management | For | Voted - For |
1.3 | Elect Michael E. LeBeau | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PFIZER INC. | ||||
Security ID: 717081103 Ticker: PFE | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ronald E. Blaylock | Management | For | Voted - For |
1.2 | Elect Albert Bourla | Management | For | Voted - For |
1.3 | Elect Susan Desmond-Hellmann | Management | For | Voted - For |
1.4 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.5 | Elect Scott Gottlieb | Management | For | Voted - For |
1.6 | Elect Helen H. Hobbs | Management | For | Voted - For |
1.7 | Elect Susan Hockfield | Management | For | Voted - For |
1.8 | Elect Dan R. Littman | Management | For | Voted - For |
1.9 | Elect Shantanu Narayen | Management | For | Voted - For |
1.10 | Elect Suzanne Nora Johnson | Management | For | Voted - For |
1.11 | Elect James Quincey | Management | For | Voted - For |
1.12 | Elect James C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
PJSC LUKOIL | ||||
Security ID: 69343P105 Ticker: LKOH | ||||
Meeting Date: 02-Dec-21 | ||||
1 | Interim Dividends (3Q2021) | Management | For | Voted - For |
252 |
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Directors' Fees | Management | For | Voted - For |
POWER CORPORATION OF CANADA | ||||
Security ID: 739239101 Ticker: POW | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Pierre Beaudoin | Management | For | Voted - For |
1.2 | Elect Marcel R. Coutu | Management | For | Voted - For |
1.3 | Elect Andre Desmarais | Management | For | Voted - Against |
1.4 | Elect Paul Desmarais, Jr. | Management | For | Voted - For |
1.5 | Elect Gary A. Doer | Management | For | Voted - For |
1.6 | Elect Anthony R. Graham | Management | For | Voted - For |
1.7 | Elect Sharon MacLeod | Management | For | Voted - For |
1.8 | Elect Paula B. Madoff | Management | For | Voted - For |
1.9 | Elect Isabelle Marcoux | Management | For | Voted - For |
1.10 | Elect Christian Noyer | Management | For | Voted - For |
1.11 | Elect R. Jeffrey Orr | Management | For | Voted - For |
1.12 | Elect T. Timothy Ryan, Jr. | Management | For | Voted - For |
1.13 | Elect Siim A. Vanaselja | Management | For | Voted - For |
1.14 | Elect Elizabeth D Wilson | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Amendment to the Power Executive Stock Option Plan | Management | For | Voted - For |
6 | Shareholder Proposal Regarding Report on | |||
Non-Management Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Women in | |||
Leadership Roles | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Majority Withhold | |||
Vote | Shareholder | Against | Voted - For | |
REDES ENERGETICAS NACIONAIS SGPS SA | ||||
Security ID: X70955103 Ticker: RENE | ||||
Meeting Date: 28-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports; Remuneration Report | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Ratification of Board and Supervisory Council Acts | Management | For | Voted - For |
6 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
7 | Authority to Trade in Company Debt Instruments | Management | For | Voted - For |
8 | Remuneration Policy | Management | For | Voted - For |
9 | Non-Voting Meeting Note | N/A | Non-Voting |
253
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
RENGO CO.,LTD. | ||||
Security ID: J64382104 Ticker: 3941 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Kiyoshi Otsubo | Management | For | Voted - Against |
1.2 | Elect Yosuke Kawamoto | Management | For | Voted - For |
1.3 | Elect Moriaki Maeda | Management | For | Voted - For |
1.4 | Elect Yasuhiro Baba | Management | For | Voted - For |
1.5 | Elect Ichiro Hasegawa | Management | For | Voted - For |
1.6 | Elect Sadatoshi Inoue | Management | For | Voted - For |
1.7 | Elect Yoshio Sato | Management | For | Voted - For |
1.8 | Elect Masayuki Oku | Management | For | Voted - Against |
1.9 | Elect Kaoru Tamaoka | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Elect Tadazumi Fujino as Statutory Auditor | Management | For | Voted - For |
RHB BANK BERHAD | ||||
Security ID: Y72783106 Ticker: RHBBANK | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Rebecca Fatima Sta Maria | Management | For | Voted - For |
1.2 | Elect LIM Cheng Teck | Management | For | Voted - For |
1.3 | Elect Sharifatu Laila Syed Ali | Management | For | Voted - For |
1.4 | Elect Mohd Rashid Mohamad | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees and Committee Allowances | Management | For | Voted - For |
5 | Directors' Remuneration (Excluding Fees and | |||
Committee Allowances) | Management | For | Voted - For | |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares under the Dividend | |||
Reinvestment Plan | Management | For | Voted - For | |
9 | Share Grant Scheme | Management | For | Voted - Against |
10 | Grant of Shares to Mohd Rashid Mohamad | Management | For | Voted - Against |
11 | Grant of Shares to Eliza ONG Yin Suen | Management | For | Voted - Against |
SAMSUNG CARD CO., LTD | ||||
Security ID: Y7T70U105 Ticker: 029780 | ||||
Meeting Date: 17-Mar-22 | ||||
1.1 | Elect KIM Joon Kyu | Management | For | Voted - For |
1.2 | Elect CHOI Jae Cheon | Management | For | Voted - For |
1.3 | Elect KIM Sang Kyu | Management | For | Voted - For |
254
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles (Bundle) | Management | For | Voted - For |
4 | Election of Audit Committee Member: KIM Joon Kyu | Management | For | Voted - For |
5 | Election of Audit Committee Member: CHOI Jae Cheon | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
SANOFI | ||||
Security ID: F5548N101 Ticker: SAN | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Paul Hudson | Management | For | Voted - For |
1.2 | Elect Christophe Babule | Management | For | Voted - For |
1.3 | Elect Patrick Kron | Management | For | Voted - For |
1.4 | Elect Gilles Schnepp | Management | For | Voted - For |
1.5 | Elect Carole Ferrand | Management | For | Voted - For |
1.6 | Elect Emile Voest | Management | For | Voted - For |
1.7 | Elect Antoine Yver | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | Voted - For |
9 | Consolidated Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends (Ordinary Dividend | |||
and Distrbution in Kind of EUROAPI Shares) | Management | For | Voted - For | |
11 | 2021 Remuneration Report | Management | For | Voted - For |
12 | 2021 Remuneration of Serge Weinberg, Chair | Management | For | Voted - For |
13 | 2021 Remuneration of Paul Hudson, CEO | Management | For | Voted - For |
14 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
15 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
16 | 2022 Remuneration Policy (CEO) | Management | For | Voted - For |
17 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
18 | Amendments to Article 25 Regarding Dividends | Management | For | Voted - For |
19 | Authorisation of Legal Formalities | Management | For | Voted - For |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
SCANDINAVIAN TOBACCO GROUP AS | ||||
Security ID: K8553U105 Ticker: STG | ||||
Meeting Date: 31-Mar-22 | ||||
1.1 | Elect Henrik Brandt | Management | For | Voted - For |
1.2 | Elect Dianne Neal Blixt | Management | For | Voted - For |
1.3 | Elect Marlene Forsell | Management | For | Voted - For |
1.4 | Elect Claus Gregersen | Management | For | Voted - For |
255
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Anders Obel | Management | For | Voted - For |
1.6 | Elect Henrik Amsinck | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | Remuneration Report | Management | For | Voted - For |
12 | Directors' Fees | Management | For | Voted - For |
13 | Authority to Reduce Share Capital | Management | For | Voted - For |
14 | Amendments to Articles | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - For |
SEAGATE TECHNOLOGY HOLDINGS PLC | ||||
Security ID: G7997R103 Ticker: STX | ||||
Meeting Date: 20-Oct-21 | ||||
1.1 | Elect Mark W. Adams | Management | For | Voted - Against |
1.2 | Elect Shankar Arumugavelu | Management | For | Voted - For |
1.3 | Elect Pratik Bhatt | Management | For | Voted - For |
1.4 | Elect Judy Bruner | Management | For | Voted - For |
1.5 | Elect Michael R. Cannon | Management | For | Voted - For |
1.6 | Elect Jay L. Geldmacher | Management | For | Voted - For |
1.7 | Elect Dylan G. Haggart | Management | For | Voted - For |
1.8 | Elect William D. Mosley | Management | For | Voted - For |
1.9 | Elect Stephanie Tilenius | Management | For | Voted - For |
1.10 | Elect Edward J. Zander | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
SEALED AIR CORPORATION | ||||
Security ID: 81211K100 Ticker: SEE | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Elizabeth M. Adefioye | Management | For | Voted - For |
1.2 | Elect Zubaid Ahmad | Management | For | Voted - For |
1.3 | Elect Francoise Colpron | Management | For | Voted - For |
1.4 | Elect Edward L. Doheny II | Management | For | Voted - For |
1.5 | Elect Henry R. Keizer | Management | For | Voted - For |
1.6 | Elect Harry A. Lawton III | Management | For | Voted - For |
1.7 | Elect Suzanne B. Rowland | Management | For | Voted - For |
1.8 | Elect Jerry R. Whitaker | Management | For | Voted - For |
256
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SECURITAS AB | ||||
Security ID: W7912C118 Ticker: SECUB | ||||
Meeting Date: 05-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Non-Voting Agenda Item | N/A | Non-Voting | |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Accounts and Reports | Management | For | Voted - For |
16 | Allocation of Profits/Dividends | Management | For | Voted - For |
17 | Dividend Record Date | Management | For | Voted - For |
18 | Ratification of Board and CEO Acts | Management | For | Voted - For |
19 | Remuneration Report | Management | For | Voted - For |
20 | Board Size | Management | For | Voted - For |
21 | Directors and Auditors' Fees | Management | For | Voted - For |
22 | Election of Directors | Management | For | Voted - For |
23 | Appointment of Auditor | Management | For | Voted - For |
24 | Approval of Nominating Committee Guidelines | Management | For | Voted - For |
25 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
26 | Adoption of Share-Based Incentives (LTI 2022/2024) | Management | For | Voted - For |
27 | Amendments to Articles | Management | For | Voted - For |
28 | Rights Issue to Finance Acquisition of Stanley | |||
Security | Management | For | Voted - For | |
29 | Non-Voting Agenda Item | N/A | Non-Voting | |
SHENZHEN EXPRESSWAY COMPANY LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 10-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Acquisition of entire interests in Shenzhen | |||
Investment International Capital Holdings | ||||
Infrastructure Co., Ltd. | Management | For | Voted - For | |
3 | 14th Five Year (2021-2025) Development Strategy Plan | Management | For | Voted - For |
257
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Waiver of the Right of First Refusal Regarding the | |||
Equity Interest in Shenzhen International United | ||||
Land Co., Ltd. | Management | For | Voted - For | |
5 | Change of Company Name | Management | For | Voted - For |
6 | Article Amendments to Reflect Change of Company Name | Management | For | Voted - For |
SHENZHEN EXPRESSWAY CORPORATION LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect LU Da Wei | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | 2022 Budget Report | Management | For | Voted - For |
8 | Authority to Give Guarantees | Management | For | Voted - Abstain |
9 | Purchase of Liability Insurance | Management | For | Voted - For |
10 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
11 | Issue Size | Management | For | Voted - For |
12 | Target Subscribers and Arrangement for Placement to | |||
Shareholders | Management | For | Voted - For | |
13 | Type of the Debenture | Management | For | Voted - For |
14 | Maturity | Management | For | Voted - For |
15 | Interest Rate | Management | For | Voted - For |
16 | Use of Proceeds | Management | For | Voted - For |
17 | Listing | Management | For | Voted - For |
18 | Guarantee | Management | For | Voted - For |
19 | Validity of the Resolution | Management | For | Voted - For |
20 | Authorisation Arrangement | Management | For | Voted - For |
21 | Authority to Issue A Shares w/o Preemptive Rights | Management | For | Voted - Against |
SIGNIFY NV | ||||
Security ID: N8063K107 Ticker: LIGHT | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Bram Schot to the Supervisory Board | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Remuneration Report | Management | For | Voted - Against |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
258
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
13 | Authority to Suppress Preemptive Rights | Management | For | Voted - For |
14 | Authority to Repurchase Shares | Management | For | Voted - For |
15 | Cancellation of Shares | Management | For | Voted - For |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
SINOPAC FINANCIAL HOLDINGS CO., LTD. | ||||
Security ID: Y8009U100 Ticker: 2890 | ||||
Meeting Date: 27-May-22 | ||||
1 | Business Reports and Financial Statements for Year | |||
2021 | Management | For | Voted - For | |
2 | Proposal for Distribution of 2021 Earnings. | |||
Proposed Cash Dividend: Twd 0.8 Per Share and Stock | ||||
Dividend: 10 for 1000 Shs Held | Management | For | Voted - For | |
3 | Appropriation of 2021 Undistributed Earnings As | |||
Capital Through Issuance of New Shares | Management | For | Voted - For | |
4 | Amending the Company's Articles of Incorporation | Management | For | Voted - For |
5 | Amending the Company's Procedures for the | |||
Acquisition or Disposal of Assets | Management | For | Voted - For | |
SK SQUARE | ||||
Security ID: Y8T6X4107 Ticker: 402340 | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
2 | Directors' Fees | Management | For | Voted - For |
SK TELECOM CO., LTD | ||||
Security ID: Y4935N104 Ticker: 017670 | ||||
Meeting Date: 12-Oct-21 | ||||
1.1 | Elect CHOI Kyu Nam | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Spin-off | Management | For | Voted - For |
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect KANG Jong Ryeol | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Option Grant | Management | For | Voted - For |
259
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: KIM Seok Dong | Management | For | Voted - Against | |
6 | Directors' Fees | Management | For | Voted - For |
SWISS LIFE HOLDING | ||||
Security ID: H8404J162 Ticker: SLHN | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Thomas Buess | Management | For | Voted - For |
1.2 | Elect Adrienne Corboud Fumagalli | Management | For | Voted - For |
1.3 | Elect Ueli Dietiker | Management | For | Voted - For |
1.4 | Elect Damir Filipovic | Management | For | Voted - For |
1.5 | Elect Frank W. Keuper | Management | For | Voted - For |
1.6 | Elect Stefan Loacker | Management | For | Voted - For |
1.7 | Elect Henry Peter | Management | For | Voted - For |
1.8 | Elect Martin Schmid | Management | For | Voted - For |
1.9 | Elect Franziska Tschudi Sauber | Management | For | Voted - For |
1.10 | Elect Klaus Tschutscher | Management | For | Voted - For |
1.11 | Elect Monika Butler | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Compensation Report | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Ratification of Board Acts | Management | For | Voted - For |
7 | Board Compensation | Management | For | Voted - For |
8 | Executive Compensation (Short-Term) | Management | For | Voted - For |
9 | Executive Compensation (Fixed and Long-Term) | Management | For | Voted - For |
10 | Elect Rolf Dorig as Board chair | Management | For | Voted - For |
11 | Elect Martin Schmid as Compensation Committee Member | Management | For | Voted - For |
12 | Elect Franziska Tschudi Sauber as Compensation | |||
Committee Member | Management | For | Voted - For | |
13 | Elect Klaus Tschutscher as Compensation Committee | |||
Member | Management | For | Voted - For | |
14 | Appointment of Independent Proxy | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - For |
16 | Cancellation of Shares and Reduction in Share | |||
Capital | Management | For | Voted - For | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
SYKES ENTERPRISES, INCORPORATED | ||||
Security ID: 871237103 Ticker: SYKE | ||||
Meeting Date: 24-Aug-21 | ||||
1 | Sitel Transaction | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
260 |
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
TAICHUNG COMMERCIAL BANK CO., LTD. | ||||
Security ID: Y8371H109 Ticker: 2812 | ||||
Meeting Date: 17-May-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | To Discuss Handling the Issuance of New Shares | |||
Issued Through Capitalization of Earnings in 2021 | Management | For | Voted - For | |
4 | To Discuss Amendments to Partial Provisions of the | |||
Company Corporate Charter (articles of | ||||
Incorporation) | Management | For | Voted - For | |
5 | To Discuss Amendments to Partial Provisions of the | |||
Rules of Procedure for Shareholders Meeting | Management | For | Voted - For | |
TARGET CORPORATION | ||||
Security ID: 87612E106 Ticker: TGT | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect David P. Abney | Management | For | Voted - For |
1.2 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.3 | Elect George S. Barrett | Management | For | Voted - For |
1.4 | Elect Gail K. Boudreaux | Management | For | Voted - For |
1.5 | Elect Brian C. Cornell | Management | For | Voted - For |
1.6 | Elect Robert L. Edwards | Management | For | Voted - For |
1.7 | Elect Melanie L. Healey | Management | For | Voted - For |
1.8 | Elect Donald R. Knauss | Management | For | Voted - For |
1.9 | Elect Christine A. Leahy | Management | For | Voted - For |
1.10 | Elect Monica C. Lozano | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
1.12 | Elect Dmitri L. Stockton | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
TATE & LYLE PLC | ||||
Security ID: G86838128 Ticker: TATE | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Gerry M. Murphy | Management | For | Voted - For |
1.2 | Elect Nick Hampton | Management | For | Voted - For |
1.3 | Elect Vivid Sehgal | Management | For | Voted - For |
1.4 | Elect John Cheung | Management | For | Voted - For |
1.5 | Elect Patricia Corsi | Management | For | Voted - For |
1.6 | Elect Paul Forman | Management | For | Voted - For |
1.7 | Elect Lars Vinge Frederiksen | Management | For | Voted - For |
261
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.9 | Elect Sybella Stanley | Management | For | Voted - For |
1.10 | Elect Warren G. Tucker | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report (Advisory) | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
Meeting Date: 30-Sep-21 | ||||
1 | Spin-off and Disposal of Controlling Interest in | |||
the Primary Products Business | Management | For | Voted - For | |
2 | Remuneration Policy (Binding) | Management | For | Voted - For |
TEIJIN LIMITED | ||||
Security ID: J82270117 Ticker: 3401 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Jun Suzuki | Management | For | Voted - For |
1.2 | Elect Akimoto Uchikawa | Management | For | Voted - For |
1.3 | Elect Akihisa Nabeshima | Management | For | Voted - For |
1.4 | Elect Toshiya Koyama | Management | For | Voted - For |
1.5 | Elect Eiji Ogawa | Management | For | Voted - For |
1.6 | Elect Naohiko Moriyama | Management | For | Voted - For |
1.7 | Elect Yukako Uchinaga | Management | For | Voted - For |
1.8 | Elect Yoichi Suzuki | Management | For | Voted - For |
1.9 | Elect Masaru Onishi | Management | For | Voted - For |
1.10 | Elect Masaaki Tsuya | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
TELEFONICA BRASIL S.A., | ||||
Security ID: P9T369176 Ticker: VIVT3 | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Eduardo Navarro de Carvalho | Management | For | Voted - For |
1.2 | Elect Francisco Javier de Paz Mancho | Management | For | Voted - Against |
1.3 | Elect Ana Theresa Masetti Borsari | Management | For | Voted - For |
1.4 | Elect Jose Maria Del Rey Osorio | Management | For | Voted - For |
262
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Christian Mauad Gebara | Management | For | Voted - For |
1.6 | Elect Claudia Maria Costin | Management | For | Voted - For |
1.7 | Elect Juan Carlos Ros Brugueras | Management | For | Voted - For |
1.8 | Elect Jordi Gual Sole | Management | For | Voted - For |
1.9 | Elect Ignacio Moreno Martinez | Management | For | Voted - For |
1.10 | Elect Alfredo Arahuetes Garcia | Management | For | Voted - For |
1.11 | Elect Andrea Capelo Pinheiro | Management | For | Voted - For |
1.12 | Elect Solange Sobral Targa | Management | For | Voted - For |
1.13 | Elect Cremenio Medola Netto | Management | For | Voted - For |
1.14 | Elect Charles Edwards Allen | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Amendments to Article 5 (Reconciliation of Share | |||
Capital) | Management | For | Voted - For | |
5 | Consolidation of Articles | Management | For | Voted - For |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Board Size | Management | For | Voted - Against |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
12 | Allocate Cumulative Votes to Eduardo Navarro de | |||
Carvalho | Management | N/A | Voted - Abstain | |
13 | Allocate Cumulative Votes to Francisco Javier de | |||
Paz Mancho | Management | N/A | Voted - Abstain | |
14 | Allocate Cumulative Votes to Ana Theresa Masetti | |||
Borsari | Management | N/A | Voted - For | |
15 | Allocate Cumulative Votes to Jose Maria Del Rey | |||
Osorio | Management | N/A | Voted - For | |
16 | Allocate Cumulative Votes to Christian Mauad Gebara | Management | N/A | Voted - Abstain |
17 | Allocate Cumulative Votes to Claudia Maria Costin | Management | N/A | Voted - For |
18 | Allocate Cumulative Votes to Juan Carlos Ros | |||
Brugueras | Management | N/A | Voted - For | |
19 | Allocate Cumulative Votes to Jordi Gual Sole | Management | N/A | Voted - For |
20 | Allocate Cumulative Votes to Ignacio Moreno Martinez | Management | N/A | Voted - For |
21 | Allocate Cumulative Votes to Alfredo Arahuetes | |||
Garcia | Management | N/A | Voted - For | |
22 | Allocate Cumulative Votes to Andrea Capelo Pinheiro | Management | N/A | Voted - For |
23 | Allocate Cumulative Votes to Solange Sobral Targa | Management | N/A | Voted - For |
24 | Request Cumulative Voting | Management | N/A | Voted - Against |
25 | Request Separate Election for Board Member | Management | N/A | Voted - Abstain |
26 | Remuneration Policy | Management | For | Voted - For |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
28 | Non-Voting Meeting Note | N/A | Non-Voting |
263
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE ALLSTATE CORPORATION | ||||
Security ID: 020002101 Ticker: ALL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Donald E. Brown | Management | For | Voted - For |
1.2 | Elect Kermit R. Crawford | Management | For | Voted - For |
1.3 | Elect Richard T. Hume | Management | For | Voted - For |
1.4 | Elect Margaret M. Keane | Management | For | Voted - For |
1.5 | Elect Siddharth N. Mehta | Management | For | Voted - For |
1.6 | Elect Jacques P. Perold | Management | For | Voted - For |
1.7 | Elect Andrea Redmond | Management | For | Voted - For |
1.8 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.9 | Elect Judith A. Sprieser | Management | For | Voted - For |
1.10 | Elect Perry M. Traquina | Management | For | Voted - For |
1.11 | Elect Thomas J. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | ||||
Security ID: 064058100 Ticker: BK | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Linda Z. Cook | Management | For | Voted - For |
1.2 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.3 | Elect Thomas P. Gibbons | Management | For | Voted - For |
1.4 | Elect M. Amy Gilliland | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Goldstein | Management | For | Voted - For |
1.6 | Elect K. Guru Gowrappan | Management | For | Voted - For |
1.7 | Elect Ralph Izzo | Management | For | Voted - For |
1.8 | Elect Sandie O'Connor | Management | For | Voted - For |
1.9 | Elect Elizabeth E. Robinson | Management | For | Voted - For |
1.10 | Elect Frederick O. Terrell | Management | For | Voted - For |
1.11 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE BANK OF NOVA SCOTIA | ||||
Security ID: 064149107 Ticker: BNS | ||||
Meeting Date: 05-Apr-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Guillermo E. Babatz | Management | For | Voted - For |
1.3 | Elect Scott B. Bonham | Management | For | Voted - For |
1.4 | Elect Daniel H. Callahan | Management | For | Voted - For |
264
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Lynn K. Patterson | Management | For | Voted - For |
1.6 | Elect Michael D. Penner | Management | For | Voted - For |
1.7 | Elect Brian J. Porter | Management | For | Voted - For |
1.8 | Elect Una M. Power | Management | For | Voted - For |
1.9 | Elect Aaron W. Regent | Management | For | Voted - For |
1.10 | Elect Calin Rovinescu | Management | For | Voted - For |
1.11 | Elect Susan L. Segal | Management | For | Voted - For |
1.12 | Elect L. Scott Thomson | Management | For | Voted - For |
1.13 | Elect Benita M. Warmbold | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Increase of Shares under the Stock Option Plan | Management | For | Voted - For |
6 | Amendment to Stock Option Plan | Management | For | Voted - For |
7 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding Formation of a | |||
Climate Change and Environment Committee | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | ||||
Security ID: 416515104 Ticker: HIG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Larry D. De Shon | Management | For | Voted - For |
1.2 | Elect Carlos Dominguez | Management | For | Voted - For |
1.3 | Elect Trevor Fetter | Management | For | Voted - For |
1.4 | Elect Donna A. James | Management | For | Voted - For |
1.5 | Elect Kathryn A. Mikells | Management | For | Voted - For |
1.6 | Elect Teresa W. Roseborough | Management | For | Voted - For |
1.7 | Elect Virginia P. Ruesterholz | Management | For | Voted - For |
1.8 | Elect Christopher J. Swift | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Greig Woodring | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
5 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against | |
THE J. M. SMUCKER COMPANY | ||||
Security ID: 832696405 Ticker: SJM | ||||
Meeting Date: 18-Aug-21 | ||||
1.1 | Elect Susan Chapman-Hughes | Management | For | Voted - For |
1.2 | Elect Paul J. Dolan | Management | For | Voted - For |
265
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Jay L. Henderson | Management | For | Voted - For |
1.4 | Elect Kirk L. Perry | Management | For | Voted - For |
1.5 | Elect Sandra Pianalto | Management | For | Voted - For |
1.6 | Elect Alex Shumate | Management | For | Voted - For |
1.7 | Elect Mark T. Smucker | Management | For | Voted - For |
1.8 | Elect Richard K. Smucker | Management | For | Voted - For |
1.9 | Elect Timothy P. Smucker | Management | For | Voted - For |
1.10 | Elect Jodi L. Taylor | Management | For | Voted - For |
1.11 | Elect Dawn C. Willoughby | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
THE KRAFT HEINZ COMPANY | ||||
Security ID: 500754106 Ticker: KHC | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Gregory E. Abel | Management | For | Voted - For |
1.2 | Elect John T. Cahill | Management | For | Voted - For |
1.3 | Elect Joao M. Castro-Neves | Management | For | Voted - For |
1.4 | Elect Lori Dickerson Fouche | Management | For | Voted - For |
1.5 | Elect Timothy Kenesey | Management | For | Voted - For |
1.6 | Elect Alicia Knapp | Management | For | Voted - For |
1.7 | Elect Elio Leoni Sceti | Management | For | Voted - For |
1.8 | Elect Susan R. Mulder | Management | For | Voted - For |
1.9 | Elect James Park | Management | For | Voted - For |
1.10 | Elect Miguel Patricio | Management | For | Voted - For |
1.11 | Elect John C. Pope | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Water Risk | |||
Exposure | Shareholder | Against | Voted - Against | |
THE KROGER CO. | ||||
Security ID: 501044101 Ticker: KR | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Kevin M. Brown | Management | For | Voted - For |
1.3 | Elect Elaine L. Chao | Management | For | Voted - For |
1.4 | Elect Anne Gates | Management | For | Voted - For |
1.5 | Elect Karen M. Hoguet | Management | For | Voted - For |
1.6 | Elect W. Rodney McMullen | Management | For | Voted - For |
1.7 | Elect Clyde R. Moore | Management | For | Voted - For |
1.8 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.9 | Elect Judith Amanda Sourry Knox | Management | For | Voted - For |
1.10 | Elect Mark S. Sutton | Management | For | Voted - For |
266
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Ashok Vemuri | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Human Rights | |||
Reporting | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Refrigerants Report | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Report on Workforce | |||
Strategy | Shareholder | Against | Voted - For | |
THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LTD | ||||
Security ID: Y6800A109 Ticker: 1339 | ||||
Meeting Date: 28-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Interim Profit Distribution Plan | Management | For | Voted - For |
3 | Approval of 2021 Annual Charity Donation Plan | Management | For | Voted - For |
4 | Formation of PICC Technology Co., Ltd. | Management | For | Voted - For |
Meeting Date: 29-Dec-21 | ||||
1.1 | Elect ZHANG Tao as Supervisor | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Amendments to Articles of Association | Management | For | Voted - Against |
5 | Amendments to Procedural Rules for General Meetings | Management | For | Voted - Against |
6 | Amendments to Procedural Rules for Board Meetings | Management | For | Voted - For |
7 | Amendments to Procedural Rules Meetings of the | |||
Board of Supervisors | Management | For | Voted - For | |
8 | Remuneration Scheme for the Company's Directors and | |||
Supervisors for the year 2020 | Management | For | Voted - For | |
Meeting Date: 20-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Directors' Report | Management | For | Voted - For |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Budget of Fixed Asset Investment for 2022 | Management | For | Voted - For |
7 | Charitable Donation Plan for 2022 | Management | For | Voted - For |
8 | Purchase of Liabilities Insurance for the Company | |||
and its Directors, Supervisors and Senior Management | Management | For | Voted - For | |
9 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
10 | Authority to Issue Capital Supplementary Bonds | Management | For | Voted - Against |
11 | Non-Voting Meeting Note | N/A | Non-Voting |
267
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE WESTERN UNION COMPANY | ||||
Security ID: 959802109 Ticker: WU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Martin I. Cole | Management | For | Voted - For |
1.2 | Elect Richard A. Goodman | Management | For | Voted - For |
1.3 | Elect Betsy D. Holden | Management | For | Voted - For |
1.4 | Elect Jeffrey A. Joerres | Management | For | Voted - For |
1.5 | Elect Devin McGranahan | Management | For | Voted - For |
1.6 | Elect Michael A. Miles, Jr. | Management | For | Voted - For |
1.7 | Elect Timothy P. Murphy | Management | For | Voted - For |
1.8 | Elect Joyce A. Phillips | Management | For | Voted - For |
1.9 | Elect Jan Siegmund | Management | For | Voted - For |
1.10 | Elect Angela A. Sun | Management | For | Voted - For |
1.11 | Elect Solomon D. Trujillo | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
TIETOEVRY CORPORATION | ||||
Security ID: Y8T39G104 Ticker: TIETO | ||||
Meeting Date: 24-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Ratification of Board and CEO Acts | Management | For | Voted - For |
13 | Remuneration Report | Management | For | Voted - For |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Directors' Fees | Management | For | Voted - For |
16 | Board Size | Management | For | Voted - For |
17 | Election of Directors | Management | For | Voted - For |
18 | Authority to Set Auditor's Fees | Management | For | Voted - For |
19 | Appointment of Auditor | Management | For | Voted - For |
20 | Authority to Repurchase Shares | Management | For | Voted - For |
21 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
22 | Amendments to Articles | Management | For | Voted - For |
268
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
23 | Non-Voting Agenda Item | N/A | Non-Voting | |
24 | Non-Voting Meeting Note | N/A | Non-Voting | |
TISCO FINANCIAL GROUP PUBLIC COMPANY LIMITED | ||||
Security ID: Y8843E171 Ticker: TISCO | ||||
Meeting Date: 25-Apr-22 | ||||
1.1 | Elect Pliu Mangkornkanok | Management | For | Voted - Against |
1.2 | Elect DUNG Ba Le | Management | For | Voted - Against |
1.3 | Elect Angkarat Priebjrivat | Management | For | Voted - Against |
1.4 | Elect Sathit Aungmanee | Management | For | Voted - Against |
1.5 | Elect Kulpatra Sirodom | Management | For | Voted - Against |
1.6 | Elect Kanich Punyashthiti | Management | For | Voted - For |
1.7 | Elect Pongpen Ruengvirayudh | Management | For | Voted - For |
1.8 | Elect Penchun Jarikasem | Management | For | Voted - For |
1.9 | Elect Thanaruk Theeramunkong | Management | For | Voted - For |
1.10 | Elect Howard SUN Chi-Hao | Management | For | Voted - For |
1.11 | Elect Satoshi Yoshitake | Management | For | Voted - For |
1.12 | Elect Sakchai Peechapat | Management | For | Voted - For |
1.13 | Elect Metha Pingsuthiwong | Management | For | Voted - For |
2 | Meeting Minutes | Management | For | Voted - For |
3 | Directors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Authority to Issue Debentures | Management | For | Voted - For |
8 | Board Size | Management | For | Voted - For |
9 | Directors' Fees | Management | For | Voted - For |
10 | Approval of Cumulative Voting for Election of | |||
Directors | Management | For | Voted - For | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
TYSON FOODS, INC. | ||||
Security ID: 902494103 Ticker: TSN | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect John H. Tyson | Management | For | Voted - For |
1.2 | Elect Les R. Baledge | Management | For | Voted - Against |
1.3 | Elect Mike D. Beebe | Management | For | Voted - Against |
1.4 | Elect Maria Claudia Borras | Management | For | Voted - For |
1.5 | Elect David J. Bronczek | Management | For | Voted - Against |
1.6 | Elect Mikel A. Durham | Management | For | Voted - For |
1.7 | Elect Donnie King | Management | For | Voted - For |
1.8 | Elect Jonathan D. Mariner | Management | For | Voted - Against |
1.9 | Elect Kevin M. McNamara | Management | For | Voted - For |
1.10 | Elect Cheryl S. Miller | Management | For | Voted - For |
269
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Jeffrey K. Schomburger | Management | For | Voted - For |
1.12 | Elect Barbara A. Tyson | Management | For | Voted - For |
1.13 | Elect Noel White | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
UBE CORPORATION | ||||
Security ID: J93796159 Ticker: 4208 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Yuzuru Yamamoto | Management | For | Voted - For |
1.2 | Elect Masato Izumihara | Management | For | Voted - For |
1.3 | Elect Hideo Tamada | Management | For | Voted - For |
1.4 | Elect Masayuki Fujii | Management | For | Voted - For |
1.5 | Elect Tetsuro Higashi | Management | For | Voted - For |
1.6 | Elect Takefumi Fukumizu | Management | For | Voted - For |
1.7 | Elect Tamesaburo Yamamoto | Management | For | Voted - For |
1.8 | Elect Satoko Suzuki Satoko Miyamura | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Adoption of Restricted Stock Plan | Management | For | Voted - For |
UNILEVER PLC | ||||
Security ID: G92087165 Ticker: ULVR | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Nils Andersen | Management | For | Voted - For |
1.2 | Elect Judith Hartmann | Management | For | Voted - For |
1.3 | Elect Alan Jope | Management | For | Voted - For |
1.4 | Elect Andrea Jung | Management | For | Voted - For |
1.5 | Elect Susan Kilsby | Management | For | Voted - For |
1.6 | Elect Strive T. Masiyiwa | Management | For | Voted - For |
1.7 | Elect Youngme E. Moon | Management | For | Voted - For |
1.8 | Elect Graeme D. Pitkethly | Management | For | Voted - For |
1.9 | Elect Feike Sijbesma | Management | For | Voted - For |
1.10 | Elect Adrian Hennah | Management | For | Voted - For |
1.11 | Elect Ruby Lu | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Authority to Set Auditor's Fees | Management | For | Voted - For |
6 | Authorisation of Political Donations | Management | For | Voted - For |
7 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
270
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
UNITED OVERSEAS BANK LIMITED | ||||
Security ID: Y9T10P105 Ticker: U11 | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Michael LIEN Jown Leam | Management | For | Voted - For |
1.2 | Elect WEE Ee Lim | Management | For | Voted - Against |
1.3 | Elect Tracey WOON Kim Hong | Management | For | Voted - For |
1.4 | Elect Dinh Ba Thanh | Management | For | Voted - For |
1.5 | Elect TEO Lay Lim | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
6 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
7 | Authority to Issue Shares under the UOB Scrip | |||
Dividend Scheme | Management | For | Voted - For | |
8 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
9 | Amendment to the UOB Restricted Share Plan | Management | For | Voted - For |
VALIANT HOLDING AG | ||||
Security ID: H90203128 Ticker: VATN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Christoph B. Buhler | Management | For | Voted - For |
1.2 | Elect Barbara Artmann | Management | For | Voted - For |
1.3 | Elect Maya Bundt | Management | For | Voted - For |
1.4 | Elect Roger Harlacher | Management | For | Voted - For |
1.5 | Elect Ronald Trachsel | Management | For | Voted - For |
1.6 | Elect Marion Khuny | Management | For | Voted - For |
1.7 | Elect Roland Herrmann | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Compensation Report | Management | For | Voted - For |
6 | Ratification of Board and Management Acts | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Board Compensation | Management | For | Voted - For |
9 | Executive Compensation (Fixed) | Management | For | Voted - For |
10 | Executive Compensation (Variable) | Management | For | Voted - For |
11 | Elect Markus Gygax as Board Chair | Management | For | Voted - For |
271
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
12 | Elect Maya Bundt as Nominating and Compensation | |||
Committee Member | Management | For | Voted - For | |
13 | Elect Markus Gygax as Nominating and Compensation | |||
Committee Member | Management | For | Voted - For | |
14 | Elect Roger Harlacher as Nominating and | |||
Compensation Committee Member | Management | For | Voted - For | |
15 | Appointment of Auditor | Management | For | Voted - For |
16 | Appointment of Independent Proxy | Management | For | Voted - For |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
VERALLIA | ||||
Security ID: F96976117 Ticker: VRLA | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Patrice Lucas | Management | For | Voted - For |
1.2 | Elect Didier Debrosse | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
13 | Elect Beatriz Peinado Vallejo (Employee Shareholder | |||
Representative) | Management | For | Voted - For | |
14 | Elect Matthieu Cantin (Employee Shareholder | |||
Representative) | Management | N/A | Voted - Against | |
15 | 2021 Remuneration Report | Management | For | Voted - For |
16 | 2021 Remuneration of Michel Giannuzzi, Chair and CEO | Management | For | Voted - For |
17 | 2022 Remuneration Policy (Michel Giannuzzi, | |||
Outgoing Chair and CEO) | Management | For | Voted - For | |
18 | 2022 Remuneration Policy (Patrice Lucas, Deputy CEO) | Management | For | Voted - For |
19 | 2022 Remuneration Policy (Patrice Lucas, Incoming | |||
CEO) | Management | For | Voted - For | |
20 | 2022 Remuneration Policy (Michel Giannuzzi, Chair) | Management | For | Voted - For |
21 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
22 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
23 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
24 | Authority to Increase Capital Through | |||
Capitalisations | Management | For | Voted - For | |
25 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
26 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights and w/ Priority Subscription | Management | For | Voted - Against | |
27 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights and w/o Priority Subscription | Management | For | Voted - Against |
272
LSV Global Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
28 | Authority to Issue Shares and Convertible Debt | |||
Through Private Placement | Management | For | Voted - Against | |
29 | Authority to Set Offering Price of Shares | Management | For | Voted - Against |
30 | Greenshoe | Management | For | Voted - Against |
31 | Authority to Increase Capital in Consideration for | |||
Contributions In Kind | Management | For | Voted - Against | |
32 | Employee Stock Purchase Plan | Management | For | Voted - For |
33 | Stock Purchase Plan for Overseas Employees | Management | For | Voted - For |
34 | Amendments to Articles Regarding Staggered Board | Management | For | Voted - For |
35 | Authorisation of Legal Formalities | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | ||||
Security ID: 92343V104 Ticker: VZ | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Shellye L. Archambeau | Management | For | Voted - For |
1.2 | Elect Roxanne S. Austin | Management | For | Voted - For |
1.3 | Elect Mark T. Bertolini | Management | For | Voted - For |
1.4 | Elect Melanie L. Healey | Management | For | Voted - For |
1.5 | Elect Laxman Narasimhan | Management | For | Voted - For |
1.6 | Elect Clarence Otis, Jr. | Management | For | Voted - For |
1.7 | Elect Daniel H. Schulman | Management | For | Voted - For |
1.8 | Elect Rodney E. Slater | Management | For | Voted - For |
1.9 | Elect Carol B. Tome | Management | For | Voted - For |
1.10 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.11 | Elect Gregory G. Weaver | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
WALGREENS BOOTS ALLIANCE, INC. | ||||
Security ID: 931427108 Ticker: WBA | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect David J. Brailer | Management | For | Voted - For |
1.3 | Elect Rosalind G. Brewer | Management | For | Voted - For |
1.4 | Elect William C. Foote | Management | For | Voted - For |
1.5 | Elect Ginger L. Graham | Management | For | Voted - For |
1.6 | Elect Valerie B. Jarrett | Management | For | Voted - Against |
1.7 | Elect John A. Lederer | Management | For | Voted - For |
273
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Dominic P. Murphy | Management | For | Voted - For |
1.9 | Elect Stefano Pessina | Management | For | Voted - For |
1.10 | Elect Nancy M. Schlichting | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding External Public | |||
Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Voted - Against | |
WERNER ENTERPRISES, INC. | ||||
Security ID: 950755108 Ticker: WERN | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Kenneth M. Bird | Management | For | Voted - For |
1.2 | Elect Jack A. Holmes | Management | For | Voted - For |
1.3 | Elect Carmen A. Tapio | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WHIRLPOOL CORPORATION | ||||
Security ID: 963320106 Ticker: WHR | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Samuel R. Allen | Management | For | Voted - For |
1.2 | Elect Marc R. Bitzer | Management | For | Voted - For |
1.3 | Elect Greg Creed | Management | For | Voted - For |
1.4 | Elect Gary T. DiCamillo | Management | For | Voted - For |
1.5 | Elect Diane M. Dietz | Management | For | Voted - For |
1.6 | Elect Geraldine Elliott | Management | For | Voted - For |
1.7 | Elect Jennifer A. LaClair | Management | For | Voted - For |
1.8 | Elect John D. Liu | Management | For | Voted - For |
1.9 | Elect James M. Loree | Management | For | Voted - For |
1.10 | Elect Harish Manwani | Management | For | Voted - For |
1.11 | Elect Patricia K. Poppe | Management | For | Voted - For |
1.12 | Elect Larry O. Spencer | Management | For | Voted - For |
1.13 | Elect Michael D. White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
274
LSV Global Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
WM MORRISON SUPERMARKETS PLC | ||||
Security ID: G62748119 Ticker: MRW | ||||
Meeting Date: 19-Oct-21 | ||||
1 | Approve Scheme of Arrangement | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Effect Scheme of Arrangement | Management | For | Voted - For |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
YAMAGUCHI FINANCIAL GROUP,INC. | ||||
Security ID: J9579M103 Ticker: 8418 | ||||
Meeting Date: 24-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Dismissal of Director Takeshi Yoshimura | Management | For | Voted - For |
3 | Elect Narumasa Soga as Non-Audit Committee Director | Management | For | Voted - For |
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Keisuke Mukunashi | Management | For | Voted - For |
1.2 | Elect Narumasa Soga | Management | For | Voted - For |
1.3 | Elect Koji Oda | Management | For | Voted - For |
1.4 | Elect Mitsuru Kato | Management | For | Voted - For |
1.5 | Elect Yumiko Nagasawa | Management | For | Voted - For |
1.6 | Elect Minako Suematsu | Management | For | Voted - For |
1.7 | Elect Yuzuru Yamamoto | Management | For | Voted - For |
1.8 | Elect Tomoko Mikami | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Elect Susumu Fukuda as Audit Committee Director | Management | For | Voted - Against |
5 | Elect Kenko Shikichi as Alternate Audit Committee | |||
Director | Management | For | Voted - For |
275
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3I GROUP PLC | ||||
Security ID: G88473148 Ticker: III | ||||
Meeting Date: 01-Jul-21 | ||||
1.1 | Elect Caroline J. Banszky | Management | For | Voted - For |
1.2 | Elect Simon A. Borrows | Management | For | Voted - For |
1.3 | Elect Stephen Daintith | Management | For | Voted - For |
1.4 | Elect David Hutchinson | Management | For | Voted - For |
1.5 | Elect Coline McConville | Management | For | Voted - For |
1.6 | Elect Peter McKellar | Management | For | Voted - For |
1.7 | Elect Alexandra Schaapveld | Management | For | Voted - For |
1.8 | Elect Simon R. Thompson | Management | For | Voted - For |
1.9 | Elect Julia Wilson | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report (Advisory) | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Caroline J. Banszky | Management | For | Voted - For |
1.2 | Elect Simon A. Borrows | Management | For | Voted - For |
1.3 | Elect Stephen Daintith | Management | For | Voted - For |
1.4 | Elect Jasi Halai | Management | For | Voted - For |
1.5 | Elect James Hatchley | Management | For | Voted - For |
1.6 | Elect David Hutchison | Management | For | Voted - For |
1.7 | Elect Lesley Knox | Management | For | Voted - For |
1.8 | Elect Coline McConville | Management | For | Voted - For |
1.9 | Elect Peter McKellar | Management | For | Voted - For |
1.10 | Elect Alexandra Schaapveld | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
276
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
A2A S.P.A. | ||||
Security ID: T0579B105 Ticker: A2A | ||||
Meeting Date: 08-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Merger by Absorption | Management | For | Voted - For |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 28-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Remuneration Policy | Management | For | Voted - Against |
6 | Remuneration Report | Management | For | Voted - Against |
7 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
ABBVIE INC. | ||||
Security ID: 00287Y109 Ticker: ABBV | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect William H.L. Burnside | Management | For | Voted - For |
1.2 | Elect Thomas C. Freyman | Management | For | Voted - For |
1.3 | Elect Brett J. Hart | Management | For | Voted - For |
1.4 | Elect Edward J. Rapp | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against |
277
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ABSA GROUP LIMITED | ||||
Security ID: S0270C106 Ticker: ABG | ||||
Meeting Date: 03-Jun-22 | ||||
1.1 | Re-elect Rose Keanly | Management | For | Voted - For |
1.2 | Re-elect Swithin Munyantwali | Management | For | Voted - For |
1.3 | Re-elect Ihron Rensburg | Management | For | Voted - For |
1.4 | Re-elect Fulvio Tonelli | Management | For | Voted - For |
1.5 | Re-elect Rene van Wyk | Management | For | Voted - Against |
1.6 | Elect John Cummins | Management | For | Voted - For |
1.7 | Elect Sello Moloko | Management | For | Voted - For |
1.8 | Elect Arrie Rautenbach | Management | For | Voted - For |
2 | Appointment of Joint Auditor (KPMG) | Management | For | Voted - For |
3 | Appointment of Joint Auditor (PwC) | Management | For | Voted - For |
4 | Elect Audit and Compliance Committee Member (Alex | |||
Darko) | Management | For | Voted - For | |
5 | Elect Audit and Compliance Committee Member (Daisy | |||
Naidoo) | Management | For | Voted - For | |
6 | Elect Audit and Compliance Committee Member | |||
(Tasneem Abdool-Samad) | Management | For | Voted - For | |
7 | Elect Audit and Compliance Committee Member | |||
(Swithin Munyantwali) | Management | For | Voted - For | |
8 | Elect Audit and Compliance Committee Member (Rene | |||
van Wyk) | Management | For | Voted - Against | |
9 | General Authority to Issue Shares | Management | For | Voted - For |
10 | Approve Remuneration Policy | Management | For | Voted - For |
11 | Approve Remuneration Implementation Report | Management | For | Voted - For |
12 | Approve NEDs' Fees | Management | For | Voted - For |
13 | Authority to Repurchase Shares | Management | For | Voted - For |
14 | Approve Financial Assistance | Management | For | Voted - For |
ADECCO GROUP AG | ||||
Security ID: H00392318 Ticker: ADEN | ||||
Meeting Date: 13-Apr-22 | ||||
1.1 | Elect Jean-Christophe Deslarzes | Management | For | Voted - For |
1.2 | Elect Rachel Duan | Management | For | Voted - For |
1.3 | Elect Ariane Gorin | Management | For | Voted - For |
1.4 | Elect Alexander Gut | Management | For | Voted - For |
1.5 | Elect Didier Lamouche | Management | For | Voted - For |
1.6 | Elect David N. Prince | Management | For | Voted - For |
1.7 | Elect Kathleen Taylor | Management | For | Voted - For |
1.8 | Elect Regula Wallimann | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Compensation Report | Management | For | Voted - For |
278
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Dividend from Reserves | Management | For | Voted - For |
8 | Ratification of Board and Management Acts | Management | For | Voted - For |
9 | Board Compensation | Management | For | Voted - For |
10 | Executive Compensation | Management | For | Voted - For |
11 | Elect Rachel Duan as Compensation Committee Member | Management | For | Voted - For |
12 | Elect Didier Lamouche as Compensation Committee | |||
Member | Management | For | Voted - For | |
13 | Elect Kathleen Taylor as Compensation Committee | |||
Member | Management | For | Voted - For | |
14 | Appointment of Independent Proxy | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - For |
16 | Cancellation of Shares and Reduction in Share | |||
Capital | Management | For | Voted - For | |
17 | Increase in Authorised Capital | Management | For | Voted - For |
AEGON N.V. | ||||
Security ID: N00927298 Ticker: AGN | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect Corien Wortmann-Kool to the Supervisory Board | Management | For | Voted - For |
1.2 | Elect Karen Fawcett to the Supervisory Board | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Remuneration Report | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Cancellation of Shares | Management | For | Voted - For |
14 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
15 | Authority to Issue Shares w/ Preemptive Rights in | |||
Connection with a Rights Issue | Management | For | Voted - For | |
16 | Authority to Repurchase Shares | Management | For | Voted - For |
17 | Non-Voting Agenda Item | N/A | Non-Voting | |
18 | Non-Voting Agenda Item | N/A | Non-Voting | |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
20 | Non-Voting Meeting Note | N/A | Non-Voting |
279
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AFLAC INCORPORATED | ||||
Security ID: 001055102 Ticker: AFL | ||||
Meeting Date: 02-May-22 | ||||
1.1 | Elect Daniel P. Amos | Management | For | Voted - For |
1.2 | Elect W. Paul Bowers | Management | For | Voted - For |
1.3 | Elect Arthur R. Collins | Management | For | Voted - For |
1.4 | Elect Toshihiko Fukuzawa | Management | For | Voted - For |
1.5 | Elect Thomas J. Kenny | Management | For | Voted - For |
1.6 | Elect Georgette D. Kiser | Management | For | Voted - For |
1.7 | Elect Karole F. Lloyd | Management | For | Voted - For |
1.8 | Elect Nobuchika Mori | Management | For | Voted - For |
1.9 | Elect Joseph L. Moskowitz | Management | For | Voted - For |
1.10 | Elect Barbara K. Rimer | Management | For | Voted - For |
1.11 | Elect Katherine T. Rohrer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AGCO CORPORATION | ||||
Security ID: 001084102 Ticker: AGCO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Michael C. Arnold | Management | For | Voted - For |
1.2 | Elect Sondra L. Barbour | Management | For | Voted - For |
1.3 | Elect Suzanne P. Clark | Management | For | Voted - For |
1.4 | Elect Bob De Lange | Management | For | Voted - For |
1.5 | Elect Eric P. Hansotia | Management | For | Voted - For |
1.6 | Elect George E. Minnich | Management | For | Voted - For |
1.7 | Elect Niels Porksen | Management | For | Voted - For |
1.8 | Elect David M. Sagehorn | Management | For | Voted - For |
1.9 | Elect Mallika Srinivasan | Management | For | Voted - For |
1.10 | Elect Matthew Tsien | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALLIANZ SE | ||||
Security ID: D03080112 Ticker: ALV | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Sophie Boissard | Management | For | Voted - For |
1.2 | Elect Christine Bosse | Management | For | Voted - For |
1.3 | Elect Rashmy Chatterjee | Management | For | Voted - For |
1.4 | Elect Michael Diekmann | Management | For | Voted - For |
1.5 | Elect Friedrich Eichiner | Management | For | Voted - For |
1.6 | Elect Herbert Hainer | Management | For | Voted - For |
280
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Ratification of Management Board Acts | Management | For | Voted - For |
10 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
11 | Appointment of Auditor | Management | For | Voted - For |
12 | Remuneration Report | Management | For | Voted - For |
13 | Increase in Authorised Capital | Management | For | Voted - For |
14 | Increase in Authorised Capital for Employee Share | |||
Issuances | Management | For | Voted - For | |
15 | Authority to Issue Convertible Debt Instruments; | |||
Increase in Conditional Capital | Management | For | Voted - For | |
16 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
17 | Authority to Repurchase Shares Using Equity | |||
Derivatives | Management | For | Voted - For | |
18 | Amendments to Profit-and-Loss Transfer Agreements | Management | For | Voted - For |
19 | Amendments to Profit-and-Loss and Control Agreement | Management | For | Voted - For |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
ALLISON TRANSMISSION HOLDINGS, INC. | ||||
Security ID: 01973R101 Ticker: ALSN | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Judy L. Altmaier | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect D. Scott Barbour | Management | For | Voted - For |
1.4 | Elect David C. Everitt | Management | For | Voted - For |
1.5 | Elect Alvaro Garcia-Tunon | Management | For | Voted - For |
1.6 | Elect David S. Graziosi | Management | For | Voted - For |
1.7 | Elect Carolann I. Haznedar | Management | For | Voted - For |
1.8 | Elect Richard P. Lavin | Management | For | Voted - For |
1.9 | Elect Thomas W. Rabaut | Management | For | Voted - For |
1.10 | Elect Richard V. Reynolds | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ALLY FINANCIAL INC. | ||||
Security ID: 02005N100 Ticker: ALLY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Franklin W. Hobbs | Management | For | Voted - For |
1.2 | Elect Kenneth J. Bacon | Management | For | Voted - For |
281
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Maureen Breakiron-Evans | Management | For | Voted - For |
1.4 | Elect William H. Cary | Management | For | Voted - For |
1.5 | Elect Mayree C. Clark | Management | For | Voted - For |
1.6 | Elect Kim S. Fennebresque | Management | For | Voted - For |
1.7 | Elect Melissa Goldman | Management | For | Voted - For |
1.8 | Elect Marjorie Magner | Management | For | Voted - For |
1.9 | Elect David Reilly | Management | For | Voted - For |
1.10 | Elect Brian H. Sharples | Management | For | Voted - For |
1.11 | Elect Michael F. Steib | Management | For | Voted - For |
1.12 | Elect Jeffrey J. Brown | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMDOCS LIMITED | ||||
Security ID: G02602103 Ticker: DOX | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Robert A. Minicucci | Management | For | Voted - For |
1.2 | Elect Adrian Gardner | Management | For | Voted - For |
1.3 | Elect James S. Kahan | Management | For | Voted - For |
1.4 | Elect Rafael de la Vega | Management | For | Voted - For |
1.5 | Elect Giora Yaron | Management | For | Voted - For |
1.6 | Elect Eli Gelman | Management | For | Voted - Against |
1.7 | Elect Richard T.C. LeFave | Management | For | Voted - For |
1.8 | Elect John A. MacDonald | Management | For | Voted - For |
1.9 | Elect Shuky Sheffer | Management | For | Voted - For |
1.10 | Elect Yvette Kanouff | Management | For | Voted - For |
1.11 | Elect Sarah Ruth Davis | Management | For | Voted - For |
2 | Increase Quarterly Dividend | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
AMERICAN FINANCIAL GROUP, INC. | ||||
Security ID: 025932104 Ticker: AFG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carl H. Lindner, III | Management | For | Voted - For |
1.2 | Elect S. Craig Lindner | Management | For | Voted - For |
1.3 | Elect John B. Berding | Management | For | Voted - For |
1.4 | Elect James E. Evans | Management | For | Voted - Withheld |
1.5 | Elect Terry S. Jacobs | Management | For | Voted - For |
1.6 | Elect Gregory G. Joseph | Management | For | Voted - For |
1.7 | Elect Mary Beth Martin | Management | For | Voted - For |
1.8 | Elect Amy Y. Murray | Management | For | Voted - For |
1.9 | Elect Evans N. Nwankwo | Management | For | Voted - For |
1.10 | Elect William W. Verity | Management | For | Voted - For |
1.11 | Elect John I. Von Lehman | Management | For | Voted - For |
282
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMERIPRISE FINANCIAL, INC. | ||||
Security ID: 03076C106 Ticker: AMP | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect James M. Cracchiolo | Management | For | Voted - For |
1.2 | Elect Dianne Neal Blixt | Management | For | Voted - For |
1.3 | Elect Amy DiGeso | Management | For | Voted - For |
1.4 | Elect Lon R. Greenberg | Management | For | Voted - For |
1.5 | Elect Robert F. Sharpe, Jr. | Management | For | Voted - For |
1.6 | Elect Brian T. Shea | Management | For | Voted - For |
1.7 | Elect W. Edward Walter | Management | For | Voted - For |
1.8 | Elect Christopher J. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
AMGEN INC. | ||||
Security ID: 031162100 Ticker: AMGN | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect Robert A. Bradway | Management | For | Voted - For |
1.3 | Elect Brian J. Druker | Management | For | Voted - For |
1.4 | Elect Robert A. Eckert | Management | For | Voted - For |
1.5 | Elect Greg C. Garland | Management | For | Voted - For |
1.6 | Elect Charles M. Holley, Jr. | Management | For | Voted - For |
1.7 | Elect S. Omar Ishrak | Management | For | Voted - For |
1.8 | Elect Tyler Jacks | Management | For | Voted - For |
1.9 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.10 | Elect Amy Miles | Management | For | Voted - For |
1.11 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.12 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMKOR TECHNOLOGY, INC. | ||||
Security ID: 031652100 Ticker: AMKR | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect James J. Kim | Management | For | Voted - For |
1.2 | Elect Susan Y. Kim | Management | For | Voted - For |
1.3 | Elect Giel Rutten | Management | For | Voted - For |
1.4 | Elect Douglas A. Alexander | Management | For | Voted - For |
1.5 | Elect Roger A. Carolin | Management | For | Voted - For |
283
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Winston J. Churchill | Management | For | Voted - For |
1.7 | Elect Daniel Liao | Management | For | Voted - For |
1.8 | Elect MaryFrances McCourt | Management | For | Voted - For |
1.9 | Elect Robert R. Morse | Management | For | Voted - For |
1.10 | Elect Gil C. Tily | Management | For | Voted - For |
1.11 | Elect David N. Watson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ANGLO AMERICAN PLC | ||||
Security ID: G03764134 Ticker: AAL | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Ian Tyler | Management | For | Voted - For |
1.2 | Elect Duncan G. Wanblad | Management | For | Voted - For |
1.3 | Elect Ian R. Ashby | Management | For | Voted - For |
1.4 | Elect Marcelo H. Bastos | Management | For | Voted - For |
1.5 | Elect Elisabeth Brinton | Management | For | Voted - For |
1.6 | Elect Stuart Chambers | Management | For | Voted - For |
1.7 | Elect Hilary Maxson | Management | For | Voted - For |
1.8 | Elect Hixonia Nyasulu | Management | For | Voted - For |
1.9 | Elect Nonkululeko M.C. Nyembezi | Management | For | Voted - For |
1.10 | Elect Tony O'Neill | Management | For | Voted - For |
1.11 | Elect Stephen T. Pearce | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Final Dividend | Management | For | Voted - For |
4 | Special Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Remuneration Report | Management | For | Voted - For |
8 | Share Ownership Plan | Management | For | Voted - For |
9 | Advisory Vote on Climate Change Report | Management | For | Voted - For |
10 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
11 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
12 | Authority to Repurchase Shares | Management | For | Voted - For |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
APPLIED MATERIALS, INC. | ||||
Security ID: 038222105 Ticker: AMAT | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Rani Borkar | Management | For | Voted - For |
1.2 | Elect Judy Bruner | Management | For | Voted - For |
1.3 | Elect Xun Chen | Management | For | Voted - For |
1.4 | Elect Aart J. de Geus | Management | For | Voted - For |
1.5 | Elect Gary E. Dickerson | Management | For | Voted - For |
284
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Thomas J. Iannotti | Management | For | Voted - For |
1.7 | Elect Alexander A. Karsner | Management | For | Voted - For |
1.8 | Elect Adrianna C. Ma | Management | For | Voted - For |
1.9 | Elect Yvonne McGill | Management | For | Voted - For |
1.10 | Elect Scott A. McGregor | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Improvement of | |||
Executive Compensation Program | Shareholder | Against | Voted - Against | |
ARCHER-DANIELS-MIDLAND COMPANY | ||||
Security ID: 039483102 Ticker: ADM | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Michael S. Burke | Management | For | Voted - For |
1.2 | Elect Theodore Colbert | Management | For | Voted - For |
1.3 | Elect Terrell K. Crews | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.6 | Elect Juan R. Luciano | Management | For | Voted - For |
1.7 | Elect Patrick J. Moore | Management | For | Voted - For |
1.8 | Elect Francisco Sanchez | Management | For | Voted - For |
1.9 | Elect Debra A. Sandler | Management | For | Voted - For |
1.10 | Elect Lei Z. Schlitz | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Length of Share | |||
Ownership Required to Call Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Pesticide Reporting | Shareholder | Against | Voted - Against |
ARROW ELECTRONICS, INC. | ||||
Security ID: 042735100 Ticker: ARW | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Barry W. Perry | Management | For | Voted - For |
1.2 | Elect William F. Austen | Management | For | Voted - For |
1.3 | Elect Fabian T. Garcia | Management | For | Voted - For |
1.4 | Elect Steven H. Gunby | Management | For | Voted - For |
1.5 | Elect Gail E. Hamilton | Management | For | Voted - For |
1.6 | Elect Andrew Kerin | Management | For | Voted - For |
1.7 | Elect Laurel J. Krzeminksi | Management | For | Voted - For |
1.8 | Elect Michael J. Long | Management | For | Voted - For |
1.9 | Elect Carol P. Lowe | Management | For | Voted - For |
1.10 | Elect Stephen C. Patrick | Management | For | Voted - For |
285
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Gerry P. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ASE INDUSTRIAL HOLDINGS CO.LTD | ||||
Security ID: Y0249T100 Ticker: 3711 | ||||
Meeting Date: 23-Jun-22 | ||||
1 | Ratification of ASEH s 2021 Business Report and | |||
Financial Statements | Management | For | Voted - For | |
2 | Ratification of 2021 earnings distribution proposal | Management | For | Voted - For |
3 | Discussion of revision of the Procedures for | |||
Acquisition or Disposal of Assets | Management | For | Voted - For | |
ASIA CEMENT CHINA HOLDINGS CORPORATION | ||||
Security ID: G0539C106 Ticker: 0743 | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect HSU Shu-Ping | Management | For | Voted - For |
1.2 | Elect Douglas HSU Shu Tong | Management | For | Voted - Against |
1.3 | Elect WANG Kuo Ming | Management | For | Voted - For |
1.4 | Elect LEE Kun-yen | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Acquisition and Disposal of Assets | Management | For | Voted - For | |
12 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Making Advances to Third Parties | Management | For | Voted - For | |
13 | Approval of 2022 Amended and Restated Operational | |||
Procedures for Provision of Guarantees by Way of | ||||
Endorsement | Management | For | Voted - For | |
ASSECO POLAND SA | ||||
Security ID: X02540130 Ticker: ACP | ||||
Meeting Date: 25-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Opening of Meeting; Election of Presiding Chair | Management | For | Voted - For |
4 | Compliance with Rules of Convocation | Management | For | Voted - For |
286
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Agenda | Management | For | Voted - For |
6 | Presentation of Management Board Report | Management | For | Voted - For |
7 | Presentation of Financial Statements | Management | For | Voted - For |
8 | Presentation of Auditor's Report | Management | For | Voted - For |
9 | Presentation of Supervisory Board Report | Management | For | Voted - For |
10 | Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Ratification of Management Acts | Management | For | Voted - For |
13 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
14 | Amendments to Articles | Management | For | Voted - For |
15 | Changes to the Supervisory Board Composition | Management | For | Voted - Against |
16 | Remuneration Report | Management | For | Voted - Against |
17 | Property Sale | Management | For | Voted - For |
18 | Non-Voting Agenda Item | N/A | Non-Voting | |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
AT&T INC. | ||||
Security ID: 00206R102 Ticker: T | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - Abstain |
1.2 | Elect Scott T. Ford | Management | For | Voted - For |
1.3 | Elect Glenn H. Hutchins | Management | For | Voted - For |
1.4 | Elect William E. Kennard | Management | For | Voted - For |
1.5 | Elect Debra L. Lee | Management | For | Voted - Abstain |
1.6 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.7 | Elect Michael B. McCallister | Management | For | Voted - For |
1.8 | Elect Beth E. Mooney | Management | For | Voted - For |
1.9 | Elect Matthew K. Rose | Management | For | Voted - For |
1.10 | Elect John T. Stankey | Management | For | Voted - For |
1.11 | Elect Cindy B. Taylor | Management | For | Voted - For |
1.12 | Elect Luis A. Ubinas | Management | For | Voted - For |
1.13 | Elect Geoffrey Y. Yang | Management | For | Voted - Abstain |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Pay Ratio | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
AVNET, INC. | ||||
Security ID: 053807103 Ticker: AVT | ||||
Meeting Date: 18-Nov-21 | ||||
1.1 | Elect Rodney C. Adkins | Management | For | Voted - For |
1.2 | Elect Carlo Bozotti | Management | For | Voted - For |
287
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Brenda L. Freeman | Management | For | Voted - For |
1.4 | Elect Philip R. Gallagher | Management | For | Voted - For |
1.5 | Elect Jo Ann Jenkins | Management | For | Voted - For |
1.6 | Elect Oleg Khaykin | Management | For | Voted - For |
1.7 | Elect James A. Lawrence | Management | For | Voted - For |
1.8 | Elect Ernest E. Maddock | Management | For | Voted - For |
1.9 | Elect Avid Modjtabai | Management | For | Voted - For |
1.10 | Elect Adalio T. Sanchez | Management | For | Voted - For |
1.11 | Elect William H. Schumann, III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2021 Stock Compensation and | |||
Incentive Plan | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
AXA | ||||
Security ID: F06106102 Ticker: CS | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect Rachel Duan | Management | For | Voted - For |
1.3 | Elect Andre Francois-Poncet | Management | For | Voted - For |
1.4 | Elect Gerald Harlin | Management | For | Voted - For |
1.5 | Elect Rachel Picard | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Accounts and Reports | Management | For | Voted - For |
7 | Consolidated Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | 2022 Remuneration Report | Management | For | Voted - For |
10 | 2022 Remuneration of Denis Duverne, Chair | Management | For | Voted - For |
11 | 2022 Remuneration of Thomas Buberl, CEO | Management | For | Voted - For |
12 | 2022 Remuneration Policy (CEO) | Management | For | Voted - For |
13 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
14 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
15 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
16 | Ratification of Co-Option of Clotilde Delbos | Management | For | Voted - For |
17 | Appointment of Auditor (Ernst & Young) | Management | For | Voted - For |
18 | Appointment of Alternate Auditor (Picarle et | |||
Associes) | Management | For | Voted - For | |
19 | 2022 Directors' Fees | Management | For | Voted - For |
20 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
21 | Employee Stock Purchase Plan | Management | For | Voted - For |
22 | Stock Purchase Plan for Overseas Employees | Management | For | Voted - For |
23 | Authority to Issue Performance Shares | Management | For | Voted - For |
24 | Authority to Issue Performance Shares Pursuant to | |||
Defined Contribution Pension Plan | Management | For | Voted - For | |
25 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
288
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
26 | Amendments to Articles Regarding Staggered Board | Management | For | Voted - For |
27 | Amendments to Articles Regarding Corporate Purpose | Management | For | Voted - For |
28 | Authorisation of Legal Formalities | Management | For | Voted - For |
29 | Non-Voting Meeting Note | N/A | Non-Voting | |
30 | Non-Voting Meeting Note | N/A | Non-Voting | |
31 | Non-Voting Meeting Note | N/A | Non-Voting | |
B2GOLD CORP. | ||||
Security ID: 11777Q209 Ticker: BTO | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Kevin Bullock | Management | For | Voted - For |
1.2 | Elect Robert Cross | Management | For | Voted - For |
1.3 | Elect Robert Gayton | Management | For | Voted - For |
1.4 | Elect Clive Johnson | Management | For | Voted - For |
1.5 | Elect George Johnson | Management | For | Voted - For |
1.6 | Elect Liane Kelly | Management | For | Voted - For |
1.7 | Elect Jerry R. Korpan | Management | For | Voted - For |
1.8 | Elect Bongani Mtshisi | Management | For | Voted - For |
1.9 | Elect Robin Weisman | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Board Size | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
5 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BAE SYSTEMS PLC | ||||
Security ID: G06940103 Ticker: BA | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Nick Anderson | Management | For | Voted - For |
1.2 | Elect Thomas Arseneault | Management | For | Voted - For |
1.3 | Elect Roger Carr | Management | For | Voted - For |
1.4 | Elect Dame Elizabeth Corley | Management | For | Voted - For |
1.5 | Elect Bradley Greve | Management | For | Voted - For |
1.6 | Elect Jane Griffiths | Management | For | Voted - For |
1.7 | Elect Chris Grigg | Management | For | Voted - For |
1.8 | Elect Stephen T. Pearce | Management | For | Voted - For |
1.9 | Elect Nicole W. Piasecki | Management | For | Voted - For |
1.10 | Elect Charles Woodburn | Management | For | Voted - For |
1.11 | Elect Crystal E. Ashby | Management | For | Voted - For |
1.12 | Elect Ewan Kirk | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
289
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Employee Share Incentive Plan | Management | For | Voted - For |
9 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
BARCLAYS PLC | ||||
Security ID: G08036124 Ticker: BARC | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Coimbatore S. Venkatakrishnan | Management | For | Voted - For |
1.2 | Elect Robert Berry | Management | For | Voted - For |
1.3 | Elect Anna Cross | Management | For | Voted - For |
1.4 | Elect Michael Ashley | Management | For | Voted - For |
1.5 | Elect Tim Breedon | Management | For | Voted - For |
1.6 | Elect Mohamed A. El-Erian | Management | For | Voted - For |
1.7 | Elect Dawn Fitzpatrick | Management | For | Voted - For |
1.8 | Elect Mary E. Francis | Management | For | Voted - For |
1.9 | Elect Crawford Gillies | Management | For | Voted - For |
1.10 | Elect Brian Gilvary | Management | For | Voted - For |
1.11 | Elect Nigel Higgins | Management | For | Voted - For |
1.12 | Elect Diane L. Schueneman | Management | For | Voted - For |
1.13 | Elect Julia Wilson | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - Against |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Authority to Set Auditor's Fees | Management | For | Voted - For |
6 | Authorisation of Political Donations | Management | For | Voted - For |
7 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
10 | Authority to Issue Equity Convertible Notes w/ | |||
Preemptive Rights | Management | For | Voted - For | |
11 | Authority to Issue Equity Convertible Notes w/o | |||
Preemptive Rights | Management | For | Voted - For | |
12 | Authority to Repurchase Shares | Management | For | Voted - For |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
14 | Approval of Climate Strategy, Targets and Progress | |||
2022 | Management | For | Voted - For | |
BAWAG GROUP AG | ||||
Security ID: A0997C107 Ticker: BG | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting |
290
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Ratification of Management Board Acts | Management | For | Voted - For |
6 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
7 | Appointment of Auditor | Management | For | Voted - For |
8 | Remuneration Report | Management | For | Voted - Against |
9 | Amendments to Articles (Appointment Right) | Management | For | Voted - For |
10 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
BELLWAY PLC | ||||
Security ID: G09744155 Ticker: BWY | ||||
Meeting Date: 06-Dec-21 | ||||
1.1 | Elect Paul N. Hampden Smith | Management | For | Voted - For |
1.2 | Elect Jason Honeyman | Management | For | Voted - For |
1.3 | Elect Keith Adey | Management | For | Voted - For |
1.4 | Elect Denise Jagger | Management | For | Voted - For |
1.5 | Elect Jill Caseberry | Management | For | Voted - For |
1.6 | Elect Ian P. McHoul | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report (Advisory) | Management | For | Voted - For |
4 | Remuneration Policy (Binding) | Management | For | Voted - For |
5 | Final Dividend | Management | For | Voted - For |
6 | Appointment of Auditor | Management | For | Voted - For |
7 | Authority to Set Auditor's Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
BERRY GLOBAL GROUP, INC. | ||||
Security ID: 08579W103 Ticker: BERY | ||||
Meeting Date: 16-Feb-22 | ||||
1.1 | Elect B. Evan Bayh | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Idalene F. Kesner | Management | For | Voted - For |
1.4 | Elect Jill A. Rahman | Management | For | Voted - For |
1.5 | Elect Carl J. Rickertsen | Management | For | Voted - For |
1.6 | Elect Thomas E. Salmon | Management | For | Voted - For |
1.7 | Elect Paula A. Sneed | Management | For | Voted - For |
291
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Robert A. Steele | Management | For | Voted - For |
1.9 | Elect Stephen E. Sterrett | Management | For | Voted - For |
1.10 | Elect Scott B. Ullem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BEST BUY CO., INC. | ||||
Security ID: 086516101 Ticker: BBY | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Corie S. Barry | Management | For | Voted - For |
1.2 | Elect Lisa M. Caputo | Management | For | Voted - For |
1.3 | Elect J. Patrick Doyle | Management | For | Voted - For |
1.4 | Elect David W. Kenny | Management | For | Voted - For |
1.5 | Elect Mario J. Marte | Management | For | Voted - For |
1.6 | Elect Karen A. McLoughlin | Management | For | Voted - For |
1.7 | Elect Thomas L. Millner | Management | For | Voted - For |
1.8 | Elect Claudia Fan Munce | Management | For | Voted - For |
1.9 | Elect Richelle P. Parham | Management | For | Voted - For |
1.10 | Elect Steven E. Rendle | Management | For | Voted - For |
1.11 | Elect Eugene A. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BILIA AB | ||||
Security ID: W2R73S144 Ticker: BILIA | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Mats Qviberg | Management | For | Voted - For |
1.2 | Elect Jan Pettersson | Management | For | Voted - For |
1.3 | Elect Ingrid Jonasson Blank | Management | For | Voted - For |
1.4 | Elect Gunnar Blomkvist | Management | For | Voted - Against |
1.5 | Elect Anna Engebretsen | Management | For | Voted - For |
1.6 | Elect Nicklas Paulson | Management | For | Voted - For |
1.7 | Elect Jon Risfelt | Management | For | Voted - Against |
1.8 | Elect Caroline af Ugglas | Management | For | Voted - For |
1.9 | Elect Mats Qviberg as Chair | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Non-Voting Agenda Item | N/A | Non-Voting |
292
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Accounts and Reports | Management | For | Voted - For |
15 | Allocation of Profits/Dividends | Management | For | Voted - For |
16 | Ratification of Mats Qviberg | Management | For | Voted - For |
17 | Ratification of Jan Pettersson | Management | For | Voted - For |
18 | Ratification of Ingrid Jonasson Blank | Management | For | Voted - For |
19 | Ratification of Gunnar Blomkvist | Management | For | Voted - For |
20 | Ratification of Anna Engebretsen | Management | For | Voted - For |
21 | Ratification of Eva Eriksson | Management | For | Voted - For |
22 | Ratification of Mats Holgerson | Management | For | Voted - For |
23 | Ratification of Nicklas Paulson | Management | For | Voted - For |
24 | Ratification of Jon Risfelt | Management | For | Voted - For |
25 | Ratification of Patrik Nordvall | Management | For | Voted - For |
26 | Ratification of Dragan Mitrasinovic | Management | For | Voted - For |
27 | Ratification of Per Avander | Management | For | Voted - For |
28 | Board Size | Management | For | Voted - For |
29 | Directors' Fees | Management | For | Voted - For |
30 | Elect Jan Pettersson as Vice Chair | Management | For | Voted - For |
31 | Authority to Set Auditor Fees | Management | For | Voted - For |
32 | Appointment of Auditor | Management | For | Voted - For |
33 | Remuneration Report | Management | For | Voted - For |
34 | Cancellation of Shares (Capital Reduction and Bonus | |||
Issue) | Management | For | Voted - For | |
35 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
36 | Non-Voting Meeting Note | N/A | Non-Voting | |
BIOGEN INC. | ||||
Security ID: 09062X103 Ticker: BIIB | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Alexander J. Denner | Management | For | Voted - For |
1.2 | Elect Caroline D. Dorsa | Management | For | Voted - For |
1.3 | Elect Maria C. Freire | Management | For | Voted - For |
1.4 | Elect William A. Hawkins | Management | For | Voted - For |
1.5 | Elect William D. Jones | Management | For | Voted - For |
1.6 | Elect Jesus B. Mantas | Management | For | Voted - For |
1.7 | Elect Richard C. Mulligan | Management | For | Voted - Against |
1.8 | Elect Stelios Papadopoulos | Management | For | Voted - For |
1.9 | Elect Eric K. Rowinsky | Management | For | Voted - For |
1.10 | Elect Stephen A. Sherwin | Management | For | Voted - For |
1.11 | Elect Michel Vounatsos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
293
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BLUESCOPE STEEL LIMITED | ||||
Security ID: Q1415L177 Ticker: BSL | ||||
Meeting Date: 18-Nov-21 | ||||
1.1 | Re-elect Mark Hutchinson | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Remuneration Report | Management | For | Voted - For |
4 | Equity Grant (CEO Mark Vassella - STI) | Management | For | Voted - For |
5 | Equity Grant (CEO Mark Vassella - LTI) | Management | For | Voted - For |
6 | Approve Termination Payments | Management | For | Voted - For |
7 | Amendments to Constitution | Management | For | Voted - For |
BNP PARIBAS | ||||
Security ID: F1058Q238 Ticker: BNP | ||||
Meeting Date: 24-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Special Dividend | Management | For | Voted - For |
6 | Authorisation of Legal Formalities | Management | For | Voted - For |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 17-May-22 | ||||
1.1 | Elect Jean-Laurent Bonnafe | Management | For | Voted - For |
1.2 | Elect Marion Guillou | Management | For | Voted - For |
1.3 | Elect Michel J. Tilmant | Management | For | Voted - For |
1.4 | Elect Lieve Logghe | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | Voted - For |
7 | Consolidated Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
10 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
11 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
12 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
13 | 2022 Remuneration Policy (CEO and Deputy CEOs) | Management | For | Voted - For |
14 | 2021 Remuneration Report | Management | For | Voted - For |
15 | 2021 Remuneration of Jean Lemierre, Chair | Management | For | Voted - For |
16 | 2021 Remuneration of Jean-Laurent Bonnafe, CEO | Management | For | Voted - For |
17 | 2021 Remuneration of Philippe Bordenave, Former | |||
Deputy CEO (until May 18, 2021) | Management | For | Voted - For |
294
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
18 | 2021 Remuneration of Yann Gerardin, Deputy CEO | |||
(from May 18, 2021) | Management | For | Voted - For | |
19 | 2021 Remuneration of Thierry Laborde, Deputy CEO | |||
(from May 18, 2021) | Management | For | Voted - For | |
20 | 2021 Remuneration of Identified Staff | Management | For | Voted - For |
21 | 2022 Directors' Fees | Management | For | Voted - For |
22 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
23 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights | Management | For | Voted - For | |
24 | Authority to Increase Capital in Consideration for | |||
Contributions In Kind | Management | For | Voted - For | |
25 | Global Ceiling on Capital Increases (w/o Preemptive | |||
Rights) | Management | For | Voted - For | |
26 | Authority to Increase Capital Through | |||
Capitalisations | Management | For | Voted - For | |
27 | Global Ceiling on Capital Increases | Management | For | Voted - For |
28 | Employee Stock Purchase Plan | Management | For | Voted - For |
29 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
30 | Authorisation of Legal Formalities | Management | For | Voted - For |
31 | Non-Voting Meeting Note | N/A | Non-Voting | |
32 | Non-Voting Meeting Note | N/A | Non-Voting | |
BOUYGUES | ||||
Security ID: F11487125 Ticker: EN | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Olivier Bouygues | Management | For | Voted - Against |
1.2 | Elect SCDM (Edward Bouygues) | Management | For | Voted - For |
1.3 | Elect SCDM Participations (Cyril Bouygues) | Management | For | Voted - For |
1.4 | Elect Clara Gaymard | Management | For | Voted - For |
1.5 | Elect Rose-Marie Van Lerberghe | Management | For | Voted - For |
1.6 | Elect Felicie Burelle | Management | For | Voted - For |
1.7 | Elect Raphaelle Deflesselle | Management | For | Voted - For |
1.8 | Elect Michele Vilain | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Consolidated Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Special Auditors Report on Regulated Agreements | Management | For | Voted - Against |
11 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
12 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
13 | 2022 Remuneration Policy (CEO and deputy CEOs) | Management | For | Voted - Against |
14 | 2021 Remuneration Report | Management | For | Voted - For |
295
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | 2021 Remuneration of Martin Bouygues, Chair and CEO | |||
(Until February 17, 2021) | Management | For | Voted - For | |
16 | 2021 Remuneration of Olivier Roussat, Deputy CEO | |||
(Until February 17, 2021) | Management | For | Voted - Against | |
17 | 2021 Remuneration of Martin Bouygues, Chair (From | |||
February 17, 2021) | Management | For | Voted - For | |
18 | 2021 Remuneration of Olivier Roussat, CEO (From | |||
February 17, 2021) | Management | For | Voted - Against | |
19 | 2021 Remuneration of Pascal Grange, Deputy CEO | |||
(From February 17, 2021) | Management | For | Voted - For | |
20 | 2021 Remuneration of Edward Bouygues, Deputy CEO | |||
(From February 17, 2021) | Management | For | Voted - Against | |
21 | Appointment of Auditor (Mazars) | Management | For | Voted - For |
22 | Authority to Repurchase and Reissue Shares | Management | For | Voted - Against |
23 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
24 | Employee Stock Purchase Plan | Management | For | Voted - Against |
25 | Authority to Issue Restricted Shares | Management | For | Voted - Against |
26 | Authority to Issue Warrants as a Takeover Defense | Management | For | Voted - Against |
27 | Authorisation of Legal Formalities | Management | For | Voted - For |
BRISTOL-MYERS SQUIBB COMPANY | ||||
Security ID: 110122108 Ticker: BMY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter J. Arduini | Management | For | Voted - For |
1.2 | Elect Giovanni Caforio | Management | For | Voted - For |
1.3 | Elect Julia A. Haller | Management | For | Voted - For |
1.4 | Elect Manuel Hidalgo Medina | Management | For | Voted - For |
1.5 | Elect Paula A. Price | Management | For | Voted - For |
1.6 | Elect Derica W. Rice | Management | For | Voted - For |
1.7 | Elect Theodore R. Samuels, II | Management | For | Voted - For |
1.8 | Elect Gerald Storch | Management | For | Voted - For |
1.9 | Elect Karen H. Vousden | Management | For | Voted - For |
1.10 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
BRITISH AMERICAN TOBACCO PLC | ||||
Security ID: G1510J102 Ticker: BATS | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Luc Jobin | Management | For | Voted - For |
1.2 | Elect Jack M. Bowles | Management | For | Voted - For |
1.3 | Elect Tadeu Marroco | Management | For | Voted - For |
1.4 | Elect Susan J. Farr | Management | For | Voted - For |
296
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Karen Guerra | Management | For | Voted - For |
1.6 | Elect Holly K. Koeppel | Management | For | Voted - For |
1.7 | Elect Savio Kwan | Management | For | Voted - For |
1.8 | Elect Dimitri Panayotopoulos | Management | For | Voted - For |
1.9 | Elect Darrell Thomas | Management | For | Voted - For |
1.10 | Elect Krishnan Anand | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Policy | Management | For | Voted - For |
4 | Remuneration Report | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
BRUNSWICK CORPORATION | ||||
Security ID: 117043109 Ticker: BC | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Nancy E. Cooper | Management | For | Voted - For |
1.2 | Elect David C. Everitt | Management | For | Voted - For |
1.3 | Elect Reginald Fils-Aime | Management | For | Voted - For |
1.4 | Elect Lauren P. Flaherty | Management | For | Voted - For |
1.5 | Elect David M. Foulkes | Management | For | Voted - For |
1.6 | Elect Joseph W. McClanathan | Management | For | Voted - For |
1.7 | Elect David V. Singer | Management | For | Voted - For |
1.8 | Elect J. Steven Whisler | Management | For | Voted - For |
1.9 | Elect Roger J. Wood | Management | For | Voted - For |
1.10 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CANADIAN IMPERIAL BANK OF COMMERCE | ||||
Security ID: 136069101 Ticker: CM | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Ammar Aljoundi | Management | For | Voted - For |
1.2 | Elect Charles J.G. Brindamour | Management | For | Voted - For |
1.3 | Elect Nanci E. Caldwell | Management | For | Voted - For |
1.4 | Elect Michelle L. Collins | Management | For | Voted - For |
1.5 | Elect Luc Desjardins | Management | For | Voted - For |
1.6 | Elect Victor G. Dodig | Management | For | Voted - For |
1.7 | Elect Kevin J. Kelly | Management | For | Voted - For |
1.8 | Elect Christine E. Larsen | Management | For | Voted - For |
297
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Nicholas D. Le Pan | Management | For | Voted - For |
1.10 | Elect Mary Lou Maher | Management | For | Voted - For |
1.11 | Elect Jane L. Peverett | Management | For | Voted - For |
1.12 | Elect Katharine B. Stevenson | Management | For | Voted - For |
1.13 | Elect Martine Turcotte | Management | For | Voted - For |
1.14 | Elect Barry L. Zubrow | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Approval of Share Split | Management | For | Voted - For |
6 | Maximum Variable Pay Ratio | Management | For | Voted - For |
7 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Equity Ratio | Shareholder | Against | Voted - Against |
CAPITAL ONE FINANCIAL CORPORATION | ||||
Security ID: 14040H105 Ticker: COF | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Richard D. Fairbank | Management | For | Voted - For |
1.2 | Elect Ime Archibong | Management | For | Voted - For |
1.3 | Elect Christine R. Detrick | Management | For | Voted - For |
1.4 | Elect Ann Fritz Hackett | Management | For | Voted - For |
1.5 | Elect Peter Thomas Killalea | Management | For | Voted - For |
1.6 | Elect Eli Leenaars | Management | For | Voted - For |
1.7 | Elect Francois Locoh-Donou | Management | For | Voted - For |
1.8 | Elect Peter E. Raskind | Management | For | Voted - For |
1.9 | Elect Eileen Serra | Management | For | Voted - For |
1.10 | Elect Mayo A. Shattuck III | Management | For | Voted - For |
1.11 | Elect Bradford H. Warner | Management | For | Voted - For |
1.12 | Elect Catherine G. West | Management | For | Voted - For |
1.13 | Elect Craig Anthony Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CARDINAL HEALTH, INC. | ||||
Security ID: 14149Y108 Ticker: CAH | ||||
Meeting Date: 05-Nov-21 | ||||
1.1 | Elect Carrie S. Cox | Management | For | Voted - For |
1.2 | Elect Bruce L. Downey | Management | For | Voted - For |
1.3 | Elect Sheri H. Edison | Management | For | Voted - For |
1.4 | Elect David C. Evans | Management | For | Voted - For |
1.5 | Elect Patricia Hemingway Hall | Management | For | Voted - For |
298
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Akhil Johri | Management | For | Voted - For |
1.7 | Elect Michael C. Kaufmann | Management | For | Voted - For |
1.8 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.9 | Elect Nancy Killefer | Management | For | Voted - For |
1.10 | Elect Dean A. Scarborough | Management | For | Voted - For |
1.11 | Elect John H. Weiland | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2021 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
CARTER'S, INC. | ||||
Security ID: 146229109 Ticker: CRI | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Rochester Anderson, Jr. | Management | For | Voted - For |
1.2 | Elect Jeffrey H. Black | Management | For | Voted - For |
1.3 | Elect Hali Borenstein | Management | For | Voted - For |
1.4 | Elect Luis A. Borgen | Management | For | Voted - For |
1.5 | Elect Michael D. Casey | Management | For | Voted - For |
1.6 | Elect A. Bruce Cleverly | Management | For | Voted - For |
1.7 | Elect Jevin S. Eagle | Management | For | Voted - For |
1.8 | Elect Mark P. Hipp | Management | For | Voted - For |
1.9 | Elect William J. Montgoris | Management | For | Voted - For |
1.10 | Elect Stacey S. Rauch | Management | For | Voted - For |
1.11 | Elect Gretchen W. Schar | Management | For | Voted - For |
1.12 | Elect Stephanie P. Stahl | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CDK GLOBAL, INC. | ||||
Security ID: 12508E101 Ticker: CDK | ||||
Meeting Date: 11-Nov-21 | ||||
1.1 | Elect Leslie A. Brun | Management | For | Voted - For |
1.2 | Elect Willie A. Deese | Management | For | Voted - For |
1.3 | Elect Amy J. Hillman | Management | For | Voted - For |
1.4 | Elect Brian M. Krzanich | Management | For | Voted - For |
1.5 | Elect Stephen A. Miles | Management | For | Voted - For |
1.6 | Elect Robert E. Radway | Management | For | Voted - For |
1.7 | Elect Stephen F. Schuckenbrock | Management | For | Voted - For |
1.8 | Elect Frank S. Sowinski | Management | For | Voted - For |
1.9 | Elect Eileen J. Voynick | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
299
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendment to the 2014 Omnibus Award Plan | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
CELANESE CORPORATION | ||||
Security ID: 150870103 Ticker: CE | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Jean S. Blackwell | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
1.3 | Elect Edward G. Galante | Management | For | Voted - For |
1.4 | Elect Rahul Ghai | Management | For | Voted - For |
1.5 | Elect Kathryn M. Hill | Management | For | Voted - For |
1.6 | Elect David F. Hoffmeister | Management | For | Voted - For |
1.7 | Elect Jay V. Ihlenfeld | Management | For | Voted - For |
1.8 | Elect Deborah J. Kissire | Management | For | Voted - For |
1.9 | Elect Michael Koenig | Management | For | Voted - For |
1.10 | Elect Kim K.W. Rucker | Management | For | Voted - For |
1.11 | Elect Lori J. Ryerkerk | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CHINA CITIC BANK CORPORATION LIMITED | ||||
Security ID: Y1434M116 Ticker: 0998 | ||||
Meeting Date: 20-Jan-22 | ||||
1.1 | Elect LIU Cheng | Management | For | Voted - For |
1.2 | Elect Bennett LIU Tsz Bun | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Authority to Issue Capital Bonds | Management | For | Voted - For |
4 | Authority to Issue Financial Bonds | Management | For | Voted - For |
5 | Total Annual Budget for External Donations | Management | For | Voted - For |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 23-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Eligibility for Rights Issue Plan | Management | For | Voted - For |
4 | Type and Nominal Value of the Rights Shares | Management | For | Voted - For |
5 | Method of Issuance | Management | For | Voted - For |
6 | Basis of the Rights Issue and number of the Rights | |||
Shares to be Issued | Management | For | Voted - For | |
7 | Pricing Principle and Subscription Price | Management | For | Voted - For |
8 | Target Subscribers for the Rights Issue | Management | For | Voted - For |
9 | Arrangement for Accmulated Undistributed Profits | |||
Prior to the Rights Issue | Management | For | Voted - For | |
10 | Time of Issuance | Management | For | Voted - For |
300
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Underwriting Method | Management | For | Voted - For |
12 | Amount and Use of Proceeds | Management | For | Voted - For |
13 | Effective Period of the Resolutions | Management | For | Voted - For |
14 | Listing of Rights Shares | Management | For | Voted - For |
15 | Public Issuance of Securities by the Rights Issue | Management | For | Voted - For |
16 | Feasibility Analysis Report on the Use of Proceed | |||
from the Rights Issue | Management | For | Voted - For | |
17 | Dilution of Immediate Return Resulting from the | |||
Rights Issuance and Remedial Measures | Management | For | Voted - For | |
18 | Authorization of the Board to Handle Matters in | |||
Relation to Rights Issue | Management | For | Voted - For | |
19 | Increase in Registered Capital | Management | For | Voted - For |
20 | Amendments to Articles | Management | For | Voted - Against |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting | |
23 | Annual Report | Management | For | Voted - For |
24 | Accounts and Reports | Management | For | Voted - For |
25 | Allocation of Profits/Dividends | Management | For | Voted - For |
26 | 2022 Financial Budget Plan | Management | For | Voted - For |
27 | Special Report of Related Party Transactions | Management | For | Voted - For |
28 | Directors' Report | Management | For | Voted - For |
29 | Supervisors' Report | Management | For | Voted - For |
30 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
31 | Mid-Term Capital Management Plan | Management | For | Voted - For |
32 | Shareholders' Return Plan | Management | For | Voted - For |
33 | Eligibility for Rights Issue Plan | Management | For | Voted - For |
34 | Type and Nominal Value of the Rights Shares | Management | For | Voted - For |
35 | Method of Issuance | Management | For | Voted - For |
36 | Basis of the Rights Issue and number of the Rights | |||
Shares to be Issued | Management | For | Voted - For | |
37 | Pricing Principle and Subscription Price | Management | For | Voted - For |
38 | Target Subscribers for the Rights Issue | Management | For | Voted - For |
39 | Arrangement for Accmulated Undistributed Profits | |||
Prior to the Rights Issue | Management | For | Voted - For | |
40 | Time of Issuance | Management | For | Voted - For |
41 | Underwriting Method | Management | For | Voted - For |
42 | Amount and Use of Proceeds | Management | For | Voted - For |
43 | Effective Period of the Resolutions | Management | For | Voted - For |
44 | Listing of Rights Shares | Management | For | Voted - For |
45 | Public Issuance of Securities by the Rights Issue | Management | For | Voted - For |
46 | Feasibility Analysis Report on the Use of Proceed | |||
from the Rights Issue | Management | For | Voted - For | |
47 | Feasibility Analysis Report on the Use of Proceed | |||
from the Previous Issuance | Management | For | Voted - For | |
48 | Dilution of Immediate Return Resulting from the | |||
Rights Issuance and Remedial Measures | Management | For | Voted - For | |
49 | Authorization of the Board to Handle Matters in | |||
Relation to Rights Issue | Management | For | Voted - For | |
50 | Increase in Registered Capital | Management | For | Voted - For |
51 | Amendments to Articles | Management | For | Voted - Against |
301
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CHINA PETROLEUM & CHEMICAL CORPORATION | ||||
Security ID: Y15010104 Ticker: 0386 | ||||
Meeting Date: 20-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Continuing Connected Transactions for the three | |||
years ending December 31, 2024 | Management | For | Voted - For | |
4 | Amendments to Articles | Management | For | Voted - For |
Meeting Date: 18-May-22 | ||||
1.1 | Elect QIU Fasen | Management | For | Voted - Against |
1.2 | Elect LV Lianggong | Management | For | Voted - Against |
1.3 | Elect WU Bo | Management | For | Voted - Against |
1.4 | Elect ZHAI Yalin | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Authority to Repurchase Shares | Management | For | Voted - For |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Directors' Report | Management | For | Voted - For |
8 | Supervisors' Report | Management | For | Voted - For |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | 2022 Interim Profit Distribution Plan | Management | For | Voted - For |
12 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
13 | Authority to Issue Debt Financing Instruments | Management | For | Voted - Against |
14 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
15 | Authority to Repurchase Shares | Management | For | Voted - For |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
CHINA WATER AFFAIRS GROUP LIMITED | ||||
Security ID: G21090124 Ticker: 0855 | ||||
Meeting Date: 03-Sep-21 | ||||
1.1 | Elect LI Zhong | Management | For | Voted - For |
1.2 | Elect LIU Yu Jie | Management | For | Voted - For |
1.3 | Elect WANG Xiaoqin | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
302
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
CHIPBOND TECHNOLOGY CORPORATION | ||||
Security ID: Y15657102 Ticker: 6147 | ||||
Meeting Date: 27-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Elect Representative Director of United | |||
Microelectronics | ||||
Corporation | Management | For | Voted - Abstain | |
4 | Non-compete Restrictions for Directors | Management | For | Voted - Against |
5 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
CIRRUS LOGIC, INC. | ||||
Security ID: 172755100 Ticker: CRUS | ||||
Meeting Date: 30-Jul-21 | ||||
1.1 | Elect John C. Carter | Management | For | Voted - For |
1.2 | Elect Alexander M. Davern | Management | For | Voted - For |
1.3 | Elect Timothy R. Dehne | Management | For | Voted - For |
1.4 | Elect John M. Forsyth | Management | For | Voted - For |
1.5 | Elect Deirdre Hanford | Management | For | Voted - For |
1.6 | Elect Catherine P. Lego | Management | For | Voted - For |
1.7 | Elect David J. Tupman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CISCO SYSTEMS, INC. | ||||
Security ID: 17275R102 Ticker: CSCO | ||||
Meeting Date: 13-Dec-21 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Wesley G. Bush | Management | For | Voted - For |
1.3 | Elect Michael D. Capellas | Management | For | Voted - For |
1.4 | Elect Mark Garrett | Management | For | Voted - For |
1.5 | Elect John D. Harris II | Management | For | Voted - For |
1.6 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.7 | Elect Roderick C. McGeary | Management | For | Voted - For |
1.8 | Elect Charles H. Robbins | Management | For | Voted - For |
1.9 | Elect Brenton L. Saunders | Management | For | Voted - For |
1.10 | Elect Lisa T. Su | Management | For | Voted - For |
1.11 | Elect Marianna Tessel | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
303
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
CITIGROUP INC. | ||||
Security ID: 172967424 Ticker: C | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Ellen M. Costello | Management | For | Voted - For |
1.2 | Elect Grace E. Dailey | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect John C. Dugan | Management | For | Voted - For |
1.5 | Elect Jane N. Fraser | Management | For | Voted - For |
1.6 | Elect Duncan P. Hennes | Management | For | Voted - For |
1.7 | Elect Peter B. Henry | Management | For | Voted - For |
1.8 | Elect S. Leslie Ireland | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Diana L. Taylor | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amendment to the 2019 Stock Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Clawback Policy | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Report on Human | |||
Rights Standards for Indigenous Peoples | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Non-discrimination | |||
Audit | Shareholder | Against | Voted - Against | |
CITIZENS FINANCIAL GROUP, INC. | ||||
Security ID: 174610105 Ticker: CFG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Bruce Van Saun | Management | For | Voted - For |
1.2 | Elect Lee Alexander | Management | For | Voted - For |
1.3 | Elect Christine M. Cumming | Management | For | Voted - For |
1.4 | Elect Kevin Cummings | Management | For | Voted - For |
1.5 | Elect William P. Hankowsky | Management | For | Voted - For |
1.6 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.7 | Elect Robert G. Leary | Management | For | Voted - For |
1.8 | Elect Terrance J. Lillis | Management | For | Voted - For |
1.9 | Elect Michele N. Siekerka | Management | For | Voted - For |
1.10 | Elect Shivan S. Subramaniam | Management | For | Voted - For |
1.11 | Elect Christopher J. Swift | Management | For | Voted - For |
1.12 | Elect Wendy A. Watson | Management | For | Voted - For |
304
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Marita Zuraitis | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
COCA COLA FEMSA SAB DE CV | ||||
Security ID: P2861Y177 Ticker: KOF | ||||
Meeting Date: 12-Jul-21 | ||||
1 | Amendments to Articles (Corporate Purpose) | Management | For | Voted - Abstain |
2 | Amendments to Articles (Board of Directors' | |||
Meetings and Resolutions) | Management | For | Voted - Abstain | |
3 | Election of Meeting Delegates | Management | For | Voted - For |
4 | Minutes | Management | For | Voted - For |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 28-Mar-22 | ||||
1 | Accounts and Reports | Management | For | Voted - Abstain |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Authority to Repurchase Shares | Management | For | Voted - For |
4 | Election of Directors | Management | For | Voted - For |
5 | Elect Board Chair and Secretary; Fees; Verification | |||
of Directors' Independence Status | Management | For | Voted - Against | |
6 | Election of Board Committee Members and Chairs; Fees | Management | For | Voted - For |
7 | Election of Meeting Delegates | Management | For | Voted - For |
8 | Minutes | Management | For | Voted - For |
COCA COLA ICECEK SANAYI A.S. | ||||
Security ID: M2R39A121 Ticker: CCOLA | ||||
Meeting Date: 18-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Opening; Election of Presiding Chair | Management | For | Voted - For |
5 | Presentation of Directors' Report | Management | For | Voted - For |
6 | Presentation of Auditor's Report | Management | For | Voted - For |
7 | Financial Statements | Management | For | Voted - For |
8 | Ratification of Board Acts | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Election of Directors; Board Term Length; | |||
Directors' Fees | Management | For | Voted - Against | |
11 | Appointment of Auditor | Management | For | Voted - For |
12 | Presentation of Report on Charitable Donations | Management | For | Voted - For |
13 | Presentation of Report on Guarantees | Management | For | Voted - For |
14 | Presentation of Report on Competing Activities | Management | For | Voted - For |
305
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Authority to Carry out Competing Activities or | |||
Related Party Transactions | Management | For | Voted - For | |
16 | Closing | Management | For | Voted - For |
COMPEQ MANUFACTURING CO., LTD. | ||||
Security ID: Y1690B101 Ticker: 2313 | ||||
Meeting Date: 09-Jun-22 | ||||
1 | 1 Adoption of 2021 Business Report and Financial | |||
Statements | Management | For | Voted - For | |
2 | Adoption of the Proposal for Distribution of 2021 | |||
Earnings. Proposed Cash Dividend: Twd 1.8 Per Share. | Management | For | Voted - For | |
3 | Amendment to the Procedures for Acquisitions and | |||
Disposal Of assets. | Management | For | Voted - For | |
CRANE CO. | ||||
Security ID: 224399105 Ticker: CR | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Martin R. Benante | Management | For | Voted - For |
1.2 | Elect Michael Dinkins | Management | For | Voted - For |
1.3 | Elect Ronald C. Lindsay | Management | For | Voted - For |
1.4 | Elect Ellen McClain | Management | For | Voted - For |
1.5 | Elect Charles G. McClure, Jr. | Management | For | Voted - For |
1.6 | Elect Max H. Mitchell | Management | For | Voted - For |
1.7 | Elect Jennifer M. Pollino | Management | For | Voted - For |
1.8 | Elect John S. Stroup | Management | For | Voted - For |
1.9 | Elect James L. L. Tullis | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Reorganization | Management | For | Voted - For |
CREDIT SUISSE GROUP AG | ||||
Security ID: H3698D419 Ticker: CSGN | ||||
Meeting Date: 01-Oct-21 | ||||
1.1 | Elect Axel P. Lehmann | Management | For | Voted - For |
1.2 | Elect Juan Colombas | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Elect Juan Colombas as Compensation Committee Member | Management | For | Voted - For |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Additional or Amended Shareholder Proposals | Shareholder | N/A | Voted - Abstain |
8 | Additional or Amended Board Proposals | Management | N/A | Voted - Against |
306
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CROWN HOLDINGS, INC. | ||||
Security ID: 228368106 Ticker: CCK | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Timothy J. Donahue | Management | For | Voted - For |
1.2 | Elect Richard H. Fearon | Management | For | Voted - For |
1.3 | Elect Andrea Funk | Management | For | Voted - For |
1.4 | Elect Stephen J. Hagge | Management | For | Voted - For |
1.5 | Elect James H. Miller | Management | For | Voted - For |
1.6 | Elect Josef M. Muller | Management | For | Voted - For |
1.7 | Elect B. Craig Owens | Management | For | Voted - For |
1.8 | Elect Caesar F. Sweitzer | Management | For | Voted - For |
1.9 | Elect Marsha C. Williams | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Stock-Based Incentive | |||
Compensation Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | For | Voted - For | |
CSG SYSTEMS INTERNATIONAL, INC. | ||||
Security ID: 126349109 Ticker: CSGS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Gregory A. Conley | Management | For | Voted - For |
1.2 | Elect Ronald H. Cooper | Management | For | Voted - For |
1.3 | Elect Marwan Fawaz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 1996 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
CUMMINS INC. | ||||
Security ID: 231021106 Ticker: CMI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.2 | Elect Jennifer W. Rumsey | Management | For | Voted - For |
1.3 | Elect Robert J. Bernhard | Management | For | Voted - For |
1.4 | Elect Franklin R. Chang Diaz | Management | For | Voted - For |
1.5 | Elect Bruno V. Di Leo Allen | Management | For | Voted - For |
1.6 | Elect Stephen B. Dobbs | Management | For | Voted - For |
1.7 | Elect Carla A. Harris | Management | For | Voted - For |
1.8 | Elect Robert K. Herdman | Management | For | Voted - For |
1.9 | Elect Thomas J. Lynch | Management | For | Voted - For |
1.10 | Elect William I. Miller | Management | For | Voted - For |
307
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Georgia R. Nelson | Management | For | Voted - For |
1.12 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.13 | Elect Karen H. Quintos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CVS HEALTH CORPORATION | ||||
Security ID: 126650100 Ticker: CVS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Fernando Aguirre | Management | For | Voted - For |
1.2 | Elect C. David Brown II | Management | For | Voted - For |
1.3 | Elect Alecia A. DeCoudreaux | Management | For | Voted - For |
1.4 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.5 | Elect Roger N. Farah | Management | For | Voted - For |
1.6 | Elect Anne M. Finucane | Management | For | Voted - For |
1.7 | Elect Edward J. Ludwig | Management | For | Voted - For |
1.8 | Elect Karen S. Lynch | Management | For | Voted - For |
1.9 | Elect Jean-Pierre Millon | Management | For | Voted - For |
1.10 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.11 | Elect William C. Weldon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on External | |||
Public Health Impact | Shareholder | Against | Voted - Against | |
D.R. HORTON, INC. | ||||
Security ID: 23331A109 Ticker: DHI | ||||
Meeting Date: 26-Jan-22 | ||||
1.1 | Elect Donald R. Horton | Management | For | Voted - For |
1.2 | Elect Barbara K. Allen | Management | For | Voted - For |
1.3 | Elect Brad S. Anderson | Management | For | Voted - For |
1.4 | Elect Michael R. Buchanan | Management | For | Voted - For |
1.5 | Elect Benjamin S. Carson, Sr. | Management | For | Voted - For |
1.6 | Elect Michael W. Hewatt | Management | For | Voted - For |
1.7 | Elect Maribess L. Miller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
308
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DAIMLER AG | ||||
Security ID: D1668R123 Ticker: DAI | ||||
Meeting Date: 01-Oct-21 | ||||
1.1 | Elect Helene Svahn | Management | For | Voted - For |
1.2 | Elect Olaf Koch | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Spin-Off and Transfer Agreement | Management | For | Voted - For |
9 | Change of Company Name | Management | For | Voted - For |
DAIMLER TRUCK HOLDING AG | ||||
Security ID: D1T3RZ100 Ticker: DTG | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Michael L. Brosnan | Management | For | Voted - For |
1.2 | Elect Jacques Esculier | Management | For | Voted - For |
1.3 | Elect Akihiro Eto | Management | For | Voted - For |
1.4 | Elect Laura K. Ipsen | Management | For | Voted - For |
1.5 | Elect Renata Jungo Brungger | Management | For | Voted - For |
1.6 | Elect Joe Kaeser | Management | For | Voted - For |
1.7 | Elect John Krafcik | Management | For | Voted - For |
1.8 | Elect Martin H. Richenhagen | Management | For | Voted - For |
1.9 | Elect Marie Wieck | Management | For | Voted - For |
1.10 | Elect Harald Emil Wilhelm | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Allocation of Profits/ Dividends | Management | For | Voted - For |
5 | Ratification of Management Board Acts | Management | For | Voted - For |
6 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
7 | Appointment of Auditor for Fiscal Year 2022 | Management | For | Voted - For |
8 | Appointment of Auditor for Interim Statements until | |||
2023 AGM | Management | For | Voted - For | |
9 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
10 | Management Board Remuneration Policy | Management | For | Voted - For |
11 | Remuneration Report | Management | For | Voted - For |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
18 | Non-Voting Meeting Note | N/A | Non-Voting |
309
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DALI FOODS GROUP CO LTD. | ||||
Security ID: G2743Y106 Ticker: 3799 | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect XU Shihui | Management | For | Voted - Against |
1.2 | Elect ZHUANG Weiqiang | Management | For | Voted - For |
1.3 | Elect XU Yangyang | Management | For | Voted - Against |
1.4 | Elect HUANG Jiaying | Management | For | Voted - For |
1.5 | Elect XU Biying | Management | For | Voted - For |
1.6 | Elect HU Xiaoling | Management | For | Voted - Against |
1.7 | Elect NG Kong Hing | Management | For | Voted - For |
1.8 | Elect LIU Xiaobin | Management | For | Voted - For |
1.9 | Elect LIN Zhijun | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Amendments to Articles of Association | Management | For | Voted - For |
DAVITA INC. | ||||
Security ID: 23918K108 Ticker: DVA | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Pamela M. Arway | Management | For | Voted - For |
1.2 | Elect Charles G. Berg | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect Paul J. Diaz | Management | For | Voted - For |
1.5 | Elect Jason M. Hollar | Management | For | Voted - For |
1.6 | Elect Gregory J. Moore | Management | For | Voted - For |
1.7 | Elect John M. Nehra | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against |
310
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DCM HOLDINGS CO., LTD. | ||||
Security ID: J12549101 Ticker: 3050 | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Toshihiro Hisada | Management | For | Voted - For |
1.2 | Elect Yasunori Ishiguro | Management | For | Voted - For |
1.3 | Elect Keizo Honda | Management | For | Voted - For |
1.4 | Elect Toshimitsu Shimizu | Management | For | Voted - For |
1.5 | Elect Masayuki Nakagawa | Management | For | Voted - For |
1.6 | Elect Hiroshi Ogame | Management | For | Voted - For |
1.7 | Elect Koji Jitsukawa | Management | For | Voted - For |
1.8 | Elect Hisato Kumagai | Management | For | Voted - For |
1.9 | Elect Michio Masukawa | Management | For | Voted - For |
1.10 | Elect Naoki Uno | Management | For | Voted - For |
1.11 | Elect Hikaru Oguchi | Management | For | Voted - For |
1.12 | Elect Hitomi Iba | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Amendments to Articles | Management | For | Voted - For |
6 | Non-Audit Committee Directors' Fees | Management | For | Voted - For |
7 | Audit Committee Directors' Fees | Management | For | Voted - For |
8 | Amendment to the Equity Compensation Plan | Management | For | Voted - For |
DELL TECHNOLOGIES INC. | ||||
Security ID: 24703L202 Ticker: DELL | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Michael Dell | Management | For | Voted - Withheld |
1.2 | Elect David W. Dorman | Management | For | Voted - For |
1.3 | Elect Egon P. Durban | Management | For | Voted - Withheld |
1.4 | Elect David J. Grain | Management | For | Voted - For |
1.5 | Elect William D. Green | Management | For | Voted - For |
1.6 | Elect Simon Patterson | Management | For | Voted - For |
1.7 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.8 | Elect Ellen J. Kullman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amended and Restated Certificate of Incorporation | Management | For | Voted - Against |
DELTA AIR LINES, INC. | ||||
Security ID: 247361702 Ticker: DAL | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Edward H. Bastian | Management | For | Voted - For |
311 |
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Francis S. Blake | Management | For | Voted - For |
1.3 | Elect Ashton Carter | Management | For | Voted - For |
1.4 | Elect Greg Creed | Management | For | Voted - For |
1.5 | Elect David G. DeWalt | Management | For | Voted - For |
1.6 | Elect William H. Easter III | Management | For | Voted - For |
1.7 | Elect Leslie D. Hale | Management | For | Voted - Against |
1.8 | Elect Christopher A. Hazleton | Management | For | Voted - For |
1.9 | Elect Michael P. Huerta | Management | For | Voted - For |
1.10 | Elect Jeanne P. Jackson | Management | For | Voted - For |
1.11 | Elect George N. Mattson | Management | For | Voted - For |
1.12 | Elect Sergio A. L. Rial | Management | For | Voted - For |
1.13 | Elect David. S. Taylor | Management | For | Voted - For |
1.14 | Elect Kathy N. Waller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
DEUTSCHE POST AG | ||||
Security ID: D19225107 Ticker: DPW | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Luise Holscher | Management | For | Voted - For |
1.2 | Elect Stefan B. Wintels | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Appointment of Auditor | Management | For | Voted - For |
13 | Appointment of Auditor (FY 2023) | Management | For | Voted - For |
14 | Equity Incentive Plan; Increase in Conditional | |||
Capital | Management | For | Voted - For | |
15 | Authority to Issue Convertible Debt Instruments; | |||
Increase in Conditional Capital | Management | For | Voted - For | |
16 | Remuneration Report | Management | For | Voted - For |
17 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
DISCOVER FINANCIAL SERVICES | ||||
Security ID: 254709108 Ticker: DFS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Jeffrey S. Aronin | Management | For | Voted - For |
312 |
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Mary K. Bush | Management | For | Voted - For |
1.3 | Elect Gregory C. Case | Management | For | Voted - For |
1.4 | Elect Candace H. Duncan | Management | For | Voted - For |
1.5 | Elect Joseph F. Eazor | Management | For | Voted - For |
1.6 | Elect Cynthia A. Glassman | Management | For | Voted - For |
1.7 | Elect Roger C. Hochschild | Management | For | Voted - For |
1.8 | Elect Thomas G. Maheras | Management | For | Voted - For |
1.9 | Elect Michael H. Moskow | Management | For | Voted - For |
1.10 | Elect David L. Rawlinson II | Management | For | Voted - For |
1.11 | Elect Mark A. Thierer | Management | For | Voted - For |
1.12 | Elect Jennifer L. Wong | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DNB BANK ASA | ||||
Security ID: R1R15X100 Ticker: DNB | ||||
Meeting Date: 26-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Opening of Meeting; Election of Presiding Chair | Management | For | Voted - For |
8 | Agenda | Management | For | Voted - For |
9 | Minutes | Management | For | Voted - For |
10 | Accounts and Reports; Allocation of Profits and | |||
Dividends | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Authority to Repurchase Shares for Hedging | Management | For | Voted - For |
13 | Authority to Raise Debt Capital | Management | For | Voted - For |
14 | Amendments to Articles (Debt Capital) | Management | For | Voted - For |
15 | Remuneration Report | Management | For | Voted - Against |
16 | Remuneration Policy | Management | For | Voted - Against |
17 | Corporate Governance Report | Management | For | Voted - For |
18 | Authority to Set Auditor's Fees | Management | For | Voted - For |
19 | Election of Directors | Management | For | Voted - For |
20 | Election of Nomination Committee Members | Management | For | Voted - For |
21 | Amendment of Nomination Committee Guidelines | Management | For | Voted - For |
22 | Directors' Fees; Election Committee Fees | Management | For | Voted - For |
DOMTAR CORPORATION | ||||
Security ID: 257559203 Ticker: UFS | ||||
Meeting Date: 29-Jul-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
313 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
DONGFENG MOTOR GROUP CO. | ||||
Security ID: Y21042109 Ticker: 0489 | ||||
Meeting Date: 15-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Special Dividend | Management | For | Voted - For |
Meeting Date: 17-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Final Dividends | Management | For | Voted - For |
7 | Allocation of Interim Dividends | Management | For | Voted - For |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Directors' and Supervisors' Fees | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
DTS CORPORATION | ||||
Security ID: J1261S100 Ticker: 9682 | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Koichi Nishida | Management | For | Voted - For |
1.2 | Elect Tomoaki Kitamura | Management | For | Voted - For |
1.3 | Elect Isao Asami | Management | For | Voted - For |
1.4 | Elect Hirotoshi Kobayashi | Management | For | Voted - For |
1.5 | Elect Masayuki Hirata | Management | For | Voted - For |
1.6 | Elect Shinya Shishido | Management | For | Voted - For |
1.7 | Elect Shinichi Yamada | Management | For | Voted - For |
1.8 | Elect Yumiko Masuda | Management | For | Voted - For |
1.9 | Elect Takao Sakamoto | Management | For | Voted - For |
1.10 | Elect Kenji Yukimoto | Management | For | Voted - For |
1.11 | Elect Taeko Ishii | Management | For | Voted - For |
1.12 | Elect Yutaka Takei | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Minoru Takeuchi | Management | For | Voted - For |
6 | Non-Audit Committee Directors' Fees | Management | For | Voted - For |
7 | Audit Committee Directors' Fees | Management | For | Voted - For |
8 | Adoption of Restricted Stock Plan | Management | For | Voted - For |
314
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DXC TECHNOLOGY COMPANY | ||||
Security ID: 23355L106 Ticker: DXC | ||||
Meeting Date: 17-Aug-21 | ||||
1.1 | Elect Mukesh Aghi | Management | For | Voted - For |
1.2 | Elect Amy E. Alving | Management | For | Voted - For |
1.3 | Elect David A. Barnes | Management | For | Voted - For |
1.4 | Elect Raul J. Fernandez | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect Mary L. Krakauer | Management | For | Voted - For |
1.7 | Elect Ian C. Read | Management | For | Voted - For |
1.8 | Elect Dawn Rogers | Management | For | Voted - For |
1.9 | Elect Michael J. Salvino | Management | For | Voted - For |
1.10 | Elect Manoj P. Singh | Management | For | Voted - For |
1.11 | Elect Akihiko Washington | Management | For | Voted - For |
1.12 | Elect Robert F. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
EASTMAN CHEMICAL COMPANY | ||||
Security ID: 277432100 Ticker: EMN | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Humberto P. Alfonso | Management | For | Voted - For |
1.2 | Elect Brett D. Begemann | Management | For | Voted - For |
1.3 | Elect Mark J. Costa | Management | For | Voted - For |
1.4 | Elect Edward L. Doheny II | Management | For | Voted - For |
1.5 | Elect Julie Fasone Holder | Management | For | Voted - For |
1.6 | Elect Renee J. Hornbaker | Management | For | Voted - For |
1.7 | Elect Kim Ann Mink | Management | For | Voted - For |
1.8 | Elect James J. O'Brien | Management | For | Voted - For |
1.9 | Elect David W. Raisbeck | Management | For | Voted - For |
1.10 | Elect Charles K. Stevens III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EBAY INC. | ||||
Security ID: 278642103 Ticker: EBAY | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Adriane M. Brown | Management | For | Voted - For |
1.2 | Elect Logan D. Green | Management | For | Voted - For |
1.3 | Elect E. Carol Hayles | Management | For | Voted - For |
1.4 | Elect Jamie Iannone | Management | For | Voted - For |
315
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Kathleen C. Mitic | Management | For | Voted - For |
1.6 | Elect Paul S. Pressler | Management | For | Voted - For |
1.7 | Elect Mohak Shroff | Management | For | Voted - For |
1.8 | Elect Robert H. Swan | Management | For | Voted - For |
1.9 | Elect Perry M. Traquina | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
ENAGAS SA | ||||
Security ID: E41759106 Ticker: ENG | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect Antonio Llarden Carratala | Management | For | Voted - For |
1.2 | Elect Ana Palacio Vallelersundi | Management | For | Voted - For |
1.3 | Elect Maria Teresa Costa Campi | Management | For | Voted - For |
1.4 | Elect Clara Belen Garcia Fernandez-Muro | Management | For | Voted - For |
1.5 | Elect Manuel Gabriel Gonzalez Ramos | Management | For | Voted - For |
1.6 | Elect David Sandalow | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Report on Non-Financial Information | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Ratification of Board Acts | Management | For | Voted - For |
8 | Appointment of Auditor | Management | For | Voted - For |
9 | Ratify Co-Option and Elect Arturo Gonzalo Aizpiri | Management | For | Voted - For |
10 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
11 | Amendments to Remuneration Policy | Management | For | Voted - For |
12 | Long-Term Incentive Plan 2022-2024 | Management | For | Voted - For |
13 | Remuneration Report | Management | For | Voted - For |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Authorisation of Legal Formalities | Management | For | Voted - For |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
EREGLI DEMIR VE CELIK FABRIKALARI TAS | ||||
Security ID: M40710101 Ticker: EREGL | ||||
Meeting Date: 17-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Opening; Election of Presiding Chair | Management | For | Voted - For |
316
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Minutes | Management | For | Voted - For |
6 | Presentation of Directors' Report | Management | For | Voted - For |
7 | Presentation of Auditor's Report | Management | For | Voted - For |
8 | Financial Statements | Management | For | Voted - For |
9 | Ratification of Board Acts | Management | For | Voted - For |
10 | Allocation of Profits/Dividends | Management | For | Voted - For |
11 | Election of Independent Directors; Board Term Length | Management | For | Voted - For |
12 | Directors' Fees | Management | For | Voted - Against |
13 | Authority to Carry out Competing Activities or | |||
Related Party Transactions | Management | For | Voted - For | |
14 | Appointment of Auditor | Management | For | Voted - Against |
15 | Amendment to Article 7 (Increase in Authorised | |||
Capital) | Management | For | Voted - Against | |
16 | Presentation of Report on Guarantees | Management | For | Voted - For |
17 | Charitable Donations | Management | For | Voted - Against |
18 | Closing | Management | For | Voted - For |
EVEREST RE GROUP, LTD. | ||||
Security ID: G3223R108 Ticker: RE | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect John J. Amore | Management | For | Voted - For |
1.2 | Elect Juan C. Andrade | Management | For | Voted - For |
1.3 | Elect William F. Galtney, Jr. | Management | For | Voted - For |
1.4 | Elect John A. Graf | Management | For | Voted - For |
1.5 | Elect Meryl D. Hartzband | Management | For | Voted - For |
1.6 | Elect Gerri Losquadro | Management | For | Voted - For |
1.7 | Elect Roger M. Singer | Management | For | Voted - For |
1.8 | Elect Joseph V. Taranto | Management | For | Voted - For |
1.9 | Elect John A. Weber | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
FEDEX CORPORATION | ||||
Security ID: 31428X106 Ticker: FDX | ||||
Meeting Date: 27-Sep-21 | ||||
1.1 | Elect Marvin R. Ellison | Management | For | Voted - For |
1.2 | Elect Susan Patricia Griffith | Management | For | Voted - For |
1.3 | Elect Kimberly A. Jabal | Management | For | Voted - For |
1.4 | Elect Shirley Ann Jackson | Management | For | Voted - For |
1.5 | Elect R. Brad Martin | Management | For | Voted - For |
1.6 | Elect Joshua Cooper Ramo | Management | For | Voted - For |
1.7 | Elect Susan C. Schwab | Management | For | Voted - For |
1.8 | Elect Frederick W. Smith | Management | For | Voted - For |
1.9 | Elect David P. Steiner | Management | For | Voted - For |
1.10 | Elect Rajesh Subramaniam | Management | For | Voted - For |
317
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Paul S. Walsh | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
7 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
FIRST AMERICAN FINANCIAL CORPORATION | ||||
Security ID: 31847R102 Ticker: FAF | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Reginald H. Gilyard | Management | For | Voted - For |
1.2 | Elect Parker S. Kennedy | Management | For | Voted - Against |
1.3 | Elect Mark C. Oman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2010 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FOOT LOCKER, INC. | ||||
Security ID: 344849104 Ticker: FL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Virginia C. Drosos | Management | For | Voted - For |
1.2 | Elect Alan D. Feldman | Management | For | Voted - For |
1.3 | Elect Richard A. Johnson | Management | For | Voted - For |
1.4 | Elect Guillermo G. Marmol | Management | For | Voted - For |
1.5 | Elect Darlene Nicosia | Management | For | Voted - For |
1.6 | Elect Steven Oakland | Management | For | Voted - For |
1.7 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.8 | Elect Kimberly Underhill | Management | For | Voted - For |
1.9 | Elect Tristan Walker | Management | For | Voted - For |
1.10 | Elect Dona D. Young | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
FORD MOTOR COMPANY | ||||
Security ID: 345370860 Ticker: F | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Kimberly A. Casiano | Management | For | Voted - For |
318 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Alexandra Ford English | Management | For | Voted - For |
1.3 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.4 | Elect Henry Ford III | Management | For | Voted - Against |
1.5 | Elect William Clay Ford, Jr. | Management | For | Voted - For |
1.6 | Elect William W. Helman IV | Management | For | Voted - For |
1.7 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - Against |
1.9 | Elect John C. May | Management | For | Voted - For |
1.10 | Elect Beth E. Mooney | Management | For | Voted - For |
1.11 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.12 | Elect John L. Thornton | Management | For | Voted - For |
1.13 | Elect John B. Veihmeyer | Management | For | Voted - For |
1.14 | Elect John S. Weinberg | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Extension of Tax Benefit Preservation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
FORTESCUE METALS GROUP LIMITED | ||||
Security ID: Q39360104 Ticker: FMG | ||||
Meeting Date: 09-Nov-21 | ||||
1.1 | Re-elect Sebastian Coe | Management | For | Voted - For |
1.2 | Re-elect Jean Baderschneider | Management | For | Voted - For |
1.3 | Re-elect CAO Zhiqiang | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Remuneration Report | Management | For | Voted - For |
4 | Renew Performance Rights Plan | Management | For | Voted - For |
5 | Equity Grant (MD/CEO Elizabeth Gaines) | Management | For | Voted - For |
6 | Shareholder Proposal Regarding Facilitating | |||
Nonbinding Proposals | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Cultural Heritage | |||
Protection | Shareholder | Against | Voted - Against | |
GENERAL MOTORS COMPANY | ||||
Security ID: 37045V100 Ticker: GM | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Mary T. Barra | Management | For | Voted - For |
1.2 | Elect Aneel Bhusri | Management | For | Voted - For |
1.3 | Elect Wesley G. Bush | Management | For | Voted - For |
1.4 | Elect Linda R. Gooden | Management | For | Voted - For |
1.5 | Elect Joseph Jimenez | Management | For | Voted - For |
1.6 | Elect Judith A. Miscik | Management | For | Voted - For |
1.7 | Elect Patricia F. Russo | Management | For | Voted - For |
1.8 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.9 | Elect Carol M. Stephenson | Management | For | Voted - For |
319
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect Mark A. Tatum | Management | For | Voted - For |
1.11 | Elect Devin N. Wenig | Management | For | Voted - For |
1.12 | Elect Margaret C. Whitman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Child Labor Linked | |||
To Electric Vehicles | Shareholder | Against | Voted - Against | |
GILEAD SCIENCES, INC. | ||||
Security ID: 375558103 Ticker: GILD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Jacqueline K. Barton | Management | For | Voted - For |
1.2 | Elect Jeffrey A. Bluestone | Management | For | Voted - For |
1.3 | Elect Sandra J. Horning | Management | For | Voted - For |
1.4 | Elect Kelly A. Kramer | Management | For | Voted - For |
1.5 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.6 | Elect Harish Manwani | Management | For | Voted - For |
1.7 | Elect Daniel P. O'Day | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Anthony Welters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
GLAXOSMITHKLINE PLC | ||||
Security ID: G3910J112 Ticker: GSK | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Anne Beal | Management | For | Voted - For |
1.2 | Elect Harry Dietz | Management | For | Voted - For |
1.3 | Elect Sir Jonathan R. Symonds | Management | For | Voted - For |
1.4 | Elect Emma N. Walmsley | Management | For | Voted - For |
1.5 | Elect Charles A. Bancroft | Management | For | Voted - For |
1.6 | Elect Manvinder S. Banga | Management | For | Voted - For |
1.7 | Elect Hal V. Barron | Management | For | Voted - For |
320
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Dame Vivienne Cox | Management | For | Voted - For |
1.9 | Elect Lynn L. Elsenhans | Management | For | Voted - For |
1.10 | Elect Laurie H. Glimcher | Management | For | Voted - For |
1.11 | Elect Jesse Goodman | Management | For | Voted - For |
1.12 | Elect Iain J. Mackay | Management | For | Voted - For |
1.13 | Elect Urs Rohner | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Remuneration Policy | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Approve exemption from statement of the senior | |||
statutory auditor's name in published auditors' | ||||
reports | Management | For | Voted - For | |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
14 | Share Save Plan 2022 | Management | For | Voted - For |
15 | Share Reward Plan 2022 | Management | For | Voted - For |
16 | Adoption of New Articles | Management | For | Voted - For |
GRAY TELEVISION, INC. | ||||
Security ID: 389375106 Ticker: GTN | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Hilton H. Howell, Jr. | Management | For | Voted - For |
1.2 | Elect Howell W. Newton | Management | For | Voted - For |
1.3 | Elect Richard L. Boger | Management | For | Voted - For |
1.4 | Elect T.L. Elder | Management | For | Voted - For |
1.5 | Elect Luis A. Garcia | Management | For | Voted - For |
1.6 | Elect Richard B. Hare | Management | For | Voted - Withheld |
1.7 | Elect Robin R. Howell | Management | For | Voted - For |
1.8 | Elect Donald P. LaPlatney | Management | For | Voted - For |
1.9 | Elect Lorraine McClain | Management | For | Voted - For |
1.10 | Elect Paul H. McTear | Management | For | Voted - For |
1.11 | Elect Sterling A. Spainhour, Jr. | Management | For | Voted - For |
2 | Approval of the 2022 Equity Incentive Compensation | |||
Plan | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For |
321 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
GROUP 1 AUTOMOTIVE, INC. | ||||
Security ID: 398905109 Ticker: GPI | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carin M. Barth | Management | For | Voted - For |
1.2 | Elect Earl J. Hesterberg | Management | For | Voted - For |
1.3 | Elect Steven C. Mizell | Management | For | Voted - For |
1.4 | Elect Lincoln Pereira | Management | For | Voted - For |
1.5 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.6 | Elect Steven P. Stanbrook | Management | For | Voted - For |
1.7 | Elect Charles L. Szews | Management | For | Voted - For |
1.8 | Elect Anne Taylor | Management | For | Voted - For |
1.9 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
GUANGZHOU BAIYUNSHAN PHARMACEUTICAL HOLDINGS COMPANY LIMITED | ||||
Security ID: Y2932P106 Ticker: 0874 | ||||
Meeting Date: 30-Sep-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Extension of the option equity interest exercise | |||
period and connected transaction | Management | For | Voted - For | |
4 | Changes in use of proceeds from the fund raising | Management | For | Voted - For |
5 | Postponement in fulfilling performance guarantee by | |||
the controlling shareholder and signing of | ||||
supplemental agreement | Management | For | Voted - For | |
Meeting Date: 26-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Annual Report | Management | For | Voted - For |
5 | Directors' Report | Management | For | Voted - For |
6 | Supervisors' Report | Management | For | Voted - For |
7 | Financial Report | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Financial/Operational Targets and 2022 Budget | Management | For | Voted - For |
11 | Fee for Li Chuyuan | Management | For | Voted - For |
12 | Fee for Yang Jun | Management | For | Voted - For |
13 | Fee for Cheng Ning | Management | For | Voted - For |
14 | Fee for Liu Juyan | Management | For | Voted - For |
15 | Fee for Zhang Chunbo | Management | For | Voted - For |
16 | Fee for Wu Changhai | Management | For | Voted - For |
322
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
17 | Fee for Li Hong | Management | For | Voted - For |
18 | Fee for Wong Hin Wing | Management | For | Voted - For |
19 | Fee for Wang Weihong | Management | For | Voted - For |
20 | Fee for Chen Yajin | Management | For | Voted - For |
21 | Fee for Huang Min | Management | For | Voted - For |
22 | Fee for Cai Ruiyu | Management | For | Voted - For |
23 | Fee for Cheng Jinyuan | Management | For | Voted - For |
24 | Fee for Jia Huidongn | Management | For | Voted - For |
25 | Authority to Give Guarantees | Management | For | Voted - Abstain |
26 | Approval of Banking Credit Lines | Management | For | Voted - For |
27 | Director and Senior Management Liability Insurance | Management | For | Voted - Abstain |
28 | Amendments to the Rules of Procedure of the | |||
shareholders Meetings | Management | For | Voted - Abstain | |
29 | Amendments to the Rules of Procedures of the Board | |||
of Directors | Management | For | Voted - Abstain | |
30 | Amendments to the Rules of Procedures of the | |||
Supervisory Committee | Management | For | Voted - Abstain | |
31 | Amendments to the System of Independent Directors | Management | For | Voted - Abstain |
32 | Appointment of Auditor | Management | For | Voted - For |
33 | Appointment of Internal Control Auditor | Management | For | Voted - For |
34 | Amendments to Management Measures in Relation to | |||
proceeds Raised | Management | For | Voted - Abstain | |
H&R BLOCK, INC. | ||||
Security ID: 093671105 Ticker: HRB | ||||
Meeting Date: 09-Sep-21 | ||||
1.1 | Elect Sean H. Cohan | Management | For | Voted - For |
1.2 | Elect Robert A. Gerard | Management | For | Voted - For |
1.3 | Elect Anuradha Gupta | Management | For | Voted - For |
1.4 | Elect Richard A. Johnson | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Jones II | Management | For | Voted - For |
1.6 | Elect Mia F. Mends | Management | For | Voted - For |
1.7 | Elect Yolande G. Piazza | Management | For | Voted - For |
1.8 | Elect Victoria J. Reich | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Christianna Wood | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HARLEY-DAVIDSON, INC. | ||||
Security ID: 412822108 Ticker: HOG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Troy M. Alstead | Management | For | Voted - For |
1.2 | Elect R. John Anderson | Management | For | Voted - For |
1.3 | Elect Michael J. Cave | Management | For | Voted - For |
323
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Jared D. Dourdeville | Management | For | Voted - For |
1.5 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.6 | Elect Allan C. Golston | Management | For | Voted - For |
1.7 | Elect Sara L. Levinson | Management | For | Voted - For |
1.8 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.9 | Elect Maryrose T. Sylvester | Management | For | Voted - For |
1.10 | Elect Jochen Zeitz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
5 | Approval of the 2022 Aspirational Incentive Stock | |||
Plan | Management | For | Voted - For | |
HEWLETT PACKARD ENTERPRISE COMPANY | ||||
Security ID: 42824C109 Ticker: HPE | ||||
Meeting Date: 05-Apr-22 | ||||
1.1 | Elect Daniel Ammann | Management | For | Voted - For |
1.2 | Elect Pamela L. Carter | Management | For | Voted - For |
1.3 | Elect Jean M. Hobby | Management | For | Voted - For |
1.4 | Elect George R. Kurtz | Management | For | Voted - For |
1.5 | Elect Raymond J. Lane | Management | For | Voted - For |
1.6 | Elect Ann M. Livermore | Management | For | Voted - For |
1.7 | Elect Antonio F. Neri | Management | For | Voted - For |
1.8 | Elect Charles H. Noski | Management | For | Voted - For |
1.9 | Elect Raymond E. Ozzie | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Patricia F. Russo | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2021 Stock Incentive Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HP INC. | ||||
Security ID: 40434L105 Ticker: HPQ | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Aida M. Alvarez | Management | For | Voted - For |
1.2 | Elect Shumeet Banerji | Management | For | Voted - For |
1.3 | Elect Robert R. Bennett | Management | For | Voted - For |
1.4 | Elect Charles V. Bergh | Management | For | Voted - For |
1.5 | Elect Bruce Broussard | Management | For | Voted - For |
1.6 | Elect Stacy Brown-Philpot | Management | For | Voted - For |
1.7 | Elect Stephanie A. Burns | Management | For | Voted - For |
1.8 | Elect Mary Anne Citrino | Management | For | Voted - For |
1.9 | Elect Richard Clemmer | Management | For | Voted - For |
324
LSV Global Value Fund | |||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | ||
1.10 | Elect Enrique Lores | Management | For | Voted - For | |
1.11 | Elect Judith Miscik | Management | For | Voted - For | |
1.12 | Elect Kim K.W. Rucker | Management | For | Voted - For | |
1.13 | Elect Subra Suresh | Management | For | Voted - For | |
2 | Ratification of Auditor | Management | For | Voted - For | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
4 | Amendment to the 2004 Stock Incentive Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | ||||
Special Meetings | Shareholder | Against | Voted - Against | ||
HUNTINGTON INGALLS INDUSTRIES, INC. | |||||
Security ID: 446413106 Ticker: HII | |||||
Meeting Date: 03-May-22 | |||||
1.1 | Elect Philip M. Bilden | Management | For | Voted - For | |
1.2 | Elect Augustus L. Collins | Management | For | Voted - For | |
1.3 | Elect Kirkland H. Donald | Management | For | Voted - For | |
1.4 | Elect Victoria D. Harker | Management | For | Voted - For | |
1.5 | Elect Frank R. Jimenez | Management | For | Voted - For | |
1.6 | Elect Christopher D. Kastner | Management | For | Voted - For | |
1.7 | Elect Anastasia D. Kelly | Management | For | Voted - For | |
1.8 | Elect Tracy B. McKibben | Management | For | Voted - For | |
1.9 | Elect Stephanie L. O'Sullivan | Management | For | Voted - For | |
1.10 | Elect C. Michael Petters | Management | For | Voted - For | |
1.11 | Elect Thomas C. Schievelbein | Management | For | Voted - For | |
1.12 | Elect John K. Welch | Management | For | Voted - For | |
1.13 | Elect Stephen R. Wilson | Management | For | Voted - For | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For | |
4 | Approval of the 2022 Long-Term Incentive Stock Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | ||||
Special Meetings | Shareholder | Against | Voted - For | ||
HUNTSMAN CORPORATION | |||||
Security ID: 447011107 Ticker: HUN | |||||
Meeting Date: 25-Mar-22 | |||||
1.1 | Elect Peter R. Huntsman | Management | N/A | Take No Action | |
1.2 | Elect Mary C. Beckerle | Management | N/A | Take No Action | |
1.3 | Elect Sonia Dula | Management | N/A | Take No Action | |
1.4 | Elect Cynthia L. Egan | Management | N/A | Take No Action | |
1.5 | Elect Curtis E. Espeland | Management | N/A | Take No Action | |
1.6 | Elect Daniele Ferrari | Management | N/A | Take No Action | |
1.7 | Elect Jose Antonio Munoz Barcelo | Management | N/A | Take No Action | |
1.8 | Elect Jeanne McGovern | Management | N/A | Take No Action | |
1.9 | Elect David B. Sewell | Management | N/A | Take No Action | |
1.10 | Elect Jan E. Tighe | Management | N/A | Take No Action |
325
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect James L. Gallogly | Shareholder | N/A | Voted - For |
1.12 | Elect Sandra Beach Lin | Shareholder | N/A | Voted - For |
1.13 | Elect Susan C. Schnabel | Shareholder | N/A | Voted - For |
1.14 | Elect Jeffrey C. Smith | Shareholder | N/A | Voted - For |
1.15 | Elect Management Nominee Peter R. Huntsman | Shareholder | N/A | Voted - For |
1.16 | Elect Management Nominee Sonia Dula | Shareholder | N/A | Voted - For |
1.17 | Elect Management Nominee Curtis E. Espeland | Shareholder | N/A | Voted - For |
1.18 | Elect Management Nominee Jeanne McGovern | Shareholder | N/A | Voted - For |
1.19 | Elect Management Nominee David B. Sewell | Shareholder | N/A | Voted - For |
1.20 | Elect Management Nominee Jan E. Tighe | Shareholder | N/A | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
3 | Ratification of Auditor | Management | N/A | Take No Action |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meeting | Shareholder | N/A | Take No Action | |
5 | Advisory Vote on Executive Compensation | Management | N/A | Voted - For |
6 | Ratification of Auditor | Management | N/A | Voted - For |
7 | SHP Regarding Right to Call a Special Meeting | Shareholder | N/A | Voted - For |
HUONS CO., LTD. | ||||
Security ID: Y3772Y132 Ticker: 243070 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect YOON Sang Bae | Management | For | Voted - For |
1.2 | Elect YOON Sung Tae | Management | For | Voted - For |
1.3 | Elect SONG Soo Yeong | Management | For | Voted - For |
1.4 | Elect JUNG Do Ik | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | ||||
Management | For | Voted - Against | ||
3 | Amendments to Articles | Management | For | Voted - For |
4 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: PARK Yong Gon | Management | For | Voted - For | |
5 | Election Of Audit Committee Member: Im Deok Ho | Management | For | Voted - For |
6 | Election of Audit Committee Member: JUNG Do Ik | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Share Option Grant | Management | For | Voted - For |
IA FINANCIAL CORPORATION INC. | ||||
Security ID: 45075E104 Ticker: IAG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Mario Albert | Management | For | Voted - For |
1.2 | Elect William F. Chinery | Management | For | Voted - For |
1.3 | Elect Benoit Daignault | Management | For | Voted - For |
1.4 | Elect Nicolas Darveau-Garneau | Management | For | Voted - For |
1.5 | Elect Emma Griffin | Management | For | Voted - For |
1.6 | Elect Ginette Maille | Management | For | Voted - For |
1.7 | Elect Jacques Martin | Management | For | Voted - For |
326
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Monique Mercier | Management | For | Voted - For |
1.9 | Elect Danielle G. Morin | Management | For | Voted - For |
1.10 | Elect Marc Poulin | Management | For | Voted - For |
1.11 | Elect Suzanne Rancourt | Management | For | Voted - For |
1.12 | Elect Denis Ricard | Management | For | Voted - For |
1.13 | Elect Ouma Sananikone | Management | For | Voted - For |
1.14 | Elect Rebecca Schechter | Management | For | Voted - For |
1.15 | Elect Ludwig W. Willisch | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INTEL CORPORATION | ||||
Security ID: 458140100 Ticker: INTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Patrick P. Gelsinger | Management | For | Voted - For |
1.2 | Elect James J. Goetz | Management | For | Voted - For |
1.3 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.4 | Elect Alyssa H. Henry | Management | For | Voted - Against |
1.5 | Elect Omar Ishrak | Management | For | Voted - For |
1.6 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.7 | Elect Tsu-Jae King Liu | Management | For | Voted - For |
1.8 | Elect Gregory D. Smith | Management | For | Voted - For |
1.9 | Elect Dion J. Weisler | Management | For | Voted - For |
327
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect Frank D. Yeary | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2006 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | ||||
Security ID: 459200101 Ticker: IBM | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect David N. Farr | Management | For | Voted - For |
1.3 | Elect Alex Gorsky | Management | For | Voted - For |
1.4 | Elect Michelle Howard | Management | For | Voted - For |
1.5 | Elect Arvind Krishna | Management | For | Voted - For |
1.6 | Elect Andrew N. Liveris | Management | For | Voted - For |
1.7 | Elect F. William McNabb, III | Management | For | Voted - For |
1.8 | Elect Martha E. Pollack | Management | For | Voted - For |
1.9 | Elect Joseph R. Swedish | Management | For | Voted - For |
1.10 | Elect Peter R. Voser | Management | For | Voted - For |
1.11 | Elect Frederick H. Waddell | Management | For | Voted - For |
1.12 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
INWIDO AB | ||||
Security ID: W5R447107 Ticker: INWI | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Per Bertland | Management | For | Voted - For |
1.2 | Elect Kerstin Lindell | Management | For | Voted - For |
1.3 | Elect Henriette Schutze | Management | For | Voted - For |
1.4 | Elect Christer Wahlquist | Management | For | Voted - For |
1.5 | Elect Anders Wassberg | Management | For | Voted - For |
1.6 | Elect Per Bertland as Chair | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting |
328
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Non-Voting Agenda Item | N/A | Non-Voting | |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Non-Voting Agenda Item | N/A | Non-Voting | |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Agenda Item | N/A | Non-Voting | |
18 | Accounts and Reports | Management | For | Voted - For |
19 | Allocation of Profits/Dividends | Management | For | Voted - For |
20 | Ratification of Per Bertland | Management | For | Voted - For |
21 | Ratification of Kerstin Lindell | Management | For | Voted - For |
22 | Ratification of Henriette Schutze | Management | For | Voted - For |
23 | Ratification of Christer Wahlquist | Management | For | Voted - For |
24 | Ratification of Anders Wassberg | Management | For | Voted - For |
25 | Ratification of Georg Brunstam | Management | For | Voted - For |
26 | Ratification of Tony Johansson | Management | For | Voted - For |
27 | Ratification of Robert Wernersson | Management | For | Voted - For |
28 | Ratification of Carin Karra | Management | For | Voted - For |
29 | Ratification of Henrik Hjalmarsson (CEO) | Management | For | Voted - For |
30 | Board Size | Management | For | Voted - For |
31 | Number of Auditors | Management | For | Voted - For |
32 | Directors' Fees | Management | For | Voted - For |
33 | Authority to Set Auditor's Fees | Management | For | Voted - For |
34 | Appointment of Auditor | Management | For | Voted - For |
35 | Remuneration Report | Management | For | Voted - For |
36 | Remuneration Policy | Management | For | Voted - For |
37 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
38 | Adoption of Share-Based Incentives (Warrants | |||
Program 2022/2027) | Management | For | Voted - For | |
39 | Non-Voting Meeting Note | N/A | Non-Voting | |
IPSEN | ||||
Security ID: F5362H107 Ticker: IPN | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Highrock S.ar.l. (Anne Beaufour) | Management | For | Voted - For |
1.2 | Elect Paul Sekhri | Management | For | Voted - Against |
1.3 | Elect Piet Wigerinck | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting |
329
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
13 | Appointment of Auditor (PricewaterhouseCoopers) | Management | For | Voted - For |
14 | Non-Renewal of Alternate Auditor (BEAS) | Management | For | Voted - For |
15 | Ratification of the Co-option of Karen Witts | Management | For | Voted - For |
16 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
17 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
18 | 2022 Remuneration Policy (CEO and Other Executives) | Management | For | Voted - Against |
19 | 2021 Remuneration Report | Management | For | Voted - For |
20 | 2021 Remuneration of Marc de Garidel, Chair | Management | For | Voted - For |
21 | 2021 Remuneration of David Loew, CEO | Management | For | Voted - Against |
22 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
23 | Authority to Issue Performance Shares | Management | For | Voted - Against |
24 | Amendments to Articles Regarding Chair's Age Limit | Management | For | Voted - For |
25 | Authorisation of Legal Formalities | Management | For | Voted - For |
IRONWOOD PHARMACEUTICALS, INC. | ||||
Security ID: 46333X108 Ticker: IRWD | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Mark G. Currie | Management | For | Voted - For |
1.2 | Elect Alexander J. Denner | Management | For | Voted - For |
1.3 | Elect Andrew Dreyfus | Management | For | Voted - For |
1.4 | Elect Jon R. Duane | Management | For | Voted - For |
1.5 | Elect Marla L. Kessler | Management | For | Voted - For |
1.6 | Elect Thomas A. McCourt | Management | For | Voted - For |
1.7 | Elect Julie H. McHugh | Management | For | Voted - For |
1.8 | Elect Catherine Moukheibir | Management | For | Voted - For |
1.9 | Elect Jay P. Shepard | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ISUZU MOTORS LIMITED | ||||
Security ID: J24994113 Ticker: 7202 | ||||
Meeting Date: 28-Jun-22 | ||||
1.1 | Elect Masanori Katayama | Management | For | Voted - For |
1.2 | Elect Shinichi Takahashi | Management | For | Voted - For |
1.3 | Elect Shinsuke Minami | Management | For | Voted - For |
1.4 | Elect Tetsuya Ikemoto | Management | For | Voted - For |
1.5 | Elect Shun Fujimori | Management | For | Voted - For |
1.6 | Elect Naohiro Yamaguchi | Management | For | Voted - For |
1.7 | Elect Mitsuyoshi Shibata | Management | For | Voted - For |
1.8 | Elect Kozue Nakayama | Management | For | Voted - For |
330
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
ITOCHU CORPORATION | ||||
Security ID: J2501P104 Ticker: 8001 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Masahiro Okafuji | Management | For | Voted - For |
1.2 | Elect Keita Ishii | Management | For | Voted - For |
1.3 | Elect Fumihiko Kobayashi | Management | For | Voted - For |
1.4 | Elect Tsuyoshi Hachimura | Management | For | Voted - For |
1.5 | Elect Hiroyuki Tsubai | Management | For | Voted - For |
1.6 | Elect Hiroyuki Naka | Management | For | Voted - For |
1.7 | Elect Atsuko Muraki | Management | For | Voted - For |
1.8 | Elect Masatoshi Kawana | Management | For | Voted - For |
1.9 | Elect Makiko Nakamori | Management | For | Voted - For |
1.10 | Elect Kunio Ishizuka | Management | For | Voted - For |
1.11 | Elect Mitsuru Chino Mitsuru Ike as Statutory Auditor | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Directors' Fees and Bonus | Management | For | Voted - For |
6 | Statutory Auditors' Fees | Management | For | Voted - For |
J SAINSBURY PLC | ||||
Security ID: G77732173 Ticker: SBRY | ||||
Meeting Date: 09-Jul-21 | ||||
1.1 | Elect Adrian Hennah | Management | For | Voted - For |
1.2 | Elect Brian Cassin | Management | For | Voted - For |
1.3 | Elect Jo Harlow | Management | For | Voted - For |
1.4 | Elect Tanuj Kapilashrami | Management | For | Voted - For |
1.5 | Elect Kevin O'Byrne | Management | For | Voted - For |
1.6 | Elect Dame Susan Rice | Management | For | Voted - For |
1.7 | Elect Simon Roberts | Management | For | Voted - For |
1.8 | Elect Martin Scicluna | Management | For | Voted - For |
1.9 | Elect Keith Weed | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report (Advisory) | Management | For | Voted - Against |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For |
331
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | Authorisation of Political Donations | Management | For | Voted - For |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Approval of the Savings-Related Share Option Scheme | Management | For | Voted - For |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
JABIL INC. | ||||
Security ID: 466313103 Ticker: JBL | ||||
Meeting Date: 20-Jan-22 | ||||
1.1 | Elect Anousheh Ansari | Management | For | Voted - For |
1.2 | Elect Martha F. Brooks | Management | For | Voted - For |
1.3 | Elect Christopher S. Holland | Management | For | Voted - For |
1.4 | Elect Mark T. Mondello | Management | For | Voted - For |
1.5 | Elect John C. Plant | Management | For | Voted - Abstain |
1.6 | Elect Steven A. Raymund | Management | For | Voted - For |
1.7 | Elect Thomas A. Sansone | Management | For | Voted - For |
1.8 | Elect David M. Stout | Management | For | Voted - For |
1.9 | Elect Kathleen A. Walters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY | ||||
Security ID: G50871105 Ticker: JAZZ | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Peter Gray | Management | For | Voted - For |
1.2 | Elect Kenneth W. O'Keefe | Management | For | Voted - For |
1.3 | Elect Mark D. Smith | Management | For | Voted - For |
1.4 | Elect Catherine Angell Sohn | Management | For | Voted - For |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 23-Sep-21 | ||||
1 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
JEFFERIES FINANCIAL GROUP INC. | ||||
Security ID: 47233W109 Ticker: JEF | ||||
Meeting Date: 29-Mar-22 | ||||
1.1 | Elect Linda L. Adamany | Management | For | Voted - For |
332 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Barry J. Alperin | Management | For | Voted - For |
1.3 | Elect Robert D. Beyer | Management | For | Voted - For |
1.4 | Elect Matrice Ellis-Kirk | Management | For | Voted - For |
1.5 | Elect Brian P. Friedman | Management | For | Voted - For |
1.6 | Elect MaryAnne Gilmartin | Management | For | Voted - For |
1.7 | Elect Richard B. Handler | Management | For | Voted - For |
1.8 | Elect Thomas W. Jones | Management | For | Voted - For |
1.9 | Elect Jacob M. Katz | Management | For | Voted - For |
1.10 | Elect Michael T. O'Kane | Management | For | Voted - For |
1.11 | Elect Joseph S. Steinberg | Management | For | Voted - For |
1.12 | Elect Melissa V. Weiler | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
JOHNSON & JOHNSON | ||||
Security ID: 478160104 Ticker: JNJ | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Darius Adamczyk | Management | For | Voted - For |
1.2 | Elect Mary C. Beckerle | Management | For | Voted - For |
1.3 | Elect D. Scott Davis | Management | For | Voted - For |
1.4 | Elect Ian E.L. Davis | Management | For | Voted - For |
1.5 | Elect Jennifer A. Doudna | Management | For | Voted - For |
1.6 | Elect Joaquin Duato | Management | For | Voted - For |
1.7 | Elect Alex Gorsky | Management | For | Voted - For |
1.8 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.9 | Elect Hubert Joly | Management | For | Voted - For |
1.10 | Elect Mark B. McClellan | Management | For | Voted - Against |
1.11 | Elect Anne Mulcahy | Management | For | Voted - For |
1.12 | Elect A. Eugene Washington | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
1.14 | Elect Nadja Y. West | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Adoption of | |||
Mandatory Arbitration Bylaw | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Racial Impact Audit | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Discontinuation of | |||
Talc-based Baby Powder | Shareholder | Against | Voted - For | |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
12 | Shareholder Proposal Regarding Lobbying Activities | |||
Alignment with Universal Health Coverage | Shareholder | Against | Voted - Against |
333
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
13 | Shareholder Proposal Prohibiting Adjustments for | |||
Legal and Compliance Costs | Shareholder | Against | Voted - For | |
14 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
JUNIPER NETWORKS, INC. | ||||
Security ID: 48203R104 Ticker: JNPR | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Gary J. Daichendt | Management | For | Voted - For |
1.2 | Elect Anne DelSanto | Management | For | Voted - For |
1.3 | Elect Kevin A. DeNuccio | Management | For | Voted - For |
1.4 | Elect James Dolce | Management | For | Voted - For |
1.5 | Elect Christine M. Gorjanc | Management | For | Voted - For |
1.6 | Elect Janet B. Haugen | Management | For | Voted - For |
1.7 | Elect Scott Kriens | Management | For | Voted - For |
1.8 | Elect Rahul Merchant | Management | For | Voted - For |
1.9 | Elect Rami Rahim | Management | For | Voted - For |
1.10 | Elect William Stensrud | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2015 Equity Incentive Plan | Management | For | Voted - For |
KAGA ELECTRONICS CO.,LTD. | ||||
Security ID: J28922102 Ticker: 8154 | ||||
Meeting Date: 29-Jun-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Elect Susumu Kitsunai as Statutory Auditor | Management | For | Voted - For |
5 | Elect Shunji Okamoto as Alternate Statutory Auditor | Management | For | Voted - Against |
6 | Directors' Fees | Management | For | Voted - For |
KANDENKO CO.,LTD. | ||||
Security ID: J29653102 Ticker: 1942 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Hiroshi Yamaguchi | Management | For | Voted - For |
1.2 | Elect Toshio Nakama | Management | For | Voted - For |
1.3 | Elect Shoichiro Kashiwabara | Management | For | Voted - For |
1.4 | Elect Yuji Ueda | Management | For | Voted - For |
1.5 | Elect Shinichi Miyauchi | Management | For | Voted - For |
1.6 | Elect Nobuhiro Iida | Management | For | Voted - For |
1.7 | Elect Mitsuru Fujii | Management | For | Voted - For |
1.8 | Elect Shinji Takahashi | Management | For | Voted - For |
334
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Koichi Nakahito | Management | For | Voted - For |
1.10 | Elect Takashi Uchino | Management | For | Voted - For |
1.11 | Elect Hajime Saito | Management | For | Voted - For |
1.12 | Elect Miwako Ando | Management | For | Voted - For |
1.13 | Elect Koji Tanaka | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Bonus | Management | For | Voted - Against |
KDDI CORPORATION | ||||
Security ID: J31843105 Ticker: 9433 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Takashi Tanaka | Management | For | Voted - For |
1.2 | Elect Makoto Takahashi | Management | For | Voted - For |
1.3 | Elect Shinichi Muramoto | Management | For | Voted - For |
1.4 | Elect Keiichi Mori | Management | For | Voted - For |
1.5 | Elect Toshitake Amamiya | Management | For | Voted - For |
1.6 | Elect Kazuyuki Yoshimura | Management | For | Voted - For |
1.7 | Elect Goro Yamaguchi | Management | For | Voted - For |
1.8 | Elect Keiji Yamamoto | Management | For | Voted - For |
1.9 | Elect Riyo Kano | Management | For | Voted - For |
1.10 | Elect Shigeki Goto | Management | For | Voted - For |
1.11 | Elect Tsutomu Tannowa | Management | For | Voted - For |
1.12 | Elect Junko Okawa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Noboru Edagawa as Statutory Auditor | Management | For | Voted - For |
6 | Amendment to the Trust Type Equity Plans | Management | For | Voted - For |
7 | Statutory Auditors' Fees | Management | For | Voted - For |
KGINICIS CO., LTD. | ||||
Security ID: Y4083K100 Ticker: 035600 | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect KWAK Jae Sun | Management | For | Voted - For |
1.2 | Elect KWAK Jeong Hyeon | Management | For | Voted - Against |
1.3 | Elect YU Seung Yong | Management | For | Voted - Against |
1.4 | Elect KANG Hyeong Woo | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Options Previously Granted by Board Resolution | Management | For | Voted - For |
5 | Share Option Grant | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
335
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Corporate Auditors' Fees | Management | For | Voted - For |
KOHL'S CORPORATION | ||||
Security ID: 500255104 Ticker: KSS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Michael J. Bender | Management | For | Voted - For |
1.2 | Elect Peter Boneparth | Management | For | Voted - For |
1.3 | Elect Yael Cosset | Management | For | Voted - For |
1.4 | Elect Christine M. Day | Management | For | Voted - For |
1.5 | Elect H. Charles Floyd | Management | For | Voted - For |
1.6 | Elect Michelle D. Gass | Management | For | Voted - For |
1.7 | Elect Margaret L. Jenkins | Management | For | Voted - For |
1.8 | Elect Thomas A. Kingsbury | Management | For | Voted - For |
1.9 | Elect Robbin Mitchell | Management | For | Voted - For |
1.10 | Elect Jonas Prising | Management | For | Voted - For |
1.11 | Elect John E. Schlifske | Management | For | Voted - For |
1.12 | Elect Adrianne Shapira | Management | For | Voted - For |
1.13 | Elect Stephanie A. Streeter | Management | For | Voted - For |
2 | George R. Brokaw | Shareholder | N/A | Take No Action |
3 | Jonathan Duskin | Shareholder | N/A | Take No Action |
4 | Francis Ken Duane | Shareholder | N/A | Take No Action |
5 | Pamela J. Edwards | Shareholder | N/A | Take No Action |
6 | Stacy Hawkins | Shareholder | N/A | Take No Action |
7 | Jeffrey A. Kantor | Shareholder | N/A | Take No Action |
8 | Perry M. Mandarino | Shareholder | N/A | Take No Action |
9 | Cynthia S. Murray | Shareholder | N/A | Take No Action |
10 | Kenneth D. Seipel | Shareholder | N/A | Take No Action |
11 | Craig M. Young | Shareholder | N/A | Take No Action |
12 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
13 | Ratification of Auditor | Management | N/A | Take No Action |
14 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
15 | Ratification of Auditor | Management | For | Voted - For |
KONINKLIJKE AHOLD DELHAIZE N.V. | ||||
Security ID: N0074E105 Ticker: AD | ||||
Meeting Date: 13-Apr-22 | ||||
1.1 | Elect Bill McEwan to the Supervisory Board | Management | For | Voted - For |
1.2 | Elect Rene Hooft Graafland to the Supervisory Board | Management | For | Voted - For |
1.3 | Elect Pauline van der Meer Mohr to the Supervisory | |||
Board | Management | For | Voted - For | |
1.4 | Re-elect Wouter Kolk to the Management Board | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting |
336
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Remuneration Report | Management | For | Voted - For |
10 | Ratification of Management Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Management Board Remuneration Policy | Management | For | Voted - For |
13 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
14 | Appointment of Auditor financial year 2022 | Management | For | Voted - For |
15 | Appointment of Auditor for financial year 2023 | Management | For | Voted - For |
16 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
17 | Authority to Suppress Preemptive Rights | Management | For | Voted - For |
18 | Authority to Repurchase Shares | Management | For | Voted - For |
19 | Cancellation of Shares/Authorities to Issue Shares | Management | For | Voted - For |
20 | Non-Voting Agenda Item | N/A | Non-Voting | |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting | |
KRUNG THAI BANK PUBLIC CO. LTD. | ||||
Security ID: Y49885208 Ticker: KTB | ||||
Meeting Date: 08-Apr-22 | ||||
1.1 | Elect Krisada Chinavicharana | Management | For | Voted - Against |
1.2 | Elect Vichai Assarasakorn | Management | For | Voted - Against |
1.3 | Elect Nitima Thepvanangkul | Management | For | Voted - For |
1.4 | Elect Lavaron Sangsnit | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Annual Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Amendments to Articles | Management | For | Voted - For |
9 | Transaction of Other Business | Management | For | Voted - Against |
LAM RESEARCH CORPORATION | ||||
Security ID: 512807108 Ticker: LRCX | ||||
Meeting Date: 08-Nov-21 | ||||
1.1 | Elect Sohail U. Ahmed | Management | For | Voted - For |
1.2 | Elect Timothy M. Archer | Management | For | Voted - For |
1.3 | Elect Eric K. Brandt | Management | For | Voted - For |
1.4 | Elect Michael R. Cannon | Management | For | Voted - For |
1.5 | Elect Catherine P. Lego | Management | For | Voted - For |
1.6 | Elect Bethany J. Mayer | Management | For | Voted - For |
1.7 | Elect Abhijit Y. Talwalkar | Management | For | Voted - For |
1.8 | Elect Rick Lih-Shyng TSAI | Management | For | Voted - For |
337
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Leslie F. Varon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
LEAR CORPORATION | ||||
Security ID: 521865204 Ticker: LEA | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Mei-Wei Cheng | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Bradley M. Halverson | Management | For | Voted - For |
1.4 | Elect Mary Lou Jepsen | Management | For | Voted - For |
1.5 | Elect Roger A. Krone | Management | For | Voted - For |
1.6 | Elect Patricia L. Lewis | Management | For | Voted - For |
1.7 | Elect Kathleen A. Ligocki | Management | For | Voted - For |
1.8 | Elect Conrad L. Mallett, Jr. | Management | For | Voted - For |
1.9 | Elect Raymond E. Scott | Management | For | Voted - For |
1.10 | Elect Gregory C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
LG UPLUS CORP. | ||||
Security ID: Y5293P102 Ticker: 032640 | ||||
Meeting Date: 18-Mar-22 | ||||
1.1 | Elect LEE Hyeok Ju | Management | For | Voted - For |
1.2 | Elect HONG Beom Sik | Management | For | Voted - For |
1.3 | Elect NAM Hyeong Du | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Election Of Audit Committee Member: Nam Hyeong Du | Management | For | Voted - For |
4 | Directors' Fees | Management | For | Voted - For |
LINCOLN NATIONAL CORPORATION | ||||
Security ID: 534187109 Ticker: LNC | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Deirdre P. Connelly | Management | For | Voted - For |
1.2 | Elect Ellen G. Cooper | Management | For | Voted - For |
1.3 | Elect William H. Cunningham | Management | For | Voted - For |
1.4 | Elect Reginald E. Davis | Management | For | Voted - For |
1.5 | Elect Dennis R. Glass | Management | For | Voted - For |
1.6 | Elect Eric G. Johnson | Management | For | Voted - For |
1.7 | Elect Gary C. Kelly | Management | For | Voted - For |
1.8 | Elect M. Leanne Lachman | Management | For | Voted - For |
1.9 | Elect Dale Lefebvre | Management | For | Voted - For |
338
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect Janet Liang | Management | For | Voted - For |
1.11 | Elect Michael F. Mee | Management | For | Voted - For |
1.12 | Elect Patrick S. Pittard | Management | For | Voted - For |
1.13 | Elect Lynn M. Utter | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Compensation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
LINTEC CORPORATION | ||||
Security ID: J13776109 Ticker: 7966 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Akihiko Ouchi | Management | For | Voted - For |
1.2 | Elect Makoto Hattori | Management | For | Voted - For |
1.3 | Elect Gohei Kawamura | Management | For | Voted - For |
1.4 | Elect Tsunetoshi Mochizuki | Management | For | Voted - For |
1.5 | Elect Takeshi Kaiya | Management | For | Voted - For |
1.6 | Elect Yoichi Shibano | Management | For | Voted - For |
1.7 | Elect Akira Sebe | Management | For | Voted - For |
1.8 | Elect Akiko Okushima | Management | For | Voted - For |
1.9 | Elect Shigeru Sugimoto | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
LLOYDS BANKING GROUP PLC | ||||
Security ID: G5533W248 Ticker: LLOY | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Harmeen Mehta | Management | For | Voted - For |
1.2 | Elect Charles Alan Nunn | Management | For | Voted - For |
1.3 | Elect Robin F Budenberg | Management | For | Voted - For |
1.4 | Elect William Chalmers | Management | For | Voted - For |
1.5 | Elect Alan Dickinson | Management | For | Voted - For |
1.6 | Elect Sarah C. Legg | Management | For | Voted - For |
1.7 | Elect Lord Lupton | Management | For | Voted - For |
1.8 | Elect Amanda Mackenzie | Management | For | Voted - For |
1.9 | Elect Catherine Woods | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Final Dividend | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Employee Stock Purchase Plan | Management | For | Voted - For |
8 | Authorisation of Political Donations | Management | For | Voted - For |
339
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
11 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
12 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
13 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights | Management | For | Voted - For | |
14 | Authority to Repurchase Shares | Management | For | Voted - For |
15 | Authority to Repurchase Preference Shares | Management | For | Voted - For |
16 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
LOCKHEED MARTIN CORPORATION | ||||
Security ID: 539830109 Ticker: LMT | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Daniel F. Akerson | Management | For | Voted - For |
1.2 | Elect David B. Burritt | Management | For | Voted - For |
1.3 | Elect Bruce A. Carlson | Management | For | Voted - For |
1.4 | Elect John Donovan | Management | For | Voted - For |
1.5 | Elect Joseph Dunford Jr. | Management | For | Voted - For |
1.6 | Elect James O. Ellis, Jr. | Management | For | Voted - For |
1.7 | Elect Thomas J. Falk | Management | For | Voted - For |
1.8 | Elect Ilene S. Gordon | Management | For | Voted - For |
1.9 | Elect Vicki A. Hollub | Management | For | Voted - For |
1.10 | Elect Jeh C. Johnson | Management | For | Voted - For |
1.11 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.12 | Elect James D. Taiclet | Management | For | Voted - For |
1.13 | Elect Patricia E. Yarrington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Human | |||
Rights Impact Assessments | Shareholder | Against | Voted - Against | |
LYONDELLBASELL INDUSTRIES N.V. | ||||
Security ID: N53745100 Ticker: LYB | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Jacques Aigrain | Management | For | Voted - For |
1.2 | Elect Lincoln Benet | Management | For | Voted - For |
1.3 | Elect Jagjeet S. Bindra | Management | For | Voted - For |
1.4 | Elect Robin Buchanan | Management | For | Voted - For |
1.5 | Elect Anthony R. Chase | Management | For | Voted - For |
1.6 | Elect Nance K. Dicciani | Management | For | Voted - For |
340
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Robert W. Dudley | Management | For | Voted - For |
1.8 | Elect Claire S. Farley | Management | For | Voted - For |
1.9 | Elect Michael S. Hanley | Management | For | Voted - For |
1.10 | Elect Virginia A. Kamsky | Management | For | Voted - For |
1.11 | Elect Albert Manifold | Management | For | Voted - For |
1.12 | Elect Peter Vanacker | Management | For | Voted - For |
2 | Ratification of Board Acts | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Dutch Statutory Auditor | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
6 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Cancellation of Shares | Management | For | Voted - For |
M6 - METROPOLE TELEVISION | ||||
Security ID: F62379114 Ticker: MMT | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Marie Cheval | Management | For | Voted - For |
1.2 | Elect Nicolas Houze | Management | For | Voted - For |
1.3 | Elect Jennifer Mullin | Management | For | Voted - Against |
1.4 | Elect Bjorn Bauer | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | Voted - For |
7 | Consolidated Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Transfer of Reserves | Management | For | Voted - For |
10 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
11 | 2021 Remuneration Report | Management | For | Voted - Against |
12 | 2021 Remuneration of Nicolas de Tavernost, | |||
Management Board Chair | Management | For | Voted - Against | |
13 | 2022 Remuneration Policy (Management Board Chair) | Management | For | Voted - Against |
14 | 2021 Remuneration of Thomas Valentin, Management | |||
Board Member | Management | For | Voted - Against | |
15 | 2021 Remuneration of Regis Ravanas, Management | |||
Board Member | Management | For | Voted - Against | |
16 | 2021 Remuneration of Jerome Lefebure, Management | |||
Board Member | Management | For | Voted - Against | |
17 | 2021 Remuneration of David Larramendy, Management | |||
Board Member | Management | For | Voted - Against | |
18 | 2022 Remuneration Policy (Management Board Members) | Management | For | Voted - Against |
19 | 2021 Remuneration of Elmar Heggen, Supervisory | |||
Board Chair | Management | For | Voted - For | |
20 | 2022 Remuneration Policy (Supervisory Board) | Management | For | Voted - For |
21 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
22 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
341
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
23 | Authority to Issue Restricted Shares | Management | For | Voted - Against |
24 | Amendments to Articles Regarding Management Board's | |||
Age Limits | Management | For | Voted - Against | |
25 | Amendments to Articles Regarding Shares and | |||
Dividends | Management | For | Voted - For | |
26 | Technical Amendments to Articles | Management | For | Voted - For |
27 | Authorisation of Legal Formalities | Management | For | Voted - For |
28 | Non-Voting Meeting Note | N/A | Non-Voting | |
29 | Non-Voting Meeting Note | N/A | Non-Voting | |
MACY'S INC. | ||||
Security ID: 55616P104 Ticker: M | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect Francis S. Blake | Management | For | Voted - For |
1.2 | Elect Torrence Boone | Management | For | Voted - For |
1.3 | Elect Ashley Buchanan | Management | For | Voted - For |
1.4 | Elect John A. Bryant | Management | For | Voted - For |
1.5 | Elect Marie A. Chandoha | Management | For | Voted - For |
1.6 | Elect Deirdre P. Connelly | Management | For | Voted - For |
1.7 | Elect Jeff Gennette | Management | For | Voted - For |
1.8 | Elect Jill Granoff | Management | For | Voted - For |
1.9 | Elect Leslie D. Hale | Management | For | Voted - For |
1.10 | Elect William H. Lenehan | Management | For | Voted - For |
1.11 | Elect Sara L. Levinson | Management | For | Voted - For |
1.12 | Elect Paul C. Varga | Management | For | Voted - For |
1.13 | Elect Tracey Zhen | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the Employee Stock Purchase Plan | Management | For | Voted - For |
MAGNA INTERNATIONAL INC. | ||||
Security ID: 559222401 Ticker: MG | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter G. Bowie | Management | For | Voted - For |
1.2 | Elect Mary S. Chan | Management | For | Voted - For |
1.3 | Elect V. Peter Harder | Management | For | Voted - For |
1.4 | Elect Seetarama S. Kotagiri | Management | For | Voted - For |
1.5 | Elect Kurt J. Lauk | Management | For | Voted - For |
1.6 | Elect Robert F. MacLellan | Management | For | Voted - For |
1.7 | Elect Mary Lou Maher | Management | For | Voted - For |
1.8 | Elect William A. Ruh | Management | For | Voted - For |
1.9 | Elect Indira V. Samarasekera | Management | For | Voted - For |
1.10 | Elect Thomas Weber | Management | For | Voted - For |
1.11 | Elect Lisa S. Westlake | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
342
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the Performance Stock Unit Plan | Management | For | Voted - For |
5 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MAPFRE S.A. | ||||
Security ID: E7347B107 Ticker: MAP | ||||
Meeting Date: 11-Mar-22 | ||||
1.1 | Elect Antonio Huertas Mejias | Management | For | Voted - For |
1.2 | Elect Catalina Minarro Brugarolas | Management | For | Voted - For |
1.3 | Elect Pilar Perales Viscasillas | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Integrated Report | Management | For | Voted - For |
5 | Report on Non-Financial Information | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Ratification of Board Acts | Management | For | Voted - For |
8 | Amendments to Articles (Registered Office) | Management | For | Voted - For |
9 | Amendments to Articles (Virtual General Meetings) | Management | For | Voted - For |
10 | Amendments to Articles (Steering Committee) | Management | For | Voted - For |
11 | Amendments to Articles (Audit and Compliance | |||
Committee) | Management | For | Voted - For | |
12 | Amendments to Articles (Risk and Sustainability | |||
Committee) | Management | For | Voted - For | |
13 | Amendments to General Meeting Regulations (Related | |||
Party Transactions) | Management | For | Voted - For | |
14 | Amendments to General Meeting Regulations | |||
(Registration) | Management | For | Voted - For | |
15 | Amendments to General Meeting Regulations (Venue) | Management | For | Voted - For |
16 | Amendments to General Meeting Regulations (Minutes) | Management | For | Voted - For |
17 | Remuneration Policy | Management | For | Voted - Against |
18 | Remuneration Report | Management | For | Voted - Against |
19 | Authorisation of Legal Formalities | Management | For | Voted - For |
20 | Authority to Clarify and Explain Meeting Proposals | Management | For | Voted - For |
21 | Non-Voting Meeting Note | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting | |
23 | Non-Voting Meeting Note | N/A | Non-Voting | |
MCKESSON CORPORATION | ||||
Security ID: 58155Q103 Ticker: MCK | ||||
Meeting Date: 23-Jul-21 | ||||
1.1 | Elect Dominic J. Caruso | Management | For | Voted - For |
1.2 | Elect Donald R. Knauss | Management | For | Voted - For |
1.3 | Elect Bradley E. Lerman | Management | For | Voted - For |
1.4 | Elect Linda P. Mantia | Management | For | Voted - For |
1.5 | Elect Maria Martinez | Management | For | Voted - For |
1.6 | Elect Edward A. Mueller | Management | For | Voted - For |
343
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Susan R. Salka | Management | For | Voted - For |
1.8 | Elect Brian S. Tyler | Management | For | Voted - For |
1.9 | Elect Kenneth E. Washington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
MEDIOBANCA - BANCA DI CREDITO FINANZIARIO SPA | ||||
Security ID: T10584117 Ticker: MB | ||||
Meeting Date: 28-Oct-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
7 | Remuneration Policy (Binding) | Management | For | Voted - For |
8 | Remuneration Report (Advisory) | Management | For | Voted - For |
9 | Severance-Related Provisions | Management | For | Voted - For |
10 | 2022 Performance Share Plan | Management | For | Voted - For |
11 | D&O Insurance Policy | Management | For | Voted - For |
12 | Cancellation of Shares | Management | For | Voted - For |
13 | Cancellation of Authorities to Issue Shares | Management | For | Voted - For |
14 | Amendments to Articles | Management | For | Voted - For |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
MERCEDES-BENZ GROUP AG | ||||
Security ID: D1668R123 Ticker: MBG | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Dame Veronica Anne Courtice | Management | For | Voted - For |
1.2 | Elect Marco Gobbetti | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Ratification of Management Board Acts | Management | For | Voted - Abstain |
6 | Ratification of Supervisory Board Acts | Management | For | Voted - Abstain |
7 | Appointment of Auditor For 2022 Financial Statements | Management | For | Voted - For |
8 | Appointment of Auditor for Interim Statements | Management | For | Voted - For |
9 | Remuneration Report | Management | For | Voted - For |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting |
344
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
MERCK & CO., INC. | ||||
Security ID: 58933Y105 Ticker: MRK | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.2 | Elect Mary Ellen Coe | Management | For | Voted - For |
1.3 | Elect Pamela J. Craig | Management | For | Voted - For |
1.4 | Elect Robert M. Davis | Management | For | Voted - For |
1.5 | Elect Kenneth C. Frazier | Management | For | Voted - For |
1.6 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.7 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.8 | Elect Stephen L. Mayo | Management | For | Voted - For |
1.9 | Elect Paul B. Rothman | Management | For | Voted - For |
1.10 | Elect Patricia F. Russo | Management | For | Voted - For |
1.11 | Elect Christine E. Seidman | Management | For | Voted - For |
1.12 | Elect Inge G. Thulin | Management | For | Voted - For |
1.13 | Elect Kathy J. Warden | Management | For | Voted - For |
1.14 | Elect Peter C. Wendell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
MERITOR, INC. | ||||
Security ID: 59001K100 Ticker: MTOR | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Ivor J. Evans | Management | For | Voted - For |
1.2 | Elect William R. Newlin | Management | For | Voted - For |
1.3 | Elect Thomas L. Pajonas | Management | For | Voted - For |
1.4 | Elect Chris Villavarayan | Management | For | Voted - For |
1.5 | Elect Jan A. Bertsch | Management | For | Voted - For |
1.6 | Elect Rodger L. Boehm | Management | For | Voted - For |
1.7 | Elect Lloyd G. Trotter | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
345
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
METLIFE, INC. | ||||
Security ID: 59156R108 Ticker: MET | ||||
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Cheryl W. Grise | Management | For | Voted - For |
1.2 | Elect Carlos M. Gutierrez | Management | For | Voted - For |
1.3 | Elect Carla A. Harris | Management | For | Voted - For |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect R. Glenn Hubbard | Management | For | Voted - For |
1.7 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - For |
1.9 | Elect Michel A. Khalaf | Management | For | Voted - For |
1.10 | Elect Catherine R. Kinney | Management | For | Voted - For |
1.11 | Elect Diana L. McKenzie | Management | For | Voted - For |
1.12 | Elect Denise M. Morrison | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MGIC INVESTMENT CORPORATION | ||||
Security ID: 552848103 Ticker: MTG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Analisa M. Allen | Management | For | Voted - For |
1.2 | Elect Daniel A. Arrigoni | Management | For | Voted - For |
1.3 | Elect C. Edward Chaplin | Management | For | Voted - For |
1.4 | Elect Curt S. Culver | Management | For | Voted - For |
1.5 | Elect Jay C. Hartzell | Management | For | Voted - For |
1.6 | Elect Timothy A. Holt | Management | For | Voted - For |
1.7 | Elect Jodeen A. Kozlak | Management | For | Voted - For |
1.8 | Elect Michael E. Lehman | Management | For | Voted - For |
1.9 | Elect Teresita M. Lowman | Management | For | Voted - For |
1.10 | Elect Timothy J. Mattke | Management | For | Voted - For |
1.11 | Elect Gary A. Poliner | Management | For | Voted - For |
1.12 | Elect Sheryl L. Sculley | Management | For | Voted - For |
1.13 | Elect Mark M. Zandi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MICRO FOCUS INTERNATIONAL PLC | ||||
Security ID: G6117L194 Ticker: MCRO | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect Matthew Ashley | Management | For | Voted - For |
346 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Pauline Campbell | Management | For | Voted - For |
1.3 | Elect Greg Hugh Lock | Management | For | Voted - For |
1.4 | Elect Stephen Murdoch | Management | For | Voted - For |
1.5 | Elect Richard Atkins | Management | For | Voted - For |
1.6 | Elect Amanda Brown | Management | For | Voted - For |
1.7 | Elect Lawton W. Fitt | Management | For | Voted - For |
1.8 | Elect Robert Youngjohns | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Final Dividend | Management | For | Voted - For |
4 | Remuneration Report | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
10 | Authority to Repurchase Shares | Management | For | Voted - For |
11 | Adoption of New Articles | Management | For | Voted - For |
12 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
MICRON TECHNOLOGY, INC. | ||||
Security ID: 595112103 Ticker: MU | ||||
Meeting Date: 13-Jan-22 | ||||
1.1 | Elect Richard M. Beyer | Management | For | Voted - For |
1.2 | Elect Lynn A. Dugle | Management | For | Voted - For |
1.3 | Elect Steven J. Gomo | Management | For | Voted - For |
1.4 | Elect Linnie M. Haynesworth | Management | For | Voted - For |
1.5 | Elect Mary Pat McCarthy | Management | For | Voted - For |
1.6 | Elect Sanjay Mehrotra | Management | For | Voted - For |
1.7 | Elect Robert E. Switz | Management | For | Voted - For |
1.8 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MOL HUNGARIAN OIL AND GAS PLC | ||||
Security ID: X5S32S129 Ticker: MOL | ||||
Meeting Date: 22-Dec-21 | ||||
1.1 | Elect Gyorgy Bacsa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Sale of Treasury Shares to Special Employee Share | |||
Ownership Program | Management | For | Voted - For |
347
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
7 | Provision of Support to Special Employee Share | |||
Ownership Program | Management | For | Voted - For | |
8 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
9 | Amendments to Remuneration Policy | Management | For | Voted - For |
10 | Amendments to Article 13.5 | Management | For | Voted - For |
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Jozsef Molnar | Management | For | Voted - For |
1.2 | Elect Norbert Izer | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Vote Collection Method | Management | For | Voted - For |
7 | Election Individuals to Keep Minutes | Management | For | Voted - For |
8 | Financial Statements | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Corporate Governance Declaration | Management | For | Voted - For |
11 | Ratification of Board Acts | Management | For | Voted - For |
12 | Presentation of Information on Share Repurchase | Management | For | Voted - For |
13 | Authority to Repurchase and Reissue Shares | Management | For | Voted - Against |
14 | Appoint Norbert Izer to the Audit Committee | Management | For | Voted - For |
15 | Election of Supervisory Board Members; Election of | |||
Audit Committee Members | Management | For | Voted - For | |
16 | Remuneration Report | Management | For | Voted - Against |
17 | Remuneration Policy | Management | For | Voted - Against |
18 | Non-Voting Meeting Note | N/A | Non-Voting | |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
MOLSON COORS BEVERAGE COMPANY | ||||
Security ID: 60871R209 Ticker: TAP | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Roger G. Eaton | Management | For | Voted - For |
1.2 | Elect Charles M. Herington | Management | For | Voted - For |
1.3 | Elect H. Sanford Riley | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MORGAN STANLEY | ||||
Security ID: 617446448 Ticker: MS | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Alistair Darling | Management | For | Voted - For |
1.2 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.3 | Elect James P. Gorman | Management | For | Voted - For |
1.4 | Elect Robert H. Herz | Management | For | Voted - For |
348
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Erika H. James | Management | For | Voted - For |
1.6 | Elect Hironori Kamezawa | Management | For | Voted - For |
1.7 | Elect Shelley B. Leibowitz | Management | For | Voted - For |
1.8 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.9 | Elect Judith Miscik | Management | For | Voted - For |
1.10 | Elect Masato Miyachi | Management | For | Voted - For |
1.11 | Elect Dennis M. Nally | Management | For | Voted - For |
1.12 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.13 | Elect Perry M. Traquina | Management | For | Voted - For |
1.14 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against | |
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | ||||
Security ID: D55535104 Ticker: MUV2 | ||||
Meeting Date: 28-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Ratification of Management Board Acts | Management | For | Voted - For |
9 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
10 | Appointment of Auditor | Management | For | Voted - For |
11 | Remuneration Report | Management | For | Voted - For |
12 | Amendments to Articles | Management | For | Voted - For |
13 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
MURPHY USA INC. | ||||
Security ID: 626755102 Ticker: MUSA | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect R. Madison Murphy | Management | For | Voted - For |
1.2 | Elect Andrew Clyde | Management | For | Voted - For |
1.3 | Elect David B. Miller | Management | For | Voted - For |
1.4 | Elect Rosemary Turner | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
349
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NETAPP, INC. | ||||
Security ID: 64110D104 Ticker: NTAP | ||||
Meeting Date: 10-Sep-21 | ||||
1.1 | Elect T. Michael Nevens | Management | For | Voted - For |
1.2 | Elect Deepak Ahuja | Management | For | Voted - For |
1.3 | Elect Gerald D. Held | Management | For | Voted - For |
1.4 | Elect Kathryn M. Hill | Management | For | Voted - For |
1.5 | Elect Deborah L. Kerr | Management | For | Voted - For |
1.6 | Elect George Kurian | Management | For | Voted - For |
1.7 | Elect Carrie Palin | Management | For | Voted - For |
1.8 | Elect Scott F. Schenkel | Management | For | Voted - For |
1.9 | Elect George T. Shaheen | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2021 Equity Incentive Plan | Management | For | Voted - For |
5 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
6 | Permit Shareholders to Act by Written Consent | Management | For | Voted - Abstain |
7 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - For | |
NETDRAGON WEBSOFT HOLDINGS LIMITED | ||||
Security ID: G6427W104 Ticker: 0777 | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect LIU Dejian | Management | For | Voted - Against |
1.2 | Elect Simon LEUNG Lim Kin | Management | For | Voted - Against |
1.3 | Elect Charles CHAO Guowei | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
NEW RESIDENTIAL INVESTMENT CORP. | ||||
Security ID: 64828T201 Ticker: NRZ | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Robert J. McGinnis | Management | For | Voted - Withheld |
1.2 | Elect Andrew Sloves | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
350
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NEXSTAR MEDIA GROUP, INC. | ||||
Security ID: 65336K103 Ticker: NXST | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Bernadette S. Aulestia | Management | For | Voted - For |
1.2 | Elect Dennis J. FitzSimons | Management | For | Voted - For |
1.3 | Elect C. Thomas McMillen | Management | For | Voted - Against |
1.4 | Elect Lisbeth McNabb | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Elimination of Class B Common Stock and Class C | |||
Common Stock | Management | For | Voted - For | |
NINE DRAGONS PAPER (HOLDINGS) LIMITED | ||||
Security ID: G65318100 Ticker: 2689 | ||||
Meeting Date: 06-Dec-21 | ||||
1.1 | Elect LIU Ming Chung | Management | For | Voted - Against |
1.2 | Elect Ken LIU | Management | For | Voted - For |
1.3 | Elect ZHANG Yuanfu | Management | For | Voted - For |
1.4 | Elect Maria TAM Wai Chu | Management | For | Voted - Against |
1.5 | Elect NG Leung Sing | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
11 | Reduction in Share Premium Account | Management | For | Voted - For |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
NIPPON TELEGRAPH AND TELEPHONE CORPORATION | ||||
Security ID: J59396101 Ticker: 9432 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Jun Sawada | Management | For | Voted - For |
1.2 | Elect Akira Shimada | Management | For | Voted - For |
1.3 | Elect Katsuhiko Kawazoe | Management | For | Voted - For |
1.4 | Elect Takashi Hiroi | Management | For | Voted - For |
1.5 | Elect Akiko Kudo | Management | For | Voted - For |
1.6 | Elect Ken Sakamura | Management | For | Voted - For |
1.7 | Elect Yukako Uchinaga | Management | For | Voted - For |
1.8 | Elect Ryoji Chubachi | Management | For | Voted - For |
351
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Koichiro Watanabe | Management | For | Voted - For |
1.10 | Elect Noriko Endo Noriko Tsujihiro | Management | For | Voted - For |
1.11 | Elect Keiichiro Yanagi | Management | For | Voted - For |
1.12 | Elect Kensuke Koshiyama | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
NITTO KOGYO CORPORATION | ||||
Security ID: J58579103 Ticker: 6651 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Tokio Kato | Management | For | Voted - For |
1.2 | Elect Toru Kurono | Management | For | Voted - For |
1.3 | Elect Motoo Ochiai | Management | For | Voted - For |
1.4 | Elect Koichiro Sato | Management | For | Voted - For |
1.5 | Elect Akitaka Tejima | Management | For | Voted - For |
1.6 | Elect Hiroshi Minoura | Management | For | Voted - For |
1.7 | Elect Koichi Takenaka | Management | For | Voted - For |
1.8 | Elect Hidefumi Iwasa | Management | For | Voted - For |
1.9 | Elect Mikio Asano | Management | For | Voted - For |
1.10 | Elect Masako Kubo | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
NOKIA CORP | ||||
Security ID: X61873133 Ticker: NOKIA | ||||
Meeting Date: 05-Apr-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Accounts and Reports | Management | For | Voted - For |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Allocation of Profits/Dividends | Management | For | Voted - For |
15 | Minority Dividend | Shareholder | Against | Voted - Abstain |
16 | Ratification of Board and CEO Acts | Management | For | Voted - For |
17 | Remuneration Report | Management | For | Voted - For |
352 |
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
18 | Directors' Fees | Management | For | Voted - For |
19 | Board Size | Management | For | Voted - For |
20 | Election of Directors | Management | For | Voted - For |
21 | Authority to Set Auditor's Fees | Management | For | Voted - For |
22 | Appointment of Auditor | Management | For | Voted - For |
23 | Authority to Repurchase Shares | Management | For | Voted - For |
24 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
25 | Non-Voting Agenda Item | N/A | Non-Voting | |
26 | Non-Voting Meeting Note | N/A | Non-Voting | |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
NOMURA HOLDINGS, INC. | ||||
Security ID: J58646100 Ticker: 8604 | ||||
Meeting Date: 20-Jun-22 | ||||
1.1 | Elect Koji Nagai | Management | For | Voted - For |
1.2 | Elect Kentaro Okuda | Management | For | Voted - For |
1.3 | Elect Tomoyuki Teraguchi | Management | For | Voted - For |
1.4 | Elect Shoji Ogawa | Management | For | Voted - For |
1.5 | Elect Kazuhiko Ishimura | Management | For | Voted - For |
1.6 | Elect Takahisa Takahara | Management | For | Voted - Against |
1.7 | Elect Noriaki Shimazaki | Management | For | Voted - For |
1.8 | Elect Mari Sono | Management | For | Voted - For |
1.9 | Elect Laura S. Unger | Management | For | Voted - For |
1.10 | Elect Victor Chu Lap Lik | Management | For | Voted - For |
1.11 | Elect J. Christopher Giancarlo | Management | For | Voted - For |
1.12 | Elect Patricia Mosser | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
NORDEA BANK ABP | ||||
Security ID: X5S8VL105 Ticker: NDAFI | ||||
Meeting Date: 24-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Ratification of Board and CEO Acts | Management | For | Voted - For |
353
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
13 | Remuneration Report | Management | For | Voted - For |
14 | Directors' Fees | Management | For | Voted - For |
15 | Board Size | Management | For | Voted - For |
16 | Election of Directors | Management | For | Voted - For |
17 | Authority to Set Auditor's Fees | Management | For | Voted - For |
18 | Appointment of Auditor | Management | For | Voted - For |
19 | Approval of Nominating Committee Guidelines | Management | For | Voted - For |
20 | Authority to Issue Contingent Convertible | |||
Securities w/ or w/o Preemptive Rights | Management | For | Voted - For | |
21 | Authority to Trade in Company Stock (Repurchase) | Management | For | Voted - For |
22 | Authority to Trade in Company Stock (Issuance) | Management | For | Voted - For |
23 | Authority to Repurchase Shares | Management | For | Voted - For |
24 | Issuance of Treasury Shares | Management | For | Voted - For |
25 | Non-Voting Agenda Item | N/A | Non-Voting | |
26 | Non-Voting Meeting Note | N/A | Non-Voting | |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
NOVARTIS AG | ||||
Security ID: H5820Q150 Ticker: NOVN | ||||
Meeting Date: 04-Mar-22 | ||||
1.1 | Elect Nancy C. Andrews | Management | For | Voted - For |
1.2 | Elect Ton Buchner | Management | For | Voted - For |
1.3 | Elect Patrice Bula | Management | For | Voted - For |
1.4 | Elect Elizabeth Doherty | Management | For | Voted - For |
1.5 | Elect Bridgette P. Heller | Management | For | Voted - For |
1.6 | Elect Frans van Houten | Management | For | Voted - For |
1.7 | Elect Simon Moroney | Management | For | Voted - For |
1.8 | Elect Andreas von Planta | Management | For | Voted - For |
1.9 | Elect Charles L. Sawyers | Management | For | Voted - For |
1.10 | Elect William T. Winters | Management | For | Voted - For |
1.11 | Elect Ana de Pro Gonzalo | Management | For | Voted - For |
1.12 | Elect Daniel Hochstrasser | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Ratification of Board and Management Acts | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Cancellation of Shares and Reduction in Share | |||
Capital | Management | For | Voted - For | |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Board Compensation | Management | For | Voted - For |
9 | Executive Compensation | Management | For | Voted - For |
10 | Compensation Report | Management | For | Voted - For |
11 | Elect Jorg Reinhardt As Board Chair | Management | For | Voted - For |
12 | Elect Patrice Bula as Compensation Committee Member | Management | For | Voted - For |
13 | Elect Bridgette P. Heller as Compensation Committee | |||
Member | Management | For | Voted - For | |
14 | Elect Simon Moroney as Compensation Committee Member | Management | For | Voted - For |
354
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Elect William T. Winters as Compensation Committee | |||
Member | Management | For | Voted - For | |
16 | Appointment of Auditor | Management | For | Voted - For |
17 | Appointment of Independent Proxy | Management | For | Voted - For |
18 | Additional or Amended Proposals | Management | N/A | Voted - Against |
19 | Non-Voting Meeting Note | N/A | Non-Voting | |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
NOVATEK MICROELECTRONICS CORP | ||||
Security ID: Y64153102 Ticker: 3034 | ||||
Meeting Date: 08-Jun-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Procedural Rules | Management | For | Voted - For |
NRG ENERGY, INC. | ||||
Security ID: 629377508 Ticker: NRG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect E. Spencer Abraham | Management | For | Voted - For |
1.2 | Elect Antonio Carrillo | Management | For | Voted - For |
1.3 | Elect Matthew Carter, Jr. | Management | For | Voted - For |
1.4 | Elect Lawrence S. Coben | Management | For | Voted - For |
1.5 | Elect Heather Cox | Management | For | Voted - For |
1.6 | Elect Elisabeth B. Donohue | Management | For | Voted - For |
1.7 | Elect Mauricio Gutierrez | Management | For | Voted - For |
1.8 | Elect Paul W. Hobby | Management | For | Voted - For |
1.9 | Elect Alexandra Pruner | Management | For | Voted - For |
1.10 | Elect Anne C. Schaumburg | Management | For | Voted - For |
1.11 | Elect Thomas H. Weidemeyer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OMV AG | ||||
Security ID: A51460110 Ticker: OMV | ||||
Meeting Date: 10-Sep-21 | ||||
1.1 | Elect Christine Catasta as Supervisory Board Member | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting |
355
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 03-Jun-22 | ||||
1.1 | Elect Edith Hlawati | Management | For | Voted - For |
1.2 | Elect Elisabeth Stadler | Management | For | Voted - For |
1.3 | Elect Robert Stajic | Management | For | Voted - For |
1.4 | Elect Jean-Baptiste Renard | Management | For | Voted - For |
1.5 | Elect Stefan Doboczky | Management | For | Voted - For |
1.6 | Elect Gertrude Tumpel-Gugerell | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Ratification of Management Board Acts | Management | For | Voted - For |
7 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
8 | Supervisory Board Members' Fees | Management | For | Voted - For |
9 | Appointment of Auditor | Management | For | Voted - For |
10 | Remuneration Report | Management | For | Voted - For |
11 | Management Board Remuneration Policy | Management | For | Voted - For |
12 | Long Term Incentive Plan 2022 | Management | For | Voted - For |
13 | Annual Bonus Equity Deferral 2022 | Management | For | Voted - For |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
ONO PHARMACEUTICAL CO.,LTD. | ||||
Security ID: J61546115 Ticker: 4528 | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Gyo Sagara | Management | For | Voted - For |
1.2 | Elect Toshihiro Tsujinaka | Management | For | Voted - For |
1.3 | Elect Toichi Takino | Management | For | Voted - For |
1.4 | Elect Isao Ono | Management | For | Voted - For |
1.5 | Elect Kiyoaki Idemitsu | Management | For | Voted - For |
1.6 | Elect Masao Nomura | Management | For | Voted - For |
1.7 | Elect Akiko Okuno | Management | For | Voted - For |
1.8 | Elect Shusaku Nagae | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Adoption of Restricted Stock Plan | Management | For | Voted - For |
ORACLE CORPORATION | ||||
Security ID: 68389X105 Ticker: ORCL | ||||
Meeting Date: 10-Nov-21 | ||||
1.1 | Elect Jeffrey S. Berg | Management | For | Voted - For |
1.2 | Elect Michael J. Boskin | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - Withheld |
356
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Bruce R. Chizen | Management | For | Voted - For |
1.5 | Elect George H. Conrades | Management | For | Voted - Withheld |
1.6 | Elect Lawrence J. Ellison | Management | For | Voted - For |
1.7 | Elect Rona Fairhead | Management | For | Voted - For |
1.8 | Elect Jeffrey O. Henley | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Charles W. Moorman IV | Management | For | Voted - Withheld |
1.11 | Elect Leon E. Panetta | Management | For | Voted - Withheld |
1.12 | Elect William G. Parrett | Management | For | Voted - For |
1.13 | Elect Naomi O. Seligman | Management | For | Voted - Withheld |
1.14 | Elect Vishal Sikka | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Independent Board | |||
Chair | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Requiring and | |||
Posting Disclosures from Outside Organizations | Shareholder | Against | Voted - Against | |
ORANGE | ||||
Security ID: F6866T100 Ticker: ORA | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Jacques Aschenbroich | Management | For | Voted - Against |
1.2 | Elect Valerie Beaulieu-James | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Special Auditors Report on Regulated Agreements | Management | For | Voted - Against |
13 | 2022 Directors' Fees | Management | For | Voted - For |
14 | 2021 Remuneration Report | Management | For | Voted - For |
15 | 2021 Remuneration of Stephane Richard, Chair and CEO | Management | For | Voted - For |
16 | 2021 Remuneration of Ramon Fernandez, Deputy CEO | Management | For | Voted - For |
17 | 2021 Remuneration of Gervais Pellisier, Deputy CEO | Management | For | Voted - For |
18 | 2022 Remuneration Policy (Chair and CEO, CEO and | |||
Deputy CEOs) | Management | For | Voted - Against | |
19 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
20 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
21 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
22 | Amendments to Articles | Management | For | Voted - For |
23 | Amendments to Articles Regarding Chair's Age Limit | Management | For | Voted - Against |
357
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
24 | Authority to Issue Performance Shares | Management | For | Voted - For |
25 | Employee Stock Purchase Plan | Management | For | Voted - For |
26 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
27 | Authorisation of Legal Formalities | Management | For | Voted - For |
28 | Shareholder Proposal A Regarding Equity | |||
Remuneration for Employee | Shareholder | Against | Voted - Against | |
29 | Shareholder Proposal B Regarding Limit on Board | |||
Memberships | Shareholder | Against | Voted - Against | |
ORGANON & CO. | ||||
Security ID: 68622V106 Ticker: OGN | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Robert Essner | Management | For | Voted - For |
1.2 | Elect Shelly Lazarus | Management | For | Voted - For |
1.3 | Elect Cynthia M. Patton | Management | For | Voted - For |
1.4 | Elect Grace Puma | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
ORIX CORPORATION | ||||
Security ID: J61933123 Ticker: 8591 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Makoto Inoue | Management | For | Voted - For |
1.2 | Elect Shuji Irie | Management | For | Voted - For |
1.3 | Elect Satoru Matsuzaki | Management | For | Voted - For |
1.4 | Elect Yoshiteru Suzuki | Management | For | Voted - For |
1.5 | Elect Stan Koyanagi | Management | For | Voted - For |
1.6 | Elect Michael A. Cusumano | Management | For | Voted - For |
1.7 | Elect Sakie Akiyama | Management | For | Voted - For |
1.8 | Elect Hiroshi Watanabe | Management | For | Voted - For |
1.9 | Elect Aiko Sekine Aiko Sano | Management | For | Voted - For |
1.10 | Elect Chikatomo Hodo | Management | For | Voted - For |
1.11 | Elect Noriyuki Yanagawa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
OSHKOSH CORPORATION | ||||
Security ID: 688239201 Ticker: OSK | ||||
Meeting Date: 22-Feb-22 | ||||
1.1 | Elect Keith J. Allman | Management | For | Voted - For |
1.2 | Elect Douglas L. Davis | Management | For | Voted - For |
1.3 | Elect Tyrone M. Jordan | Management | For | Voted - For |
358
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Kimberley Metcalf-Kupres | Management | For | Voted - For |
1.5 | Elect Stephen D. Newlin | Management | For | Voted - For |
1.6 | Elect Duncan J. Palmer | Management | For | Voted - For |
1.7 | Elect John C. Pfeifer | Management | For | Voted - For |
1.8 | Elect Sandra E. Rowland | Management | For | Voted - For |
1.9 | Elect John S. Shiely | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
OWENS CORNING | ||||
Security ID: 690742101 Ticker: OC | ||||
Meeting Date: 14-Apr-22 | ||||
1.1 | Elect Brian D. Chambers | Management | For | Voted - For |
1.2 | Elect Eduardo E. Cordeiro | Management | For | Voted - For |
1.3 | Elect Adrienne D. Elsner | Management | For | Voted - For |
1.4 | Elect Alfred E. Festa | Management | For | Voted - For |
1.5 | Elect Edward F. Lonergan | Management | For | Voted - For |
1.6 | Elect Maryann T. Mannen | Management | For | Voted - For |
1.7 | Elect Paul E. Martin | Management | For | Voted - For |
1.8 | Elect W. Howard Morris | Management | For | Voted - For |
1.9 | Elect Suzanne P. Nimocks | Management | For | Voted - For |
1.10 | Elect John D. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PAX GLOBAL TECHNOLOGY LIMITED | ||||
Security ID: G6955J103 Ticker: 0327 | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect NIE Guoming | Management | For | Voted - For |
1.2 | Elect WU Min | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Directors' Fees | Management | For | Voted - For |
7 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
8 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
9 | Authority to Repurchase Shares | Management | For | Voted - For |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
359
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PETROBRAS DISTRIBUIDORA S.A. | ||||
Security ID: P1904D109 Ticker: BRDT3 | ||||
Meeting Date: 13-Oct-21 | ||||
1.1 | Elect Edy Luiz Kogut | Management | For | Voted - For |
1.2 | Elect Alexandre Firme Carneiro | Management | For | Voted - For |
1.3 | Elect Maria Carolina Ferreira Lacerda | Management | For | Voted - For |
1.4 | Elect Carlos Augusto Leone Piani | Management | For | Voted - Against |
1.5 | Elect Claudio Roberto Ely | Management | For | Voted - For |
1.6 | Elect Leonel Dias de Andrade Neto | Management | For | Voted - For |
1.7 | Elect Matheus Affonso Bandeira | Management | For | Voted - For |
1.8 | Elect Pedro Santos Ripper | Management | For | Voted - For |
1.9 | Elect Ricardo Carvalho Maia | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Request Cumulative Voting | Management | N/A | Voted - Against |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - Against |
6 | Allocate Cumulative Votes to Edy Luiz Kogut | Management | N/A | Voted - For |
7 | Allocate Cumulative Votes to Alexandre Firme | |||
Carneiro | Management | N/A | Voted - For | |
8 | Allocate Cumulative Votes to Maria Carolina | |||
Ferreira Lacerda | Management | N/A | Voted - For | |
9 | Allocate Cumulative Votes to Carlos Augusto Leone | |||
Piani | Management | N/A | Voted - Against | |
10 | Allocate Cumulative Votes to Claudio Roberto Ely | Management | N/A | Voted - For |
11 | Allocate Cumulative Votes to Leonel Dias de Andrade | |||
Neto | Management | N/A | Voted - For | |
12 | Allocate Cumulative Votes to Mateus Affonso Bandeira | Management | N/A | Voted - For |
13 | Allocate Cumulative Votes to Pedro Santos Ripper | Management | N/A | Voted - For |
14 | Allocate Cumulative Votes to Ricardo Carvalho Maia | Management | N/A | Voted - For |
15 | Elect Edy Luiz Kogut as Board Chair | Management | N/A | Voted - Abstain |
16 | Elect Alexandre Firme Carneiro as Board Chair | Management | N/A | Voted - Abstain |
17 | Elect Maria Carolina Ferreira Lacerda as Board Chair | Management | N/A | Voted - Abstain |
18 | Elect Carlos Augusto Leone Piani as Board Chair | Management | N/A | Voted - Abstain |
19 | Elect Claudio Roberto Ely as Board Chair | Management | N/A | Voted - Abstain |
20 | Elect Leonel Dias de Andrade Neto as Board Chair | Management | N/A | Voted - For |
21 | Elect Mateus Affonso Bandeira as Board Chair | Management | N/A | Voted - Abstain |
22 | Elect Pedro Santos Ripper as Board Chair | Management | N/A | Voted - Abstain |
23 | Elect Ricardo Carvalho Maia as Board Chair | Management | N/A | Voted - Abstain |
24 | Amendments to Articles | Management | For | Voted - For |
25 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
26 | Non-Voting Meeting Note | N/A | Non-Voting |
360
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PETROCHINA CO. LTD. | ||||
Security ID: Y6883Q104 Ticker: 0857 | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect XIE Jun | Management | For | Voted - For |
1.2 | Elect CAI Anhui | Management | For | Voted - Against |
1.3 | Elect XIE Haibing | Management | For | Voted - Against |
1.4 | Elect ZHAO Ying | Management | For | Voted - Against |
1.5 | Elect CAI Yong | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Directors' Report | Management | For | Voted - For |
6 | Supervisors' Report | Management | For | Voted - For |
7 | Accounts and Reports | Management | For | Voted - For |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Authority to Declare Interim Dividends | Management | For | Voted - For |
10 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
11 | Authority to Give Guarantees | Management | For | Voted - For |
12 | Authority to Issue Debt Financing Instruments | Management | For | Voted - For |
13 | Amendments to Articles | Management | For | Voted - For |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Non-Voting Meeting Note | N/A | Non-Voting | |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
PFIZER INC. | ||||
Security ID: 717081103 Ticker: PFE | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ronald E. Blaylock | Management | For | Voted - For |
1.2 | Elect Albert Bourla | Management | For | Voted - For |
1.3 | Elect Susan Desmond-Hellmann | Management | For | Voted - For |
1.4 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.5 | Elect Scott Gottlieb | Management | For | Voted - For |
1.6 | Elect Helen H. Hobbs | Management | For | Voted - For |
1.7 | Elect Susan Hockfield | Management | For | Voted - For |
1.8 | Elect Dan R. Littman | Management | For | Voted - For |
1.9 | Elect Shantanu Narayen | Management | For | Voted - For |
1.10 | Elect Suzanne Nora Johnson | Management | For | Voted - For |
1.11 | Elect James Quincey | Management | For | Voted - For |
1.12 | Elect James C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
361 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
PJSC LUKOIL | ||||
Security ID: 69343P105 Ticker: LKOH | ||||
Meeting Date: 02-Dec-21 | ||||
1 | Interim Dividends (3Q2021) | Management | For | Voted - For |
2 | Directors' Fees | Management | For | Voted - For |
POLARIS INC. | ||||
Security ID: 731068102 Ticker: PII | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Bernd F. Kessler | Management | For | Voted - For |
1.2 | Elect Lawrence D. Kingsley | Management | For | Voted - For |
1.3 | Elect Gwynne E. Shotwell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
POWERTECH TECHNOLOGY INC. | ||||
Security ID: Y7083Y103 Ticker: 6239 | ||||
Meeting Date: 27-May-22 | ||||
1 | 2021 Accounts and Reports | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Non-compete Restrictions for Directors | Management | For | Voted - For |
4 | Amendments to Procedural Rules for Shareholder | |||
Meetings | Management | For | Voted - For | |
5 | Amendments to Procedural Rules for Acquisition and | |||
Disposal of Assets | Management | For | Voted - For | |
PROGRESS SOFTWARE CORPORATION | ||||
Security ID: 743312100 Ticker: PRGS | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Paul Dacier | Management | For | Voted - For |
1.2 | Elect John R. Egan | Management | For | Voted - For |
1.3 | Elect Rainer Gawlick | Management | For | Voted - For |
1.4 | Elect Yogesh Gupta | Management | For | Voted - For |
1.5 | Elect Charles F. Kane | Management | For | Voted - For |
1.6 | Elect Samskriti Y. King | Management | For | Voted - For |
362
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect David A. Krall | Management | For | Voted - For |
1.8 | Elect Angela T. Tucci | Management | For | Voted - For |
1.9 | Elect Vivian M. Vitale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PRUDENTIAL FINANCIAL, INC. | ||||
Security ID: 744320102 Ticker: PRU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas J. Baltimore, Jr. | Management | For | Voted - Against |
1.2 | Elect Gilbert F. Casellas | Management | For | Voted - For |
1.3 | Elect Robert M. Falzon | Management | For | Voted - For |
1.4 | Elect Martina Hund-Mejean | Management | For | Voted - For |
1.5 | Elect Wendy E. Jones | Management | For | Voted - For |
1.6 | Elect Karl J. Krapek | Management | For | Voted - For |
1.7 | Elect Peter R. Lighte | Management | For | Voted - For |
1.8 | Elect Charles F. Lowrey | Management | For | Voted - For |
1.9 | Elect George Paz | Management | For | Voted - For |
1.10 | Elect Sandra Pianalto | Management | For | Voted - For |
1.11 | Elect Christine A. Poon | Management | For | Voted - For |
1.12 | Elect Douglas A. Scovanner | Management | For | Voted - For |
1.13 | Elect Michael A. Todman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
PT TELEKOMUNIKASI INDONESIA | ||||
Security ID: Y71474145 Ticker: TLKM | ||||
Meeting Date: 27-May-22 | ||||
1 | Accounts and Reports | Management | For | Voted - For |
2 | Partnership and Community Development Report | Management | For | Voted - For |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Directors' and Commissioners' Fees | Management | For | Voted - Against |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - Against |
6 | Amendments to Articles | Management | For | Voted - Against |
7 | Ratification of Ministerial Regulation | Management | For | Voted - For |
8 | Amendments to Company's Pension Fund | Management | For | Voted - Against |
QUEST DIAGNOSTICS INCORPORATED | ||||
Security ID: 74834L100 Ticker: DGX | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Tracey C. Doi | Management | For | Voted - For |
363 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Vicky B. Gregg | Management | For | Voted - For |
1.3 | Elect Wright L. Lassiter III | Management | For | Voted - For |
1.4 | Elect Timothy L. Main | Management | For | Voted - For |
1.5 | Elect Denise M. Morrison | Management | For | Voted - For |
1.6 | Elect Gary M. Pfeiffer | Management | For | Voted - For |
1.7 | Elect Timothy M. Ring | Management | For | Voted - For |
1.8 | Elect Stephen H. Rusckowski | Management | For | Voted - For |
1.9 | Elect Gail R. Wilensky | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Permit Shareholders to Act by Non-Unanimous Written | |||
Consent | Management | For | Voted - For | |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
RADIAN GROUP INC. | ||||
Security ID: 750236101 Ticker: RDN | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Howard B. Culang | Management | For | Voted - For |
1.2 | Elect Brad L. Conner | Management | For | Voted - For |
1.3 | Elect Debra A. Hess | Management | For | Voted - For |
1.4 | Elect Lisa W. Hess | Management | For | Voted - For |
1.5 | Elect Brian D. Montgomery | Management | For | Voted - For |
1.6 | Elect Lisa Mumford | Management | For | Voted - For |
1.7 | Elect Gaetano Muzio | Management | For | Voted - For |
1.8 | Elect Gregory V. Serio | Management | For | Voted - For |
1.9 | Elect Noel J. Spiegel | Management | For | Voted - For |
1.10 | Elect Richard G. Thornberry | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
REGENERON PHARMACEUTICALS, INC. | ||||
Security ID: 75886F107 Ticker: REGN | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Bonnie L. Bassler | Management | For | Voted - For |
1.2 | Elect Michael S. Brown | Management | For | Voted - Against |
1.3 | Elect Leonard S. Schleifer | Management | For | Voted - For |
1.4 | Elect George D. Yancopoulos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
364
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
REGIONS FINANCIAL CORPORATION | ||||
Security ID: 7591EP100 Ticker: RF | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - For |
1.2 | Elect Zhanna Golodryga | Management | For | Voted - For |
1.3 | Elect John D. Johns | Management | For | Voted - For |
1.4 | Elect Joia M. Johnson | Management | For | Voted - For |
1.5 | Elect Ruth Ann Marshall | Management | For | Voted - Against |
1.6 | Elect Charles D. McCrary | Management | For | Voted - For |
1.7 | Elect James T. Prokopanko | Management | For | Voted - For |
1.8 | Elect Lee J. Styslinger III | Management | For | Voted - For |
1.9 | Elect Jose S. Suquet | Management | For | Voted - For |
1.10 | Elect John M. Turner, Jr. | Management | For | Voted - For |
1.11 | Elect Timothy Vines | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
RELIA, INC. | ||||
Security ID: J6436A108 Ticker: 4708 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Takashi Amino | Management | For | Voted - For |
1.2 | Elect Hiroyuki Koga | Management | For | Voted - For |
1.3 | Elect Seiji Ishigaki | Management | For | Voted - For |
1.4 | Elect Junichi Kishigami | Management | For | Voted - For |
1.5 | Elect Mikako Yusa | Management | For | Voted - For |
1.6 | Elect Isao Kohiyama | Management | For | Voted - For |
1.7 | Elect Naonori Kimura | Management | For | Voted - For |
1.8 | Elect Norihiko Koshida | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
RESONA HOLDINGS, INC. | ||||
Security ID: J6448E106 Ticker: 8308 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Masahiro Minami | Management | For | Voted - For |
1.2 | Elect Mikio Noguchi | Management | For | Voted - For |
1.3 | Elect Hisahiko Oikawa | Management | For | Voted - For |
1.4 | Elect Hidehiko Sato | Management | For | Voted - For |
1.5 | Elect Chiharu Baba | Management | For | Voted - For |
1.6 | Elect Kimie Iwata | Management | For | Voted - For |
1.7 | Elect Setsuko Egami Setsuko Kusumoto | Management | For | Voted - For |
365
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Fumihiko Ike | Management | For | Voted - For |
1.9 | Elect Sawako Nohara | Management | For | Voted - For |
1.10 | Elect Masaki Yamauchi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
RHEINMETALL AG | ||||
Security ID: D65111102 Ticker: RHM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Eva Louise Helen Ofverstrom | Management | For | Voted - For |
1.2 | Elect Susanne Hannemann | Management | For | Voted - For |
1.3 | Elect Andreas Georgi | Management | For | Voted - For |
1.4 | Elect Klaus Draeger | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Agenda Item | N/A | Non-Voting | |
4 | Allocation of Profits/Dividends | Management | For | Voted - For |
5 | Ratification of Management Board Acts | Management | For | Voted - For |
6 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
7 | Appointment of Auditor | Management | For | Voted - For |
8 | Remuneration Report | Management | For | Voted - For |
9 | Approval of Intra-Company Control Agreements | Management | For | Voted - For |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Non-Voting Meeting Note | N/A | Non-Voting | |
14 | Non-Voting Meeting Note | N/A | Non-Voting | |
RICOH LEASING COMPANY,LTD. | ||||
Security ID: J64694102 Ticker: 8566 | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Tokuharu Nakamura | Management | For | Voted - For |
1.2 | Elect Hirozumi Sano | Management | For | Voted - For |
1.3 | Elect Shinichi Kuroki | Management | For | Voted - For |
1.4 | Elect Masaya Futamiya | Management | For | Voted - For |
1.5 | Elect Masako Arakawa | Management | For | Voted - For |
1.6 | Elect Mari Ebisui | Management | For | Voted - For |
1.7 | Elect Atsumi Harasawa | Management | For | Voted - For |
1.8 | Elect Keiichiro Uesugi | Management | For | Voted - For |
1.9 | Elect Takashi Ichinose | Management | For | Voted - For |
1.10 | Elect Nobuhisa Zama | Management | For | Voted - For |
1.11 | Elect Tokio Kawashima | Management | For | Voted - For |
1.12 | Elect Hiromi Nakazawa | Management | For | Voted - For |
1.13 | Elect Toru Miyama | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
366 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Koichiro Ikeda as Alternate Audit Committee | |||
Director | Management | For | Voted - For | |
RIO TINTO LIMITED | ||||
Security ID: Q81437107 Ticker: RIO | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Dominic Barton | Management | For | Voted - For |
1.2 | Elect Peter Cunningham | Management | For | Voted - For |
1.3 | Elect Ben Wyatt | Management | For | Voted - For |
1.4 | Elect Megan E. Clark | Management | For | Voted - For |
1.5 | Elect Simon P. Henry | Management | For | Voted - For |
1.6 | Elect Sam H. Laidlaw | Management | For | Voted - For |
1.7 | Elect Simon McKeon | Management | For | Voted - For |
1.8 | Elect Jennifer Nason | Management | For | Voted - For |
1.9 | Elect Jakob Stausholm | Management | For | Voted - For |
1.10 | Elect Ngaire Woods | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Remuneration Report (UK) | Management | For | Voted - For |
6 | Remuneration Report (AUS) | Management | For | Voted - For |
7 | Appointment of Auditor | Management | For | Voted - For |
8 | Authority to Set Auditor's Fees | Management | For | Voted - For |
9 | Authorisation of Political Donations | Management | For | Voted - For |
10 | Approval of Climate Action Plan | Management | For | Voted - For |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Board Spill (Conditional) | Management | Against | Voted - Against |
ROTHSCHILD & CO | ||||
Security ID: F7957F116 Ticker: ROTH | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Arielle Malard de Rothschild | Management | For | Voted - For |
1.2 | Elect Carole Piwnica | Management | For | Voted - For |
1.3 | Elect Jennifer Moses | Management | For | Voted - For |
1.4 | Elect Veronique Weill | Management | For | Voted - For |
1.5 | Elect Marc-Olivier Laurent | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting |
367
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Accounts and Reports; Non Tax-Deductible Expenses; | |||
Ratification of Management Acts | Management | For | Voted - For | |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
12 | Ratification of the Co-option of Mark Sedwill | Management | For | Voted - For |
13 | Ratification of the Co-option of Jennifer Moses | Management | For | Voted - For |
14 | 2022 Remuneration Policy (Managing Partner and | |||
Managing Partner Chair) | Management | For | Voted - For | |
15 | 2022 Remuneration Policy (Supervisory Board) | Management | For | Voted - For |
16 | 2021 Remuneration Report | Management | For | Voted - For |
17 | 2021 Remuneration of Rothschild & Co Gestion SAS, | |||
Managing Partner | Management | For | Voted - For | |
18 | 2021 Remuneration of Alexandre de Rothschild, | |||
Executive Chair | Management | For | Voted - For | |
19 | 2021 Remuneration of David de Rothschild, | |||
Supervisory Board Chair | Management | For | Voted - For | |
20 | 2022 Supervisory Board Members' Fees | Management | For | Voted - For |
21 | Remuneration of Identified Staff | Management | For | Voted - For |
22 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
23 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
24 | Authority to Increase Capital Through | |||
Capitalisations | Management | For | Voted - For | |
25 | Authority to Increase Capital in Consideration for | |||
Contributions In Kind | Management | For | Voted - For | |
26 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
27 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights and to Increase Capital in Case | ||||
of | ||||
Exchange Offers | Management | For | Voted - For | |
28 | Authority to Issue Shares and Convertible Debt | |||
Through Private Placement | Management | For | Voted - For | |
29 | Greenshoe | Management | For | Voted - For |
30 | Employee Stock Purchase Plan | Management | For | Voted - For |
31 | Global Ceiling on Capital Increases | Management | For | Voted - For |
32 | Authorisation of Legal Formalities | Management | For | Voted - For |
33 | Non-Voting Meeting Note | N/A | Non-Voting | |
ROYAL DUTCH SHELL PLC | ||||
Security ID: G7690A118 Ticker: RDSB | ||||
Meeting Date: 10-Dec-21 | ||||
1 | Adoption of New Articles | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
368
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
RUBIS | ||||
Security ID: F7686C152 Ticker: RUI | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Carole Fiquemont | Management | For | Voted - For |
1.2 | Elect Chantal Mazzacurati | Management | For | Voted - For |
1.3 | Elect Marc-Olivier Laurent | Management | For | Voted - For |
1.4 | Elect Cecile Maisonneuve | Management | For | Voted - For |
1.5 | Elect Carine Vinardi | Management | For | Voted - For |
1.6 | Elect Alberto Pedrosa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Appointment of Auditor (KPMG) | Management | For | Voted - For |
13 | Non-Renewal of Statutory Auditors (Mazars and SCP | |||
Monnot) and Alternate Auditors (Isabelle Arribe and | ||||
CBA) | Management | For | Voted - For | |
14 | 2021 Remuneration Report | Management | For | Voted - For |
15 | 2021 Remuneration of Gilles Gobin, Managing Partner | Management | For | Voted - For |
16 | 2021 Remuneration of Sorgema SARL, Managing Partner | Management | For | Voted - For |
17 | 2021 Remuneration of Agena SARL, Managing Partner | Management | For | Voted - For |
18 | 2021 Remuneration of Olivier Heckenroth, | |||
Supervisory Board Chair | Management | For | Voted - For | |
19 | 2022 Remuneration Policy (Managing Partners) | Management | For | Voted - For |
20 | 2022 Remuneration Policy (Supervisory Board Members) | Management | For | Voted - For |
21 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
22 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
23 | Authority to Issue Performance Shares | Management | For | Voted - For |
24 | Amendments to Article Regarding Managers | |||
Remuneration | Management | For | Voted - For | |
25 | Authorisation of Legal Formalities | Management | For | Voted - For |
RYDER SYSTEM, INC. | ||||
Security ID: 783549108 Ticker: R | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Robert J. Eck | Management | For | Voted - For |
1.2 | Elect Robert A. Hagemann | Management | For | Voted - For |
1.3 | Elect Michael F. Hilton | Management | For | Voted - For |
1.4 | Elect Tamara L. Lundgren | Management | For | Voted - For |
369
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Luis P. Nieto, Jr. | Management | For | Voted - For |
1.6 | Elect David G. Nord | Management | For | Voted - For |
1.7 | Elect Robert E. Sanchez | Management | For | Voted - For |
1.8 | Elect Abbie J. Smith | Management | For | Voted - For |
1.9 | Elect E. Follin Smith | Management | For | Voted - For |
1.10 | Elect Dmitri L. Stockton | Management | For | Voted - For |
1.11 | Elect Hansel E. Tookes II | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
SAMSUNG ELECTRONICS CO., LTD. | ||||
Security ID: Y74718100 Ticker: 005930 | ||||
Meeting Date: 16-Mar-22 | ||||
1.1 | Elect KIM Han Jo | Management | For | Voted - For |
1.2 | Elect HAN Wha Jin | Management | For | Voted - For |
1.3 | Elect KIM Jun Sung | Management | For | Voted - For |
1.4 | Elect KYUNG Kye Hyun | Management | For | Voted - For |
1.5 | Elect ROH Tae Moon | Management | For | Voted - For |
1.6 | Elect PARK Hark Kyu | Management | For | Voted - For |
1.7 | Elect LEE Jung Bae | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - For | |
3 | Election of Audit Committee Member: KIM Han Jo | Management | For | Voted - For |
4 | Election of Audit Committee Member: KIM Jeong Hun | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
SANOFI | ||||
Security ID: F5548N101 Ticker: SAN | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Paul Hudson | Management | For | Voted - For |
1.2 | Elect Christophe Babule | Management | For | Voted - For |
1.3 | Elect Patrick Kron | Management | For | Voted - For |
1.4 | Elect Gilles Schnepp | Management | For | Voted - For |
1.5 | Elect Carole Ferrand | Management | For | Voted - For |
1.6 | Elect Emile Voest | Management | For | Voted - For |
1.7 | Elect Antoine Yver | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | Voted - For |
370
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
9 | Consolidated Accounts and Reports | Management | For | Voted - For |
10 | Allocation of Profits/Dividends (Ordinary Dividend | |||
and Distrbution in Kind of EUROAPI Shares) | Management | For | Voted - For | |
11 | 2021 Remuneration Report | Management | For | Voted - For |
12 | 2021 Remuneration of Serge Weinberg, Chair | Management | For | Voted - For |
13 | 2021 Remuneration of Paul Hudson, CEO | Management | For | Voted - For |
14 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
15 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
16 | 2022 Remuneration Policy (CEO) | Management | For | Voted - For |
17 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
18 | Amendments to Article 25 Regarding Dividends | Management | For | Voted - For |
19 | Authorisation of Legal Formalities | Management | For | Voted - For |
20 | Non-Voting Meeting Note | N/A | Non-Voting | |
SEAGATE TECHNOLOGY HOLDINGS PLC | ||||
Security ID: G7997R103 Ticker: STX | ||||
Meeting Date: 20-Oct-21 | ||||
1.1 | Elect Mark W. Adams | Management | For | Voted - Against |
1.2 | Elect Shankar Arumugavelu | Management | For | Voted - For |
1.3 | Elect Pratik Bhatt | Management | For | Voted - For |
1.4 | Elect Judy Bruner | Management | For | Voted - For |
1.5 | Elect Michael R. Cannon | Management | For | Voted - For |
1.6 | Elect Jay L. Geldmacher | Management | For | Voted - For |
1.7 | Elect Dylan G. Haggart | Management | For | Voted - For |
1.8 | Elect William D. Mosley | Management | For | Voted - For |
1.9 | Elect Stephanie Tilenius | Management | For | Voted - For |
1.10 | Elect Edward J. Zander | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
SHANGHAI PHARMACEUTICALS HOLDING COMPANY | ||||
Security ID: Y7685S108 Ticker: 2607 | ||||
Meeting Date: 12-Aug-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Fulfilment of the criteria for the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
3 | class and par value of the shares to be issued | Management | For | Voted - For |
4 | method and time of issuance | Management | For | Voted - For |
5 | subscription method | Management | For | Voted - For |
6 | issue price and pricing principles | Management | For | Voted - For |
7 | number of shares to be issued and the | |||
subscribers | Management | For | Voted - For | |
8 | lock-up period | Management | For | Voted - For |
9 | place of listing | Management | For | Voted - For |
371
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
10 | arrangement for the accumulated undistributed | |||
profits of the Company prior to the Proposed | ||||
Non-public Issuance of A Shares | Management | For | Voted - For | |
11 | validity period | Management | For | Voted - For |
12 | amount and use of proceeds | Management | For | Voted - For |
13 | Proposal for the Proposed Non-public Issuance of A | |||
Shares | Management | For | Voted - For | |
14 | Feasibility Report on the Use of Proceeds from the | |||
Proposed Non-public Issuance of A Shares in 2021 | Management | For | Voted - For | |
15 | Report on the Use of Proceeds Previously Raised by | |||
the Company | Management | For | Voted - For | |
16 | Dilution of Immediate Return Resulting from the | |||
Proposed Non-public Issuance of A Shares and its | ||||
Remedial Measures | Management | For | Voted - For | |
17 | Shareholder Return Plan (2021-2023) | Management | For | Voted - For |
18 | Board Authorization in relation to the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
19 | Introduction of Strategic Investors to the Company | Management | For | Voted - For |
20 | Strategic Cooperation Agreement | Management | For | Voted - For |
21 | Conditional Subscription Agreements | Management | For | Voted - For |
22 | Connected Transaction Relating to the Proposed Non- | |||
public Issuance of A Shares of the Company | Management | For | Voted - For | |
23 | Non-Voting Meeting Note | N/A | Non-Voting | |
24 | class and par value of the shares to be issued | Management | For | Voted - For |
25 | method and time of issuance | Management | For | Voted - For |
26 | subscription method | Management | For | Voted - For |
27 | issue price and pricing principles | Management | For | Voted - For |
28 | number of shares to be issued and the | |||
subscribers | Management | For | Voted - For | |
29 | lock-up period | Management | For | Voted - For |
30 | place of listing | Management | For | Voted - For |
31 | arrangement for the accumulated undistributed | |||
profits of the Company prior to the Proposed | ||||
Non-public Issuance of A Shares | Management | For | Voted - For | |
32 | validity period | Management | For | Voted - For |
33 | amount and use of proceeds | Management | For | Voted - For |
34 | Proposal for the Proposed Non-public Issuance of A | |||
Shares | Management | For | Voted - For | |
35 | Board Authorization in relation to the Proposed | |||
Non-public Issuance of A Shares | Management | For | Voted - For | |
36 | Conditional Subscription Agreements | Management | For | Voted - For |
37 | Connected Transaction Relating to the Proposed Non- | |||
public Issuance of A Shares of the Company | Management | For | Voted - For | |
Meeting Date: 30-Jun-22 | ||||
1 | 2021 Annual Report | Management | For | Voted - For |
2 | Directors' Report | Management | For | Voted - For |
372
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Supervisors' Report | Management | For | Voted - For |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Financial Services Agreement with Shanghai Shangshi | |||
Finance Co., Ltd. | Management | For | Voted - Against | |
8 | Authority to Give Guarantees | Management | For | Voted - For |
9 | Amendments to Administrative Measures for Funds | |||
Raised by the Company | Management | For | Voted - For | |
10 | Authority to Issue Debt Financing Products | Management | For | Voted - For |
11 | Satisfaction of the Conditions for Issuing | |||
Corporate Bonds | Management | For | Voted - For | |
12 | Par Value, Issue Price and Issuing Scale | Management | For | Voted - For |
13 | Interest Rate and its Determining Method | Management | For | Voted - For |
14 | Bond Type and Duration | Management | For | Voted - For |
15 | Method of Repayment of Principal and Interest | Management | For | Voted - For |
16 | Issuing Method | Management | For | Voted - For |
17 | Issuing Targets and Arrangements for Placement to | |||
Shareholders | Management | For | Voted - For | |
18 | Use of Proceeds | Management | For | Voted - For |
19 | Guarantee | Management | For | Voted - For |
20 | Repayment Guarantee Measures | Management | For | Voted - For |
21 | Underwriting Method | Management | For | Voted - For |
22 | Listing Arrangement | Management | For | Voted - For |
23 | Valid Period of the Resolution | Management | For | Voted - For |
24 | Authorization to the Executive Committee of the | |||
Board | Management | For | Voted - For | |
25 | Authority to Issue A Shares and/or H Shares w/o | |||
Preemptive Rights | Management | For | Voted - Against | |
26 | Non-Voting Meeting Note | N/A | Non-Voting | |
27 | Non-Voting Meeting Note | N/A | Non-Voting | |
SHELL PLC | ||||
Security ID: G80827101 Ticker: SHEL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Sinead Gorman | Management | For | Voted - For |
1.2 | Elect Ben Van Beurden | Management | For | Voted - For |
1.3 | Elect Dick Boer | Management | For | Voted - For |
1.4 | Elect Neil A.P. Carson | Management | For | Voted - For |
1.5 | Elect Ann F. Godbehere | Management | For | Voted - For |
1.6 | Elect Euleen Y.K. GOH | Management | For | Voted - For |
1.7 | Elect Jane H. Lute | Management | For | Voted - For |
1.8 | Elect Catherine J. Hughes | Management | For | Voted - For |
1.9 | Elect Martina Hund-Mejean | Management | For | Voted - For |
1.10 | Elect Andrew Mackenzie | Management | For | Voted - For |
1.11 | Elect Abraham Schot | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
373
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Appointment of Auditor | Management | For | Voted - For |
5 | Authority to Set Auditor's Fees | Management | For | Voted - For |
6 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
7 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Repurchase Shares (Off-Market) | Management | For | Voted - For |
10 | Approval of the Energy Transition Strategy | Management | For | Voted - For |
11 | Shareholder Proposal Regarding GHG Reduction Targets | Shareholder | Against | Voted - Against |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
SHENZHEN EXPRESSWAY COMPANY LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 10-Dec-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Acquisition of entire interests in Shenzhen | |||
Investment International Capital Holdings | ||||
Infrastructure Co., Ltd. | Management | For | Voted - For | |
3 | 14th Five Year (2021-2025) Development Strategy Plan | Management | For | Voted - For |
4 | Waiver of the Right of First Refusal Regarding the | |||
Equity Interest in Shenzhen International United | ||||
Land Co., Ltd. | Management | For | Voted - For | |
5 | Change of Company Name | Management | For | Voted - For |
6 | Article Amendments to Reflect Change of Company Name | Management | For | Voted - For |
SHENZHEN EXPRESSWAY CORPORATION LIMITED | ||||
Security ID: Y7741B107 Ticker: 0548 | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect LU Da Wei | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Directors' Report | Management | For | Voted - For |
4 | Supervisors' Report | Management | For | Voted - For |
5 | Accounts and Reports | Management | For | Voted - For |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | 2022 Budget Report | Management | For | Voted - For |
8 | Authority to Give Guarantees | Management | For | Voted - Abstain |
9 | Purchase of Liability Insurance | Management | For | Voted - For |
10 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
11 | Issue Size | Management | For | Voted - For |
12 | Target Subscribers and Arrangement for Placement to | |||
Shareholders | Management | For | Voted - For | |
13 | Type of the Debenture | Management | For | Voted - For |
14 | Maturity | Management | For | Voted - For |
15 | Interest Rate | Management | For | Voted - For |
16 | Use of Proceeds | Management | For | Voted - For |
17 | Listing | Management | For | Voted - For |
18 | Guarantee | Management | For | Voted - For |
374
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
19 | Validity of the Resolution | Management | For | Voted - For |
20 | Authorisation Arrangement | Management | For | Voted - For |
21 | Authority to Issue A Shares w/o Preemptive Rights | Management | For | Voted - Against |
SIGNIFY NV | ||||
Security ID: N8063K107 Ticker: LIGHT | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Bram Schot to the Supervisory Board | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Remuneration Report | Management | For | Voted - Against |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratification of Management Board Acts | Management | For | Voted - For |
11 | Ratification of Supervisory Board Acts | Management | For | Voted - For |
12 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
13 | Authority to Suppress Preemptive Rights | Management | For | Voted - For |
14 | Authority to Repurchase Shares | Management | For | Voted - For |
15 | Cancellation of Shares | Management | For | Voted - For |
16 | Non-Voting Agenda Item | N/A | Non-Voting | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
SILGAN HOLDINGS INC. | ||||
Security ID: 827048109 Ticker: SLGN | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect Kimberly A. Fields | Management | For | Voted - For |
1.2 | Elect Brad A. Lich | Management | For | Voted - For |
1.3 | Elect R. Philip Silver | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SIMON PROPERTY GROUP, INC. | ||||
Security ID: 828806109 Ticker: SPG | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Glyn F. Aeppel | Management | For | Voted - For |
1.2 | Elect Larry C. Glasscock | Management | For | Voted - For |
1.3 | Elect Karen N. Horn | Management | For | Voted - For |
1.4 | Elect Allan B. Hubbard | Management | For | Voted - For |
1.5 | Elect Reuben S. Leibowitz | Management | For | Voted - For |
1.6 | Elect Gary M. Rodkin | Management | For | Voted - For |
375 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Peggy Fang Roe | Management | For | Voted - For |
1.8 | Elect Stefan M. Selig | Management | For | Voted - For |
1.9 | Elect Daniel C. Smith | Management | For | Voted - For |
1.10 | Elect J. Albert Smith, Jr. | Management | For | Voted - For |
1.11 | Elect Marta R. Stewart | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SINOTRANS LIMITED | ||||
Security ID: Y6145J104 Ticker: 0598 | ||||
Meeting Date: 02-Nov-21 | ||||
1.1 | Elect WANG Hong | Management | For | Voted - For |
1.2 | Elect DENG Weidong | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 30-Nov-21 | ||||
1.1 | Elect KOU Suiqi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Extension of the Commitment Period by the | |||
Controlling Shareholder of the Company in Relation | ||||
to Avoiding Horizontal Competition | Management | For | Voted - For | |
Meeting Date: 24-Jan-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Approve Share Option Scheme (Draft) and its Summary | Management | For | Voted - For |
3 | Establishment of Appraisal Measures for | |||
Implementation of the Share Option Scheme | Management | For | Voted - For | |
4 | Board Authorization to Handle Matters in Respect of | |||
the Share Option Scheme | Management | For | Voted - For | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 31-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
3 | Authority to Repurchase Shares | Management | For | Voted - For |
4 | Updated Mandate of Issue of Debt Financing | |||
Instruments | Management | For | Voted - For | |
5 | Authority to Give Guarantees | Management | For | Voted - Against |
6 | Directors' Report | Management | For | Voted - For |
7 | Supervisors' Report | Management | For | Voted - For |
8 | Accounts and Reports | Management | For | Voted - For |
9 | Annual Reports | Management | For | Voted - For |
10 | 2022 Financial Budget | Management | For | Voted - For |
376
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
13 | Directors' Fees | Management | For | Voted - For |
14 | Renewal of Liability Insurance | Management | For | Voted - For |
15 | Administrative Measures for External Donations | Management | For | Voted - For |
16 | Non-Voting Meeting Note | N/A | Non-Voting | |
17 | Authority to Repurchase Shares | Management | For | Voted - For |
SK SQUARE | ||||
Security ID: Y8T6X4107 Ticker: 402340 | ||||
Meeting Date: 28-Mar-22 | ||||
1 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
2 | Directors' Fees | Management | For | Voted - For |
SK TELECOM CO., LTD | ||||
Security ID: Y4935N104 Ticker: 017670 | ||||
Meeting Date: 12-Oct-21 | ||||
1.1 | Elect CHOI Kyu Nam | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Spin-off | Management | For | Voted - For |
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect KANG Jong Ryeol | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Option Grant | Management | For | Voted - For |
5 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: KIM Seok Dong | Management | For | Voted - Against | |
6 | Directors' Fees | Management | For | Voted - For |
SKF AB | ||||
Security ID: W84237143 Ticker: SKFB | ||||
Meeting Date: 24-Mar-22 | ||||
1.1 | Elect Hans Straberg | Management | For | Voted - For |
1.2 | Elect Hock Goh | Management | For | Voted - For |
1.3 | Elect Colleen C. Repplier | Management | For | Voted - For |
1.4 | Elect Geert Follens | Management | For | Voted - For |
1.5 | Elect Hakan Buskhe | Management | For | Voted - Against |
1.6 | Elect Susanna Schneeberger | Management | For | Voted - For |
377
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Rickard Gustafson | Management | For | Voted - For |
1.8 | Elect Hans Straberg as Chair | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Non-Voting Agenda Item | N/A | Non-Voting | |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Accounts and Reports | Management | For | Voted - For |
15 | Allocation of Profits/Dividends | Management | For | Voted - For |
16 | Ratify Hans Straberg | Management | For | Voted - For |
17 | Ratify Hock Goh | Management | For | Voted - For |
18 | Ratify Alrik Danielson | Management | For | Voted - For |
19 | Ratify Alrik Danielson (President) | Management | For | Voted - For |
20 | Ratify Ronnie Leten | Management | For | Voted - For |
21 | Ratify Barb Samardzich | Management | For | Voted - For |
22 | Ratify Colleen Repplier | Management | For | Voted - For |
23 | Ratify Geert Follens | Management | For | Voted - For |
24 | Ratify Hakan Buskhe | Management | For | Voted - For |
25 | Ratify Susanna Schneeberger | Management | For | Voted - For |
26 | Ratify Rickard Gustafson | Management | For | Voted - For |
27 | Ratify Rickard Gustafson (President) | Management | For | Voted - For |
28 | Ratify Jonny Hilbert | Management | For | Voted - For |
29 | Ratify Zarko Djurovic | Management | For | Voted - For |
30 | Ratify Kennet Carlsson | Management | For | Voted - For |
31 | Ratify Claes Palm | Management | For | Voted - For |
32 | Ratify Steve Norrman | Management | For | Voted - For |
33 | Ratify Thomas Eliasson | Management | For | Voted - For |
34 | Ratify Niclas Rosenlew (President) | Management | For | Voted - For |
35 | Non-Voting Agenda Item | N/A | Non-Voting | |
36 | Board Size | Management | For | Voted - For |
37 | Directors' Fees | Management | For | Voted - For |
38 | Remuneration Policy | Management | For | Voted - For |
39 | Remuneration Report | Management | For | Voted - For |
40 | Adoption of Performance Share Program 2022 | Management | For | Voted - For |
41 | Non-Voting Meeting Note | N/A | Non-Voting | |
42 | Non-Voting Meeting Note | N/A | Non-Voting |
378
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SKY PERFECT JSAT HOLDINGS INC. | ||||
Security ID: J75606103 Ticker: 9412 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Eiichi Yonekura | Management | For | Voted - For |
1.2 | Elect Toru Fukuoka | Management | For | Voted - For |
1.3 | Elect Masato Ogawa | Management | For | Voted - For |
1.4 | Elect Koichi Matsutani | Management | For | Voted - For |
1.5 | Elect Iwao Nakatani | Management | For | Voted - For |
1.6 | Elect Hiroshi Fujiwara | Management | For | Voted - Against |
1.7 | Elect Kimiko Oga | Management | For | Voted - For |
1.8 | Elect Kenji Shimizu | Management | For | Voted - Against |
1.9 | Elect Hiroyuki Oho | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
SOLVAY SA | ||||
Security ID: B82095116 Ticker: SOLB | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Gilles Michel to the Board of Directors | Management | For | Voted - For |
1.2 | Elect Matti Lievonen to the Board of Directors | Management | For | Voted - For |
1.3 | Elect Rosemary Thorne to the Board of Directors | Management | For | Voted - For |
1.4 | Elect Pierre Gurdjian to the Board of Directors | Management | For | Voted - For |
1.5 | Elect Laurence Debroux to the Board of Directors | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Accounts and Reports; Allocation of Profits and | |||
Dividends | Management | For | Voted - For | |
9 | Ratification of Board Acts | Management | For | Voted - Abstain |
10 | Ratification of Auditor's Acts | Management | For | Voted - For |
11 | Remuneration Report | Management | For | Voted - Against |
12 | Remuneration Policy | Management | For | Voted - For |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Ratification of Independence of Gilles Michel | Management | For | Voted - For |
15 | Ratification of Independence of Matti Lievonen | Management | For | Voted - For |
16 | Ratification of Independence of Rosemary Thorne | Management | For | Voted - For |
17 | Ratification of Independence of Pierre Gurdjian | Management | For | Voted - For |
18 | Ratification of Independence of Laurence Debroux | Management | For | Voted - For |
19 | Appointment of Auditor | Management | For | Voted - For |
20 | Authority to Set Auditor's Fees | Management | For | Voted - For |
21 | Non-Voting Agenda Item | N/A | Non-Voting | |
22 | Non-Voting Meeting Note | N/A | Non-Voting |
379
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
STATE STREET CORPORATION | ||||
Security ID: 857477103 Ticker: STT | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Patrick de Saint-Aignan | Management | For | Voted - For |
1.2 | Elect Marie A. Chandoha | Management | For | Voted - For |
1.3 | Elect Donnalee Demaio | Management | For | Voted - For |
1.4 | Elect Amelia C. Fawcett | Management | For | Voted - For |
1.5 | Elect William C. Freda | Management | For | Voted - For |
1.6 | Elect Sara Mathew | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Ronald. P. O'Hanley | Management | For | Voted - For |
1.9 | Elect Sean O'Sullivan | Management | For | Voted - For |
1.10 | Elect Julio A. Portalatin | Management | For | Voted - For |
1.11 | Elect John B. Rhea | Management | For | Voted - For |
1.12 | Elect Richard P. Sergel | Management | For | Voted - For |
1.13 | Elect Gregory L. Summe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on Asset | |||
Management Policies | Shareholder | Against | Voted - Against | |
SUMITOMO CORPORATION | ||||
Security ID: J77282119 Ticker: 8053 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Kuniharu Nakamura | Management | For | Voted - For |
1.2 | Elect Masayuki Hyodo | Management | For | Voted - For |
1.3 | Elect Toshikazu Nambu | Management | For | Voted - For |
1.4 | Elect Takayuki Seishima | Management | For | Voted - For |
1.5 | Elect Reiji Morooka | Management | For | Voted - For |
1.6 | Elect Hirokazu Higashino | Management | For | Voted - For |
1.7 | Elect Koji Ishida | Management | For | Voted - For |
1.8 | Elect Kimie Iwata | Management | For | Voted - For |
1.9 | Elect Hisashi Yamazaki | Management | For | Voted - For |
1.10 | Elect Akiko Ide | Management | For | Voted - For |
1.11 | Elect Takashi Mitachi | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Kazunari Sakata as Statutory Auditor | Management | For | Voted - For |
6 | Bonus | Management | For | Voted - For |
7 | Directors' Fees | Management | For | Voted - For |
380
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SUNCOR ENERGY INC. | ||||
Security ID: 867224107 Ticker: SU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Patricia M. Bedient | Management | For | Voted - For |
1.2 | Elect John D. Gass | Management | For | Voted - For |
1.3 | Elect Russell K. Girling | Management | For | Voted - For |
1.4 | Elect Jean Paul Gladu | Management | For | Voted - For |
1.5 | Elect Dennis M. Houston | Management | For | Voted - For |
1.6 | Elect Mark S. Little | Management | For | Voted - For |
1.7 | Elect Brian P. MacDonald | Management | For | Voted - For |
1.8 | Elect Maureen McCaw | Management | For | Voted - For |
1.9 | Elect Lorraine Mitchelmore | Management | For | Voted - For |
1.10 | Elect Eira Thomas | Management | For | Voted - For |
1.11 | Elect Michael M. Wilson | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SWISS LIFE HOLDING | ||||
Security ID: H8404J162 Ticker: SLHN | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Thomas Buess | Management | For | Voted - For |
1.2 | Elect Adrienne Corboud Fumagalli | Management | For | Voted - For |
1.3 | Elect Ueli Dietiker | Management | For | Voted - For |
1.4 | Elect Damir Filipovic | Management | For | Voted - For |
1.5 | Elect Frank W. Keuper | Management | For | Voted - For |
1.6 | Elect Stefan Loacker | Management | For | Voted - For |
1.7 | Elect Henry Peter | Management | For | Voted - For |
1.8 | Elect Martin Schmid | Management | For | Voted - For |
1.9 | Elect Franziska Tschudi Sauber | Management | For | Voted - For |
1.10 | Elect Klaus Tschutscher | Management | For | Voted - For |
1.11 | Elect Monika Butler | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Compensation Report | Management | For | Voted - For |
5 | Allocation of Profits/Dividends | Management | For | Voted - For |
6 | Ratification of Board Acts | Management | For | Voted - For |
7 | Board Compensation | Management | For | Voted - For |
8 | Executive Compensation (Short-Term) | Management | For | Voted - For |
9 | Executive Compensation (Fixed and Long-Term) | Management | For | Voted - For |
10 | Elect Rolf Dorig as Board chair | Management | For | Voted - For |
11 | Elect Martin Schmid as Compensation Committee Member | Management | For | Voted - For |
12 | Elect Franziska Tschudi Sauber as Compensation | |||
Committee Member | Management | For | Voted - For |
381
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
13 | Elect Klaus Tschutscher as Compensation Committee | |||
Member | Management | For | Voted - For | |
14 | Appointment of Independent Proxy | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - For |
16 | Cancellation of Shares and Reduction in Share | |||
Capital | Management | For | Voted - For | |
17 | Non-Voting Meeting Note | N/A | Non-Voting | |
SYKES ENTERPRISES, INCORPORATED | ||||
Security ID: 871237103 Ticker: SYKE | ||||
Meeting Date: 24-Aug-21 | ||||
1 | Sitel Transaction | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
TARGET CORPORATION | ||||
Security ID: 87612E106 Ticker: TGT | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect David P. Abney | Management | For | Voted - For |
1.2 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.3 | Elect George S. Barrett | Management | For | Voted - For |
1.4 | Elect Gail K. Boudreaux | Management | For | Voted - For |
1.5 | Elect Brian C. Cornell | Management | For | Voted - For |
1.6 | Elect Robert L. Edwards | Management | For | Voted - For |
1.7 | Elect Melanie L. Healey | Management | For | Voted - For |
1.8 | Elect Donald R. Knauss | Management | For | Voted - For |
1.9 | Elect Christine A. Leahy | Management | For | Voted - For |
1.10 | Elect Monica C. Lozano | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
1.12 | Elect Dmitri L. Stockton | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
TEIJIN LIMITED | ||||
Security ID: J82270117 Ticker: 3401 | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Jun Suzuki | Management | For | Voted - For |
1.2 | Elect Akimoto Uchikawa | Management | For | Voted - For |
1.3 | Elect Akihisa Nabeshima | Management | For | Voted - For |
1.4 | Elect Toshiya Koyama | Management | For | Voted - For |
1.5 | Elect Eiji Ogawa | Management | For | Voted - For |
382
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Naohiko Moriyama | Management | For | Voted - For |
1.7 | Elect Yukako Uchinaga | Management | For | Voted - For |
1.8 | Elect Yoichi Suzuki | Management | For | Voted - For |
1.9 | Elect Masaru Onishi | Management | For | Voted - For |
1.10 | Elect Masaaki Tsuya | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
TESCO PLC | ||||
Security ID: G8T67X102 Ticker: TSCO | ||||
Meeting Date: 17-Jun-22 | ||||
1.1 | Elect John M. Allan | Management | For | Voted - For |
1.2 | Elect Melissa Bethell | Management | For | Voted - For |
1.3 | Elect Bertrand Bodson | Management | For | Voted - For |
1.4 | Elect Thierry Garnier | Management | For | Voted - For |
1.5 | Elect Stewart Gilliland | Management | For | Voted - For |
1.6 | Elect Byron Grote | Management | For | Voted - For |
1.7 | Elect Ken Murphy | Management | For | Voted - For |
1.8 | Elect Imran Nawaz | Management | For | Voted - For |
1.9 | Elect Alison Platt | Management | For | Voted - For |
1.10 | Elect Lindsey Pownall | Management | For | Voted - For |
1.11 | Elect Karen Whitworth | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Policy | Management | For | Voted - For |
4 | Remuneration Report | Management | For | Voted - For |
5 | Final Dividend | Management | For | Voted - For |
6 | Appointment of Auditor | Management | For | Voted - For |
7 | Authority to Set Auditor's Fees | Management | For | Voted - For |
8 | Authorisation of Political Donations | Management | For | Voted - For |
9 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
11 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
12 | Authority to Repurchase Shares | Management | For | Voted - For |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
TEVA PHARMACEUTICAL INDUSTRIES LTD. | ||||
Security ID: M8769Q102 Ticker: TEVA | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Amir Elstein | Management | For | Voted - For |
1.2 | Elect Roberto A. Mignone | Management | For | Voted - For |
1.3 | Elect Perry D. Nisen | Management | For | Voted - For |
1.4 | Elect Tal Zaks | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
383
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Compensation Policy | Management | For | Voted - For |
5 | Amendments to Articles of Association | Management | For | Voted - For |
6 | Appointment of Auditor | Management | For | Voted - For |
THE ALLSTATE CORPORATION | ||||
Security ID: 020002101 Ticker: ALL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Donald E. Brown | Management | For | Voted - For |
1.2 | Elect Kermit R. Crawford | Management | For | Voted - For |
1.3 | Elect Richard T. Hume | Management | For | Voted - For |
1.4 | Elect Margaret M. Keane | Management | For | Voted - For |
1.5 | Elect Siddharth N. Mehta | Management | For | Voted - For |
1.6 | Elect Jacques P. Perold | Management | For | Voted - For |
1.7 | Elect Andrea Redmond | Management | For | Voted - For |
1.8 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.9 | Elect Judith A. Sprieser | Management | For | Voted - For |
1.10 | Elect Perry M. Traquina | Management | For | Voted - For |
1.11 | Elect Thomas J. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | ||||
Security ID: 064058100 Ticker: BK | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Linda Z. Cook | Management | For | Voted - For |
1.2 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.3 | Elect Thomas P. Gibbons | Management | For | Voted - For |
1.4 | Elect M. Amy Gilliland | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Goldstein | Management | For | Voted - For |
1.6 | Elect K. Guru Gowrappan | Management | For | Voted - For |
1.7 | Elect Ralph Izzo | Management | For | Voted - For |
1.8 | Elect Sandie O'Connor | Management | For | Voted - For |
1.9 | Elect Elizabeth E. Robinson | Management | For | Voted - For |
1.10 | Elect Frederick O. Terrell | Management | For | Voted - For |
1.11 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For |
384
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE GOODYEAR TIRE & RUBBER COMPANY | ||||
Security ID: 382550101 Ticker: GT | ||||
Meeting Date: 11-Apr-22 | ||||
1.1 | Elect James A. Firestone | Management | For | Voted - For |
1.2 | Elect Werner Geissler | Management | For | Voted - For |
1.3 | Elect Laurette T. Koellner | Management | For | Voted - For |
1.4 | Elect Richard J. Kramer | Management | For | Voted - For |
1.5 | Elect Karla R. Lewis | Management | For | Voted - For |
1.6 | Elect Prashanth Mahendra-Rajah | Management | For | Voted - For |
1.7 | Elect John E. McGlade | Management | For | Voted - For |
1.8 | Elect Roderick A. Palmore | Management | For | Voted - For |
1.9 | Elect Hera K. Siu | Management | For | Voted - For |
1.10 | Elect Michael R. Wessel | Management | For | Voted - For |
1.11 | Elect Thomas L. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Performance Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Voted - For |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | ||||
Security ID: 416515104 Ticker: HIG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Larry D. De Shon | Management | For | Voted - For |
1.2 | Elect Carlos Dominguez | Management | For | Voted - For |
1.3 | Elect Trevor Fetter | Management | For | Voted - For |
1.4 | Elect Donna A. James | Management | For | Voted - For |
1.5 | Elect Kathryn A. Mikells | Management | For | Voted - For |
1.6 | Elect Teresa W. Roseborough | Management | For | Voted - For |
1.7 | Elect Virginia P. Ruesterholz | Management | For | Voted - For |
1.8 | Elect Christopher J. Swift | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Greig Woodring | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
5 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against | |
THE J. M. SMUCKER COMPANY | ||||
Security ID: 832696405 Ticker: SJM | ||||
Meeting Date: 18-Aug-21 | ||||
1.1 | Elect Susan Chapman-Hughes | Management | For | Voted - For |
1.2 | Elect Paul J. Dolan | Management | For | Voted - For |
385
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Jay L. Henderson | Management | For | Voted - For |
1.4 | Elect Kirk L. Perry | Management | For | Voted - For |
1.5 | Elect Sandra Pianalto | Management | For | Voted - For |
1.6 | Elect Alex Shumate | Management | For | Voted - For |
1.7 | Elect Mark T. Smucker | Management | For | Voted - For |
1.8 | Elect Richard K. Smucker | Management | For | Voted - For |
1.9 | Elect Timothy P. Smucker | Management | For | Voted - For |
1.10 | Elect Jodi L. Taylor | Management | For | Voted - For |
1.11 | Elect Dawn C. Willoughby | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
THE KROGER CO. | ||||
Security ID: 501044101 Ticker: KR | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Kevin M. Brown | Management | For | Voted - For |
1.3 | Elect Elaine L. Chao | Management | For | Voted - For |
1.4 | Elect Anne Gates | Management | For | Voted - For |
1.5 | Elect Karen M. Hoguet | Management | For | Voted - For |
1.6 | Elect W. Rodney McMullen | Management | For | Voted - For |
1.7 | Elect Clyde R. Moore | Management | For | Voted - For |
1.8 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.9 | Elect Judith Amanda Sourry Knox | Management | For | Voted - For |
1.10 | Elect Mark S. Sutton | Management | For | Voted - For |
1.11 | Elect Ashok Vemuri | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Human Rights | |||
Reporting | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Refrigerants Report | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Report on Workforce | |||
Strategy | Shareholder | Against | Voted - For | |
THE MOSAIC COMPANY | ||||
Security ID: 61945C103 Ticker: MOS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Cheryl K. Beebe | Management | For | Voted - For |
1.2 | Elect Gregory L. Ebel | Management | For | Voted - For |
1.3 | Elect Timothy S. Gitzel | Management | For | Voted - For |
1.4 | Elect Denise C. Johnson | Management | For | Voted - For |
1.5 | Elect Emery N. Koenig | Management | For | Voted - For |
386
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect James C. O'Rourke | Management | For | Voted - For |
1.7 | Elect David T. Seaton | Management | For | Voted - For |
1.8 | Elect Steven M. Seibert | Management | For | Voted - For |
1.9 | Elect Luciano Siani Pires | Management | For | Voted - For |
1.10 | Elect Gretchen Watkins | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
TIETOEVRY CORPORATION | ||||
Security ID: Y8T39G104 Ticker: TIETO | ||||
Meeting Date: 24-Mar-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Agenda Item | N/A | Non-Voting | |
5 | Non-Voting Agenda Item | N/A | Non-Voting | |
6 | Non-Voting Agenda Item | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Ratification of Board and CEO Acts | Management | For | Voted - For |
13 | Remuneration Report | Management | For | Voted - For |
14 | Non-Voting Agenda Item | N/A | Non-Voting | |
15 | Directors' Fees | Management | For | Voted - For |
16 | Board Size | Management | For | Voted - For |
17 | Election of Directors | Management | For | Voted - For |
18 | Authority to Set Auditor's Fees | Management | For | Voted - For |
19 | Appointment of Auditor | Management | For | Voted - For |
20 | Authority to Repurchase Shares | Management | For | Voted - For |
21 | Authority to Issue Shares w/ or w/o Preemptive | |||
Rights | Management | For | Voted - For | |
22 | Amendments to Articles | Management | For | Voted - For |
23 | Non-Voting Agenda Item | N/A | Non-Voting | |
24 | Non-Voting Meeting Note | N/A | Non-Voting | |
TOKYO SEIMITSU CO., LTD. | ||||
Security ID: J87903100 Ticker: 7729 | ||||
Meeting Date: 20-Jun-22 | ||||
1.1 | Elect Hitoshi Yoshida | Management | For | Voted - For |
1.2 | Elect Ryuichi Kimura | Management | For | Voted - For |
387 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Koichi Kawamura | Management | For | Voted - For |
1.4 | Elect Akihiro Endo | Management | For | Voted - For |
1.5 | Elect Takahiro Hokida | Management | For | Voted - For |
1.6 | Elect Shuichi Tsukada | Management | For | Voted - For |
1.7 | Elect Wolfgang Bonatz | Management | For | Voted - For |
1.8 | Elect Shozo Saito | Management | For | Voted - For |
1.9 | Elect Kiyoshi Takamasu | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
5 | Elect Tsuneko Murata as Audit Committee Director | Management | For | Voted - For |
TOPCO SCIENTIFIC COMPANY LIMITED | ||||
Security ID: Y8896T109 Ticker: 5434 | ||||
Meeting Date: 30-May-22 | ||||
1 | 2021 Financial Statements | Management | For | Voted - For |
2 | 2021 Earnings Distribution. Proposed Dividend is Nt | |||
8.8 Per Share | Management | For | Voted - For | |
3 | Amendment Of The Articles Of Procedures For | |||
Acquisition Or Disposal Of Assets | Management | For | Voted - For | |
TOTALENERGIES SE | ||||
Security ID: F92124100 Ticker: TTE | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Lise Croteau | Management | For | Voted - For |
1.2 | Elect Maria van der Hoeven | Management | For | Voted - For |
1.3 | Elect Jean Lemierre | Management | For | Voted - For |
1.4 | Elect Emma de Jonge | Management | For | Voted - For |
1.5 | Elect Marina Delendik | Management | Against | Voted - Against |
1.6 | Elect Alexandre Garrot | Management | Against | Voted - Against |
1.7 | Elect Agueda Marin | Management | Against | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Meeting Note | N/A | Non-Voting | |
9 | Accounts and Reports | Management | For | Voted - For |
10 | Consolidated Accounts and Reports | Management | For | Voted - For |
11 | Allocation of Profits/Dividends | Management | For | Voted - For |
12 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
13 | Special Auditors Report on Regulated Agreements | Management | For | Voted - For |
14 | 2021 Remuneration Report | Management | For | Voted - For |
15 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
388
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
16 | 2021 Remuneration of Patrick Pouyanne, Chair and CEO | Management | For | Voted - For |
17 | 2022 Remuneration Policy (Chair and CEO) | Management | For | Voted - For |
18 | Appointment of Auditor (Ernst & Young) | Management | For | Voted - For |
19 | Appointment of Auditor (PricewaterhouseCoopers) | Management | For | Voted - For |
20 | Opinion on 2022 Sustainability and Climate Progress | |||
Report | Management | For | Voted - For | |
21 | Authority to Issue Shares and Convertible Debt w/ | |||
Preemptive Rights | Management | For | Voted - For | |
22 | Authority to Issue Shares and Convertible Debt w/o | |||
Preemptive Rights | Management | For | Voted - For | |
23 | Authority to Issue Shares and Convertible Debt | |||
Through Private Placement | Management | For | Voted - For | |
24 | Greenshoe | Management | For | Voted - For |
25 | Authority to Increase Capital in Consideration for | |||
Contributions In Kind (France) | Management | For | Voted - For | |
26 | Employee Stock Purchase Plan | Management | For | Voted - For |
27 | Authority to Cancel Shares and Reduce Capital | Management | For | Voted - For |
TRI POINTE HOMES, INC. | ||||
Security ID: 87265H109 Ticker: TPH | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Douglas F. Bauer | Management | For | Voted - For |
1.2 | Elect Lawrence B. Burrows | Management | For | Voted - For |
1.3 | Elect Steven J. Gilbert | Management | For | Voted - For |
1.4 | Elect R. Kent Grahl | Management | For | Voted - For |
1.5 | Elect Vicki D. McWilliams | Management | For | Voted - For |
1.6 | Elect Constance B. Moore | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
TRIPOD TECHNOLOGY CORP. | ||||
Security ID: Y8974X105 Ticker: 3044 | ||||
Meeting Date: 21-Jun-22 | ||||
1 | 2021 Financial Statements. | Management | For | Voted - For |
2 | Proposal For Distribution Of 2021 Earnings. | |||
Proposed Cash Dividend :Twd 7 Per Share. | Management | For | Voted - For | |
3 | Proposal to Amend the Regulations Governing the | |||
Acquisition and Disposal of Assets | Management | For | Voted - For | |
TSUBAKIMOTO CHAIN CO. | ||||
Security ID: J93020105 Ticker: 6371 | ||||
Meeting Date: 29-Jun-22 | ||||
1.1 | Elect Kenji Kose | Management | For | Voted - Against |
389 |
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Takatoshi Kimura | Management | For | Voted - For |
1.3 | Elect Masaki Miyaji | Management | For | Voted - For |
1.4 | Elect Shuji Abe | Management | For | Voted - For |
1.5 | Elect Keiichi Ando | Management | For | Voted - For |
1.6 | Elect Hisae Kitayama | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Allocation of Profits/Dividends | Management | For | Voted - For |
4 | Amendments to Articles | |||
Management | For | Voted - For | ||
5 | Elect Koji Hayashi as Alternate Statutory Auditor | Management | For | Voted - For |
UBS GROUP AG | ||||
Security ID: H42097107 Ticker: UBSG | ||||
Meeting Date: 06-Apr-22 | ||||
1.1 | Elect Jeremy Anderson | Management | For | Voted - For |
1.2 | Elect Claudia Bockstiegel | Management | For | Voted - For |
1.3 | Elect William C. Dudley | Management | For | Voted - For |
1.4 | Elect Patrick Firmenich | Management | For | Voted - For |
1.5 | Elect Fred Zuliu HU | Management | For | Voted - For |
1.6 | Elect Mark Hughes | Management | For | Voted - For |
1.7 | Elect Nathalie Rachou | Management | For | Voted - For |
1.8 | Elect Julie G. Richardson | Management | For | Voted - For |
1.9 | Elect Dieter Wemmer | Management | For | Voted - For |
1.10 | Elect Jeanette Wong | Management | For | Voted - For |
1.11 | Elect Lukas Gahwiler | Management | For | Voted - For |
1.12 | Elect Colm Kelleher as Board Chair | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Compensation Report | Management | For | Voted - For |
5 | Advisory Vote on UBS Climate Roadmap | Management | For | Voted - Abstain |
6 | Allocation of Profits/Dividends | Management | For | Voted - For |
7 | Ratification of Board and Management Acts | |||
(Excluding French Cross-Border Matter) | Management | For | Voted - For | |
8 | Elect Julie G. Richardson as Compensation Committee | |||
Member | Management | For | Voted - For | |
9 | Elect Dieter Wemmer as Compensation Committee Member | Management | For | Voted - For |
10 | Elect Jeanette Wong as Compensation Committee Member | Management | For | Voted - For |
11 | Board Compensation | Management | For | Voted - For |
12 | Executive Compensation (Variable) | Management | For | Voted - For |
13 | Executive Compensation (Fixed) | Management | For | Voted - For |
14 | Appointment of Independent Proxy | Management | For | Voted - For |
15 | Appointment of Auditor | Management | For | Voted - For |
16 | Cancellation of Shares and Reduction in Share | |||
Capital | Management | For | Voted - For | |
17 | Authority to Repurchase Shares | Management | For | Voted - For |
18 | Non-Voting Meeting Note | N/A | Non-Voting | |
19 | Non-Voting Meeting Note | N/A | Non-Voting |
390
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
UNITED AIRLINES HOLDINGS, INC. | ||||
Security ID: 910047109 Ticker: UAL | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Carolyn Corvi | Management | For | Voted - For |
1.2 | Elect Matthew Friend | Management | For | Voted - For |
1.3 | Elect Barnaby "Barney" M. Harford | Management | For | Voted - For |
1.4 | Elect Michele J. Hooper | Management | For | Voted - For |
1.5 | Elect Walter Isaacson | Management | For | Voted - For |
1.6 | Elect James A.C. Kennedy | Management | For | Voted - For |
1.7 | Elect J. Scott Kirby | Management | For | Voted - For |
1.8 | Elect Edward M. Philip | Management | For | Voted - For |
1.9 | Elect Edward L. Shapiro | Management | For | Voted - For |
1.10 | Elect Laysha Ward | Management | For | Voted - For |
1.11 | Elect James M. Whitehurst | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
VALERO ENERGY CORPORATION | ||||
Security ID: 91913Y100 Ticker: VLO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Fred M. Diaz | Management | For | Voted - For |
1.2 | Elect H. Paulett Eberhart | Management | For | Voted - For |
1.3 | Elect Joseph W. Gorder | Management | For | Voted - For |
1.4 | Elect Kimberly S. Greene | Management | For | Voted - For |
1.5 | Elect Deborah P. Majoras | Management | For | Voted - For |
1.6 | Elect Eric D. Mullins | Management | For | Voted - For |
1.7 | Elect Donald L. Nickles | Management | For | Voted - For |
1.8 | Elect Philip J. Pfeiffer | Management | For | Voted - For |
1.9 | Elect Robert A. Profusek | Management | For | Voted - For |
1.10 | Elect Randall J. Weisenburger | Management | For | Voted - For |
1.11 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
VALOR HOLDINGS CO.,LTD. | ||||
Security ID: J94512100 Ticker: 9956 | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Masami Tashiro | Management | For | Voted - For |
1.2 | Elect Satoru Yokoyama | Management | For | Voted - For |
1.3 | Elect Katsuyuki Mori | Management | For | Voted - For |
391
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Akira Shinohana | Management | For | Voted - For |
1.5 | Elect Takayuki Koike | Management | For | Voted - For |
1.6 | Elect Satoshi Yoneyama | Management | For | Voted - For |
1.7 | Elect Morisaku Wagato | Management | For | Voted - For |
1.8 | Elect Motohiko Takasu | Management | For | Voted - For |
1.9 | Elect Shunichi Asakura | Management | For | Voted - For |
1.10 | Elect Toshiyuki Takahashi | Management | For | Voted - For |
1.11 | Elect Mihoko Hayashi Mihoko Yamaike | Management | For | Voted - For |
1.12 | Elect Toshio Abiko | Management | For | Voted - Against |
1.13 | Elect Mutsuo Masuda | Management | For | Voted - For |
1.14 | Elect Hirohumi Hata | Management | For | Voted - For |
1.15 | Elect Tokimitsu Ito | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Adoption of Restricted Stock Plan | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | ||||
Security ID: 92343V104 Ticker: VZ | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Shellye L. Archambeau | Management | For | Voted - For |
1.2 | Elect Roxanne S. Austin | Management | For | Voted - For |
1.3 | Elect Mark T. Bertolini | Management | For | Voted - For |
1.4 | Elect Melanie L. Healey | Management | For | Voted - For |
1.5 | Elect Laxman Narasimhan | Management | For | Voted - For |
1.6 | Elect Clarence Otis, Jr. | Management | For | Voted - For |
1.7 | Elect Daniel H. Schulman | Management | For | Voted - For |
1.8 | Elect Rodney E. Slater | Management | For | Voted - For |
1.9 | Elect Carol B. Tome | Management | For | Voted - For |
1.10 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.11 | Elect Gregory G. Weaver | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
VIATRIS INC. | ||||
Security ID: 92556V106 Ticker: VTRS | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Neil F. Dimick | Management | For | Voted - For |
1.2 | Elect Michael Goettler | Management | For | Voted - For |
392
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Ian C. Read | Management | For | Voted - For |
1.4 | Elect Pauline van der Meer Mohr | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
VIBRA ENERGIA S.A. | ||||
Security ID: P9785J111 Ticker: VBBR3 | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Sergio Rial as Board Chair | Management | For | Voted - For |
1.2 | Elect Fabio Schvartsman as Board Chair | Management | N/A | Voted - Abstain |
1.3 | Elect Ana Toni as Board Chair | Management | N/A | Voted - Abstain |
1.4 | Elect Joao Verner Juenemann | Management | For | Voted - For |
1.5 | Elect Luiz Carlos Nannini | Management | For | Voted - For |
1.6 | Elect Rinaldo Pecchio Junior | Management | For | Non-Voting |
1.7 | Elect Ana Paula Teixeira de Sousa | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Capitalization of Reserves w/o Share Issuance | Management | For | Voted - For |
4 | Amendments to Articles; Consolidation of Articles | Management | For | Voted - For |
5 | Approval of Performance Shares Plan | Management | For | Voted - For |
6 | Approval of Restricted Shares Plan | Management | For | Voted - For |
7 | Ratify Minutes of Shareholders' Meeting (November | |||
8, 1972) | Management | For | Voted - For | |
8 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - For |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
10 | Non-Voting Meeting Note | N/A | Non-Voting | |
11 | Non-Voting Meeting Note | N/A | Non-Voting | |
12 | Non-Voting Meeting Note | N/A | Non-Voting | |
13 | Accounts and Reports | Management | For | Voted - For |
14 | Capital Expenditure Budget | Management | For | Voted - For |
15 | Allocation of Profits/Dividends | Management | For | Voted - For |
16 | Request Cumulative Voting | Management | N/A | Voted - Against |
17 | Election of Directors | Management | For | Voted - For |
18 | Approve Recasting of Votes for Amended Slate | Management | N/A | Voted - Against |
19 | Non-Voting Agenda Item | N/A | Non-Voting | |
20 | Proportional Allocation of Cumulative Votes | Management | N/A | Voted - For |
21 | Allocate Cumulative Votes to Sergio Rial | Management | N/A | Voted - For |
22 | Allocate Cumulative Votes to Fabio Schvartsman | Management | N/A | Voted - For |
23 | Allocate Cumulative Votes to Walter Schalka | Management | N/A | Voted - For |
24 | Allocate Cumulative Votes to Nildemar Secches | Management | N/A | Voted - For |
25 | Allocate Cumulative Votes to Ana Toni | Management | N/A | Voted - For |
26 | Allocate Cumulative Votes to Clarissa de Araujo Lins | Management | N/A | Voted - For |
27 | Allocate Cumulative Votes to Carlos Augusto Leone | |||
Piani | Management | N/A | Voted - Abstain | |
28 | Allocate Cumulative Votes to Mateus Affonso Bandeira | Management | N/A | Voted - For |
29 | Allocate Cumulative Votes to Pedro Santos Ripper | Management | N/A | Voted - Abstain |
30 | Elect Walter Schalka as Board Chair | Management | N/A | Voted - Abstain |
31 | Elect Nildemar Secches as Board Chair | Management | N/A | Voted - Abstain |
393
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
32 | Elect Clarissa de Araujo Lins as Board Chair | Management | N/A | Voted - Abstain |
33 | Elect Carlos Augusto Leone Piani as Board Chair | Management | N/A | Voted - Abstain |
34 | Elect Mateus Affonso Bandeira as Board Chair | Management | N/A | Voted - Abstain |
35 | Elect Pedro Santos Ripper as Board Chair | Management | N/A | Voted - Abstain |
36 | Non-Voting Agenda Item | N/A | Non-Voting | |
37 | Remuneration Policy | Management | For | Voted - Against |
38 | Instructions if Meeting is Held on Second Call | Management | N/A | Voted - Against |
VISTRA CORP. | ||||
Security ID: 92840M102 Ticker: VST | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Scott B. Helm | Management | For | Voted - For |
1.2 | Elect Hilary E. Ackermann | Management | For | Voted - For |
1.3 | Elect Arcilia C. Acosta | Management | For | Voted - For |
1.4 | Elect Gavin R. Baiera | Management | For | Voted - For |
1.5 | Elect Paul M. Barbas | Management | For | Voted - For |
1.6 | Elect Lisa Crutchfield | Management | For | Voted - For |
1.7 | Elect Brian K. Ferraioli | Management | For | Voted - For |
1.8 | Elect Jeff D. Hunter | Management | For | Voted - For |
1.9 | Elect Curtis A. Morgan | Management | For | Voted - For |
1.10 | Elect John R. Sult | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
VOLKSWAGEN AG | ||||
Security ID: D94523145 Ticker: VOW | ||||
Meeting Date: 22-Jul-21 | ||||
1.1 | Elect Louise Kiesling | Management | For | Voted - Against |
1.2 | Elect Hans Dieter Potsch | Management | For | Voted - Against |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Meeting Note | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Allocation of Profits/Dividends | Management | For | Voted - For |
10 | Ratify Herbert Diess | Management | For | Voted - Against |
11 | Ratify Oliver Blume | Management | For | Voted - Against |
12 | Ratify Markus Duesmann | Management | For | Voted - Against |
13 | Ratify Gunnar Kilian | Management | For | Voted - Against |
14 | Ratify Andreas Renschler | Management | For | Voted - Against |
15 | Ratify Abraham Schot | Management | For | Voted - Against |
16 | Ratify Stefan Sommer | Management | For | Voted - Against |
17 | Ratify Hiltrud Dorothea Werner | Management | For | Voted - Against |
394
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
18 | Ratify Frank Witter | Management | For | Voted - Against |
19 | Ratify Hans Dieter Potsch | Management | For | Voted - Against |
20 | Ratify Jorg Hofmann | Management | For | Voted - Against |
21 | Ratify Hussain Ali Al-Abdulla | Management | For | Voted - Against |
22 | Ratify Hessa Sultan Al-Jaber | Management | For | Voted - Against |
23 | Ratify Bernd Althusmann | Management | For | Voted - Against |
24 | Ratify Kai Bliesener | Management | For | Voted - Against |
25 | Ratify Hans-Peter Fischer | Management | For | Voted - Against |
26 | Ratify Marianne Hei | Management | For | Voted - Against |
27 | Ratify Johan Jarvklo | Management | For | Voted - Against |
28 | Ratify Ulrike Jakob | Management | For | Voted - Against |
29 | Ratify Louise Kiesling | Management | For | Voted - Against |
30 | Ratify Peter Mosch | Management | For | Voted - Against |
31 | Ratify Bertina Murkovic | Management | For | Voted - Against |
32 | Ratify Bernd Osterloh | Management | For | Voted - Against |
33 | Ratify Hans Michel Piech | Management | For | Voted - Against |
34 | Ratify Ferdinand Oliver Porsche | Management | For | Voted - Against |
35 | Ratify Wolfgang Porsche | Management | For | Voted - Against |
36 | Ratify Conny Schonhardt | Management | For | Voted - Against |
37 | Ratify Athanasios Stimoniaris | Management | For | Voted - Against |
38 | Ratify Stephan Weil | Management | For | Voted - Against |
39 | Ratify Werner Weresch | Management | For | Voted - Against |
40 | Management Board Remuneration Policy | Management | For | Voted - Against |
41 | Supervisory Board Remuneration Policy | Management | For | Voted - For |
42 | Amendments to Articles Regarding Absentee Voting at | |||
AGM | Management | For | Voted - For | |
43 | Amendments to Articles Regarding Advance Dividend | |||
Payments | Management | For | Voted - For | |
44 | Approval of Settlement Agreement with Mr. Winterkorn | Management | For | Voted - For |
45 | Approval of Settlement Agreement with Mr. Stadler | Management | For | Voted - For |
46 | Approval of Settlement Agreement D&O insurers | Management | For | Voted - For |
47 | Appointment of Auditor | Management | For | Voted - Against |
48 | Non-Voting Meeting Note | N/A | Non-Voting | |
Meeting Date: 12-May-22 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Allocation of Profits/Dividends | Management | For | Voted - For |
9 | Ratify Herbert Diess | Management | For | Voted - Abstain |
10 | Ratify Murat Aksel | Management | For | Voted - Abstain |
11 | Ratify Arno Antlitz | Management | For | Voted - Abstain |
12 | Ratify Oliver Blume | Management | For | Voted - Abstain |
13 | Ratify Markus Duesmann | Management | For | Voted - Abstain |
14 | Ratify Gunnar Kilian | Management | For | Voted - Abstain |
395
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
15 | Ratify Thomas Schmall-Von Westerholt | Management | For | Voted - Abstain |
16 | Ratify Hiltrud Dorothea Werner | Management | For | Voted - Abstain |
17 | Ratify Frank Witter | Management | For | Voted - Abstain |
18 | Ratify Hans Dieter Potsch | Management | For | Voted - Against |
19 | Ratify Jorg Hofmann | Management | For | Voted - Against |
20 | Ratify Hussain Ali Al-Abdulla | Management | For | Voted - Against |
21 | Ratify Hessa Sultan Al-Jaber | Management | For | Voted - Against |
22 | Ratify Bernd Althusmann | Management | For | Voted - Against |
23 | Ratify Kai Bliesener | Management | For | Voted - Against |
24 | Ratify Matias Carnero Sojo | Management | For | Voted - Against |
25 | Ratify Daniella Cavallo | Management | For | Voted - Against |
26 | Ratify Hans-Peter Fischer | Management | For | Voted - Against |
27 | Ratify Marianne Hei | Management | For | Voted - Against |
28 | Ratify Ulrike Jakob | Management | For | Voted - Against |
29 | Ratify Louise Kiesling | Management | For | Voted - Against |
30 | Ratify Peter Mosch | Management | For | Voted - Against |
31 | Ratify Bertina Murkovic | Management | For | Voted - Against |
32 | Ratify Bernd Osterloh | Management | For | Voted - Against |
33 | Ratify Hans Michel Piech | Management | For | Voted - Against |
34 | Ratify Ferdinand Oliver Porsche | Management | For | Voted - Against |
35 | Ratify Wolfgang Porsche | Management | For | Voted - Against |
36 | Ratify Jens Rothe | Management | For | Voted - Against |
37 | Ratify Conny Schonhardt | Management | For | Voted - Against |
38 | Ratify Athanasios Stimoniaris | Management | For | Voted - Against |
39 | Ratify Stephan Weil | Management | For | Voted - Against |
40 | Ratify Werner Weresch | Management | For | Voted - Against |
41 | Remuneration Report | Management | For | Voted - For |
42 | Appointment of Auditor | Management | For | Voted - For |
43 | Shareholder Proposal Regarding Election of Mansoor | |||
Ebrahim Al-Mahmoud as Supervisory Board Member | Shareholder | For | Voted - Against | |
44 | Non-Voting Meeting Note | N/A | Non-Voting | |
VOLVO AB | ||||
Security ID: 928856301 Ticker: VOLVB | ||||
Meeting Date: 06-Apr-22 | ||||
1.1 | Elect Matti Alahuhta | Management | For | Voted - For |
1.2 | Elect Jan Carlson | Management | For | Voted - For |
1.3 | Elect Eric A. Elzvik | Management | For | Voted - For |
1.4 | Elect Martha F. Brooks | Management | For | Voted - For |
1.5 | Elect Kurt Jofs | Management | For | Voted - For |
1.6 | Elect Martin Lundstedt | Management | For | Voted - For |
1.7 | Elect Kathryn V. Marinello | Management | For | Voted - For |
1.8 | Elect Martina Merz | Management | For | Voted - For |
1.9 | Elect Hanne Jimenez de Mora | Management | For | Voted - For |
1.10 | Elect Helena Stjernholm | Management | For | Voted - For |
1.11 | Elect Carl-Henric Svanberg | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
396
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Non-Voting Meeting Note | N/A | Non-Voting | |
5 | Non-Voting Meeting Note | N/A | Non-Voting | |
6 | Non-Voting Meeting Note | N/A | Non-Voting | |
7 | Non-Voting Agenda Item | N/A | Non-Voting | |
8 | Non-Voting Agenda Item | N/A | Non-Voting | |
9 | Non-Voting Agenda Item | N/A | Non-Voting | |
10 | Non-Voting Agenda Item | N/A | Non-Voting | |
11 | Non-Voting Agenda Item | N/A | Non-Voting | |
12 | Non-Voting Agenda Item | N/A | Non-Voting | |
13 | Non-Voting Agenda Item | N/A | Non-Voting | |
14 | Accounts and Reports | Management | For | Voted - For |
15 | Allocation of Profits/Dividends | Management | For | Voted - For |
16 | Ratify Matti Alahuhta | Management | For | Voted - For |
17 | Ratify Eckhard Cordes | Management | For | Voted - For |
18 | Ratify Eric Elzvik | Management | For | Voted - For |
19 | Ratify Martha Finn Brooks | Management | For | Voted - For |
20 | Ratify Kurt Jofs | Management | For | Voted - For |
21 | Ratify James W. Griffith | Management | For | Voted - For |
22 | Ratify Martin Lundstedt | Management | For | Voted - For |
23 | Ratify Kathryn V. Marinello | Management | For | Voted - For |
24 | Ratify Martina Merz | Management | For | Voted - For |
25 | Ratify Hanne de Mora | Management | For | Voted - For |
26 | Ratify Helena Stjernholm | Management | For | Voted - For |
27 | Ratify Carl-Henric Svanberg | Management | For | Voted - For |
28 | Ratify Lars Ask | Management | For | Voted - For |
29 | Ratify Mats Henning | Management | For | Voted - For |
30 | Ratify Mikael Sallstrom | Management | For | Voted - For |
31 | Ratify Camilla Johansson | Management | For | Voted - For |
32 | Ratify Mari Larsson | Management | For | Voted - For |
33 | Ratify Martin Lundstedt | Management | For | Voted - For |
34 | Board Size | Management | For | Voted - For |
35 | Number of Deputies | Management | For | Voted - For |
36 | Directors' Fees | Management | For | Voted - For |
37 | Elect Carl-Henric Svanberg as chair | Management | For | Voted - For |
38 | Authority to Set Auditor's Fees | Management | For | Voted - For |
39 | Appointment of Auditor | Management | For | Voted - For |
40 | Elect Par Boman as a Nomination Committee Member | Management | For | Voted - For |
41 | Elect Anders Oscarsson as a Nomination Committee | |||
Member | Management | For | Voted - For | |
42 | Elect Magnus Billing as a Nomination Committee | |||
Member | Management | For | Voted - For | |
43 | Elect Anders Algotsson as a Nomination Committee | |||
Member | Management | For | Voted - For | |
44 | Elect Carl-Henric Svanberg as a Nomination | |||
Committee Member | Management | For | Voted - For | |
45 | Remuneration Report | Management | For | Voted - Against |
46 | Remuneration Policy | Management | For | Voted - Against |
47 | Shareholder Proposal Regarding Development of | |||
Battery Box (Carl Axel Bruno) | Shareholder | N/A | Voted - Against |
397
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
48 | Non-Voting Meeting Note | N/A | Non-Voting | |
WALGREENS BOOTS ALLIANCE, INC. | ||||
Security ID: 931427108 Ticker: WBA | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect David J. Brailer | Management | For | Voted - For |
1.3 | Elect Rosalind G. Brewer | Management | For | Voted - For |
1.4 | Elect William C. Foote | Management | For | Voted - For |
1.5 | Elect Ginger L. Graham | Management | For | Voted - For |
1.6 | Elect Valerie B. Jarrett | Management | For | Voted - Against |
1.7 | Elect John A. Lederer | Management | For | Voted - For |
1.8 | Elect Dominic P. Murphy | Management | For | Voted - For |
1.9 | Elect Stefano Pessina | Management | For | Voted - For |
1.10 | Elect Nancy M. Schlichting | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding External Public | |||
Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Voted - Against | |
WELLS FARGO & COMPANY | ||||
Security ID: 949746101 Ticker: WFC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Steven D. Black | Management | For | Voted - Against |
1.2 | Elect Mark A. Chancy | Management | For | Voted - For |
1.3 | Elect Celeste A. Clark | Management | For | Voted - For |
1.4 | Elect Theodore F. Craver, Jr. | Management | For | Voted - For |
1.5 | Elect Richard K. Davis | Management | For | Voted - For |
1.6 | Elect Wayne M. Hewett | Management | For | Voted - Against |
1.7 | Elect CeCelia Morken | Management | For | Voted - For |
1.8 | Elect Maria R. Morris | Management | For | Voted - For |
1.9 | Elect Felicia F. Norwood | Management | For | Voted - For |
1.10 | Elect Richard B. Payne, Jr. | Management | For | Voted - For |
1.11 | Elect Juan A. Pujadas | Management | For | Voted - For |
1.12 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.13 | Elect Charles W. Scharf | Management | For | Voted - For |
1.14 | Elect Suzanne M. Vautrinot | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Clawback Policy | Shareholder | Against | Voted - Against |
398
LSV Global Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Shareholder Proposal Regarding Incentive | |||
Compensation Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Board Diversity | |||
Report | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Human | |||
Rights Standards for Indigenous Peoples | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal regarding racial equity audit | Shareholder | Against | Voted - For |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
WESTROCK COMPANY | ||||
Security ID: 96145D105 Ticker: WRK | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Colleen F. Arnold | Management | For | Voted - For |
1.2 | Elect Timothy J. Bernlohr | Management | For | Voted - For |
1.3 | Elect J. Powell Brown | Management | For | Voted - For |
1.4 | Elect Terrell K. Crews | Management | For | Voted - For |
1.5 | Elect Russell M. Currey | Management | For | Voted - For |
1.6 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.7 | Elect Gracia C. Martore | Management | For | Voted - For |
1.8 | Elect James E. Nevels | Management | For | Voted - For |
1.9 | Elect David B. Sewell | Management | For | Voted - For |
1.10 | Elect Alan D. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
WH GROUP LIMITED | ||||
Security ID: G96007102 Ticker: 0288 | ||||
Meeting Date: 16-Aug-21 | ||||
1 | Non-Voting Meeting Note | N/A | Non-Voting | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Authority to Repurchase Shares in pursuant to | |||
Conditional Voluntary Cash Offer (the "Offer") | Management | For | Voted - For | |
4 | Waiver of Mandatory Takeover Requirement (Whitewash | |||
Waiver) | Management | For | Voted - For | |
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect GUO Lijun | Management | For | Voted - For |
1.2 | Elect WAN Hongwei | Management | For | Voted - For |
1.3 | Elect Charles Shane SMITH | Management | For | Voted - For |
1.4 | Elect JIAO Shuge | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting |
399
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Non-Voting Meeting Note | N/A | Non-Voting | |
4 | Accounts and Reports | Management | For | Voted - For |
5 | Directors' Fees | Management | For | Voted - For |
6 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
7 | Allocation of Profits/Dividends | Management | For | Voted - For |
8 | Authority to Repurchase Shares | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - Against |
10 | Authority to Issue Repurchased Shares | Management | For | Voted - Against |
WHIRLPOOL CORPORATION | ||||
Security ID: 963320106 Ticker: WHR | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Samuel R. Allen | Management | For | Voted - For |
1.2 | Elect Marc R. Bitzer | Management | For | Voted - For |
1.3 | Elect Greg Creed | Management | For | Voted - For |
1.4 | Elect Gary T. DiCamillo | Management | For | Voted - For |
1.5 | Elect Diane M. Dietz | Management | For | Voted - For |
1.6 | Elect Geraldine Elliott | Management | For | Voted - For |
1.7 | Elect Jennifer A. LaClair | Management | For | Voted - For |
1.8 | Elect John D. Liu | Management | For | Voted - For |
1.9 | Elect James M. Loree | Management | For | Voted - For |
1.10 | Elect Harish Manwani | Management | For | Voted - For |
1.11 | Elect Patricia K. Poppe | Management | For | Voted - For |
1.12 | Elect Larry O. Spencer | Management | For | Voted - For |
1.13 | Elect Michael D. White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
XEROX HOLDINGS CORPORATION | ||||
Security ID: 98421M106 Ticker: XRX | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.2 | Elect Scott Letier | Management | For | Voted - For |
1.3 | Elect Jesse A. Lynn | Management | For | Voted - For |
1.4 | Elect Nichelle Maynard-Elliott | Management | For | Voted - For |
1.5 | Elect Steven D. Miller | Management | For | Voted - For |
1.6 | Elect James L. Nelson | Management | For | Voted - Against |
1.7 | Elect Margarita Palau-Hernandez | Management | For | Voted - For |
1.8 | Elect Giovanni Visentin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Provide Shareholders with the Right to Request | |||
Action by Written Consent | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against |
400
LSV Global Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION | ||||
Security ID: 989701107 Ticker: ZION | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Maria Contreras-Sweet | Management | For | Voted - For |
1.2 | Elect Gary L. Crittenden | Management | For | Voted - For |
1.3 | Elect Suren K. Gupta | Management | For | Voted - For |
1.4 | Elect Claire Huang | Management | For | Voted - For |
1.5 | Elect Vivian S. Lee | Management | For | Voted - For |
1.6 | Elect Scott J. McLean | Management | For | Voted - For |
1.7 | Elect Edward F. Murphy | Management | For | Voted - For |
1.8 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.9 | Elect Harris H. Simmons | Management | For | Voted - For |
1.10 | Elect Aaron B. Skonnard | Management | For | Voted - For |
1.11 | Elect Barbara A. Yastine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
401
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ACCO BRANDS CORPORATION | ||||
Security ID: 00081T108 Ticker: ACCO | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Gina R. Boswell | Management | For | Voted - For |
1.2 | Elect Kathleen S. Dvorak | Management | For | Voted - For |
1.3 | Elect Boris Elisman | Management | For | Voted - For |
1.4 | Elect Pradeep Jotwani | Management | For | Voted - For |
1.5 | Elect Robert J. Keller | Management | For | Voted - For |
1.6 | Elect Thomas Kroeger | Management | For | Voted - For |
1.7 | Elect Ronald M. Lombardi | Management | For | Voted - For |
1.8 | Elect Graciela Monteagudo | Management | For | Voted - For |
1.9 | Elect E. Mark Rajkowski | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Incentive Plan | Management | For | Voted - For |
ADVANSIX INC. | ||||
Security ID: 00773T101 Ticker: ASIX | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Erin Kane | Management | For | Voted - For |
1.2 | Elect Michael L. Marberry | Management | For | Voted - For |
1.3 | Elect Farha Aslam | Management | For | Voted - For |
1.4 | Elect Darrell K. Hughes | Management | For | Voted - For |
1.5 | Elect Todd D. Karran | Management | For | Voted - For |
1.6 | Elect Gena C. Lovett | Management | For | Voted - For |
1.7 | Elect Daniel F. Sansone | Management | For | Voted - For |
1.8 | Elect Sharon S. Spurlin | Management | For | Voted - For |
1.9 | Elect Patrick S. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2016 Stock Incentive Plan | Management | For | Voted - For |
AFFILIATED MANAGERS GROUP, INC. | ||||
Security ID: 008252108 Ticker: AMG | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Karen Alvingham | Management | For | Voted - For |
1.2 | Elect Tracy A. Atkinson | Management | For | Voted - For |
1.3 | Elect Dwight D. Churchill | Management | For | Voted - For |
1.4 | Elect Jay C. Horgen | Management | For | Voted - For |
1.5 | Elect Reuben Jeffery III | Management | For | Voted - For |
1.6 | Elect Felix V. Matos Rodriguez | Management | For | Voted - For |
1.7 | Elect Tracy P. Palandjian | Management | For | Voted - For |
402
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect David C. Ryan | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AGCO CORPORATION | ||||
Security ID: 001084102 Ticker: AGCO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Michael C. Arnold | Management | For | Voted - For |
1.2 | Elect Sondra L. Barbour | Management | For | Voted - For |
1.3 | Elect Suzanne P. Clark | Management | For | Voted - For |
1.4 | Elect Bob De Lange | Management | For | Voted - For |
1.5 | Elect Eric P. Hansotia | Management | For | Voted - For |
1.6 | Elect George E. Minnich | Management | For | Voted - For |
1.7 | Elect Niels Porksen | Management | For | Voted - For |
1.8 | Elect David M. Sagehorn | Management | For | Voted - For |
1.9 | Elect Mallika Srinivasan | Management | For | Voted - For |
1.10 | Elect Matthew Tsien | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALTICE USA, INC. | ||||
Security ID: 02156K103 Ticker: ATUS | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Patrick Drahi | Management | For | Voted - Against |
1.2 | Elect Gerrit Jan Bakker | Management | For | Voted - For |
1.3 | Elect David Drahi | Management | For | Voted - Against |
1.4 | Elect Dexter Goei | Management | For | Voted - For |
1.5 | Elect Mark Mullen | Management | For | Voted - Against |
1.6 | Elect Dennis Okhuijsen | Management | For | Voted - For |
1.7 | Elect Susan C. Schnabel | Management | For | Voted - For |
1.8 | Elect Charles Stewart | Management | For | Voted - For |
1.9 | Elect Raymond Svider | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2017 Long Term Incentive Plan | Management | For | Voted - Against |
4 | Ratification of Auditor | Management | For | Voted - For |
AMC NETWORKS INC. | ||||
Security ID: 00164V103 Ticker: AMCX | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Joseph M. Cohen | Management | For | Voted - For |
1.2 | Elect Leonard Tow | Management | For | Voted - Withheld |
1.3 | Elect David E. Van Zandt | Management | For | Voted - For |
1.4 | Elect Carl E. Vogel | Management | For | Voted - For |
403
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Shareholder Proposal Regarding Majority Vote for | |||
Election of Directors | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
AMERICAN ASSETS TRUST, INC. | ||||
Security ID: 024013104 Ticker: AAT | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Ernest S. Rady | Management | For | Voted - For |
1.2 | Elect Robert S. Sullivan | Management | For | Voted - For |
1.3 | Elect Thomas S. Olinger | Management | For | Voted - For |
1.4 | Elect Joy L. Schaefer | Management | For | Voted - Withheld |
1.5 | Elect Nina A. Tran | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMERICAN AXLE & MANUFACTURING HOLDINGS, INC. | ||||
Security ID: 024061103 Ticker: AXL | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Elizabeth A. Chappell | Management | For | Voted - For |
1.2 | Elect Herbert K. Parker | Management | For | Voted - For |
1.3 | Elect John F. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | ||||
Security ID: 025676206 Ticker: AEL | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Anant Bhalla | Management | For | Voted - For |
1.2 | Elect Alan D. Matula | Management | For | Voted - For |
1.3 | Elect Gerard D. Neugent | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMERICAN FINANCIAL GROUP, INC. | ||||
Security ID: 025932104 Ticker: AFG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carl H. Lindner, III | Management | For | Voted - For |
1.2 | Elect S. Craig Lindner | Management | For | Voted - For |
1.3 | Elect John B. Berding | Management | For | Voted - For |
404
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect James E. Evans | Management | For | Voted - Withheld |
1.5 | Elect Terry S. Jacobs | Management | For | Voted - For |
1.6 | Elect Gregory G. Joseph | Management | For | Voted - For |
1.7 | Elect Mary Beth Martin | Management | For | Voted - For |
1.8 | Elect Amy Y. Murray | Management | For | Voted - For |
1.9 | Elect Evans N. Nwankwo | Management | For | Voted - For |
1.10 | Elect William W. Verity | Management | For | Voted - For |
1.11 | Elect John I. Von Lehman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMERICAN WOODMARK CORPORATION | ||||
Security ID: 030506109 Ticker: AMWD | ||||
Meeting Date: 26-Aug-21 | ||||
1.1 | Elect Andrew B. Cogan | Management | For | Voted - For |
1.2 | Elect M. Scott Culbreth | Management | For | Voted - For |
1.3 | Elect James G. Davis, Jr. | Management | For | Voted - For |
1.4 | Elect Martha M. Hayes | Management | For | Voted - For |
1.5 | Elect Daniel T. Hendrix | Management | For | Voted - For |
1.6 | Elect Carol B. Moerdyk | Management | For | Voted - For |
1.7 | Elect David A. Rodriquez | Management | For | Voted - For |
1.8 | Elect Vance W. Tang | Management | For | Voted - For |
1.9 | Elect Emily Videtto | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMKOR TECHNOLOGY, INC. | ||||
Security ID: 031652100 Ticker: AMKR | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect James J. Kim | Management | For | Voted - For |
1.2 | Elect Susan Y. Kim | Management | For | Voted - For |
1.3 | Elect Giel Rutten | Management | For | Voted - For |
1.4 | Elect Douglas A. Alexander | Management | For | Voted - For |
1.5 | Elect Roger A. Carolin | Management | For | Voted - For |
1.6 | Elect Winston J. Churchill | Management | For | Voted - For |
1.7 | Elect Daniel Liao | Management | For | Voted - For |
1.8 | Elect MaryFrances McCourt | Management | For | Voted - For |
1.9 | Elect Robert R. Morse | Management | For | Voted - For |
1.10 | Elect Gil C. Tily | Management | For | Voted - For |
1.11 | Elect David N. Watson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
405
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AMNEAL PHARMACEUTICALS, INC. | ||||
Security ID: 03168L105 Ticker: AMRX | ||||
Meeting Date: 09-May-22 | ||||
1.1 | Elect Emily Peterson Alva | Management | For | Voted - For |
1.2 | Elect J. Kevin Buchi | Management | For | Voted - For |
1.3 | Elect Jeff George | Management | For | Voted - For |
1.4 | Elect John J. Kiely | Management | For | Voted - For |
1.5 | Elect Paul M. Meister | Management | For | Voted - Against |
1.6 | Elect Ted Nark | Management | For | Voted - For |
1.7 | Elect Chintu Patel | Management | For | Voted - For |
1.8 | Elect Chirag Patel | Management | For | Voted - For |
1.9 | Elect Gautam Patel | Management | For | Voted - For |
1.10 | Elect Shlomo Yanai | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
APOGEE ENTERPRISES, INC. | ||||
Security ID: 037598109 Ticker: APOG | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect Frank G. Heard | Management | For | Voted - For |
1.2 | Elect Elizabeth M. Lilly | Management | For | Voted - For |
1.3 | Elect Mark A. Pompa | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. | ||||
Security ID: 03762U105 Ticker: ARI | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Mark C. Biderman | Management | For | Voted - For |
1.2 | Elect Pamela G. Carlton | Management | For | Voted - For |
1.3 | Elect Brenna Haysom | Management | For | Voted - For |
1.4 | Elect Robert A. Kasdin | Management | For | Voted - For |
1.5 | Elect Katherine G. Newman | Management | For | Voted - For |
1.6 | Elect Eric L. Press | Management | For | Voted - For |
1.7 | Elect Scott S. Prince | Management | For | Voted - For |
1.8 | Elect Stuart A. Rothstein | Management | For | Voted - For |
1.9 | Elect Michael E. Salvati | Management | For | Voted - For |
1.10 | Elect Carmencita N.M. Whonder | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
406
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ARBOR REALTY TRUST, INC. | ||||
Security ID: 038923108 Ticker: ABR | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Caryn Effron | Management | For | Voted - For |
1.2 | Elect Joseph Martello | Management | For | Voted - For |
1.3 | Elect Edward Farrell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
ARCBEST CORPORATION | ||||
Security ID: 03937C105 Ticker: ARCB | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Eduardo F. Conrado | Management | For | Voted - For |
1.2 | Elect Fredrik J. Eliasson | Management | For | Voted - For |
1.3 | Elect Stephen E. Gorman | Management | For | Voted - For |
1.4 | Elect Michael P. Hogan | Management | For | Voted - For |
1.5 | Elect Kathleen D. McElligott | Management | For | Voted - For |
1.6 | Elect Judy R. McReynolds | Management | For | Voted - For |
1.7 | Elect Craig E. Philip | Management | For | Voted - For |
1.8 | Elect Steven L. Spinner | Management | For | Voted - For |
1.9 | Elect Janice E. Stipp | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ASSOCIATED BANC-CORP | ||||
Security ID: 045487105 Ticker: ASB | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect R. Jay Gerken | Management | For | Voted - For |
1.2 | Elect Judith P. Greffin | Management | For | Voted - For |
1.3 | Elect Michael J. Haddad | Management | For | Voted - For |
1.4 | Elect Andrew J. Harmening | Management | For | Voted - For |
1.5 | Elect Robert A. Jeffe | Management | For | Voted - For |
1.6 | Elect Eileen A. Kamerick | Management | For | Voted - For |
1.7 | Elect Gale E. Klappa | Management | For | Voted - For |
1.8 | Elect Cory L. Nettles | Management | For | Voted - For |
1.9 | Elect Karen T. van Lith | Management | For | Voted - For |
1.10 | Elect John B. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
407
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ATKORE INC. | ||||
Security ID: 047649108 Ticker: ATKR | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Jeri L. Isbell | Management | For | Voted - For |
1.2 | Elect Wilbert W. James, Jr. | Management | For | Voted - For |
1.3 | Elect Betty R. Johnson | Management | For | Voted - For |
1.4 | Elect Justin A. Kershaw | Management | For | Voted - For |
1.5 | Elect Scott H. Muse | Management | For | Voted - For |
1.6 | Elect Michael V. Schrock | Management | For | Voted - For |
1.7 | Elect William R. VanArsdale | Management | For | Voted - For |
1.8 | Elect William E. Waltz Jr. | Management | For | Voted - For |
1.9 | Elect A. Mark Zeffiro | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ATLAS AIR WORLDWIDE HOLDINGS, INC. | ||||
Security ID: 049164205 Ticker: AAWW | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect Charles F. Bolden, Jr. | Management | For | Voted - For |
1.2 | Elect Walter G. Borst | Management | For | Voted - For |
1.3 | Elect Raymond L. Conner | Management | For | Voted - For |
1.4 | Elect John W. Dietrich | Management | For | Voted - For |
1.5 | Elect Beverly K. Goulet | Management | For | Voted - For |
1.6 | Elect Bobby J. Griffin | Management | For | Voted - For |
1.7 | Elect Duncan J. McNabb | Management | For | Voted - For |
1.8 | Elect Sheila A. Stamps | Management | For | Voted - For |
1.9 | Elect George Willis | Management | For | Voted - For |
1.10 | Elect Carol J. Zierhoffer | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AUDACY, INC. | ||||
Security ID: 05070N103 Ticker: AUD | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Mark LaNeve | Management | For | Voted - For |
1.2 | Elect Sean R. Creamer | Management | For | Voted - For |
1.3 | Elect Joel Hollander | Management | For | Voted - Withheld |
1.4 | Elect Monique L. Nelson | Management | For | Voted - For |
2 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
3 | Approval of the 2022 Equity Compensation Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
408
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AVAYA HOLDINGS CORP. | ||||
Security ID: 05351X101 Ticker: AVYA | ||||
Meeting Date: 02-Mar-22 | ||||
1.1 | Elect James M Chirico | Management | For | Voted - For |
1.2 | Elect Stephan Scholl | Management | For | Voted - For |
1.3 | Elect Susan L. Spradley | Management | For | Voted - For |
1.4 | Elect Stanley J. Sutula | Management | For | Voted - For |
1.5 | Elect Robert Theis | Management | For | Voted - For |
1.6 | Elect Scott D. Vogel | Management | For | Voted - For |
1.7 | Elect William D. Watkins | Management | For | Voted - For |
1.8 | Elect Jacqueline E. Yeaney | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2019 Equity Incentive Plan | Management | For | Voted - For |
AXIS CAPITAL HOLDINGS LIMITED | ||||
Security ID: G0692U109 Ticker: AXS | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Albert A. Benchimol | Management | For | Voted - For |
1.2 | Elect Anne Melissa Dowling | Management | For | Voted - For |
1.3 | Elect Henry B. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
B. RILEY FINANCIAL, INC. | ||||
Security ID: 05580M108 Ticker: RILY | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Bryant R. Riley | Management | For | Voted - For |
1.2 | Elect Thomas J. Kelleher | Management | For | Voted - For |
1.3 | Elect Robert L. Antin | Management | For | Voted - For |
1.4 | Elect Tammy Brandt | Management | For | Voted - For |
1.5 | Elect Robert D'Agostino | Management | For | Voted - For |
1.6 | Elect Renee E. LaBran | Management | For | Voted - For |
1.7 | Elect Randall E. Paulson | Management | For | Voted - For |
1.8 | Elect Michael J. Sheldon | Management | For | Voted - For |
1.9 | Elect Mimi K. Walters | Management | For | Voted - Against |
1.10 | Elect Mikel H. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
409
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BENCHMARK ELECTRONICS, INC. | ||||
Security ID: 08160H101 Ticker: BHE | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect David W. Scheible | Management | For | Voted - For |
1.2 | Elect Anne De Greef-Safft | Management | For | Voted - For |
1.3 | Elect Douglas G. Duncan | Management | For | Voted - For |
1.4 | Elect Robert K. Gifford | Management | For | Voted - For |
1.5 | Elect Ramesh Gopalakrishnan | Management | For | Voted - For |
1.6 | Elect Kenneth T. Lamneck | Management | For | Voted - For |
1.7 | Elect Jeffrey McCreary | Management | For | Voted - For |
1.8 | Elect Lynn A. Wentworth | Management | For | Voted - For |
1.9 | Elect Jeffrey W. Benck | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Omnibus Incentive | |||
Compensation Plan | Management | For | Voted - For | |
BIG LOTS, INC. | ||||
Security ID: 089302103 Ticker: BIG | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Sandra Campos | Management | For | Voted - For |
1.2 | Elect James R. Chambers | Management | For | Voted - For |
1.3 | Elect Sebastian J. DiGrande | Management | For | Voted - For |
1.4 | Elect Marla C. Gottschalk | Management | For | Voted - For |
1.5 | Elect Cynthia T. Jamison | Management | For | Voted - For |
1.6 | Elect Thomas A. Kingsbury | Management | For | Voted - For |
1.7 | Elect Christopher J. McCormick | Management | For | Voted - For |
1.8 | Elect Kimberley A. Newton | Management | For | Voted - For |
1.9 | Elect Nancy A. Reardon | Management | For | Voted - For |
1.10 | Elect Wendy L. Schoppert | Management | For | Voted - For |
1.11 | Elect Bruce K. Thorn | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
BLACKROCK CAPITAL INVESTMENT CORPORATION | ||||
Security ID: 092533108 Ticker: BKCC | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Maureen K. Usifer | Management | For | Voted - For |
1.2 | Elect James E. Keenan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
410
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
Meeting Date: 01-Jun-22 | ||||
1 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
BONANZA CREEK ENERGY, INC. | ||||
Security ID: 097793400 Ticker: BCEI | ||||
Meeting Date: 29-Oct-21 | ||||
1 | Merger/Acquisition (Extraction Oil & Gas) | Management | For | Voted - For |
2 | Merger/Acquisition (Crestone Peak) | Management | For | Voted - For |
BRANDYWINE REALTY TRUST | ||||
Security ID: 105368203 Ticker: BDN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Reginald DesRoches | Management | For | Voted - For |
1.2 | Elect James C. Diggs | Management | For | Voted - For |
1.3 | Elect H. Richard Haverstick, Jr. | Management | For | Voted - For |
1.4 | Elect Terri A. Herubin | Management | For | Voted - For |
1.5 | Elect Michael J. Joyce | Management | For | Voted - For |
1.6 | Elect Charles P. Pizzi | Management | For | Voted - Against |
1.7 | Elect Gerard H. Sweeney | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BUILDERS FIRSTSOURCE, INC. | ||||
Security ID: 12008R107 Ticker: BLDR | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect Mark A. Alexander | Management | For | Voted - For |
1.2 | Elect Dirkson R Charles | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Adoption of Targets | |||
to Achieve Net-zero Emissions by 2050 | Shareholder | N/A | Voted - For | |
CABOT CORPORATION | ||||
Security ID: 127055101 Ticker: CBT | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Michael M. Morrow | Management | For | Voted - For |
1.2 | Elect Susan H. Rataj | Management | For | Voted - For |
1.3 | Elect Frank Anders Wilson | Management | For | Voted - For |
1.4 | Elect Matthias L. Wolfgruber | Management | For | Voted - For |
411
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CAI INTERNATIONAL, INC. | ||||
Security ID: 12477X106 Ticker: CAI | ||||
Meeting Date: 02-Sep-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
3 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
CAMDEN NATIONAL CORPORATION | ||||
Security ID: 133034108 Ticker: CAC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Craig Denekas | Management | For | Voted - For |
1.2 | Elect David C. Flanagan | Management | For | Voted - For |
1.3 | Elect Marie J. McCarthy | Management | For | Voted - For |
1.4 | Elect James H. Page | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Article Amendment to Reduce Vote Requirement for | |||
the Removal of Directors | Management | For | Voted - For | |
4 | Approval of the 2022 Equity and Incentive Plan | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
CAMPING WORLD HOLDINGS, INC. | ||||
Security ID: 13462K109 Ticker: CWH | ||||
Meeting Date: 13-May-22 | ||||
1.1 | Elect Brian P. Cassidy | Management | For | Voted - For |
1.2 | Elect Marcus A. Lemonis | Management | For | Voted - For |
1.3 | Elect Michael W. Malone | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
CAPRI HOLDINGS LIMITED | ||||
Security ID: G1890L107 Ticker: CPRI | ||||
Meeting Date: 28-Jul-21 | ||||
1.1 | Elect Marilyn Crouther | Management | For | Voted - For |
1.2 | Elect Stephen F. Reitman | Management | For | Voted - For |
1.3 | Elect Jean Tomlin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
412
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CARS.COM INC. | ||||
Security ID: 14575E105 Ticker: CARS | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Jerri L. DeVard | Management | For | Voted - For |
1.2 | Elect Scott Forbes | Management | For | Voted - For |
1.3 | Elect Jill Greenthal | Management | For | Voted - For |
1.4 | Elect Thomas Hale | Management | For | Voted - For |
1.5 | Elect Michael Kelly | Management | For | Voted - For |
1.6 | Elect Donald A. McGovern, Jr. | Management | For | Voted - For |
1.7 | Elect Greg Revelle | Management | For | Voted - For |
1.8 | Elect Jenell R. Ross | Management | For | Voted - For |
1.9 | Elect Bala Subramanian | Management | For | Voted - For |
1.10 | Elect T. Alex Vetter | Management | For | Voted - For |
1.11 | Elect Bryan Wiener | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CATALYST PHARMACEUTICALS, INC. | ||||
Security ID: 14888U101 Ticker: CPRX | ||||
Meeting Date: 03-Dec-21 | ||||
1.1 | Elect Patrick J. McEnany | Management | For | Voted - For |
1.2 | Elect Philip H. Coelho | Management | For | Voted - For |
1.3 | Elect Charles B. O'Keeffe | Management | For | Voted - For |
1.4 | Elect David S. Tierney | Management | For | Voted - For |
1.5 | Elect Donald A. Denkhaus | Management | For | Voted - For |
1.6 | Elect Richard J. Daly | Management | For | Voted - For |
1.7 | Elect Molly Harper | Management | For | Voted - For |
2 | Amendment to the 2018 Stock Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Transaction of Other Business | Management | For | Voted - Against |
CATHAY GENERAL BANCORP | ||||
Security ID: 149150104 Ticker: CATY | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Kelly L. Chan | Management | For | Voted - For |
1.2 | Elect Dunson K. Cheng | Management | For | Voted - For |
1.3 | Elect Chang M. Liu | Management | For | Voted - For |
1.4 | Elect Joseph C. H. Poon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
413
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CEDAR REALTY TRUST, INC. | ||||
Security ID: 150602605 Ticker: CDR | ||||
Meeting Date: 27-May-22 | ||||
1 | Sale of Company and Its Assets | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
CHATHAM LODGING TRUST | ||||
Security ID: 16208T102 Ticker: CLDT | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Edwin B. Brewer | Management | For | Voted - For |
1.2 | Elect Thomas J. Crocker | Management | For | Voted - For |
1.3 | Elect Jeffrey H. Fisher | Management | For | Voted - For |
1.4 | Elect David J. Grissen | Management | For | Voted - For |
1.5 | Elect Mary Beth Higgins | Management | For | Voted - For |
1.6 | Elect Robert Perlmutter | Management | For | Voted - For |
1.7 | Elect Rolf E. Ruhfus | Management | For | Voted - For |
1.8 | Elect Ethel Isaacs Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Declaration of Trust | Management | For | Voted - For |
5 | Approval of Amendment to the Equity Incentive Plan | Management | For | Voted - For |
CIENA CORPORATION | ||||
Security ID: 171779309 Ticker: CIEN | ||||
Meeting Date: 31-Mar-22 | ||||
1.1 | Elect Lawton W. Fitt | Management | For | Voted - For |
1.2 | Elect Devinder Kumar | Management | For | Voted - For |
1.3 | Elect Patrick H. Nettles | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CIRRUS LOGIC, INC. | ||||
Security ID: 172755100 Ticker: CRUS | ||||
Meeting Date: 30-Jul-21 | ||||
1.1 | Elect John C. Carter | Management | For | Voted - For |
1.2 | Elect Alexander M. Davern | Management | For | Voted - For |
1.3 | Elect Timothy R. Dehne | Management | For | Voted - For |
1.4 | Elect John M. Forsyth | Management | For | Voted - For |
1.5 | Elect Deirdre Hanford | Management | For | Voted - For |
414
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Catherine P. Lego | Management | For | Voted - For |
1.7 | Elect David J. Tupman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CITY OFFICE REIT, INC. | ||||
Security ID: 178587101 Ticker: CIO | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect John McLernon | Management | For | Voted - For |
1.2 | Elect James Farrar | Management | For | Voted - For |
1.3 | Elect William Flatt | Management | For | Voted - For |
1.4 | Elect Sabah Mirza | Management | For | Voted - For |
1.5 | Elect Mark Murski | Management | For | Voted - For |
1.6 | Elect John Sweet | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Equity Incentive Plan | Management | For | Voted - For |
CIVITAS RESOURCES, INC. | ||||
Security ID: 17888H103 Ticker: CIVI | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Benjamin Dell | Management | For | Voted - For |
1.2 | Elect Morris R. Clark | Management | For | Voted - For |
1.3 | Elect Carrie M. Fox | Management | For | Voted - For |
1.4 | Elect Carrie L. Hudak | Management | For | Voted - For |
1.5 | Elect Brian Steck | Management | For | Voted - For |
1.6 | Elect James M. Trimble | Management | For | Voted - For |
1.7 | Elect Howard A. Willard III | Management | For | Voted - For |
1.8 | Elect Jeffrey E. Wojahn | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CNO FINANCIAL GROUP, INC. | ||||
Security ID: 12621E103 Ticker: CNO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Gary C. Bhojwani | Management | For | Voted - For |
1.2 | Elect Ellyn L. Brown | Management | For | Voted - For |
1.3 | Elect Stephen N. David | Management | For | Voted - For |
1.4 | Elect David B. Foss | Management | For | Voted - For |
1.5 | Elect Nina Henderson | Management | For | Voted - For |
1.6 | Elect Daniel R. Maurer | Management | For | Voted - For |
1.7 | Elect Chetlur S. Ragavan | Management | For | Voted - For |
1.8 | Elect Steven E. Shebik | Management | For | Voted - For |
415
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Frederick J. Sievert | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Certificate of Incorporation to | |||
include the Replacement NOL Protective Amendment | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
COCA-COLA CONSOLIDATED, INC. | ||||
Security ID: 191098102 Ticker: COKE | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect J. Frank Harrison, III | Management | For | Voted - For |
1.2 | Elect Sharon A. Decker | Management | For | Voted - For |
1.3 | Elect Morgan H. Everett | Management | For | Voted - For |
1.4 | Elect James R. Helvey, III | Management | For | Voted - For |
1.5 | Elect William H. Jones | Management | For | Voted - For |
1.6 | Elect Umesh M. Kasbekar | Management | For | Voted - For |
1.7 | Elect David M. Katz | Management | For | Voted - For |
1.8 | Elect Jennifer Mann | Management | For | Voted - For |
1.9 | Elect James H. Morgan | Management | For | Voted - For |
1.10 | Elect Dennis A. Wicker | Management | For | Voted - Withheld |
1.11 | Elect Richard T. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
COMMERCIAL METALS COMPANY | ||||
Security ID: 201723103 Ticker: CMC | ||||
Meeting Date: 12-Jan-22 | ||||
1.1 | Elect Lisa M. Barton | Management | For | Voted - For |
1.2 | Elect Gary E. McCullough | Management | For | Voted - For |
1.3 | Elect Charles L. Szews | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
COMPUTER PROGRAMS AND SYSTEMS, INC. | ||||
Security ID: 205306103 Ticker: CPSI | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect J. Boyd Douglas | Management | For | Voted - For |
1.2 | Elect Charles P. Huffman | Management | For | Voted - For |
1.3 | Elect Denise W. Warren | Management | For | Voted - For |
2 | Amendment to the 2019 Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
416
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CORECIVIC, INC. | ||||
Security ID: 21871N101 Ticker: CXW | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Donna M. Alvarado | Management | For | Voted - For |
1.2 | Elect Robert J. Dennis | Management | For | Voted - For |
1.3 | Elect Mark A. Emkes | Management | For | Voted - For |
1.4 | Elect Damon T. Hininger | Management | For | Voted - For |
1.5 | Elect Stacia A. Hylton | Management | For | Voted - For |
1.6 | Elect Harley G. Lappin | Management | For | Voted - For |
1.7 | Elect Anne L. Mariucci | Management | For | Voted - For |
1.8 | Elect Thurgood Marshall, Jr. | Management | For | Voted - For |
1.9 | Elect Devin I. Murphy | Management | For | Voted - For |
1.10 | Elect John R. Prann, Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2020 Stock Incentive Plan | Management | For | Voted - For |
CORENERGY INFRASTRUCTURE TRUST, INC. | ||||
Security ID: 21870U502 Ticker: CORR | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Arkan Haile | Management | For | Voted - For |
1.2 | Elect Catherine A. Lewis | Management | For | Voted - For |
1.3 | Elect Conrad S. Ciccotello | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Approval of the Omnibus Equity Incentive Plan | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
COWEN, INC. | ||||
Security ID: 223622606 Ticker: COWN | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Brett H. Barth | Management | For | Voted - For |
1.2 | Elect Katherine E. Dietze | Management | For | Voted - For |
1.3 | Elect Gregg A. Gonsalves | Management | For | Voted - For |
1.4 | Elect Lorence H. Kim | Management | For | Voted - For |
1.5 | Elect Steven Kotler | Management | For | Voted - For |
1.6 | Elect Lawrence E. Leibowitz | Management | For | Voted - For |
1.7 | Elect Margaret L. Poster | Management | For | Voted - For |
1.8 | Elect Douglas A. Rediker | Management | For | Voted - For |
1.9 | Elect Jeffrey M. Solomon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
417
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
5 | Permit Shareholders to Call Special Meetings | Management | For | Voted - Abstain |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
CRANE CO. | ||||
Security ID: 224399105 Ticker: CR | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Martin R. Benante | Management | For | Voted - For |
1.2 | Elect Michael Dinkins | Management | For | Voted - For |
1.3 | Elect Ronald C. Lindsay | Management | For | Voted - For |
1.4 | Elect Ellen McClain | Management | For | Voted - For |
1.5 | Elect Charles G. McClure, Jr. | Management | For | Voted - For |
1.6 | Elect Max H. Mitchell | Management | For | Voted - For |
1.7 | Elect Jennifer M. Pollino | Management | For | Voted - For |
1.8 | Elect John S. Stroup | Management | For | Voted - For |
1.9 | Elect James L. L. Tullis | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Reorganization | Management | For | Voted - For |
CSG SYSTEMS INTERNATIONAL, INC. | ||||
Security ID: 126349109 Ticker: CSGS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Gregory A. Conley | Management | For | Voted - For |
1.2 | Elect Ronald H. Cooper | Management | For | Voted - For |
1.3 | Elect Marwan Fawaz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 1996 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
CTO REALTY GROWTH, INC. | ||||
Security ID: 22948Q101 Ticker: CTO | ||||
Meeting Date: 22-Jun-22 | ||||
1.1 | Elect John P. Albright | Management | For | Voted - For |
1.2 | Elect George R. Brokaw | Management | For | Voted - Withheld |
1.3 | Elect Christopher J. Drew | Management | For | Voted - For |
1.4 | Elect Laura M. Franklin | Management | For | Voted - For |
1.5 | Elect R. Blakeslee Gable | Management | For | Voted - For |
1.6 | Elect Christopher W. Haga | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
418
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CURTISS-WRIGHT CORPORATION | ||||
Security ID: 231561101 Ticker: CW | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect David C. Adams | Management | For | Voted - For |
1.2 | Elect Lynn M. Bamford | Management | For | Voted - For |
1.3 | Elect Dean M. Flatt | Management | For | Voted - For |
1.4 | Elect S. Marce Fuller | Management | For | Voted - For |
1.5 | Elect Bruce D. Hoechner | Management | For | Voted - For |
1.6 | Elect Glenda J. Minor | Management | For | Voted - For |
1.7 | Elect Anthony J. Moraco | Management | For | Voted - For |
1.8 | Elect John B. Nathman | Management | For | Voted - For |
1.9 | Elect Robert J. Rivet | Management | For | Voted - For |
1.10 | Elect Peter C. Wallace | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
DANA INCORPORATED | ||||
Security ID: 235825205 Ticker: DAN | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Ernesto M. Hernandez | Management | For | Voted - For |
1.2 | Elect Gary Hu | Management | For | Voted - For |
1.3 | Elect Brett M. Icahn | Management | For | Voted - For |
1.4 | Elect James K. Kamsickas | Management | For | Voted - For |
1.5 | Elect Virginia A. Kamsky | Management | For | Voted - For |
1.6 | Elect Bridget E. Karlin | Management | For | Voted - For |
1.7 | Elect Michael J. Mack, Jr. | Management | For | Voted - For |
1.8 | Elect R. Bruce McDonald | Management | For | Voted - For |
1.9 | Elect Diarmuid B. O'Connell | Management | For | Voted - For |
1.10 | Elect Keith E. Wandell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DELUXE CORPORATION | ||||
Security ID: 248019101 Ticker: DLX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect William C. Cobb | Management | For | Voted - For |
1.2 | Elect Paul R. Garcia | Management | For | Voted - For |
1.3 | Elect Cheryl Mayberry McKissack | Management | For | Voted - For |
1.4 | Elect Barry C. McCarthy | Management | For | Voted - For |
1.5 | Elect Don J. McGrath | Management | For | Voted - For |
1.6 | Elect Thomas J. Reddin | Management | For | Voted - For |
1.7 | Elect Martyn R. Redgrave | Management | For | Voted - For |
419
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect John L. Stauch | Management | For | Voted - For |
1.9 | Elect Telisa L. Yancy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Stock Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
DHI GROUP, INC. | ||||
Security ID: 23331S100 Ticker: DHX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Brian Schipper | Management | For | Voted - For |
1.2 | Elect Scipio Carnecchia | Management | For | Voted - For |
1.3 | Elect David Windley | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
DICK'S SPORTING GOODS, INC. | ||||
Security ID: 253393102 Ticker: DKS | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Mark J. Barrenechea | Management | For | Voted - For |
1.2 | Elect Emanuel Chirico | Management | For | Voted - For |
1.3 | Elect William J. Colombo | Management | For | Voted - For |
1.4 | Elect Anne Fink | Management | For | Voted - For |
1.5 | Elect Sandeep Lakhmi Mathrani | Management | For | Voted - Withheld |
1.6 | Elect Desiree Ralls-Morrison | Management | For | Voted - For |
1.7 | Elect Larry D. Stone | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DIME COMMUNITY BANCSHARES, INC. | ||||
Security ID: 25432X102 Ticker: DCOM | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Kenneth J. Mahon | Management | For | Voted - For |
1.2 | Elect Marcia Z. Hefter | Management | For | Voted - For |
1.3 | Elect Rosemarie Chen | Management | For | Voted - For |
1.4 | Elect Michael P. Devine | Management | For | Voted - For |
1.5 | Elect Mathew Lindenbaum | Management | For | Voted - For |
1.6 | Elect Albert E. McCoy, Jr. | Management | For | Voted - For |
1.7 | Elect Raymond A. Nielsen | Management | For | Voted - For |
1.8 | Elect Kevin M. O'Connor | Management | For | Voted - For |
1.9 | Elect Vincent F. Palagiano | Management | For | Voted - For |
1.10 | Elect Joseph J. Perry | Management | For | Voted - For |
1.11 | Elect Kevin Stein | Management | For | Voted - For |
1.12 | Elect Dennis A. Suskind | Management | For | Voted - For |
420
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
DIODES INCORPORATED | ||||
Security ID: 254543101 Ticker: DIOD | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Angie Chen Button | Management | For | Voted - For |
1.2 | Elect Warren CHEN | Management | For | Voted - For |
1.3 | Elect Michael R. Giordano | Management | For | Voted - For |
1.4 | Elect Keh-Shew Lu | Management | For | Voted - For |
1.5 | Elect Peter M. Menard | Management | For | Voted - For |
1.6 | Elect Christina Wen-Chi Sung | Management | For | Voted - For |
1.7 | Elect Michael K.C. Tsai | Management | For | Voted - For |
2 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
EDGEWELL PERSONAL CARE COMPANY | ||||
Security ID: 28035Q102 Ticker: EPC | ||||
Meeting Date: 04-Feb-22 | ||||
1.1 | Elect Robert W. Black | Management | For | Voted - For |
1.2 | Elect George R. Corbin | Management | For | Voted - For |
1.3 | Elect Carla Hendra | Management | For | Voted - For |
1.4 | Elect John C. Hunter, III | Management | For | Voted - For |
1.5 | Elect James C. Johnson | Management | For | Voted - For |
1.6 | Elect Rod R. Little | Management | For | Voted - For |
1.7 | Elect Joseph D. O'Leary | Management | For | Voted - For |
1.8 | Elect Rakesh Sachdev | Management | For | Voted - For |
1.9 | Elect Swan Sit | Management | For | Voted - For |
1.10 | Elect Gary K. Waring | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
EMCOR GROUP, INC. | ||||
Security ID: 29084Q100 Ticker: EME | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect John W. Altmeyer | Management | For | Voted - For |
1.2 | Elect Anthony J. Guzzi | Management | For | Voted - For |
1.3 | Elect Ronald L. Johnson | Management | For | Voted - For |
1.4 | Elect David H. Laidley | Management | For | Voted - For |
1.5 | Elect Carol P. Lowe | Management | For | Voted - For |
1.6 | Elect M. Kevin McEvoy | Management | For | Voted - For |
1.7 | Elect William P. Reid | Management | For | Voted - For |
421
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Steven B. Schwarzwaelder | Management | For | Voted - For |
1.9 | Elect Robin A. Walker-Lee | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EMERGENT BIOSOLUTIONS INC. | ||||
Security ID: 29089Q105 Ticker: EBS | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Keith A. Katkin | Management | For | Voted - For |
1.2 | Elect Ronald B. Richard | Management | For | Voted - Against |
1.3 | Elect Kathryn C. Zoon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ENDO INTERNATIONAL PLC | ||||
Security ID: G30401106 Ticker: ENDP | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Mark G. Barberio | Management | For | Voted - For |
1.2 | Elect Jennifer M. Chao | Management | For | Voted - For |
1.3 | Elect Blaise Coleman | Management | For | Voted - For |
1.4 | Elect Shane M. Cooke | Management | For | Voted - For |
1.5 | Elect Nancy J. Hutson | Management | For | Voted - Against |
1.6 | Elect Michael Hyatt | Management | For | Voted - For |
1.7 | Elect William P. Montague | Management | For | Voted - For |
1.8 | Elect M. Christine Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
4 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
5 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
ENERGIZER HOLDINGS, INC. | ||||
Security ID: 29272W109 Ticker: ENR | ||||
Meeting Date: 31-Jan-22 | ||||
1.1 | Elect Carlos Abrams-Rivera | Management | For | Voted - For |
1.2 | Elect Bill G. Armstrong | Management | For | Voted - For |
1.3 | Elect Cynthia J. Brinkley | Management | For | Voted - For |
1.4 | Elect Rebecca Frankiewicz | Management | For | Voted - For |
1.5 | Elect Kevin J. Hunt | Management | For | Voted - For |
1.6 | Elect James C. Johnson | Management | For | Voted - For |
1.7 | Elect Mark S. LaVigne | Management | For | Voted - For |
1.8 | Elect Patrick J. Moore | Management | For | Voted - For |
422
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Donal L. Mulligan | Management | For | Voted - For |
1.10 | Elect Nneka L. Rimmer | Management | For | Voted - For |
1.11 | Elect Robert V. Vitale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
ENNIS, INC. | ||||
Security ID: 293389102 Ticker: EBF | ||||
Meeting Date: 15-Jul-21 | ||||
1.1 | Elect Godfrey M. Long, Jr. | Management | For | Voted - For |
1.2 | Elect Troy L. Priddy | Management | For | Voted - For |
1.3 | Elect Alejandro Quiroz | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2021 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Transaction of Other Business | Management | For | Voted - Against |
ETHAN ALLEN INTERIORS INC. | ||||
Security ID: 297602104 Ticker: ETH | ||||
Meeting Date: 30-Nov-21 | ||||
1.1 | Elect M. Farooq Kathwari | Management | For | Voted - For |
1.2 | Elect John Clark | Management | For | Voted - For |
1.3 | Elect John J. Dooner, Jr. | Management | For | Voted - For |
1.4 | Elect Cynthia Ekberg Tsai | Management | For | Voted - For |
1.5 | Elect David M. Sable | Management | For | Voted - For |
1.6 | Elect Tara J. Stacom | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
EXELIXIS, INC. | ||||
Security ID: 30161Q104 Ticker: EXEL | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Carl B. Feldbaum | Management | For | Voted - For |
1.2 | Elect Maria C. Freire | Management | For | Voted - For |
1.3 | Elect Alan M. Garber | Management | For | Voted - For |
1.4 | Elect Vincent T. Marchesi | Management | For | Voted - For |
1.5 | Elect Michael M. Morrissey | Management | For | Voted - For |
1.6 | Elect Stelios Papadopoulos | Management | For | Voted - For |
1.7 | Elect George H. Poste | Management | For | Voted - For |
1.8 | Elect Julie Anne Smith | Management | For | Voted - For |
1.9 | Elect Lance Willsey | Management | For | Voted - For |
1.10 | Elect Jacqueline Wright | Management | For | Voted - For |
423
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Jack L. Wyszomierski | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2017 Equity Incentive Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
F.N.B. CORPORATION | ||||
Security ID: 302520101 Ticker: FNB | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Pamela A. Bena | Management | For | Voted - For |
1.2 | Elect William B. Campbell | Management | For | Voted - For |
1.3 | Elect James D. Chiafullo | Management | For | Voted - For |
1.4 | Elect Vincent J. Delie, Jr. | Management | For | Voted - For |
1.5 | Elect Mary Jo Dively | Management | For | Voted - For |
1.6 | Elect David J. Malone | Management | For | Voted - For |
1.7 | Elect Frank C. Mencini | Management | For | Voted - For |
1.8 | Elect David L. Motley | Management | For | Voted - For |
1.9 | Elect Heidi A. Nicholas | Management | For | Voted - For |
1.10 | Elect John S. Stanik | Management | For | Voted - For |
1.11 | Elect William J. Strimbu | Management | For | Voted - For |
2 | Approval of the 2022 Incentive Compensation Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FINANCIAL INSTITUTIONS, INC. | ||||
Security ID: 317585404 Ticker: FISI | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect Martin K. Birmingham | Management | For | Voted - For |
1.2 | Elect Samuel M. Gullo | Management | For | Voted - For |
1.3 | Elect Kim E. VanGelder | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
FIRST BUSEY CORPORATION | ||||
Security ID: 319383204 Ticker: BUSE | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Samuel P. Banks | Management | For | Voted - For |
1.2 | Elect George Barr | Management | For | Voted - For |
1.3 | Elect Stanley J. Bradshaw | Management | For | Voted - For |
1.4 | Elect Michael D. Cassens | Management | For | Voted - For |
1.5 | Elect Van A. Dukeman | Management | For | Voted - For |
1.6 | Elect Karen M. Jensen | Management | For | Voted - For |
1.7 | Elect Frederic L. Kenney | Management | For | Voted - For |
1.8 | Elect Stephen V. King | Management | For | Voted - For |
424 |
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Gregory B. Lykins | Management | For | Voted - For |
1.10 | Elect Cassandra R. Sanford | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
FIRST COMMONWEALTH FINANCIAL CORPORATION | ||||
Security ID: 319829107 Ticker: FCF | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Julie A. Caponi | Management | For | Voted - For |
1.2 | Elect Ray T. Charley | Management | For | Voted - For |
1.3 | Elect Gary R. Claus | Management | For | Voted - For |
1.4 | Elect David S. Dahlmann | Management | For | Voted - For |
1.5 | Elect Johnston A. Glass | Management | For | Voted - For |
1.6 | Elect Jon L. Gorney | Management | For | Voted - For |
1.7 | Elect Jane Grebenc | Management | For | Voted - For |
1.8 | Elect David W. Greenfield | Management | For | Voted - For |
1.9 | Elect Bart E. Johnson | Management | For | Voted - For |
1.10 | Elect Luke A. Latimer | Management | For | Voted - For |
1.11 | Elect Aradhna M. Oliphant | Management | For | Voted - For |
1.12 | Elect T. Michael Price | Management | For | Voted - For |
1.13 | Elect Robert J. Ventura | Management | For | Voted - For |
1.14 | Elect Stephen A. Wolfe | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
FIRST HORIZON CORPORATION | ||||
Security ID: 320517105 Ticker: FHN | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Harry V. Barton, Jr. | Management | For | Voted - For |
1.2 | Elect Kenneth A. Burdick | Management | For | Voted - For |
1.3 | Elect Daryl G. Byrd | Management | For | Voted - For |
1.4 | Elect John N. Casbon | Management | For | Voted - For |
1.5 | Elect John C. Compton | Management | For | Voted - For |
1.6 | Elect Wendy P. Davidson | Management | For | Voted - For |
1.7 | Elect William H. Fenstermaker | Management | For | Voted - For |
1.8 | Elect D. Bryan Jordan | Management | For | Voted - For |
1.9 | Elect J. Michael Kemp, Sr. | Management | For | Voted - For |
1.10 | Elect Rick E. Maples | Management | For | Voted - For |
1.11 | Elect Vicki R. Palmer | Management | For | Voted - For |
1.12 | Elect Colin V. Reed | Management | For | Voted - For |
1.13 | Elect E. Stewart Shea III | Management | For | Voted - For |
1.14 | Elect Cecelia D. Stewart | Management | For | Voted - For |
1.15 | Elect Rajesh Subramaniam | Management | For | Voted - For |
1.16 | Elect Rosa Sugranes | Management | For | Voted - For |
1.17 | Elect R. Eugene Taylor | Management | For | Voted - For |
425
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Ratification of Auditor | Management | For | Voted - Against |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
Meeting Date: 31-May-22 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
FIRST INTERSTATE BANCSYSTEM, INC. | ||||
Security ID: 32055Y201 Ticker: FIBK | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Stephen B. Bowman | Management | For | Voted - For |
1.2 | Elect Frances P. Grieb | Management | For | Voted - For |
1.3 | Elect Stephen M. Lacy | Management | For | Voted - For |
1.4 | Elect Joyce A. Phillips | Management | For | Voted - For |
1.5 | Elect Jonathan R. Scott | Management | For | Voted - For |
1.6 | Elect James P. Brannen | Management | For | Voted - For |
1.7 | Elect Thomas E. Henning | Management | For | Voted - For |
1.8 | Elect Daniel A. Rykhus | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
FIRST MIDWEST BANCORP, INC. | ||||
Security ID: 320867104 Ticker: FMBI | ||||
Meeting Date: 15-Sep-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
FLAGSTAR BANCORP, INC. | ||||
Security ID: 337930705 Ticker: FBC | ||||
Meeting Date: 04-Aug-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 24-May-22 | ||||
1.1 | Elect Alessandro P. DiNello | Management | For | Voted - For |
1.2 | Elect Jay J. Hansen | Management | For | Voted - For |
1.3 | Elect Toan Huynh | Management | For | Voted - For |
1.4 | Elect Lori Jordan | Management | For | Voted - For |
1.5 | Elect John D. Lewis | Management | For | Voted - For |
426
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Bruce E. Nyberg | Management | For | Voted - For |
1.7 | Elect James A. Ovenden | Management | For | Voted - For |
1.8 | Elect Peter Schoels | Management | For | Voted - For |
1.9 | Elect David L. Treadwell | Management | For | Voted - For |
1.10 | Elect Jennifer Whip | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
FLUSHING FINANCIAL CORPORATION | ||||
Security ID: 343873105 Ticker: FFIC | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect John R. Buran | Management | For | Voted - For |
1.2 | Elect James D. Bennett | Management | For | Voted - For |
1.3 | Elect Alfred A. DelliBovi | Management | For | Voted - For |
1.4 | Elect Douglas C. Manditch | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
FOOT LOCKER, INC. | ||||
Security ID: 344849104 Ticker: FL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Virginia C. Drosos | Management | For | Voted - For |
1.2 | Elect Alan D. Feldman | Management | For | Voted - For |
1.3 | Elect Richard A. Johnson | Management | For | Voted - For |
1.4 | Elect Guillermo G. Marmol | Management | For | Voted - For |
1.5 | Elect Darlene Nicosia | Management | For | Voted - For |
1.6 | Elect Steven Oakland | Management | For | Voted - For |
1.7 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.8 | Elect Kimberly Underhill | Management | For | Voted - For |
1.9 | Elect Tristan Walker | Management | For | Voted - For |
1.10 | Elect Dona D. Young | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
FRANKLIN STREET PROPERTIES CORP. | ||||
Security ID: 35471R106 Ticker: FSP | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect George J. Carter | Management | For | Voted - For |
1.2 | Elect Georgia Murray | Management | For | Voted - For |
1.3 | Elect Brian N. Hansen | Management | For | Voted - For |
1.4 | Elect John N. Burke | Management | For | Voted - For |
1.5 | Elect Dennis J. McGillicuddy | Management | For | Voted - For |
427
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Kenneth A. Hoxsie | Management | For | Voted - For |
1.7 | Elect Kathryn P. O'Neill | Management | For | Voted - For |
1.8 | Elect Milton P. Wilkins, Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
FS KKR CAPITAL CORP. | ||||
Security ID: 302635206 Ticker: FSK | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Todd C. Builione | Management | For | Voted - For |
1.2 | Elect Brian R. Ford | Management | For | Voted - For |
1.3 | Elect Richard I. Goldstein | Management | For | Voted - For |
1.4 | Elect Osagie O. Imasogie | Management | For | Voted - For |
2 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
FULTON FINANCIAL CORPORATION | ||||
Security ID: 360271100 Ticker: FULT | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Jennifer Craighead Carey | Management | For | Voted - For |
1.2 | Elect Lisa Crutchfield | Management | For | Voted - For |
1.3 | Elect Denise L. Devine | Management | For | Voted - For |
1.4 | Elect Steven S. Etter | Management | For | Voted - For |
1.5 | Elect George W. Hodges | Management | For | Voted - For |
1.6 | Elect George K. Martin | Management | For | Voted - For |
1.7 | Elect James R. Moxley, III | Management | For | Voted - For |
1.8 | Elect Curtis J. Myers | Management | For | Voted - For |
1.9 | Elect Antoinette M. Pergolin | Management | For | Voted - For |
1.10 | Elect Scott A. Snyder | Management | For | Voted - For |
1.11 | Elect Ronald H. Spair | Management | For | Voted - For |
1.12 | Elect Mark F. Strauss | Management | For | Voted - For |
1.13 | Elect E. Philip Wenger | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the 2022 Equity and Cash Incentive | |||
Compensation Plan | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
GENESCO INC. | ||||
Security ID: 371532102 Ticker: GCO | ||||
Meeting Date: 20-Jul-21 | ||||
1.1 | Elect Joanna Barsh | Management | N/A | Take No Action |
1.2 | Elect Matthew C. Diamond | Management | N/A | Take No Action |
1.3 | Elect John F. Lambros | Management | N/A | Take No Action |
428
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Thurgood Marshall, Jr. | Management | N/A | Take No Action |
1.5 | Elect Angel R. Martinez | Management | N/A | Take No Action |
1.6 | Elect Kevin P. McDermott | Management | N/A | Take No Action |
1.7 | Elect Mary E. Meixelsperger | Management | N/A | Take No Action |
1.8 | Elect Gregory A. Sandfort | Management | N/A | Take No Action |
1.9 | Elect Mimi E. Vaughn | Management | N/A | Take No Action |
1.10 | Elect Marjorie L. Bowen (Dissident Nominee) | Shareholder | N/A | Voted - Withheld |
1.11 | Elect Margenett Moore-Roberts (Dissident Nominee) | Shareholder | N/A | Voted - Withheld |
1.12 | Elect Dawn H. Robertson (Dissident Nominee) | Shareholder | N/A | Voted - For |
1.13 | Elect Hobart P. Sichel (Dissident Nominee) | Shareholder | N/A | Voted - For |
1.14 | Elect John F. Lambros | Shareholder | N/A | Voted - For |
1.15 | Elect Angel R. Martinez | Shareholder | N/A | Voted - For |
1.16 | Elect Mary E. Meixelsperger | Shareholder | N/A | Voted - For |
1.17 | Elect Gregory A. Sandfort | Shareholder | N/A | Voted - For |
1.18 | Elect Mimi E. Vaughn | Shareholder | N/A | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
3 | Ratification of Auditor | Management | N/A | Take No Action |
4 | Advisory Vote on Executive Compensation | Management | N/A | Voted - For |
5 | Ratification of Auditor | Management | N/A | Voted - For |
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Joanna Barsh | Management | For | Voted - For |
1.2 | Elect Matthew C. Diamond | Management | For | Voted - For |
1.3 | Elect John F. Lambros | Management | For | Voted - For |
1.4 | Elect Thurgood Marshall, Jr. | Management | For | Voted - For |
1.5 | Elect Angel R. Martinez | Management | For | Voted - For |
1.6 | Elect Kevin P. McDermott | Management | For | Voted - For |
1.7 | Elect Mary E. Meixelsperger | Management | For | Voted - For |
1.8 | Elect Gregory A. Sandfort | Management | For | Voted - For |
1.9 | Elect Mimi E. Vaughn | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Adoption of Majority Voting in Uncontested Director | |||
Elections | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
G-III APPAREL GROUP, LTD. | ||||
Security ID: 36237H101 Ticker: GIII | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Morris Goldfarb | Management | For | Voted - For |
1.2 | Elect Sammy Aaron | Management | For | Voted - For |
1.3 | Elect Thomas J. Brosig | Management | For | Voted - For |
1.4 | Elect Alan Feller | Management | For | Voted - For |
1.5 | Elect Jeffrey Goldfarb | Management | For | Voted - For |
1.6 | Elect Victor Herrero | Management | For | Voted - Withheld |
1.7 | Elect Robert L. Johnson | Management | For | Voted - For |
1.8 | Elect Patti H. Ongman | Management | For | Voted - For |
1.9 | Elect Laura H. Pomerantz | Management | For | Voted - Withheld |
429
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect Cheryl Vitali | Management | For | Voted - For |
1.11 | Elect Lisa Warner Wardell | Management | For | Voted - For |
1.12 | Elect Richard D. White | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2015 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
GLADSTONE COMMERCIAL CORPORATION | ||||
Security ID: 376536108 Ticker: GOOD | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect David Gladstone | Management | For | Voted - For |
1.2 | Elect Paul W. Adelgren | Management | For | Voted - Withheld |
1.3 | Elect John H. Outland | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
GLOBAL NET LEASE, INC. | ||||
Security ID: 379378201 Ticker: GNL | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Lee M. Elman | Management | For | Voted - Withheld |
1.2 | Elect P. Sue Perrotty | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
GRAY TELEVISION, INC. | ||||
Security ID: 389375106 Ticker: GTN | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Hilton H. Howell, Jr. | Management | For | Voted - For |
1.2 | Elect Howell W. Newton | Management | For | Voted - For |
1.3 | Elect Richard L. Boger | Management | For | Voted - For |
1.4 | Elect T.L. Elder | Management | For | Voted - For |
1.5 | Elect Luis A. Garcia | Management | For | Voted - For |
1.6 | Elect Richard B. Hare | Management | For | Voted - Withheld |
1.7 | Elect Robin R. Howell | Management | For | Voted - For |
1.8 | Elect Donald P. LaPlatney | Management | For | Voted - For |
1.9 | Elect Lorraine McClain | Management | For | Voted - For |
1.10 | Elect Paul H. McTear | Management | For | Voted - For |
1.11 | Elect Sterling A. Spainhour, Jr. | Management | For | Voted - For |
2 | Approval of the 2022 Equity Incentive Compensation | |||
Plan | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For |
430
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
GREAT SOUTHERN BANCORP, INC. | ||||
Security ID: 390905107 Ticker: GSBC | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Julie Turner Brown | Management | For | Voted - For |
1.2 | Elect Earl A. Steinert, Jr. | Management | For | Voted - For |
1.3 | Elect William V. Turner | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
GREAT WESTERN BANCORP, INC. | ||||
Security ID: 391416104 Ticker: GWB | ||||
Meeting Date: 19-Jan-22 | ||||
1 | Merger with First Interstate BancSystem | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
GROUP 1 AUTOMOTIVE, INC. | ||||
Security ID: 398905109 Ticker: GPI | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carin M. Barth | Management | For | Voted - For |
1.2 | Elect Earl J. Hesterberg | Management | For | Voted - For |
1.3 | Elect Steven C. Mizell | Management | For | Voted - For |
1.4 | Elect Lincoln Pereira | Management | For | Voted - For |
1.5 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.6 | Elect Steven P. Stanbrook | Management | For | Voted - For |
1.7 | Elect Charles L. Szews | Management | For | Voted - For |
1.8 | Elect Anne Taylor | Management | For | Voted - For |
1.9 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
GUESS?, INC. | ||||
Security ID: 401617105 Ticker: GES | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Maurice Marciano | Management | N/A | Take No Action |
1.2 | Elect Anthony Chidoni | Management | N/A | Take No Action |
1.3 | Elect Cynthia Livingston | Management | N/A | Take No Action |
1.4 | Elect Paul Marciano | Management | N/A | Take No Action |
1.5 | Elect Management Nominee Anthony Chidoni | Management | N/A | Voted - For |
431
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Management Nominee Cynthia Livingston | Management | N/A | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
3 | Ratification of Auditor | Management | N/A | Take No Action |
4 | Amendment to the 2004 Equity Incentive Plan | Management | N/A | Take No Action |
5 | Amendment to the 2002 Employee Stock Purchase Plan | Management | N/A | Take No Action |
6 | Vote to withhold on Paul Marciano and Maurice Marc | Management | N/A | Voted - For |
7 | Advisory Vote on Executive Compensation | Management | N/A | Voted - Against |
8 | Ratification of Auditor | Management | N/A | Voted - For |
9 | Amendment to the 2004 Equity Incentive Plan | Management | N/A | Voted - Against |
10 | Amendment to the 2002 Employee Stock Purchase Plan | Management | N/A | Voted - For |
H&R BLOCK, INC. | ||||
Security ID: 093671105 Ticker: HRB | ||||
Meeting Date: 09-Sep-21 | ||||
1.1 | Elect Sean H. Cohan | Management | For | Voted - For |
1.2 | Elect Robert A. Gerard | Management | For | Voted - For |
1.3 | Elect Anuradha Gupta | Management | For | Voted - For |
1.4 | Elect Richard A. Johnson | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Jones II | Management | For | Voted - For |
1.6 | Elect Mia F. Mends | Management | For | Voted - For |
1.7 | Elect Yolande G. Piazza | Management | For | Voted - For |
1.8 | Elect Victoria J. Reich | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Christianna Wood | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HANCOCK WHITNEY CORPORATION | ||||
Security ID: 410120109 Ticker: HWC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Hardy B. Fowler | Management | For | Voted - For |
1.2 | Elect Randall W. Hanna | Management | For | Voted - For |
1.3 | Elect H. Merritt Lane III | Management | For | Voted - For |
1.4 | Elect Sonya C. Little | Management | For | Voted - For |
1.5 | Elect Sonia A. Perez | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2020 Long Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
HANMI FINANCIAL CORPORATION | ||||
Security ID: 410495204 Ticker: HAFC | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect John J. Ahn | Management | For | Voted - For |
432 |
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Christie K. Chu | Management | For | Voted - For |
1.3 | Elect Harry H. Chung | Management | For | Voted - For |
1.4 | Elect Scott R. Diehl | Management | For | Voted - For |
1.5 | Elect Bonita I. Lee | Management | For | Voted - For |
1.6 | Elect Gloria J. Lee | Management | For | Voted - For |
1.7 | Elect David L. Rosenblum | Management | For | Voted - For |
1.8 | Elect Thomas J. Williams | Management | For | Voted - For |
1.9 | Elect Michael M. Yang | Management | For | Voted - For |
1.10 | Elect Gideon Yu | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HARLEY-DAVIDSON, INC. | ||||
Security ID: 412822108 Ticker: HOG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Troy M. Alstead | Management | For | Voted - For |
1.2 | Elect R. John Anderson | Management | For | Voted - For |
1.3 | Elect Michael J. Cave | Management | For | Voted - For |
1.4 | Elect Jared D. Dourdeville | Management | For | Voted - For |
1.5 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.6 | Elect Allan C. Golston | Management | For | Voted - For |
1.7 | Elect Sara L. Levinson | Management | For | Voted - For |
1.8 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.9 | Elect Maryrose T. Sylvester | Management | For | Voted - For |
1.10 | Elect Jochen Zeitz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
5 | Approval of the 2022 Aspirational Incentive Stock | |||
Plan | Management | For | Voted - For | |
HAVERTY FURNITURE COMPANIES, INC. | ||||
Security ID: 419596101 Ticker: HVT | ||||
Meeting Date: 09-May-22 | ||||
1.1 | Elect L. Allison Dukes | Management | For | Voted - For |
1.2 | Elect G. Thomas Hough | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HAWAIIAN HOLDINGS INC | ||||
Security ID: 419879101 Ticker: HA | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Earl E. Fry | Management | For | Voted - For |
433 |
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Lawrence S. Hershfield | Management | For | Voted - For |
1.3 | Elect C. Jayne Hrdlicka | Management | For | Voted - For |
1.4 | Elect Peter R. Ingram | Management | For | Voted - For |
1.5 | Elect Randall L. Jenson | Management | For | Voted - For |
1.6 | Elect Michael E. McNamara | Management | For | Voted - For |
1.7 | Elect Crystal K. Rose | Management | For | Voted - For |
1.8 | Elect Richard N. Zwern | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Resident Status | Management | N/A | Voted - For |
5 | Resident Status | Management | N/A | Voted - Against |
HERMAN MILLER, INC. | ||||
Security ID: 600544100 Ticker: MLHR | ||||
Meeting Date: 13-Jul-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 11-Oct-21 | ||||
1.1 | Elect Michael R. Smith | Management | For | Voted - For |
1.2 | Elect David A. Brandon | Management | For | Voted - For |
1.3 | Elect Douglas D. French | Management | For | Voted - For |
1.4 | Elect John R. Hoke III | Management | For | Voted - For |
1.5 | Elect Heidi J. Manheimer | Management | For | Voted - For |
2 | Company Name Change | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HERSHA HOSPITALITY TRUST | ||||
Security ID: 427825500 Ticker: HT | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Jay H. Shah | Management | For | Voted - For |
1.2 | Elect Thomas J. Hutchison III | Management | For | Voted - For |
1.3 | Elect Donald J. Landry | Management | For | Voted - For |
1.4 | Elect Michael Alan Leven | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HF SINCLAIR CORPORATION | ||||
Security ID: 403949100 Ticker: DINO | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Anne-Marie N. Ainsworth | Management | For | Voted - For |
434 |
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Anna C. Catalano | Management | For | Voted - For |
1.3 | Elect Leldon E. Echols | Management | For | Voted - For |
1.4 | Elect Manuel J. Fernandez | Management | For | Voted - For |
1.5 | Elect Michael C. Jennings | Management | For | Voted - For |
1.6 | Elect R. Craig Knocke | Management | For | Voted - For |
1.7 | Elect Robert J. Kostelnik | Management | For | Voted - For |
1.8 | Elect James H. Lee | Management | For | Voted - For |
1.9 | Elect Ross B. Matthews | Management | For | Voted - For |
1.10 | Elect Franklin Myers | Management | For | Voted - For |
1.11 | Elect Norman J. Szydlowski | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HILLENBRAND, INC. | ||||
Security ID: 431571108 Ticker: HI | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect Gary L. Collar | Management | For | Voted - For |
1.2 | Elect F. Joseph Loughrey | Management | For | Voted - For |
1.3 | Elect Joy M. Greenway | Management | For | Voted - For |
1.4 | Elect Dennis W. Pullin | Management | For | Voted - For |
1.5 | Elect Kimberly K. Ryan | Management | For | Voted - For |
1.6 | Elect Inderpreet Sawhney | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HILLTOP HOLDINGS INC. | ||||
Security ID: 432748101 Ticker: HTH | ||||
Meeting Date: 22-Jul-21 | ||||
1.1 | Elect Rhodes R. Bobbitt | Management | For | Voted - For |
1.2 | Elect Tracy A. Bolt | Management | For | Voted - For |
1.3 | Elect J. Taylor Crandall | Management | For | Voted - For |
1.4 | Elect Charles R. Cummings | Management | For | Voted - For |
1.5 | Elect Hill A. Feinberg | Management | For | Voted - For |
1.6 | Elect Gerald J. Ford | Management | For | Voted - For |
1.7 | Elect Jeremy B. Ford | Management | For | Voted - For |
1.8 | Elect J. Markham Green | Management | For | Voted - For |
1.9 | Elect William T. Hill, Jr. | Management | For | Voted - For |
1.10 | Elect Charlotte Jones Anderson | Management | For | Voted - Withheld |
1.11 | Elect Lee Lewis | Management | For | Voted - For |
1.12 | Elect Andrew J. Littlefair | Management | For | Voted - For |
1.13 | Elect Thomas C. Nichols | Management | For | Voted - For |
1.14 | Elect W. Robert Nichols, III | Management | For | Voted - Withheld |
1.15 | Elect Kenneth D. Russell | Management | For | Voted - Withheld |
435
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.16 | Elect A. Haag Sherman | Management | For | Voted - Withheld |
1.17 | Elect Jonathan S. Sobel | Management | For | Voted - For |
1.18 | Elect Robert C. Taylor, Jr. | Management | For | Voted - For |
1.19 | Elect Carl B. Webb | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
HOMESTREET, INC. | ||||
Security ID: 43785V102 Ticker: HMST | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Scott M. Boggs | Management | For | Voted - For |
1.2 | Elect Sandra A. Cavanaugh | Management | For | Voted - For |
1.3 | Elect Jeffrey D. Green | Management | For | Voted - For |
1.4 | Elect Joanne R. Harrell | Management | For | Voted - For |
1.5 | Elect Mark K. Mason | Management | For | Voted - For |
1.6 | Elect James R. Mitchell, Jr | Management | For | Voted - For |
1.7 | Elect Mark R. Patterson | Management | For | Voted - For |
1.8 | Elect Nancy D. Pellegrino | Management | For | Voted - For |
1.9 | Elect Douglas I. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HOPE BANCORP, INC. | ||||
Security ID: 43940T109 Ticker: HOPE | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Kevin S. Kim | Management | For | Voted - For |
1.2 | Elect Scott Yoon-Suk Whang | Management | For | Voted - For |
1.3 | Elect Steven S. Koh | Management | For | Voted - For |
1.4 | Elect Donald D. Byun | Management | For | Voted - For |
1.5 | Elect Jinho Doo | Management | For | Voted - For |
1.6 | Elect Daisy Y. Ha | Management | For | Voted - For |
1.7 | Elect Joon Kyung Kim | Management | For | Voted - For |
1.8 | Elect William J. Lewis | Management | For | Voted - For |
1.9 | Elect David P. Malone | Management | For | Voted - For |
1.10 | Elect Lisa K. Pai | Management | For | Voted - For |
1.11 | Elect Mary E. Thigpen | Management | For | Voted - For |
1.12 | Elect Dale S. Zuehls | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
436
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HORIZON BANCORP, INC. | ||||
Security ID: 440407104 Ticker: HBNC | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Susan D. Aaron | Management | For | Voted - For |
1.2 | Elect Eric P. Blackhurst | Management | For | Voted - For |
1.3 | Elect Craig M. Dwight | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INDUSTRIAL LOGISTICS PROPERTIES TRUST | ||||
Security ID: 456237106 Ticker: ILPT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Lisa Harris Jones | Management | For | Voted - For |
1.2 | Elect Joseph L. Morea | Management | For | Voted - For |
1.3 | Elect Kevin C Phelan | Management | For | Voted - For |
1.4 | Elect John G. Murray | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INGEVITY CORPORATION | ||||
Security ID: 45688C107 Ticker: NGVT | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Jean S. Blackwell | Management | For | Voted - For |
1.2 | Elect Luis Fernandez-Moreno | Management | For | Voted - For |
1.3 | Elect J. Michael Fitzpatrick | Management | For | Voted - For |
1.4 | Elect John C. Fortson | Management | For | Voted - For |
1.5 | Elect Diane H. Gulyas | Management | For | Voted - For |
1.6 | Elect Frederick J. Lynch | Management | For | Voted - For |
1.7 | Elect Karen G. Narwold | Management | For | Voted - For |
1.8 | Elect Daniel F. Sansone | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
INGLES MARKETS, INCORPORATED | ||||
Security ID: 457030104 Ticker: IMKTA | ||||
Meeting Date: 15-Feb-22 | ||||
1.1 | Elect Ernest E. Ferguson | Management | For | Voted - For |
1.2 | Elect John R. Lowden | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to Articles | Management | For | Voted - For |
437
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Cage-Free Eggs | Shareholder | Against | Voted - Against |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INNOVIVA, INC. | ||||
Security ID: 45781M101 Ticker: INVA | ||||
Meeting Date: 25-Apr-22 | ||||
1.1 | Elect George W. Bickerstaff, III | Management | For | Voted - For |
1.2 | Elect Deborah L. Birx | Management | For | Voted - For |
1.3 | Elect Mark A. DiPaolo | Management | For | Voted - For |
1.4 | Elect Jules A. Haimovitz | Management | For | Voted - For |
1.5 | Elect Odysseas D. Kostas | Management | For | Voted - For |
1.6 | Elect Sarah J. Schlesinger | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INVESTORS BANCORP, INC. | ||||
Security ID: 46146L101 Ticker: ISBC | ||||
Meeting Date: 19-Nov-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
438
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
IRONWOOD PHARMACEUTICALS, INC. | ||||
Security ID: 46333X108 Ticker: IRWD | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Mark G. Currie | Management | For | Voted - For |
1.2 | Elect Alexander J. Denner | Management | For | Voted - For |
1.3 | Elect Andrew Dreyfus | Management | For | Voted - For |
1.4 | Elect Jon R. Duane | Management | For | Voted - For |
1.5 | Elect Marla L. Kessler | Management | For | Voted - For |
1.6 | Elect Thomas A. McCourt | Management | For | Voted - For |
1.7 | Elect Julie H. McHugh | Management | For | Voted - For |
1.8 | Elect Catherine Moukheibir | Management | For | Voted - For |
1.9 | Elect Jay P. Shepard | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
JABIL INC. | ||||
Security ID: 466313103 Ticker: JBL | ||||
Meeting Date: 20-Jan-22 | ||||
1.1 | Elect Anousheh Ansari | Management | For | Voted - For |
1.2 | Elect Martha F. Brooks | Management | For | Voted - For |
1.3 | Elect Christopher S. Holland | Management | For | Voted - For |
1.4 | Elect Mark T. Mondello | Management | For | Voted - For |
1.5 | Elect John C. Plant | Management | For | Voted - Abstain |
1.6 | Elect Steven A. Raymund | Management | For | Voted - For |
1.7 | Elect Thomas A. Sansone | Management | For | Voted - For |
1.8 | Elect David M. Stout | Management | For | Voted - For |
1.9 | Elect Kathleen A. Walters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
KB HOME | ||||
Security ID: 48666K109 Ticker: KBH | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Arthur R. Collins | Management | For | Voted - For |
1.2 | Elect Dorene C. Dominguez | Management | For | Voted - For |
1.3 | Elect Kevin P. Eltife | Management | For | Voted - For |
1.4 | Elect Timothy W. Finchem | Management | For | Voted - For |
1.5 | Elect Stuart A. Gabriel | Management | For | Voted - For |
1.6 | Elect Thomas W. Gilligan | Management | For | Voted - For |
1.7 | Elect Jodeen A. Kozlak | Management | For | Voted - For |
1.8 | Elect Melissa B. Lora | Management | For | Voted - For |
1.9 | Elect Jeffrey T. Mezger | Management | For | Voted - For |
439
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | ||
1.10 | Elect Brian R. Niccol | Management | For | Voted - For | |
1.11 | Elect James C. Weaver | Management | For | Voted - For | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against | |
3 | Ratification of Auditor | Management | For | Voted - For | |
KELLY SERVICES, INC. | |||||
Security ID: US4881522084 | Ticker: KELYA | ||||
Meeting Date: 18-May-22 | |||||
1.1 | Elect Donald R. Parfet | Management | For | Voted - For | |
1.2 | Elect Peter W. Quigley | Management | For | Voted - For | |
1.3 | Elect Gerald S. Adolph | Management | For | Voted - For | |
1.4 | Elect George S. Corona | Management | For | Voted - For | |
1.5 | Elect Robert S. Cubbin | Management | For | Voted - For | |
1.6 | Elect Amala Duggirala | Management | For | Voted - For | |
1.7 | Elect InaMarie F. Johnson | Management | For | Voted - For | |
1.8 | Elect Terrence B. Larkin | Management | For | Voted - Withheld | |
1.9 | Elect Leslie A. Murphy | Management | For | Voted - For | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For | |
KFORCE INC. | |||||
Security ID: 493732101 Ticker: KFRC | |||||
Meeting Date: 18-Apr-22 | |||||
1.1 | Elect Joseph J. Liberatore | Management | For | Voted - For | |
1.2 | Elect Randall A. Mehl | Management | For | Voted - For | |
1.3 | Elect Elaine D. Rosen | Management | For | Voted - For | |
2 | Ratification of Auditor | Management | For | Voted - For | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against | |
KITE REALTY GROUP TRUST | |||||
Security ID: 49803T300 Ticker: KRG | |||||
Meeting Date: 19-Oct-21 | |||||
1 | Merger/Acquisition | Management | For | Voted - For | |
2 | Increase in Authorized Common Stock | Management | For | Voted - For | |
3 | Right to Adjourn Meeting | Management | For | Voted - For | |
Meeting Date: 11-May-22 | |||||
1.1 | Elect John A. Kite | Management | For | Voted - For | |
1.2 | Elect William E. Bindley | Management | For | Voted - For | |
1.3 | Elect Bonnie Biumi | Management | For | Voted - For | |
1.4 | Elect Derrick Burks | Management | For | Voted - For | |
1.5 | Elect Victor J. Coleman | Management | For | Voted - For |
440
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Gerald M. Gorski | Management | For | Voted - For |
1.7 | Elect Steven P. Grimes | Management | For | Voted - Against |
1.8 | Elect Christie B. Kelly | Management | For | Voted - For |
1.9 | Elect Peter L. Lynch | Management | For | Voted - For |
1.10 | Elect David R. O'Reilly | Management | For | Voted - For |
1.11 | Elect Barton R. Peterson | Management | For | Voted - For |
1.12 | Elect Charles H. Wurtzebach | Management | For | Voted - For |
1.13 | Elect Caroline L. Young | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2013 Equity Incentive Plan | Management | For | Voted - For |
KNOLL, INC. | ||||
Security ID: 498904200 Ticker: KNL | ||||
Meeting Date: 13-Jul-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
KOPPERS HOLDINGS INC. | ||||
Security ID: 50060P106 Ticker: KOP | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Leroy M. Ball | Management | For | Voted - For |
1.2 | Elect Xudong Feng | Management | For | Voted - For |
1.3 | Elect Traci L. Jensen | Management | For | Voted - For |
1.4 | Elect David L. Motley | Management | For | Voted - For |
1.5 | Elect Albert J. Neupaver | Management | For | Voted - For |
1.6 | Elect Louis L. Testoni | Management | For | Voted - For |
1.7 | Elect Stephen R. Tritch | Management | For | Voted - For |
1.8 | Elect Sonja M. Wilkerson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
LAKELAND BANCORP, INC. | ||||
Security ID: 511637100 Ticker: LBAI | ||||
Meeting Date: 03-Dec-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 17-May-22 | ||||
1.1 | Elect Lawrence R. Inserra, Jr. | Management | For | Voted - For |
1.2 | Elect Robert F. Mangano | Management | For | Voted - For |
441
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Robert E. McCracken | Management | For | Voted - For |
1.4 | Elect Thomas J. Shara | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
LANNETT COMPANY, INC. | ||||
Security ID: 516012101 Ticker: LCI | ||||
Meeting Date: 26-Jan-22 | ||||
1.1 | Elect Patrick G. LePore | Management | For | Voted - For |
1.2 | Elect John C. Chapman | Management | For | Voted - For |
1.3 | Elect Timothy C. Crew | Management | For | Voted - For |
1.4 | Elect David Drabik | Management | For | Voted - For |
1.5 | Elect Jeffrey Farber | Management | For | Voted - For |
1.6 | Elect Melissa Rewolinski | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Employee Stock Purchase Plan | Management | For | Voted - For |
LAZARD LTD | ||||
Security ID: G54050102 Ticker: LAZ | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Richard N. Haass | Management | For | Voted - For |
1.2 | Elect Jane L. Mendillo | Management | For | Voted - For |
1.3 | Elect Richard D. Parsons | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
LOUISIANA-PACIFIC CORPORATION | ||||
Security ID: 546347105 Ticker: LPX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Tracy A. Embree | Management | For | Voted - For |
1.2 | Elect Lizanne C. Gottung | Management | For | Voted - For |
1.3 | Elect Dustan E. McCoy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Approval of the 2022 Omnibus Stock Award Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
442
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
M.D.C. HOLDINGS, INC. | ||||
Security ID: 552676108 Ticker: MDC | ||||
Meeting Date: 25-Apr-22 | ||||
1.1 | Elect Michael A. Berman | Management | For | Voted - For |
1.2 | Elect Herbert T. Buchwald | Management | For | Voted - For |
1.3 | Elect Larry A. Mizel | Management | For | Voted - For |
1.4 | Elect Janice Sinden | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MATADOR RESOURCES COMPANY | ||||
Security ID: 576485205 Ticker: MTDR | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect R. Gaines Baty | Management | For | Voted - For |
1.2 | Elect James M. Howard | Management | For | Voted - For |
2 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
3 | Approval of the 2022 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
MDU RESOURCES GROUP, INC. | ||||
Security ID: 552690109 Ticker: MDU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas S. Everist | Management | For | Voted - For |
1.2 | Elect Karen B. Fagg | Management | For | Voted - For |
1.3 | Elect David L. Goodin | Management | For | Voted - For |
1.4 | Elect Dennis W. Johnson | Management | For | Voted - For |
1.5 | Elect Patricia L. Moss | Management | For | Voted - For |
1.6 | Elect Dale S. Rosenthal | Management | For | Voted - For |
1.7 | Elect Edward A. Ryan | Management | For | Voted - For |
1.8 | Elect David Sparby | Management | For | Voted - For |
1.9 | Elect Chenxi Wang | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MERITAGE HOMES CORPORATION | ||||
Security ID: 59001A102 Ticker: MTH | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Dana C. Bradford | Management | For | Voted - For |
1.2 | Elect Louis E. Caldera | Management | For | Voted - For |
443
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Deborah Ann Henretta | Management | For | Voted - For |
1.4 | Elect Steven J. Hilton | Management | For | Voted - For |
1.5 | Elect P. Kelly Mooney | Management | For | Voted - For |
1.6 | Elect Raymond Oppel | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MERITOR, INC. | ||||
Security ID: 59001K100 Ticker: MTOR | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Ivor J. Evans | Management | For | Voted - For |
1.2 | Elect William R. Newlin | Management | For | Voted - For |
1.3 | Elect Thomas L. Pajonas | Management | For | Voted - For |
1.4 | Elect Chris Villavarayan | Management | For | Voted - For |
1.5 | Elect Jan A. Bertsch | Management | For | Voted - For |
1.6 | Elect Rodger L. Boehm | Management | For | Voted - For |
1.7 | Elect Lloyd G. Trotter | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
Meeting Date: 26-May-22 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
METHODE ELECTRONICS, INC. | ||||
Security ID: 591520200 Ticker: MEI | ||||
Meeting Date: 15-Sep-21 | ||||
1.1 | Elect Walter J. Aspatore | Management | For | Voted - For |
1.2 | Elect David P. Blom | Management | For | Voted - For |
1.3 | Elect Therese M. Bobek | Management | For | Voted - For |
1.4 | Elect Brian J. Cadwallader | Management | For | Voted - For |
1.5 | Elect Bruce K. Crowther | Management | For | Voted - For |
1.6 | Elect Darren M. Dawson | Management | For | Voted - For |
1.7 | Elect Donald W. Duda | Management | For | Voted - For |
1.8 | Elect Janie Goddard | Management | For | Voted - For |
1.9 | Elect Mary A. Lindsey | Management | For | Voted - For |
1.10 | Elect Angelo V. Pantaleo | Management | For | Voted - For |
1.11 | Elect Mark D. Schwabero | Management | For | Voted - For |
1.12 | Elect Lawrence B. Skatoff | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
444
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MFA FINANCIAL, INC. | ||||
Security ID: 55272X607 Ticker: MFA | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Francis J. Oelerich III | Management | For | Voted - For |
1.2 | Elect Lisa K. Polsky | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Decrease in Authorized Common Stock | Management | For | Voted - For |
MGIC INVESTMENT CORPORATION | ||||
Security ID: 552848103 Ticker: MTG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Analisa M. Allen | Management | For | Voted - For |
1.2 | Elect Daniel A. Arrigoni | Management | For | Voted - For |
1.3 | Elect C. Edward Chaplin | Management | For | Voted - For |
1.4 | Elect Curt S. Culver | Management | For | Voted - For |
1.5 | Elect Jay C. Hartzell | Management | For | Voted - For |
1.6 | Elect Timothy A. Holt | Management | For | Voted - For |
1.7 | Elect Jodeen A. Kozlak | Management | For | Voted - For |
1.8 | Elect Michael E. Lehman | Management | For | Voted - For |
1.9 | Elect Teresita M. Lowman | Management | For | Voted - For |
1.10 | Elect Timothy J. Mattke | Management | For | Voted - For |
1.11 | Elect Gary A. Poliner | Management | For | Voted - For |
1.12 | Elect Sheryl L. Sculley | Management | For | Voted - For |
1.13 | Elect Mark M. Zandi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MODINE MANUFACTURING COMPANY | ||||
Security ID: 607828100 Ticker: MOD | ||||
Meeting Date: 22-Jul-21 | ||||
1.1 | Elect Suresh V. Garimella | Management | For | Voted - For |
1.2 | Elect Christopher W. Patterson | Management | For | Voted - For |
1.3 | Elect Christine Y. Yan | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
445
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MOOG INC. | ||||
Security ID: 615394202 Ticker: MOGA | ||||
Meeting Date: 08-Feb-22 | ||||
1 | Ratification of Auditor | Management | For | Voted - For |
MR. COOPER GROUP INC. | ||||
Security ID: 62482R107 Ticker: COOP | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Jay Bray | Management | For | Voted - For |
1.2 | Elect Busy Burr | Management | For | Voted - For |
1.3 | Elect Roy Guthrie | Management | For | Voted - For |
1.4 | Elect Daniela Jorge | Management | For | Voted - For |
1.5 | Elect Michael Malone | Management | For | Voted - For |
1.6 | Elect Shveta Mujumdar | Management | For | Voted - For |
1.7 | Elect Tagar Olson | Management | For | Voted - For |
1.8 | Elect Steven Scheiwe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MSG NETWORKS INC. | ||||
Security ID: 553573106 Ticker: MSGN | ||||
Meeting Date: 08-Jul-21 | ||||
1 | Merger with MSG Entertainment | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
NATIONAL FUEL GAS COMPANY | ||||
Security ID: 636180101 Ticker: NFG | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect David C. Carroll | Management | For | Voted - For |
1.2 | Elect Steven C. Finch | Management | For | Voted - For |
1.3 | Elect Joseph N. Jaggers | Management | For | Voted - For |
1.4 | Elect David F. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
446
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NATIONAL HEALTH INVESTORS, INC. | ||||
Security ID: 63633D104 Ticker: NHI | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect James R. Jobe | Management | For | Voted - For |
1.2 | Elect Robert G. Adams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
NAVIENT CORPORATION | ||||
Security ID: 63938C108 Ticker: NAVI | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Frederick Arnold | Management | For | Voted - For |
1.2 | Elect Edward J. Bramson | Management | For | Voted - For |
1.3 | Elect Anna Escobedo Cabral | Management | For | Voted - For |
1.4 | Elect Larry A. Klane | Management | For | Voted - For |
1.5 | Elect Michael A. Lawson | Management | For | Voted - For |
1.6 | Elect Linda A. Mills | Management | For | Voted - For |
1.7 | Elect John F. Remondi | Management | For | Voted - For |
1.8 | Elect Jane J. Thompson | Management | For | Voted - For |
1.9 | Elect Laura S. Unger | Management | For | Voted - For |
1.10 | Elect David L. Yowan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
NETGEAR, INC. | ||||
Security ID: 64111Q104 Ticker: NTGR | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Patrick C.S. Lo | Management | For | Voted - For |
1.2 | Elect David J. Henry | Management | For | Voted - For |
1.3 | Elect Sarah S. Butterfass | Management | For | Voted - For |
1.4 | Elect Laura J. Durr | Management | For | Voted - For |
1.5 | Elect Shravan K. Goli | Management | For | Voted - For |
1.6 | Elect Bradley L. Maiorino | Management | For | Voted - For |
1.7 | Elect Janice M. Roberts | Management | For | Voted - For |
1.8 | Elect Barbara V. Scherer | Management | For | Voted - For |
1.9 | Elect Thomas H. Waechter | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2003 Employee Stock Purchase Plan | Management | For | Voted - For |
447
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NEW MOUNTAIN FINANCE CORPORATION | ||||
Security ID: 647551100 Ticker: NMFC | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Robert A. Hamwee | Management | For | Voted - For |
1.2 | Elect Alfred F. Hurley, Jr. | Management | For | Voted - Withheld |
1.3 | Elect Alice W. Handy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
NEW RESIDENTIAL INVESTMENT CORP. | ||||
Security ID: 64828T201 Ticker: NRZ | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Robert J. McGinnis | Management | For | Voted - Withheld |
1.2 | Elect Andrew Sloves | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
NEW YORK MORTGAGE TRUST, INC. | ||||
Security ID: 649604501 Ticker: NYMT | ||||
Meeting Date: 06-Jun-22 | ||||
1.1 | Elect Eugenia R. Cheng | Management | For | Voted - For |
1.2 | Elect Michael B. Clement | Management | For | Voted - For |
1.3 | Elect Audrey E. Greenberg | Management | For | Voted - For |
1.4 | Elect Steven R. Mumma | Management | For | Voted - For |
1.5 | Elect Steven G. Norcutt | Management | For | Voted - For |
1.6 | Elect Lisa A. Pendergast | Management | For | Voted - For |
1.7 | Elect Jason T. Serrano | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
NEXSTAR MEDIA GROUP, INC. | ||||
Security ID: 65336K103 Ticker: NXST | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Bernadette S. Aulestia | Management | For | Voted - For |
1.2 | Elect Dennis J. FitzSimons | Management | For | Voted - For |
1.3 | Elect C. Thomas McMillen | Management | For | Voted - Against |
1.4 | Elect Lisbeth McNabb | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Elimination of Class B Common Stock and Class C | |||
Common Stock | Management | For | Voted - For |
448
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NU SKIN ENTERPRISES, INC. | ||||
Security ID: 67018T105 Ticker: NUS | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Emma S. Battle | Management | For | Voted - For |
1.2 | Elect Daniel W. Campbell | Management | For | Voted - For |
1.3 | Elect Andrew D. Lipman | Management | For | Voted - For |
1.4 | Elect Steven J. Lund | Management | For | Voted - For |
1.5 | Elect Ryan S. Napierski | Management | For | Voted - For |
1.6 | Elect Laura Nathanson | Management | For | Voted - For |
1.7 | Elect Thomas R. Pisano | Management | For | Voted - For |
1.8 | Elect Zheqing (Simon) Shen | Management | For | Voted - For |
1.9 | Elect Edwina D. Woodbury | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OAKTREE SPECIALTY LENDING CORPORATION | ||||
Security ID: 67401P108 Ticker: OCSL | ||||
Meeting Date: 04-Mar-22 | ||||
1.1 | Elect Phyllis R. Caldwell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
OFFICE PROPERTIES INCOME TRUST | ||||
Security ID: 67623C109 Ticker: OPI | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Barbara D. Gilmore | Management | For | Voted - For |
1.2 | Elect John L. Harrington | Management | For | Voted - For |
1.3 | Elect William A. Lamkin | Management | For | Voted - For |
1.4 | Elect Elena B. Poptodorova | Management | For | Voted - For |
1.5 | Elect Adam D. Portnoy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OFG BANCORP | ||||
Security ID: 67103X102 Ticker: OFG | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Julian S. Inclan | Management | For | Voted - For |
1.2 | Elect Jose Rafael Fernandez | Management | For | Voted - For |
1.3 | Elect Jorge Colon-Gerena | Management | For | Voted - For |
449
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Nestor de Jesus | Management | For | Voted - For |
1.5 | Elect Annette Franqui | Management | For | Voted - For |
1.6 | Elect Susan S. Harnett | Management | For | Voted - For |
1.7 | Elect Edwin Perez | Management | For | Voted - For |
1.8 | Elect Rafael Velez | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
O-I GLASS, INC. | ||||
Security ID: 67098H104 Ticker: OI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Samuel R. Chapin | Management | For | Voted - For |
1.2 | Elect David V. Clark II | Management | For | Voted - For |
1.3 | Elect Gordon J. Hardie | Management | For | Voted - For |
1.4 | Elect John Humphrey | Management | For | Voted - For |
1.5 | Elect Andres A. Lopez | Management | For | Voted - For |
1.6 | Elect Alan J. Murray | Management | For | Voted - For |
1.7 | Elect Hari N. Nair | Management | For | Voted - For |
1.8 | Elect Joseph D. Rupp | Management | For | Voted - For |
1.9 | Elect Catherine I. Slater | Management | For | Voted - For |
1.10 | Elect John H. Walker | Management | For | Voted - For |
1.11 | Elect Carol A. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2017 Incentive Award Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
OLD NATIONAL BANCORP | ||||
Security ID: 680033107 Ticker: ONB | ||||
Meeting Date: 15-Sep-21 | ||||
1 | Merger | Management | For | Voted - For |
2 | Increase in Authorized Common Stock | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 18-May-22 | ||||
1.1 | Elect Barbara A. Boigegrain | Management | For | Voted - For |
1.2 | Elect Thomas L. Brown | Management | For | Voted - For |
1.3 | Elect Kathryn J. Hayley | Management | For | Voted - For |
1.4 | Elect Peter J. Henseler | Management | For | Voted - For |
1.5 | Elect Daniel S. Hermann | Management | For | Voted - For |
1.6 | Elect Ryan C. Kitchell | Management | For | Voted - For |
1.7 | Elect Austin M. Ramirez | Management | For | Voted - For |
1.8 | Elect Ellen A. Rudnick | Management | For | Voted - For |
1.9 | Elect James C. Ryan, III | Management | For | Voted - For |
1.10 | Elect Thomas E. Salmon | Management | For | Voted - For |
450
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Michael L. Scudder | Management | For | Voted - For |
1.12 | Elect Rebecca S. Skillman | Management | For | Voted - For |
1.13 | Elect Michael J. Small | Management | For | Voted - For |
1.14 | Elect Derrick J. Stewart | Management | For | Voted - For |
1.15 | Elect Stephen C. Van Arsdell | Management | For | Voted - For |
1.16 | Elect Katherine E. White | Management | For | Voted - For |
2 | Amendment to the 2008 Incentive Compensation Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
OSHKOSH CORPORATION | ||||
Security ID: 688239201 Ticker: OSK | ||||
Meeting Date: 22-Feb-22 | ||||
1.1 | Elect Keith J. Allman | Management | For | Voted - For |
1.2 | Elect Douglas L. Davis | Management | For | Voted - For |
1.3 | Elect Tyrone M. Jordan | Management | For | Voted - For |
1.4 | Elect Kimberley Metcalf-Kupres | Management | For | Voted - For |
1.5 | Elect Stephen D. Newlin | Management | For | Voted - For |
1.6 | Elect Duncan J. Palmer | Management | For | Voted - For |
1.7 | Elect John C. Pfeifer | Management | For | Voted - For |
1.8 | Elect Sandra E. Rowland | Management | For | Voted - For |
1.9 | Elect John S. Shiely | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
OSI SYSTEMS, INC. | ||||
Security ID: 671044105 Ticker: OSIS | ||||
Meeting Date: 09-Dec-21 | ||||
1.1 | Elect Deepak Chopra | Management | For | Voted - For |
1.2 | Elect William F. Ballhaus, Jr. | Management | For | Voted - For |
1.3 | Elect Kelli Bernard | Management | For | Voted - For |
1.4 | Elect Gerald Chizever | Management | For | Voted - Withheld |
1.5 | Elect Steven C. Good | Management | For | Voted - For |
1.6 | Elect James B. Hawkins | Management | For | Voted - For |
1.7 | Elect Meyer Luskin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
PARK-OHIO HOLDINGS CORP. | ||||
Security ID: 700666100 Ticker: PKOH | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Edward F. Crawford | Management | For | Voted - Withheld |
1.2 | Elect John D. Grampa | Management | For | Voted - For |
451
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Steven H. Rosen | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
PDC ENERGY, INC. | ||||
Security ID: 69327R101 Ticker: PDCE | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Barton R. Brookman | Management | For | Voted - For |
1.2 | Elect Pamela R. Butcher | Management | For | Voted - For |
1.3 | Elect Mark E. Ellis | Management | For | Voted - For |
1.4 | Elect Paul J. Korus | Management | For | Voted - For |
1.5 | Elect Lynn A. Peterson | Management | For | Voted - For |
1.6 | Elect Carlos Sabater | Management | For | Voted - For |
1.7 | Elect Diana L. Sands | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PENNANTPARK COMPANIES | ||||
Security ID: 708062104 Ticker: PNNT | ||||
Meeting Date: 08-Feb-22 | ||||
1.1 | Elect Arthur H. Penn | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
PENNYMAC MORTGAGE INVESTMENT TRUST | ||||
Security ID: 70931T103 Ticker: PMT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Scott W. Carnahan | Management | For | Voted - For |
1.2 | Elect Renee R. Schultz | Management | For | Voted - For |
1.3 | Elect Marianne Sullivan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PENSKE AUTOMOTIVE GROUP, INC. | ||||
Security ID: 70959W103 Ticker: PAG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect John D. Barr | Management | For | Voted - For |
1.2 | Elect Lisa A. Davis | Management | For | Voted - For |
1.3 | Elect Wolfgang Durheimer | Management | For | Voted - For |
1.4 | Elect Michael R. Eisenson | Management | For | Voted - For |
1.5 | Elect Robert H. Kurnick, Jr. | Management | For | Voted - For |
1.6 | Elect Kimberly J. McWaters | Management | For | Voted - For |
452
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Kota Odagiri | Management | For | Voted - For |
1.8 | Elect Greg Penske | Management | For | Voted - For |
1.9 | Elect Roger S. Penske | Management | For | Voted - For |
1.10 | Elect Sandra E. Pierce | Management | For | Voted - For |
1.11 | Elect Gregory C. Smith | Management | For | Voted - For |
1.12 | Elect Ronald G. Steinhart | Management | For | Voted - For |
1.13 | Elect H. Brian Thompson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PEOPLES BANCORP INC. | ||||
Security ID: 709789101 Ticker: PEBO | ||||
Meeting Date: 22-Jul-21 | ||||
1 | Stock Issuance for Merger with Premier Financial | |||
Bancorp | Management | For | Voted - For | |
2 | Increase in Authorized Common Stock | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Tara M. Abraham | Management | For | Voted - For |
1.2 | Elect S. Craig Beam | Management | For | Voted - For |
1.3 | Elect George W. Broughton | Management | For | Voted - For |
1.4 | Elect David F. Dierker | Management | For | Voted - For |
1.5 | Elect James S. Huggins | Management | For | Voted - For |
1.6 | Elect Brooke W. James | Management | For | Voted - For |
1.7 | Elect Susan D. Rector | Management | For | Voted - For |
1.8 | Elect Kevin R. Reeves | Management | For | Voted - For |
1.9 | Elect Douglas V. Reynolds | Management | For | Voted - For |
1.10 | Elect Frances A. Skinner | Management | For | Voted - For |
1.11 | Elect Charles W. Sulerzyski | Management | For | Voted - For |
1.12 | Elect Michael N. Vittorio | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PLYMOUTH INDUSTRIAL REIT, INC. | ||||
Security ID: 729640102 Ticker: PLYM | ||||
Meeting Date: 30-Jun-22 | ||||
1.1 | Elect Martin Barber | Management | For | Voted - For |
1.2 | Elect Philip S. Cottone | Management | For | Voted - For |
1.3 | Elect Richard J. DeAgazio | Management | For | Voted - Withheld |
1.4 | Elect David G. Gaw | Management | For | Voted - For |
1.5 | Elect John W. Guinee | Management | For | Voted - For |
1.6 | Elect Caitlin Murphy | Management | For | Voted - For |
1.7 | Elect Pendleton P. White, Jr. | Management | For | Voted - For |
453
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Jeffrey E. Witherell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
POPULAR, INC. | ||||
Security ID: 733174700 Ticker: BPOP | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Alejandro M. Ballester | Management | For | Voted - For |
1.2 | Elect Richard L. Carrion | Management | For | Voted - For |
1.3 | Elect Betty K. DeVita | Management | For | Voted - For |
1.4 | Elect Carlos A. Unanue | Management | For | Voted - For |
1.5 | Elect Joaquin E. Bacardi, III | Management | For | Voted - For |
1.6 | Elect Robert Carrady | Management | For | Voted - For |
1.7 | Elect John W. Diercksen | Management | For | Voted - For |
1.8 | Elect Myrna M. Soto | Management | For | Voted - For |
1.9 | Elect Jose R. Rodriguez | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PREMIER FINANCIAL CORP. | ||||
Security ID: 74052F108 Ticker: PFC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Zahid Afzal | Management | For | Voted - Withheld |
1.2 | Elect Louis Altman | Management | For | Voted - For |
1.3 | Elect Terri A. Bettinger | Management | For | Voted - For |
1.4 | Elect John L. Bookmyer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PRESTIGE CONSUMER HEALTHCARE INC. | ||||
Security ID: 74112D101 Ticker: PBH | ||||
Meeting Date: 03-Aug-21 | ||||
1.1 | Elect Ronald M. Lombardi | Management | For | Voted - For |
1.2 | Elect John E. Byom | Management | For | Voted - For |
1.3 | Elect Celeste A. Clark | Management | For | Voted - For |
1.4 | Elect Christopher J. Coughlin | Management | For | Voted - For |
1.5 | Elect Sheila A. Hopkins | Management | For | Voted - For |
1.6 | Elect Natale S. Ricciardi | Management | For | Voted - For |
1.7 | Elect Dawn M. Zier | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
454
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PRIMORIS SERVICES CORPORATION | ||||
Security ID: 74164F103 Ticker: PRIM | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Michael E. Ching | Management | For | Voted - For |
1.2 | Elect Stephen C. Cook | Management | For | Voted - For |
1.3 | Elect David L. King | Management | For | Voted - For |
1.4 | Elect Carla S. Mashinski | Management | For | Voted - For |
1.5 | Elect Terry D. McCallister | Management | For | Voted - Withheld |
1.6 | Elect Thomas E. McCormick | Management | For | Voted - For |
1.7 | Elect Jose R. Rodriguez | Management | For | Voted - For |
1.8 | Elect John P. Schauerman | Management | For | Voted - For |
1.9 | Elect Patricia K. Wagner | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Approval of the Employee Stock Purchase Plan | Management | For | Voted - For |
PROG HOLDINGS, INC. | ||||
Security ID: 74319R101 Ticker: PRG | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Kathy T. Betty | Management | For | Voted - For |
1.2 | Elect Douglas C. Curling | Management | For | Voted - For |
1.3 | Elect Cynthia N. Day | Management | For | Voted - For |
1.4 | Elect Curtis L. Doman | Management | For | Voted - For |
1.5 | Elect Ray M. Martinez | Management | For | Voted - For |
1.6 | Elect Steven A. Michaels | Management | For | Voted - For |
1.7 | Elect Ray M. Robinson | Management | For | Voted - For |
1.8 | Elect Caroline Sheu | Management | For | Voted - For |
1.9 | Elect James P. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2015 Equity and Incentive Plan | Management | For | Voted - For |
5 | Approval of the Employee Stock Purchase Plan | Management | For | Voted - For |
PROGRESS SOFTWARE CORPORATION | ||||
Security ID: 743312100 Ticker: PRGS | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Paul Dacier | Management | For | Voted - For |
1.2 | Elect John R. Egan | Management | For | Voted - For |
1.3 | Elect Rainer Gawlick | Management | For | Voted - For |
1.4 | Elect Yogesh Gupta | Management | For | Voted - For |
1.5 | Elect Charles F. Kane | Management | For | Voted - For |
1.6 | Elect Samskriti Y. King | Management | For | Voted - For |
1.7 | Elect David A. Krall | Management | For | Voted - For |
455
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Angela T. Tucci | Management | For | Voted - For |
1.9 | Elect Vivian M. Vitale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PROSPECT CAPITAL CORPORATION | ||||
Security ID: 74348T102 Ticker: PSEC | ||||
Meeting Date: 03-Dec-21 | ||||
1.1 | Elect M. Grier Eliasek | Management | For | Voted - Against |
1.2 | Elect Andrew C. Cooper | Management | For | Voted - For |
PROSPECT CAPITAL CORPORATION | ||||
Security ID: 74348T565 Ticker: PSEC | ||||
Meeting Date: 10-Jun-22 | ||||
1 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
QUAD/GRAPHICS, INC. | ||||
Security ID: 747301109 Ticker: QUAD | ||||
Meeting Date: 23-May-22 | ||||
1.1 | Elect Mark A. Angelson | Management | For | Voted - For |
1.2 | Elect Douglas P. Buth | Management | For | Voted - Withheld |
1.3 | Elect Kathryn Quadracci Flores | Management | For | Voted - For |
1.4 | Elect John C. Fowler | Management | For | Voted - For |
1.5 | Elect Stephen M. Fuller | Management | For | Voted - For |
1.6 | Elect Christopher B. Harned | Management | For | Voted - For |
1.7 | Elect Joel Quadracci | Management | For | Voted - For |
1.8 | Elect Jay O. Rothman | Management | For | Voted - For |
1.9 | Elect John S. Shiely | Management | For | Voted - Withheld |
QURATE RETAIL, INC. | ||||
Security ID: 74915M209 Ticker: QRTEA | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect John C. Malone | Management | For | Voted - For |
1.2 | Elect M. Ian G. Gilchrist | Management | For | Voted - For |
1.3 | Elect Andrea L. Wong | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
456
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
RADIAN GROUP INC. | ||||
Security ID: 750236101 Ticker: RDN | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Howard B. Culang | Management | For | Voted - For |
1.2 | Elect Brad L. Conner | Management | For | Voted - For |
1.3 | Elect Debra A. Hess | Management | For | Voted - For |
1.4 | Elect Lisa W. Hess | Management | For | Voted - For |
1.5 | Elect Brian D. Montgomery | Management | For | Voted - For |
1.6 | Elect Lisa Mumford | Management | For | Voted - For |
1.7 | Elect Gaetano Muzio | Management | For | Voted - For |
1.8 | Elect Gregory V. Serio | Management | For | Voted - For |
1.9 | Elect Noel J. Spiegel | Management | For | Voted - For |
1.10 | Elect Richard G. Thornberry | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
REDWOOD TRUST, INC. | ||||
Security ID: 758075402 Ticker: RWT | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Greg H. Kubicek | Management | For | Voted - For |
1.2 | Elect Christopher J. Abate | Management | For | Voted - For |
1.3 | Elect Armando Falcon | Management | For | Voted - Against |
1.4 | Elect Douglas B. Hansen | Management | For | Voted - For |
1.5 | Elect Debora D. Horvath | Management | For | Voted - For |
1.6 | Elect George W. Madison | Management | For | Voted - Against |
1.7 | Elect Georganne C. Proctor | Management | For | Voted - For |
1.8 | Elect Dashiell I. Robinson | Management | For | Voted - For |
1.9 | Elect Faith A. Schwartz | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
REGIONAL MANAGEMENT CORP. | ||||
Security ID: 75902K106 Ticker: RM | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Philip V. Bancroft | Management | For | Voted - For |
1.2 | Elect Robert W. Beck | Management | For | Voted - For |
1.3 | Elect Jonathan D. Brown | Management | For | Voted - For |
1.4 | Elect Roel C. Campos | Management | For | Voted - For |
1.5 | Elect Maria Contreras-Sweet | Management | For | Voted - For |
1.6 | Elect Michael R. Dunn | Management | For | Voted - For |
1.7 | Elect Steven J. Freiberg | Management | For | Voted - For |
1.8 | Elect Sandra K. Johnson | Management | For | Voted - For |
457
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Carlos Palomares | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
RUSH ENTERPRISES, INC. | ||||
Security ID: 781846308 Ticker: RUSHA | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect W. M. Rush | Management | For | Voted - For |
1.2 | Elect Thomas A. Akin | Management | For | Voted - For |
1.3 | Elect Raymond J. Chess | Management | For | Voted - For |
1.4 | Elect William H. Cary | Management | For | Voted - For |
1.5 | Elect Kennon H. Guglielmo | Management | For | Voted - Withheld |
1.6 | Elect Elaine Mendoza | Management | For | Voted - For |
1.7 | Elect Troy A. Clarke | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
RYDER SYSTEM, INC. | ||||
Security ID: 783549108 Ticker: R | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Robert J. Eck | Management | For | Voted - For |
1.2 | Elect Robert A. Hagemann | Management | For | Voted - For |
1.3 | Elect Michael F. Hilton | Management | For | Voted - For |
1.4 | Elect Tamara L. Lundgren | Management | For | Voted - For |
1.5 | Elect Luis P. Nieto, Jr. | Management | For | Voted - For |
1.6 | Elect David G. Nord | Management | For | Voted - For |
1.7 | Elect Robert E. Sanchez | Management | For | Voted - For |
1.8 | Elect Abbie J. Smith | Management | For | Voted - For |
1.9 | Elect E. Follin Smith | Management | For | Voted - For |
1.10 | Elect Dmitri L. Stockton | Management | For | Voted - For |
1.11 | Elect Hansel E. Tookes II | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
SABRA HEALTH CARE REIT, INC. | ||||
Security ID: 78573L106 Ticker: SBRA | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect Craig Barbarosh | Management | For | Voted - For |
1.2 | Elect Katie Cusack | Management | For | Voted - For |
1.3 | Elect Michael J. Foster | Management | For | Voted - For |
1.4 | Elect Lynne S. Katzmann | Management | For | Voted - For |
1.5 | Elect Ann Kono | Management | For | Voted - For |
458
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Jeffrey A. Malehorn | Management | For | Voted - For |
1.7 | Elect Richard K. Matros | Management | For | Voted - For |
1.8 | Elect Clifton J. Porter II | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SALLY BEAUTY HOLDINGS, INC. | ||||
Security ID: 79546E104 Ticker: SBH | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Marshall E. Eisenberg | Management | For | Voted - For |
1.2 | Elect Diana S. Ferguson | Management | For | Voted - For |
1.3 | Elect Dorlisa K. Flur | Management | For | Voted - For |
1.4 | Elect James M. Head | Management | For | Voted - For |
1.5 | Elect Linda Heasley | Management | For | Voted - For |
1.6 | Elect Robert R. McMaster | Management | For | Voted - For |
1.7 | Elect John A. Miller | Management | For | Voted - For |
1.8 | Elect Erin Nealy Cox | Management | For | Voted - For |
1.9 | Elect Denise Paulonis | Management | For | Voted - For |
1.10 | Elect Edward W. Rabin | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SANMINA CORPORATION | ||||
Security ID: 801056102 Ticker: SANM | ||||
Meeting Date: 14-Mar-22 | ||||
1.1 | Elect Jure Sola | Management | For | Voted - For |
1.2 | Elect Eugene A. Delaney | Management | For | Voted - For |
1.3 | Elect John P. Goldsberry | Management | For | Voted - For |
1.4 | Elect Susan A. Johnson | Management | For | Voted - For |
1.5 | Elect Rita S. Lane | Management | For | Voted - For |
1.6 | Elect Joseph G. Licata, Jr. | Management | For | Voted - For |
1.7 | Elect Krish A. Prabhu | Management | For | Voted - For |
1.8 | Elect Mario M. Rosati | Management | For | Voted - Against |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2019 Equity Incentive Plan | Management | For | Voted - For |
SCANSOURCE, INC. | ||||
Security ID: 806037107 Ticker: SCSC | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Michael L. Baur | Management | For | Voted - For |
1.2 | Elect Peter C. Browning | Management | For | Voted - For |
1.3 | Elect Frank E. Emory, Jr. | Management | For | Voted - For |
459
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Michael J. Grainger | Management | For | Voted - For |
1.5 | Elect Charles A. Mathis | Management | For | Voted - For |
1.6 | Elect Dorothy F. Ramoneda | Management | For | Voted - For |
1.7 | Elect Jeffrey R. Rodek | Management | For | Voted - For |
1.8 | Elect Elizabeth O. Temple | Management | For | Voted - For |
1.9 | Elect Charles R. Whitchurch | Management | For | Voted - For |
2 | Adoption of Majority Voting in Uncontested Director | |||
Elections | Management | For | Voted - For | |
3 | Elimination of Supermajority Requirement | Management | For | Voted - For |
4 | Approval of the 2021 Omnibus Incentive Compensation | |||
Plan | Management | For | Voted - For | |
5 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
6 | Ratification of Auditor | Management | For | Voted - For |
SELECT MEDICAL HOLDINGS CORPORATION | ||||
Security ID: 81619Q105 Ticker: SEM | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Russell L. Carson | Management | For | Voted - Against |
1.2 | Elect Katherine R. Davisson | Management | For | Voted - For |
1.3 | Elect William H. Frist | Management | For | Voted - Against |
1.4 | Elect Marilyn Tavenner | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
SERVICE PROPERTIES TRUST | ||||
Security ID: 81761L102 Ticker: SVC | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Laurie B. Burns | Management | For | Voted - For |
1.2 | Elect Robert E. Cramer | Management | For | Voted - For |
1.3 | Elect Donna D. Fraiche | Management | For | Voted - For |
1.4 | Elect William A. Lamkin | Management | For | Voted - For |
1.5 | Elect Adam D. Portnoy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2012 Equity Compensation Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
SHOE CARNIVAL, INC. | ||||
Security ID: 824889109 Ticker: SCVL | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect James A. Aschleman | Management | For | Voted - For |
1.2 | Elect Andrea R. Guthrie | Management | For | Voted - For |
1.3 | Elect Clifton E. Sifford | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
460
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to Articles to Allow Shareholders to | |||
Amend Bylaws | Management | For | Voted - For | |
SILGAN HOLDINGS INC. | ||||
Security ID: 827048109 Ticker: SLGN | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect Kimberly A. Fields | Management | For | Voted - For |
1.2 | Elect Brad A. Lich | Management | For | Voted - For |
1.3 | Elect R. Philip Silver | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SIMMONS FIRST NATIONAL CORPORATION | ||||
Security ID: 828730200 Ticker: SFNC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Jay D. Burchfield | Management | For | Voted - For |
1.2 | Elect Marty D. Casteel | Management | For | Voted - For |
1.3 | Elect William E. Clark, II | Management | For | Voted - For |
1.4 | Elect Steven A. Cosse | Management | For | Voted - For |
1.5 | Elect Mark C. Doramus | Management | For | Voted - Against |
1.6 | Elect Edward Drilling | Management | For | Voted - For |
1.7 | Elect Eugene Hunt | Management | For | Voted - For |
1.8 | Elect Jerry Hunter | Management | For | Voted - For |
1.9 | Elect Susan S. Lanigan | Management | For | Voted - For |
1.10 | Elect W. Scott McGeorge | Management | For | Voted - For |
1.11 | Elect George A. Makris, Jr. | Management | For | Voted - For |
1.12 | Elect Tom E. Purvis | Management | For | Voted - For |
1.13 | Elect Robert L. Shoptaw | Management | For | Voted - For |
1.14 | Elect Julie Stackhouse | Management | For | Voted - For |
1.15 | Elect Russell W. Teubner | Management | For | Voted - For |
1.16 | Elect Mindy West | Management | For | Voted - For |
2 | Change in Board Size | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Increase in Authorized Common Stock | Management | For | Voted - For |
6 | Amendment to Articles Regarding the Removal of | |||
Liquidation Preference Limit on Preferred Stock | Management | For | Voted - For | |
7 | Amendments to Articles | Management | For | Voted - For |
461
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SIXTH STREET SPECIALTY LENDING, INC. | ||||
Security ID: 83012A109 Ticker: TSLX | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Jennifer Gordon | Management | For | Voted - Withheld |
1.2 | Elect John Ross | Management | For | Voted - For |
1.3 | Elect Judy S. Slotkin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Authority to Sell or Issue Shares Below Net Asset | |||
Value | Management | For | Voted - For | |
SKYWEST, INC. | ||||
Security ID: 830879102 Ticker: SKYW | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Jerry C. Atkin | Management | For | Voted - For |
1.2 | Elect Russell A. Childs | Management | For | Voted - For |
1.3 | Elect Smita Conjeevaram | Management | For | Voted - For |
1.4 | Elect Meredith S. Madden | Management | For | Voted - For |
1.5 | Elect Ronald J. Mittelstaedt | Management | For | Voted - For |
1.6 | Elect Andrew C. Roberts | Management | For | Voted - For |
1.7 | Elect Keith E. Smith | Management | For | Voted - For |
1.8 | Elect James L. Welch | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SONIC AUTOMOTIVE, INC. | ||||
Security ID: 83545G102 Ticker: SAH | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect O. Bruton Smith | Management | For | Voted - Against |
1.2 | Elect David Bruton Smith | Management | For | Voted - For |
1.3 | Elect Jeff Dyke | Management | For | Voted - For |
1.4 | Elect William I. Belk | Management | For | Voted - For |
1.5 | Elect William R. Brooks | Management | For | Voted - For |
1.6 | Elect John W. Harris, III | Management | For | Voted - For |
1.7 | Elect Michael Hodge | Management | For | Voted - For |
1.8 | Elect Keri A. Kaiser | Management | For | Voted - Against |
1.9 | Elect Marcus G. Smith | Management | For | Voted - For |
1.10 | Elect R. Eugene Taylor | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
462
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SOUTHWESTERN ENERGY COMPANY | ||||
Security ID: 845467109 Ticker: SWN | ||||
Meeting Date: 27-Aug-21 | ||||
1 | Merger Issuance | Management | For | Voted - For |
2 | Increase in Authorized Common Stock | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
SPARTANNASH COMPANY | ||||
Security ID: 847215100 Ticker: SPTN | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Margaret Shan Atkins | Management | For | Voted - For |
1.2 | Elect Douglas A. Hacker | Management | For | Voted - For |
1.3 | Elect Matthew Mannelly | Management | For | Voted - For |
1.4 | Elect Julien R. Mininberg | Management | For | Voted - For |
1.5 | Elect Jaymin B. Patel | Management | For | Voted - For |
1.6 | Elect Hawthorne L. Proctor | Management | For | Voted - For |
1.7 | Elect Pamela S. Puryear | Management | For | Voted - For |
1.8 | Elect Tony B. Sarsam | Management | For | Voted - For |
1.9 | Elect William R. Voss | Management | For | Voted - For |
1.10 | Elect Jonathan Duskin | Shareholder | N/A | Take No Action |
1.11 | Elect John E. Fleming | Shareholder | N/A | Take No Action |
1.12 | Elect Michael J. Lewis | Shareholder | N/A | Take No Action |
1.13 | Elect Management Nominee Matthew M. Mannelly | Shareholder | N/A | Take No Action |
1.14 | Elect Management Nominee Julien R. Mininberg | Shareholder | N/A | Take No Action |
1.15 | Elect Management Nominee Jaymin B. Patel | Shareholder | N/A | Take No Action |
1.16 | Elect Management Nominee Hawthorne L. Proctor | Shareholder | N/A | Take No Action |
1.17 | Elect Management Nominee Pamela Puryear | Shareholder | N/A | Take No Action |
1.18 | Elect Management Nominee Tony B. Sarsam | Shareholder | N/A | Take No Action |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Approval of the Associate Stock Purchase Plan of | |||
2022 | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
6 | Approval of the Associate Stock Purchase Plan of | |||
2022 | Management | N/A | Take No Action | |
7 | Ratification of Auditor | Management | N/A | Take No Action |
SPROUTS FARMERS MARKET, INC. | ||||
Security ID: 85208M102 Ticker: SFM | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Kristen E. Blum | Management | For | Voted - For |
1.2 | Elect Jack L. Sinclair | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
463
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Approval of the 2022 Omnibus Incentive Compensation | |||
Plan | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
STEELCASE INC. | ||||
Security ID: 858155203 Ticker: SCS | ||||
Meeting Date: 14-Jul-21 | ||||
1.1 | Elect Sara E. Armbruster | Management | For | Voted - For |
1.2 | Elect Timothy C.E. Brown | Management | For | Voted - Against |
1.3 | Elect Connie K. Duckworth | Management | For | Voted - For |
1.4 | Elect James P. Keane | Management | For | Voted - For |
1.5 | Elect Todd P. Kelsey | Management | For | Voted - For |
1.6 | Elect Jennifer C. Niemann | Management | For | Voted - For |
1.7 | Elect Robert C. Pew III | Management | For | Voted - For |
1.8 | Elect Cathy D. Ross | Management | For | Voted - For |
1.9 | Elect Catherine B. Schmelter | Management | For | Voted - For |
1.10 | Elect Peter M. Wege II | Management | For | Voted - For |
1.11 | Elect Linda K. Williams | Management | For | Voted - For |
1.12 | Elect Kate Pew Wolters | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Incentive Compensation Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
STERLING CONSTRUCTION COMPANY, INC. | ||||
Security ID: 859241101 Ticker: STRL | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Roger A. Cregg | Management | For | Voted - For |
1.2 | Elect Joseph Cutillo | Management | For | Voted - For |
1.3 | Elect Julie A. Dill | Management | For | Voted - For |
1.4 | Elect Dana C. O'Brien | Management | For | Voted - For |
1.5 | Elect Charles R. Patton | Management | For | Voted - For |
1.6 | Elect Thomas M. White | Management | For | Voted - For |
1.7 | Elect Dwayne A. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
STURM, RUGER & COMPANY, INC. | ||||
Security ID: 864159108 Ticker: RGR | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect John A. Cosentino, Jr. | Management | For | Voted - For |
1.2 | Elect Michael O. Fifer | Management | For | Voted - For |
1.3 | Elect Sandra S. Froman | Management | For | Voted - For |
1.4 | Elect Rebecca S. Halstead | Management | For | Voted - For |
464
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Christopher J. Killoy | Management | For | Voted - For |
1.6 | Elect Terrence K. O'Connor | Management | For | Voted - For |
1.7 | Elect Amir P. Rosenthal | Management | For | Voted - For |
1.8 | Elect Ronald C. Whitaker | Management | For | Voted - Withheld |
1.9 | Elect Phillip C. Widman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Human Rights Impact | |||
Assessment | Shareholder | Against | Voted - For | |
SYKES ENTERPRISES, INCORPORATED | ||||
Security ID: 871237103 Ticker: SYKE | ||||
Meeting Date: 24-Aug-21 | ||||
1 | Sitel Transaction | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
SYNOVUS FINANCIAL CORP. | ||||
Security ID: 87161C501 Ticker: SNV | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Tim E. Bentsen | Management | For | Voted - For |
1.2 | Elect Kevin S. Blair | Management | For | Voted - For |
1.3 | Elect F. Dixon Brooke Jr. | Management | For | Voted - For |
1.4 | Elect Stephen T. Butler | Management | For | Voted - For |
1.5 | Elect Elizabeth W. Camp | Management | For | Voted - For |
1.6 | Elect Pedro Cherry | Management | For | Voted - For |
1.7 | Elect Diana M. Murphy | Management | For | Voted - For |
1.8 | Elect Harris Pastides | Management | For | Voted - For |
1.9 | Elect Joseph J. Prochaska, Jr. | Management | For | Voted - For |
1.10 | Elect John L. Stallworth | Management | For | Voted - For |
1.11 | Elect Kessel D. Stelling | Management | For | Voted - For |
1.12 | Elect Barry L. Storey | Management | For | Voted - For |
1.13 | Elect Teresa White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TANGER FACTORY OUTLET CENTERS, INC. | ||||
Security ID: 875465106 Ticker: SKT | ||||
Meeting Date: 13-May-22 | ||||
1.1 | Elect Jeffrey B. Citrin | Management | For | Voted - For |
1.2 | Elect David B. Henry | Management | For | Voted - For |
1.3 | Elect Sandeep Lakhmi Mathrani | Management | For | Voted - Against |
1.4 | Elect Thomas J. Reddin | Management | For | Voted - For |
465
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Bridget M. Ryan-Berman | Management | For | Voted - For |
1.6 | Elect Susan E. Skerritt | Management | For | Voted - For |
1.7 | Elect Steven B. Tanger | Management | For | Voted - For |
1.8 | Elect Luis A. Ubinas | Management | For | Voted - For |
1.9 | Elect Stephen J. Yalof | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
TD SYNNEX CORPORATION | ||||
Security ID: 87162W100 Ticker: SNX | ||||
Meeting Date: 15-Mar-22 | ||||
1.1 | Elect Dennis Polk | Management | For | Voted - For |
1.2 | Elect Robert Kalsow-Ramos | Management | For | Voted - For |
1.3 | Elect Ann Vezina | Management | For | Voted - For |
1.4 | Elect Richard Hume | Management | For | Voted - For |
1.5 | Elect Fred Breidenbach | Management | For | Voted - Withheld |
1.6 | Elect Hau Lee | Management | For | Voted - For |
1.7 | Elect Matthew Miau | Management | For | Voted - Withheld |
1.8 | Elect Nayaki Nayyar | Management | For | Voted - For |
1.9 | Elect Matthew Nord | Management | For | Voted - For |
1.10 | Elect Merline Saintil | Management | For | Voted - Withheld |
1.11 | Elect Duane E. Zitzner | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Corporate Opportunity Waiver | Management | For | Voted - Against |
TEGNA INC. | ||||
Security ID: 87901J105 Ticker: TGNA | ||||
Meeting Date: 17-May-22 | ||||
1 | Acquisition by Standard General | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Gina L. Bianchini | Management | For | Voted - For |
1.2 | Elect Howard D. Elias | Management | For | Voted - For |
1.3 | Elect Stuart J. Epstein | Management | For | Voted - For |
1.4 | Elect Lidia Fonseca | Management | For | Voted - For |
1.5 | Elect David T. Lougee | Management | For | Voted - For |
1.6 | Elect Karen H. Grimes | Management | For | Voted - For |
1.7 | Elect Scott K. McCune | Management | For | Voted - For |
1.8 | Elect Henry W. McGee | Management | For | Voted - For |
1.9 | Elect Bruce P. Nolop | Management | For | Voted - For |
1.10 | Elect Neal Shapiro | Management | For | Voted - For |
466
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect Melinda C. Witmer | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
TELEPHONE & DATA SYSTEMS, INC. | ||||
Security ID: 879433829 Ticker: TDS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Clarence A. Davis | Management | For | Voted - For |
1.2 | Elect George W. Off | Management | For | Voted - For |
1.3 | Elect Wade Oosterman | Management | For | Voted - For |
1.4 | Elect Dirk S. Woessner | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
TEXTAINER GROUP HOLDINGS LIMITED | ||||
Security ID: G8766E109 Ticker: TGH | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Jeremy Bergbaum | Management | For | Voted - For |
1.2 | Elect Dudley R. Cottingham | Management | For | Voted - For |
1.3 | Elect Hyman Shwiel | Management | For | Voted - For |
1.4 | Elect Lisa P. Young | Management | For | Voted - For |
2 | Financial Statements | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Amendment to By-Laws | Management | For | Voted - For |
THE AARON'S COMPANY, INC. | ||||
Security ID: 00258W108 Ticker: AAN | ||||
Meeting Date: 25-Aug-21 | ||||
1.1 | Elect Hubert L. Harris, Jr. | Management | For | Voted - For |
1.2 | Elect John W. Robinson III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Amendment to the 2020 Equity and Incentive Plan | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
Meeting Date: 04-May-22 | ||||
1.1 | Elect Laura N. Bailey | Management | For | Voted - For |
1.2 | Elect Kelly H. Barrett | Management | For | Voted - For |
467
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Douglas A. Lindsay | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF N.T. BUTTERFIELD & SON LIMITED | ||||
Security ID: G0772R208 Ticker: NTB | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Michael Collins | Management | For | Voted - For |
1.2 | Elect Alastair Barbour | Management | For | Voted - For |
1.3 | Elect Sonia Baxendale | Management | For | Voted - For |
1.4 | Elect James Burr | Management | For | Voted - For |
1.5 | Elect Michael Covell | Management | For | Voted - For |
1.6 | Elect Mark Lynch | Management | For | Voted - For |
1.7 | Elect Jana R. Schreuder | Management | For | Voted - For |
1.8 | Elect Michael Schrum | Management | For | Voted - For |
1.9 | Elect Pamela Thomas-Graham | Management | For | Voted - For |
1.10 | Elect John R. Wright | Management | For | Voted - For |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Authority To Issue Treasury Shares And Unissued | |||
Authorized Capital | Management | For | Voted - For | |
4 | Provide Required Shareholder Documents | |||
Electronically | Management | For | Voted - For | |
THE CHEMOURS COMPANY | ||||
Security ID: 163851108 Ticker: CC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Curtis V. Anastasio | Management | For | Voted - For |
1.2 | Elect Bradley J. Bell | Management | For | Voted - For |
1.3 | Elect Mary B. Cranston | Management | For | Voted - For |
1.4 | Elect Curtis J. Crawford | Management | For | Voted - For |
1.5 | Elect Dawn L. Farrell | Management | For | Voted - For |
1.6 | Elect Erin Kane | Management | For | Voted - For |
1.7 | Elect Sean D. Keohane | Management | For | Voted - For |
1.8 | Elect Mark E. Newman | Management | For | Voted - For |
1.9 | Elect Guillaume Pepy | Management | For | Voted - For |
1.10 | Elect Sandra Phillips Rogers | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
468
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE GOODYEAR TIRE & RUBBER COMPANY | ||||
Security ID: 382550101 Ticker: GT | ||||
Meeting Date: 11-Apr-22 | ||||
1.1 | Elect James A. Firestone | Management | For | Voted - For |
1.2 | Elect Werner Geissler | Management | For | Voted - For |
1.3 | Elect Laurette T. Koellner | Management | For | Voted - For |
1.4 | Elect Richard J. Kramer | Management | For | Voted - For |
1.5 | Elect Karla R. Lewis | Management | For | Voted - For |
1.6 | Elect Prashanth Mahendra-Rajah | Management | For | Voted - For |
1.7 | Elect John E. McGlade | Management | For | Voted - For |
1.8 | Elect Roderick A. Palmore | Management | For | Voted - For |
1.9 | Elect Hera K. Siu | Management | For | Voted - For |
1.10 | Elect Michael R. Wessel | Management | For | Voted - For |
1.11 | Elect Thomas L. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Performance Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Voted - For |
THE HANOVER INSURANCE GROUP, INC. | ||||
Security ID: 410867105 Ticker: THG | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Martin P. Hughes | Management | For | Voted - For |
1.2 | Elect Kevin J. Bradicich | Management | For | Voted - For |
1.3 | Elect Theodore H. Bunting, Jr. | Management | For | Voted - For |
1.4 | Elect Joseph R. Ramrath | Management | For | Voted - For |
1.5 | Elect John C. Roche | Management | For | Voted - For |
2 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
THE ODP CORPORATION | ||||
Security ID: 88337F105 Ticker: ODP | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Quincy L. Allen | Management | For | Voted - For |
1.2 | Elect Kristin A. Campbell | Management | For | Voted - For |
1.3 | Elect Marcus Dunlop | Management | For | Voted - For |
1.4 | Elect Cynthia T. Jamison | Management | For | Voted - For |
1.5 | Elect Shashank Samant | Management | For | Voted - For |
1.6 | Elect Wendy L. Schoppert | Management | For | Voted - For |
1.7 | Elect Gerry P. Smith | Management | For | Voted - For |
1.8 | Elect David M. Szymanski | Management | For | Voted - For |
469
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Joseph Vassalluzzo | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment Regarding Limited Liability Company | |||
Agreement | Management | For | Voted - For | |
THE TIMKEN COMPANY | ||||
Security ID: 887389104 Ticker: TKR | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Maria A. Crowe | Management | For | Voted - For |
1.2 | Elect Elizabeth A. Harrell | Management | For | Voted - For |
1.3 | Elect Richard G. Kyle | Management | For | Voted - For |
1.4 | Elect Sarah C. Lauber | Management | For | Voted - For |
1.5 | Elect John A. Luke | Management | For | Voted - For |
1.6 | Elect Christopher L. Mapes | Management | For | Voted - For |
1.7 | Elect James F. Palmer | Management | For | Voted - For |
1.8 | Elect Ajita G. Rajendra | Management | For | Voted - For |
1.9 | Elect Frank C. Sullivan | Management | For | Voted - For |
1.10 | Elect John M. Timken, Jr. | Management | For | Voted - For |
1.11 | Elect Ward J. Timken, Jr. | Management | For | Voted - For |
1.12 | Elect Jacqueline F. Woods | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Voted - For |
TOLL BROTHERS, INC. | ||||
Security ID: 889478103 Ticker: TOL | ||||
Meeting Date: 08-Mar-22 | ||||
1.1 | Elect Douglas C. Yearley, Jr. | Management | For | Voted - For |
1.2 | Elect Stephen F. East | Management | For | Voted - For |
1.3 | Elect Christine N. Garvey | Management | For | Voted - For |
1.4 | Elect Karen H. Grimes | Management | For | Voted - For |
1.5 | Elect Derek T. Kan | Management | For | Voted - For |
1.6 | Elect Carl B. Marbach | Management | For | Voted - For |
1.7 | Elect John A. McLean | Management | For | Voted - For |
1.8 | Elect Wendell E Pritchett | Management | For | Voted - For |
1.9 | Elect Paul E. Shapiro | Management | For | Voted - For |
1.10 | Elect Scott D. Stowell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
470
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
TREDEGAR CORPORATION | ||||
Security ID: 894650100 Ticker: TG | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect George C. Freeman, III | Management | For | Voted - For |
1.2 | Elect John D. Gottwald | Management | For | Voted - For |
1.3 | Elect Kenneth R. Newsome | Management | For | Voted - For |
1.4 | Elect Gregory A. Pratt | Management | For | Voted - Against |
1.5 | Elect Thomas G. Snead, Jr. | Management | For | Voted - For |
1.6 | Elect John M. Steitz | Management | For | Voted - For |
1.7 | Elect Carl E. Tack, III | Management | For | Voted - For |
1.8 | Elect Anne G. Waleski | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TRI POINTE HOMES, INC. | ||||
Security ID: 87265H109 Ticker: TPH | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Douglas F. Bauer | Management | For | Voted - For |
1.2 | Elect Lawrence B. Burrows | Management | For | Voted - For |
1.3 | Elect Steven J. Gilbert | Management | For | Voted - For |
1.4 | Elect R. Kent Grahl | Management | For | Voted - For |
1.5 | Elect Vicki D. McWilliams | Management | For | Voted - For |
1.6 | Elect Constance B. Moore | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
TRINSEO PLC | ||||
Security ID: G9059U107 Ticker: TSE | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect K'Lynne Johnson | Management | For | Voted - For |
1.2 | Elect Joseph Alvarado | Management | For | Voted - For |
1.3 | Elect Frank A. Bozich | Management | For | Voted - For |
1.4 | Elect Victoria Brifo | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Cote | Management | For | Voted - For |
1.6 | Elect Pierre-Marie De Leener | Management | For | Voted - For |
1.7 | Elect Jeanmarie Desmond | Management | For | Voted - For |
1.8 | Elect Matthew T. Farrell | Management | For | Voted - For |
1.9 | Elect Sandra Beach Lin | Management | For | Voted - For |
1.10 | Elect Philip R. Martens | Management | For | Voted - For |
1.11 | Elect Donald T. Misheff | Management | For | Voted - For |
1.12 | Elect Henri Steinmetz | Management | For | Voted - For |
471
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Mark E. Tomkins | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Cancellation of Authorized Preferred Stock | Management | For | Voted - For |
7 | Authorize the Price Range at which the Company can | |||
Re-allot Treasury Shares | Management | For | Voted - For | |
8 | Amendment and Restatement of Omnibus Incentive Plan | Management | For | Voted - For |
TRITON INTERNATIONAL LIMITED | ||||
Security ID: G9078F107 Ticker: TRTN | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Brian M. Sondey | Management | For | Voted - For |
1.2 | Elect Robert W. Alspaugh | Management | For | Voted - For |
1.3 | Elect Malcolm P. Baker | Management | For | Voted - For |
1.4 | Elect Annabelle G. Bexiga | Management | For | Voted - For |
1.5 | Elect Claude Germain | Management | For | Voted - For |
1.6 | Elect Kenneth Hanau | Management | For | Voted - For |
1.7 | Elect John S. Hextall | Management | For | Voted - For |
1.8 | Elect Niharika Ramdev | Management | For | Voted - For |
1.9 | Elect Robert L. Rosner | Management | For | Voted - For |
1.10 | Elect Simon R. Vernon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TTM TECHNOLOGIES, INC. | ||||
Security ID: 87305R109 Ticker: TTMI | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Thomas T. Edman | Management | For | Voted - For |
1.2 | Elect Chantel E. Lenard | Management | For | Voted - For |
1.3 | Elect Dov S. Zakheim | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
TUPPERWARE BRANDS CORPORATION | ||||
Security ID: 899896104 Ticker: TUP | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Susan M. Cameron | Management | For | Voted - For |
1.2 | Elect Meg G. Crofton | Management | For | Voted - For |
1.3 | Elect Deborah G. Ellinger | Management | For | Voted - For |
1.4 | Elect Miguel Fernandez | Management | For | Voted - For |
1.5 | Elect James H. Fordyce | Management | For | Voted - For |
472
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Richard Goudis | Management | For | Voted - For |
1.7 | Elect Pamela J. Harbour | Management | For | Voted - For |
1.8 | Elect Timothy E. Minges | Management | For | Voted - For |
1.9 | Elect Christopher D. O'Leary | Management | For | Voted - For |
1.10 | Elect Richard T. Riley | Management | For | Voted - For |
1.11 | Elect M. Anne Szostak | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
UNITED THERAPEUTICS CORPORATION | ||||
Security ID: 91307C102 Ticker: UTHR | ||||
Meeting Date: 30-Sep-21 | ||||
1 | Conversion to Public Benefit Corporation | Management | For | Voted - For |
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Christopher Causey | Management | For | Voted - For |
1.2 | Elect Richard Giltner | Management | For | Voted - For |
1.3 | Elect Katherine Klein | Management | For | Voted - For |
1.4 | Elect Raymond Kurzweil | Management | For | Voted - For |
1.5 | Elect Linda Maxwell | Management | For | Voted - For |
1.6 | Elect Nilda Mesa | Management | For | Voted - For |
1.7 | Elect Judy Olian | Management | For | Voted - For |
1.8 | Elect Martine Rothblatt | Management | For | Voted - For |
1.9 | Elect Louis Sullivan | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2015 Stock Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
UNITI GROUP INC. | ||||
Security ID: 91325V108 Ticker: UNIT | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Jennifer S. Banner | Management | For | Voted - For |
1.2 | Elect Scott G. Bruce | Management | For | Voted - For |
1.3 | Elect Francis X. Frantz | Management | For | Voted - For |
1.4 | Elect Kenneth A. Gunderman | Management | For | Voted - For |
1.5 | Elect Carmen Perez-Carlton | Management | For | Voted - For |
1.6 | Elect David L. Solomon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
473
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
UNIVERSAL CORPORATION | ||||
Security ID: 913456109 Ticker: UVV | ||||
Meeting Date: 03-Aug-21 | ||||
1.1 | Elect Diana F. Cantor | Management | For | Voted - For |
1.2 | Elect Robert C. Sledd | Management | For | Voted - For |
1.3 | Elect Thomas H. Tullidge | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
UNIVERSAL INSURANCE HOLDINGS, INC. | ||||
Security ID: 91359V107 Ticker: UVE | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Scott P. Callahan | Management | For | Voted - For |
1.2 | Elect Kimberly D. Campos | Management | For | Voted - For |
1.3 | Elect Stephen J. Donaghy | Management | For | Voted - For |
1.4 | Elect Sean P. Downes | Management | For | Voted - For |
1.5 | Elect Marlene M. Gordon | Management | For | Voted - For |
1.6 | Elect Francis X. McCahill III | Management | For | Voted - For |
1.7 | Elect Richard D. Peterson | Management | For | Voted - For |
1.8 | Elect Michael A. Pietrangelo | Management | For | Voted - For |
1.9 | Elect Ozzie A. Schindler | Management | For | Voted - For |
1.10 | Elect Jon W. Springer | Management | For | Voted - Against |
1.11 | Elect Joel M. Wilentz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
URSTADT BIDDLE PROPERTIES INC. | ||||
Security ID: 917286205 Ticker: UBA | ||||
Meeting Date: 17-Mar-22 | ||||
1.1 | Elect Willing L. Biddle | Management | For | Voted - For |
1.2 | Elect Bryan O. Colley | Management | For | Voted - Against |
1.3 | Elect Robert J. Mueller | Management | For | Voted - Against |
2 | Ratification of Auditor | Management | For | Voted - For |
VANDA PHARMACEUTICALS INC. | ||||
Security ID: 921659108 Ticker: VNDA | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Stephen Mitchell | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
474
LSV Small Cap Value Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Amendment to the 2016 Equity Incentive Plan | Management | For | Voted - For |
VECTRUS, INC. | ||||
Security ID: 92242T101 Ticker: VEC | ||||
Meeting Date: 15-Jun-22 | ||||
1 | Reverse Merger | Management | For | Voted - For |
2 | Amendments to Charter to Change Company's Name | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
VISHAY INTERTECHNOLOGY, INC. | ||||
Security ID: 928298108 Ticker: VSH | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Gerald Paul | Management | For | Voted - For |
1.2 | Elect Renee B. Booth | Management | For | Voted - For |
1.3 | Elect Michiko Kurahashi | Management | For | Voted - For |
1.4 | Elect Timothy V. Talbert | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
VISHAY PRECISION GROUP, INC. | ||||
Security ID: 92835K103 Ticker: VPG | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Janet M. Clarke | Management | For | Voted - For |
1.2 | Elect Wesley Cummins | Management | For | Voted - For |
1.3 | Elect Sejal Shah Gulati | Management | For | Voted - For |
1.4 | Elect Bruce Lerner | Management | For | Voted - For |
1.5 | Elect Saul V. Reibstein | Management | For | Voted - For |
1.6 | Elect Ziv Shoshani | Management | For | Voted - For |
1.7 | Elect Timothy V. Talbert | Management | For | Voted - Withheld |
1.8 | Elect Marc Zandman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Stock Incentive Plan | Management | For | Voted - For |
W&T OFFSHORE, INC. | ||||
Security ID: 92922P106 Ticker: WTI | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Virginia Boulet | Management | For | Voted - For |
1.2 | Elect Daniel O. Conwill IV | Management | For | Voted - For |
1.3 | Elect Tracy W. Krohn | Management | For | Voted - For |
475
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect B. Frank Stanley | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
WABASH NATIONAL CORPORATION | ||||
Security ID: 929566107 Ticker: WNC | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Therese M. Bassett | Management | For | Voted - For |
1.2 | Elect John G. Boss | Management | For | Voted - For |
1.3 | Elect Larry J. Magee | Management | For | Voted - For |
1.4 | Elect Ann D. Murtlow | Management | For | Voted - For |
1.5 | Elect Scott K. Sorensen | Management | For | Voted - For |
1.6 | Elect Stuart A. Taylor, II | Management | For | Voted - For |
1.7 | Elect Brent L. Yeagy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WARRIOR MET COAL, INC. | ||||
Security ID: 93627C101 Ticker: HCC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Stephen D. Williams | Management | For | Voted - Withheld |
1.2 | Elect Ana B. Amicarella | Management | For | Voted - For |
1.3 | Elect J. Brett Harvey | Management | For | Voted - For |
1.4 | Elect Walter J. Scheller, III | Management | For | Voted - For |
1.5 | Elect Alan H. Schumacher | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Certificate of Incorporation to | |||
Protect Tax Benefits of Net Operating Loss | Management | For | Voted - For | |
4 | Amendment to the Section 382 Rights Agreement | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
6 | Shareholder Proposal Regarding Majority Vote for | |||
Election of Directors | Shareholder | Against | Voted - For | |
WASHINGTON PRIME GROUP INC. | ||||
Security ID: 93964W405 Ticker: WPG | ||||
Meeting Date: 02-Sep-21 | ||||
1 | Vote On The Plan. (For = Accept, Against = | |||
Reject)(Abstain Votes Do Not Count) | ||||
Management | N/A | Take No Action | ||
2 | Opt-Out Of The Third Party Release. (For = Opt Out, | |||
Against Or Abstain = Do Not Opt Out) | ||||
Management | N/A | Take No Action |
476
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
WERNER ENTERPRISES, INC. | ||||
Security ID: 950755108 Ticker: WERN | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Kenneth M. Bird | Management | For | Voted - For |
1.2 | Elect Jack A. Holmes | Management | For | Voted - For |
1.3 | Elect Carmen A. Tapio | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WESCO INTERNATIONAL, INC. | ||||
Security ID: 95082P105 Ticker: WCC | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect John J. Engel | Management | For | Voted - For |
1.2 | Elect Anne M. Cooney | Management | For | Voted - For |
1.3 | Elect Matthew J. Espe | Management | For | Voted - For |
1.4 | Elect Bobby J. Griffin | Management | For | Voted - For |
1.5 | Elect John K. Morgan | Management | For | Voted - For |
1.6 | Elect Steven A. Raymund | Management | For | Voted - For |
1.7 | Elect James L. Singleton | Management | For | Voted - For |
1.8 | Elect Easwaran Sundaram | Management | For | Voted - For |
1.9 | Elect Laura K. Thompson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WESTERN ASSET MORTGAGE CAPITAL CORP. | ||||
Security ID: 95790D105 Ticker: WMC | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Edward D. Fox | Management | For | Voted - For |
1.2 | Elect James W. Hirschmann III | Management | For | Voted - For |
1.3 | Elect Ranjit M. Kripalani | Management | For | Voted - For |
1.4 | Elect M. Christian Mitchell | Management | For | Voted - For |
1.5 | Elect Lisa G. Quateman | Management | For | Voted - For |
1.6 | Elect Bonnie M. Wongtrakool | Management | For | Voted - For |
2 | Advisory Vote On Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Reverse Stock Split | Management | For | Voted - For |
5 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
477
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
WINNEBAGO INDUSTRIES, INC. | ||||
Security ID: 974637100 Ticker: WGO | ||||
Meeting Date: 14-Dec-21 | ||||
1.1 | Elect Maria F. Blase | Management | For | Voted - For |
1.2 | Elect Christopher J. Braun | Management | For | Voted - For |
1.3 | Elect David W. Miles | Management | For | Voted - For |
1.4 | Elect Jacqueline D. Woods | Management | For | Voted - For |
1.5 | Elect Kevin E. Bryant | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Reincorporation | Management | For | Voted - For |
WORLD FUEL SERVICES CORPORATION | ||||
Security ID: 981475106 Ticker: INT | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Michael J. Kasbar | Management | For | Voted - For |
1.2 | Elect Kanwaljit Bakshi | Management | For | Voted - For |
1.3 | Elect Jorge L. Benitez | Management | For | Voted - For |
1.4 | Elect Sharda Cherwoo | Management | For | Voted - For |
1.5 | Elect Richard A. Kassar | Management | For | Voted - Withheld |
1.6 | Elect John L. Manley | Management | For | Voted - For |
1.7 | Elect Stephen K. Roddenberry | Management | For | Voted - For |
1.8 | Elect Jill B. Smart | Management | For | Voted - For |
1.9 | Elect Paul H. Stebbins | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WORTHINGTON INDUSTRIES, INC. | ||||
Security ID: 981811102 Ticker: WOR | ||||
Meeting Date: 29-Sep-21 | ||||
1.1 | Elect John B. Blystone | Management | For | Voted - For |
1.2 | Elect Mark C. Davis | Management | For | Voted - For |
1.3 | Elect Sidney A. Ribeau | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on Net Zero | |||
Benchmark | Shareholder | Against | Voted - For |
478
LSV Small Cap Value Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
XPERI HOLDING CORPORATION | ||||
Security ID: 98390M103 Ticker: XPER | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Darcy Antonellis | Management | For | Voted - For |
1.2 | Elect Laura J. Durr | Management | For | Voted - For |
1.3 | Elect David C. Habiger | Management | For | Voted - For |
1.4 | Elect Jon E. Kirchner | Management | For | Voted - For |
1.5 | Elect Daniel Moloney | Management | For | Voted - For |
1.6 | Elect Tonia O'Connor | Management | For | Voted - For |
1.7 | Elect Raghavendra Rau | Management | For | Voted - For |
1.8 | Elect Christopher A. Seams | Management | For | Voted - For |
2 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
3 | Amendment to the 2020 Employee Stock Purchase | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION | ||||
Security ID: 989701107 Ticker: ZION | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Maria Contreras-Sweet | Management | For | Voted - For |
1.2 | Elect Gary L. Crittenden | Management | For | Voted - For |
1.3 | Elect Suren K. Gupta | Management | For | Voted - For |
1.4 | Elect Claire Huang | Management | For | Voted - For |
1.5 | Elect Vivian S. Lee | Management | For | Voted - For |
1.6 | Elect Scott J. McLean | Management | For | Voted - For |
1.7 | Elect Edward F. Murphy | Management | For | Voted - For |
1.8 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.9 | Elect Harris H. Simmons | Management | For | Voted - For |
1.10 | Elect Aaron B. Skonnard | Management | For | Voted - For |
1.11 | Elect Barbara A. Yastine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
479
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ABBVIE INC. | ||||
Security ID: 00287Y109 Ticker: ABBV | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect William H.L. Burnside | Management | For | Voted - For |
1.2 | Elect Thomas C. Freyman | Management | For | Voted - For |
1.3 | Elect Brett J. Hart | Management | For | Voted - For |
1.4 | Elect Edward J. Rapp | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
AFLAC INCORPORATED | ||||
Security ID: 001055102 Ticker: AFL | ||||
Meeting Date: 02-May-22 | ||||
1.1 | Elect Daniel P. Amos | Management | For | Voted - For |
1.2 | Elect W. Paul Bowers | Management | For | Voted - For |
1.3 | Elect Arthur R. Collins | Management | For | Voted - For |
1.4 | Elect Toshihiko Fukuzawa | Management | For | Voted - For |
1.5 | Elect Thomas J. Kenny | Management | For | Voted - For |
1.6 | Elect Georgette D. Kiser | Management | For | Voted - For |
1.7 | Elect Karole F. Lloyd | Management | For | Voted - For |
1.8 | Elect Nobuchika Mori | Management | For | Voted - For |
1.9 | Elect Joseph L. Moskowitz | Management | For | Voted - For |
1.10 | Elect Barbara K. Rimer | Management | For | Voted - For |
1.11 | Elect Katherine T. Rohrer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALLISON TRANSMISSION HOLDINGS, INC. | ||||
Security ID: 01973R101 Ticker: ALSN | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Judy L. Altmaier | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect D. Scott Barbour | Management | For | Voted - For |
1.4 | Elect David C. Everitt | Management | For | Voted - For |
480
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Alvaro Garcia-Tunon | Management | For | Voted - For |
1.6 | Elect David S. Graziosi | Management | For | Voted - For |
1.7 | Elect Carolann I. Haznedar | Management | For | Voted - For |
1.8 | Elect Richard P. Lavin | Management | For | Voted - For |
1.9 | Elect Thomas W. Rabaut | Management | For | Voted - For |
1.10 | Elect Richard V. Reynolds | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ALTRIA GROUP, INC. | ||||
Security ID: 02209S103 Ticker: MO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ian L.T. Clarke | Management | For | Voted - For |
1.2 | Elect Marjorie M. Connelly | Management | For | Voted - For |
1.3 | Elect R. Matt Davis | Management | For | Voted - For |
1.4 | Elect William F. Gifford | Management | For | Voted - For |
1.5 | Elect Debra J. Kelly-Ennis | Management | For | Voted - For |
1.6 | Elect W. Leo Kiely III | Management | For | Voted - For |
1.7 | Elect Kathryn B. McQuade | Management | For | Voted - For |
1.8 | Elect George Munoz | Management | For | Voted - For |
1.9 | Elect Nabil Y. Sakkab | Management | For | Voted - For |
1.10 | Elect Virginia E. Shanks | Management | For | Voted - For |
1.11 | Elect Ellen R. Strahlman | Management | For | Voted - For |
1.12 | Elect M. Max Yzaguirre | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - For |
AMDOCS LIMITED | ||||
Security ID: G02602103 Ticker: DOX | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Robert A. Minicucci | Management | For | Voted - For |
1.2 | Elect Adrian Gardner | Management | For | Voted - For |
1.3 | Elect James S. Kahan | Management | For | Voted - For |
1.4 | Elect Rafael de la Vega | Management | For | Voted - For |
1.5 | Elect Giora Yaron | Management | For | Voted - For |
1.6 | Elect Eli Gelman | Management | For | Voted - Against |
1.7 | Elect Richard T.C. LeFave | Management | For | Voted - For |
1.8 | Elect John A. MacDonald | Management | For | Voted - For |
1.9 | Elect Shuky Sheffer | Management | For | Voted - For |
1.10 | Elect Yvette Kanouff | Management | For | Voted - For |
1.11 | Elect Sarah Ruth Davis | Management | For | Voted - For |
2 | Increase Quarterly Dividend | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
481
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AMERICAN FINANCIAL GROUP, INC. | ||||
Security ID: 025932104 Ticker: AFG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carl H. Lindner, III | Management | For | Voted - For |
1.2 | Elect S. Craig Lindner | Management | For | Voted - For |
1.3 | Elect John B. Berding | Management | For | Voted - For |
1.4 | Elect James E. Evans | Management | For | Voted - Withheld |
1.5 | Elect Terry S. Jacobs | Management | For | Voted - For |
1.6 | Elect Gregory G. Joseph | Management | For | Voted - For |
1.7 | Elect Mary Beth Martin | Management | For | Voted - For |
1.8 | Elect Amy Y. Murray | Management | For | Voted - For |
1.9 | Elect Evans N. Nwankwo | Management | For | Voted - For |
1.10 | Elect William W. Verity | Management | For | Voted - For |
1.11 | Elect John I. Von Lehman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMGEN INC. | ||||
Security ID: 031162100 Ticker: AMGN | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect Robert A. Bradway | Management | For | Voted - For |
1.3 | Elect Brian J. Druker | Management | For | Voted - For |
1.4 | Elect Robert A. Eckert | Management | For | Voted - For |
1.5 | Elect Greg C. Garland | Management | For | Voted - For |
1.6 | Elect Charles M. Holley, Jr. | Management | For | Voted - For |
1.7 | Elect S. Omar Ishrak | Management | For | Voted - For |
1.8 | Elect Tyler Jacks | Management | For | Voted - For |
1.9 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.10 | Elect Amy Miles | Management | For | Voted - For |
1.11 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.12 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ANNALY CAPITAL MANAGEMENT, INC. | ||||
Security ID: 035710409 Ticker: NLY | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Francine J. Bovich | Management | For | Voted - For |
1.2 | Elect Wellington J. Denahan | Management | For | Voted - For |
1.3 | Elect Katie Beirne Fallon | Management | For | Voted - For |
1.4 | Elect David L. Finkelstein | Management | For | Voted - For |
482
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Thomas Hamilton | Management | For | Voted - For |
1.6 | Elect Kathy Hopinkah Hannan | Management | For | Voted - For |
1.7 | Elect Michael Haylon | Management | For | Voted - For |
1.8 | Elect Eric A. Reeves | Management | For | Voted - For |
1.9 | Elect John H. Schaefer | Management | For | Voted - For |
1.10 | Elect Glenn A. Votek | Management | For | Voted - For |
1.11 | Elect Vicki Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ARCHER-DANIELS-MIDLAND COMPANY | ||||
Security ID: 039483102 Ticker: ADM | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Michael S. Burke | Management | For | Voted - For |
1.2 | Elect Theodore Colbert | Management | For | Voted - For |
1.3 | Elect Terrell K. Crews | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.6 | Elect Juan R. Luciano | Management | For | Voted - For |
1.7 | Elect Patrick J. Moore | Management | For | Voted - For |
1.8 | Elect Francisco Sanchez | Management | For | Voted - For |
1.9 | Elect Debra A. Sandler | Management | For | Voted - For |
1.10 | Elect Lei Z. Schlitz | Management | For | Voted - For |
1.11 | Elect Kelvin R. Westbrook | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Length of Share | |||
Ownership Required to Call Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Pesticide Reporting | Shareholder | Against | Voted - Against |
AT&T INC. | ||||
Security ID: 00206R102 Ticker: T | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - Abstain |
1.2 | Elect Scott T. Ford | Management | For | Voted - For |
1.3 | Elect Glenn H. Hutchins | Management | For | Voted - For |
1.4 | Elect William E. Kennard | Management | For | Voted - For |
1.5 | Elect Debra L. Lee | Management | For | Voted - Abstain |
1.6 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.7 | Elect Michael B. McCallister | Management | For | Voted - For |
1.8 | Elect Beth E. Mooney | Management | For | Voted - For |
1.9 | Elect Matthew K. Rose | Management | For | Voted - For |
1.10 | Elect John T. Stankey | Management | For | Voted - For |
1.11 | Elect Cindy B. Taylor | Management | For | Voted - For |
1.12 | Elect Luis A. Ubinas | Management | For | Voted - For |
483
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Geoffrey Y. Yang | Management | For | Voted - Abstain |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Pay Ratio | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
AUTOZONE, INC. | ||||
Security ID: 053332102 Ticker: AZO | ||||
Meeting Date: 15-Dec-21 | ||||
1.1 | Elect Douglas H. Brooks | Management | For | Voted - For |
1.2 | Elect Linda A. Goodspeed | Management | For | Voted - For |
1.3 | Elect Earl G. Graves, Jr. | Management | For | Voted - For |
1.4 | Elect Enderson Guimaraes | Management | For | Voted - For |
1.5 | Elect D. Bryan Jordan | Management | For | Voted - For |
1.6 | Elect Gale V. King | Management | For | Voted - For |
1.7 | Elect George R. Mrkonic, Jr. | Management | For | Voted - For |
1.8 | Elect William C. Rhodes, III | Management | For | Voted - For |
1.9 | Elect Jill Ann Soltau | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
BANK OF MONTREAL | ||||
Security ID: 063671101 Ticker: BMO | ||||
Meeting Date: 13-Apr-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect Sophie Brochu | Management | For | Voted - For |
1.3 | Elect Craig W. Broderick | Management | For | Voted - For |
1.4 | Elect George A. Cope | Management | For | Voted - For |
1.5 | Elect Stephen Dent | Management | For | Voted - For |
1.6 | Elect Christine A. Edwards | Management | For | Voted - For |
1.7 | Elect Martin S. Eichenbaum | Management | For | Voted - For |
1.8 | Elect David Harquail | Management | For | Voted - For |
1.9 | Elect Linda Huber | Management | For | Voted - For |
1.10 | Elect Eric R. La Fleche | Management | For | Voted - For |
1.11 | Elect Lorraine Mitchelmore | Management | For | Voted - For |
1.12 | Elect Madhu Ranganathan | Management | For | Voted - For |
1.13 | Elect Darryl White | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
484
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
9 | Non-Voting Meeting Note | N/A | Non-Voting | |
BERKSHIRE HATHAWAY INC. | ||||
Security ID: 084670702 Ticker: BRKA | ||||
Meeting Date: 30-Apr-22 | ||||
1.1 | Elect Warren E. Buffett | Management | For | Voted - For |
1.2 | Elect Charles T. Munger | Management | For | Voted - For |
1.3 | Elect Gregory E. Abel | Management | For | Voted - For |
1.4 | Elect Howard G. Buffett | Management | For | Voted - For |
1.5 | Elect Susan A. Buffett | Management | For | Voted - For |
1.6 | Elect Stephen B. Burke | Management | For | Voted - For |
1.7 | Elect Kenneth I. Chenault | Management | For | Voted - For |
1.8 | Elect Christopher C. Davis | Management | For | Voted - For |
1.9 | Elect Susan L. Decker | Management | For | Voted - Withheld |
1.10 | Elect David S. Gottesman | Management | For | Voted - For |
1.11 | Elect Charlotte Guyman | Management | For | Voted - Withheld |
1.12 | Elect Ajit Jain | Management | For | Voted - For |
1.13 | Elect Ronald L. Olson | Management | For | Voted - For |
1.14 | Elect Wallace R. Weitz | Management | For | Voted - For |
1.15 | Elect Meryl B. Witmer | Management | For | Voted - For |
2 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Abstain |
3 | Shareholder Proposal Regarding Climate Report | Shareholder | Against | Voted - For |
4 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with Paris Agreement | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Diversity and | |||
Inclusion Reports | Shareholder | Against | Voted - For | |
BERRY GLOBAL GROUP, INC. | ||||
Security ID: 08579W103 Ticker: BERY | ||||
Meeting Date: 16-Feb-22 | ||||
1.1 | Elect B. Evan Bayh | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Idalene F. Kesner | Management | For | Voted - For |
1.4 | Elect Jill A. Rahman | Management | For | Voted - For |
1.5 | Elect Carl J. Rickertsen | Management | For | Voted - For |
1.6 | Elect Thomas E. Salmon | Management | For | Voted - For |
1.7 | Elect Paula A. Sneed | Management | For | Voted - For |
1.8 | Elect Robert A. Steele | Management | For | Voted - For |
1.9 | Elect Stephen E. Sterrett | Management | For | Voted - For |
485
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.10 | Elect Scott B. Ullem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BRANDYWINE REALTY TRUST | ||||
Security ID: 105368203 Ticker: BDN | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Reginald DesRoches | Management | For | Voted - For |
1.2 | Elect James C. Diggs | Management | For | Voted - For |
1.3 | Elect H. Richard Haverstick, Jr. | Management | For | Voted - For |
1.4 | Elect Terri A. Herubin | Management | For | Voted - For |
1.5 | Elect Michael J. Joyce | Management | For | Voted - For |
1.6 | Elect Charles P. Pizzi | Management | For | Voted - Against |
1.7 | Elect Gerard H. Sweeney | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BRISTOL-MYERS SQUIBB COMPANY | ||||
Security ID: 110122108 Ticker: BMY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter J. Arduini | Management | For | Voted - For |
1.2 | Elect Giovanni Caforio | Management | For | Voted - For |
1.3 | Elect Julia A. Haller | Management | For | Voted - For |
1.4 | Elect Manuel Hidalgo Medina | Management | For | Voted - For |
1.5 | Elect Paula A. Price | Management | For | Voted - For |
1.6 | Elect Derica W. Rice | Management | For | Voted - For |
1.7 | Elect Theodore R. Samuels, II | Management | For | Voted - For |
1.8 | Elect Gerald Storch | Management | For | Voted - For |
1.9 | Elect Karen H. Vousden | Management | For | Voted - For |
1.10 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CACI INTERNATIONAL INC | ||||
Security ID: 127190304 Ticker: CACI | ||||
Meeting Date: 11-Nov-21 | ||||
1.1 | Elect Michael A. Daniels | Management | For | Voted - For |
1.2 | Elect Lisa S. Disbrow | Management | For | Voted - For |
1.3 | Elect Susan M. Gordon | Management | For | Voted - For |
1.4 | Elect William L. Jews | Management | For | Voted - For |
486
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Gregory G. Johnson | Management | For | Voted - For |
1.6 | Elect Ryan D. McCarthy | Management | For | Voted - For |
1.7 | Elect John S. Mengucci | Management | For | Voted - For |
1.8 | Elect Philip O. Nolan | Management | For | Voted - For |
1.9 | Elect James L. Pavitt | Management | For | Voted - For |
1.10 | Elect Debora A. Plunkett | Management | For | Voted - For |
1.11 | Elect William S. Wallace | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CANADIAN IMPERIAL BANK OF COMMERCE | ||||
Security ID: 136069101 Ticker: CM | ||||
Meeting Date: 07-Apr-22 | ||||
1.1 | Elect Ammar Aljoundi | Management | For | Voted - For |
1.2 | Elect Charles J.G. Brindamour | Management | For | Voted - For |
1.3 | Elect Nanci E. Caldwell | Management | For | Voted - For |
1.4 | Elect Michelle L. Collins | Management | For | Voted - For |
1.5 | Elect Luc Desjardins | Management | For | Voted - For |
1.6 | Elect Victor G. Dodig | Management | For | Voted - For |
1.7 | Elect Kevin J. Kelly | Management | For | Voted - For |
1.8 | Elect Christine E. Larsen | Management | For | Voted - For |
1.9 | Elect Nicholas D. Le Pan | Management | For | Voted - For |
1.10 | Elect Mary Lou Maher | Management | For | Voted - For |
1.11 | Elect Jane L. Peverett | Management | For | Voted - For |
1.12 | Elect Katharine B. Stevenson | Management | For | Voted - For |
1.13 | Elect Martine Turcotte | Management | For | Voted - For |
1.14 | Elect Barry L. Zubrow | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Approval of Share Split | Management | For | Voted - For |
6 | Maximum Variable Pay Ratio | Management | For | Voted - For |
7 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Equity Ratio | Shareholder | Against | Voted - Against |
CANADIAN TIRE CORPORATION, LIMITED | ||||
Security ID: 136681202 Ticker: CTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Norman Jaskolka | Management | For | Voted - Abstain |
1.2 | Elect Nadir Patel | Management | For | Voted - For |
1.3 | Elect Cynthia M. Trudell | Management | For | Voted - For |
487
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
CANON INC. | ||||
Security ID: 138006309 Ticker: 7751 | ||||
Meeting Date: 30-Mar-22 | ||||
1.1 | Elect Fujio Mitarai | Management | For | Voted - For |
1.2 | Elect Toshizo Tanaka | Management | For | Voted - For |
1.3 | Elect Toshio Homma | Management | For | Voted - For |
1.4 | Elect Kunitaro Saida | Management | For | Voted - For |
1.5 | Elect Yusuke Kawamura | Management | For | Voted - For |
1.6 | Elect Katsuhito Yanagibashi | Management | For | Voted - For |
1.7 | Elect Koichi Kashimoto | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Article | Management | For | Voted - For |
4 | Bonus | Management | For | Voted - For |
CHEVRON CORPORATION | ||||
Security ID: 166764100 Ticker: CVX | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect John B. Frank | Management | For | Voted - For |
1.3 | Elect Alice P. Gast | Management | For | Voted - For |
1.4 | Elect Enrique Hernandez, Jr. | Management | For | Voted - For |
1.5 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.6 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.7 | Elect Charles W. Moorman IV | Management | For | Voted - For |
1.8 | Elect Dambisa F. Moyo | Management | For | Voted - For |
1.9 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.10 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.11 | Elect D. James Umpleby III | Management | For | Voted - For |
1.12 | Elect Michael K. Wirth | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Audited Report on | |||
Net Zero Emissions by 2050 Scenario Analysis | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Methane Emission | |||
Disclosures | Shareholder | For | Voted - For | |
8 | Shareholder Proposal Regarding Report on Policy | |||
with Conflict-Complicit Governments | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
10 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against |
488
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CISCO SYSTEMS, INC. | ||||
Security ID: 17275R102 Ticker: CSCO | ||||
Meeting Date: 13-Dec-21 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Wesley G. Bush | Management | For | Voted - For |
1.3 | Elect Michael D. Capellas | Management | For | Voted - For |
1.4 | Elect Mark Garrett | Management | For | Voted - For |
1.5 | Elect John D. Harris II | Management | For | Voted - For |
1.6 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.7 | Elect Roderick C. McGeary | Management | For | Voted - For |
1.8 | Elect Charles H. Robbins | Management | For | Voted - For |
1.9 | Elect Brenton L. Saunders | Management | For | Voted - For |
1.10 | Elect Lisa T. Su | Management | For | Voted - For |
1.11 | Elect Marianna Tessel | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
COGECO COMMUNICATIONS INC. | ||||
Security ID: 19239C106 Ticker: CCA | ||||
Meeting Date: 14-Jan-22 | ||||
1.1 | Elect Colleen Abdoulah | Management | For | Voted - For |
1.2 | Elect Louis Audet | Management | For | Voted - For |
1.3 | Elect Robin Bienenstock | Management | For | Voted - For |
1.4 | Elect James C. Cherry | Management | For | Voted - For |
1.5 | Elect Pippa Dunn | Management | For | Voted - For |
1.6 | Elect Joanne S. Ferstman | Management | For | Voted - For |
1.7 | Elect Philippe Jette | Management | For | Voted - For |
1.8 | Elect Bernard Lord | Management | For | Voted - Against |
1.9 | Elect David L. McAusland | Management | For | Voted - For |
1.10 | Elect Caroline Papadatos | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Amended and Restated By-Laws | Management | For | Voted - For |
COMCAST CORPORATION | ||||
Security ID: 20030N101 Ticker: CMCSA | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Kenneth J. Bacon | Management | For | Voted - Withheld |
1.2 | Elect Madeline S. Bell | Management | For | Voted - For |
1.3 | Elect Edward D. Breen | Management | For | Voted - Withheld |
489
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Honickman | Management | For | Voted - For |
1.6 | Elect Maritza Gomez Montiel | Management | For | Voted - For |
1.7 | Elect Asuka Nakahara | Management | For | Voted - For |
1.8 | Elect David C. Novak | Management | For | Voted - For |
1.9 | Elect Brian L. Roberts | Management | For | Voted - For |
2 | Advisory vote on executive compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding EEO Policy Risk | |||
Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on | |||
Effectiveness of Workplace Sexual Harassment and | ||||
Discrimination Policies | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Aligning Climate | |||
Goals With Employee Retirement Options | Shareholder | Against | Voted - Against | |
CONAGRA BRANDS, INC. | ||||
Security ID: 205887102 Ticker: CAG | ||||
Meeting Date: 15-Sep-21 | ||||
1.1 | Elect Anil Arora | Management | For | Voted - For |
1.2 | Elect Thomas K. Brown | Management | For | Voted - For |
1.3 | Elect Emanuel Chirico | Management | For | Voted - For |
1.4 | Elect Sean M. Connolly | Management | For | Voted - For |
1.5 | Elect Joie A. Gregor | Management | For | Voted - For |
1.6 | Elect Fran Horowitz | Management | For | Voted - For |
1.7 | Elect Rajive Johri | Management | For | Voted - For |
1.8 | Elect Richard H. Lenny | Management | For | Voted - For |
1.9 | Elect Melissa B. Lora | Management | For | Voted - For |
1.10 | Elect Ruth Ann Marshall | Management | For | Voted - For |
1.11 | Elect Craig P. Omtvedt | Management | For | Voted - For |
1.12 | Elect Scott Ostfeld | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - For | |
CSG SYSTEMS INTERNATIONAL, INC. | ||||
Security ID: 126349109 Ticker: CSGS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Gregory A. Conley | Management | For | Voted - For |
1.2 | Elect Ronald H. Cooper | Management | For | Voted - For |
1.3 | Elect Marwan Fawaz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
490
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Amendment to the 1996 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
CUMMINS INC. | ||||
Security ID: 231021106 Ticker: CMI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.2 | Elect Jennifer W. Rumsey | Management | For | Voted - For |
1.3 | Elect Robert J. Bernhard | Management | For | Voted - For |
1.4 | Elect Franklin R. Chang Diaz | Management | For | Voted - For |
1.5 | Elect Bruno V. Di Leo Allen | Management | For | Voted - For |
1.6 | Elect Stephen B. Dobbs | Management | For | Voted - For |
1.7 | Elect Carla A. Harris | Management | For | Voted - For |
1.8 | Elect Robert K. Herdman | Management | For | Voted - For |
1.9 | Elect Thomas J. Lynch | Management | For | Voted - For |
1.10 | Elect William I. Miller | Management | For | Voted - For |
1.11 | Elect Georgia R. Nelson | Management | For | Voted - For |
1.12 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.13 | Elect Karen H. Quintos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CVS HEALTH CORPORATION | ||||
Security ID: 126650100 Ticker: CVS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Fernando Aguirre | Management | For | Voted - For |
1.2 | Elect C. David Brown II | Management | For | Voted - For |
1.3 | Elect Alecia A. DeCoudreaux | Management | For | Voted - For |
1.4 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.5 | Elect Roger N. Farah | Management | For | Voted - For |
1.6 | Elect Anne M. Finucane | Management | For | Voted - For |
1.7 | Elect Edward J. Ludwig | Management | For | Voted - For |
1.8 | Elect Karen S. Lynch | Management | For | Voted - For |
1.9 | Elect Jean-Pierre Millon | Management | For | Voted - For |
1.10 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.11 | Elect William C. Weldon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Voted - For |
491
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Shareholder Proposal Regarding Report on External | |||
Public Health Impact | Shareholder | Against | Voted - Against | |
D.R. HORTON, INC. | ||||
Security ID: 23331A109 Ticker: DHI | ||||
Meeting Date: 26-Jan-22 | ||||
1.1 | Elect Donald R. Horton | Management | For | Voted - For |
1.2 | Elect Barbara K. Allen | Management | For | Voted - For |
1.3 | Elect Brad S. Anderson | Management | For | Voted - For |
1.4 | Elect Michael R. Buchanan | Management | For | Voted - For |
1.5 | Elect Benjamin S. Carson, Sr. | Management | For | Voted - For |
1.6 | Elect Michael W. Hewatt | Management | For | Voted - For |
1.7 | Elect Maribess L. Miller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
DAVITA INC. | ||||
Security ID: 23918K108 Ticker: DVA | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Pamela M. Arway | Management | For | Voted - For |
1.2 | Elect Charles G. Berg | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect Paul J. Diaz | Management | For | Voted - For |
1.5 | Elect Jason M. Hollar | Management | For | Voted - For |
1.6 | Elect Gregory J. Moore | Management | For | Voted - For |
1.7 | Elect John M. Nehra | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against | |
DELL TECHNOLOGIES INC. | ||||
Security ID: 24703L202 Ticker: DELL | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Michael Dell | Management | For | Voted - Withheld |
1.2 | Elect David W. Dorman | Management | For | Voted - For |
1.3 | Elect Egon P. Durban | Management | For | Voted - Withheld |
1.4 | Elect David J. Grain | Management | For | Voted - For |
1.5 | Elect William D. Green | Management | For | Voted - For |
1.6 | Elect Simon Patterson | Management | For | Voted - For |
1.7 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
492
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Ellen J. Kullman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amended and Restated Certificate of Incorporation | Management | For | Voted - Against |
EBAY INC. | ||||
Security ID: 278642103 Ticker: EBAY | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Adriane M. Brown | Management | For | Voted - For |
1.2 | Elect Logan D. Green | Management | For | Voted - For |
1.3 | Elect E. Carol Hayles | Management | For | Voted - For |
1.4 | Elect Jamie Iannone | Management | For | Voted - For |
1.5 | Elect Kathleen C. Mitic | Management | For | Voted - For |
1.6 | Elect Paul S. Pressler | Management | For | Voted - For |
1.7 | Elect Mohak Shroff | Management | For | Voted - For |
1.8 | Elect Robert H. Swan | Management | For | Voted - For |
1.9 | Elect Perry M. Traquina | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
ENTERGY CORPORATION | ||||
Security ID: 29364G103 Ticker: ETR | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect John R. Burbank | Management | For | Voted - For |
1.2 | Elect P.J. Condon | Management | For | Voted - For |
1.3 | Elect Leo P. Denault | Management | For | Voted - For |
1.4 | Elect Kirkland H. Donald | Management | For | Voted - For |
1.5 | Elect Brian W. Ellis | Management | For | Voted - For |
1.6 | Elect Philip L. Frederickson | Management | For | Voted - For |
1.7 | Elect Alexis M. Herman | Management | For | Voted - For |
1.8 | Elect M. Elise Hyland | Management | For | Voted - For |
1.9 | Elect Stuart L. Levenick | Management | For | Voted - For |
1.10 | Elect Blanche L. Lincoln | Management | For | Voted - For |
1.11 | Elect Karen A. Puckett | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
493
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
EVERGY, INC. | ||||
Security ID: 30034W106 Ticker: EVRG | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect David A. Campbell | Management | For | Voted - For |
1.2 | Elect Thomas D. Hyde | Management | For | Voted - For |
1.3 | Elect B. Anthony Isaac | Management | For | Voted - For |
1.4 | Elect Paul Keglevic | Management | For | Voted - For |
1.5 | Elect Mary L. Landrieu | Management | For | Voted - For |
1.6 | Elect Sandra A.J. Lawrence | Management | For | Voted - For |
1.7 | Elect Ann D. Murtlow | Management | For | Voted - For |
1.8 | Elect Sandra J. Price | Management | For | Voted - For |
1.9 | Elect Mark A. Ruelle | Management | For | Voted - For |
1.10 | Elect James Scarola | Management | For | Voted - For |
1.11 | Elect S. Carl Soderstrom, Jr. | Management | For | Voted - For |
1.12 | Elect C. John Wilder | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
EXELON CORPORATION | ||||
Security ID: 30161N101 Ticker: EXC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Anthony K. Anderson | Management | For | Voted - For |
1.2 | Elect Ann C. Berzin | Management | For | Voted - For |
1.3 | Elect W. Paul Bowers | Management | For | Voted - For |
1.4 | Elect Marjorie Rodgers Cheshire | Management | For | Voted - For |
1.5 | Elect Christopher M. Crane | Management | For | Voted - For |
1.6 | Elect Carlos M. Gutierrez | Management | For | Voted - For |
1.7 | Elect Linda P. Jojo | Management | For | Voted - For |
1.8 | Elect Paul L. Joskow | Management | For | Voted - For |
1.9 | Elect John F. Young | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Child Labor Linked | |||
To Electric Vehicles | Shareholder | Against | Voted - Against | |
F5, INC. | ||||
Security ID: 315616102 Ticker: FFIV | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Sandra E. Bergeron | Management | For | Voted - For |
1.2 | Elect Elizabeth L. Buse | Management | For | Voted - For |
1.3 | Elect Michael L. Dreyer | Management | For | Voted - For |
1.4 | Elect Alan J. Higginson | Management | For | Voted - For |
494
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Peter S. Klein | Management | For | Voted - For |
1.6 | Elect Francois Locoh-Donou | Management | For | Voted - For |
1.7 | Elect Nikhil Mehta | Management | For | Voted - For |
1.8 | Elect Michael F. Montoya | Management | For | Voted - For |
1.9 | Elect Marie E. Myers | Management | For | Voted - For |
1.10 | Elect James M. Phillips | Management | For | Voted - For |
1.11 | Elect Sripada Shivananda | Management | For | Voted - For |
2 | Amendment to the Incentive Plan | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
GENERAL MILLS, INC. | ||||
Security ID: 370334104 Ticker: GIS | ||||
Meeting Date: 28-Sep-21 | ||||
1.1 | Elect R. Kerry Clark | Management | For | Voted - For |
1.2 | Elect David M. Cordani | Management | For | Voted - For |
1.3 | Elect Jeffrey L. Harmening | Management | For | Voted - For |
1.4 | Elect Maria G. Henry | Management | For | Voted - For |
1.5 | Elect Jo Ann Jenkins | Management | For | Voted - For |
1.6 | Elect Elizabeth C. Lempres | Management | For | Voted - For |
1.7 | Elect Diane L. Neal | Management | For | Voted - For |
1.8 | Elect Stephen A. Odland | Management | For | Voted - For |
1.9 | Elect Maria A. Sastre | Management | For | Voted - For |
1.10 | Elect Eric D. Sprunk | Management | For | Voted - For |
1.11 | Elect Jorge A. Uribe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
GILEAD SCIENCES, INC. | ||||
Security ID: 375558103 Ticker: GILD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Jacqueline K. Barton | Management | For | Voted - For |
1.2 | Elect Jeffrey A. Bluestone | Management | For | Voted - For |
1.3 | Elect Sandra J. Horning | Management | For | Voted - For |
1.4 | Elect Kelly A. Kramer | Management | For | Voted - For |
1.5 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.6 | Elect Harish Manwani | Management | For | Voted - For |
1.7 | Elect Daniel P. O'Day | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Anthony Welters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
495
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
6 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
GLAXOSMITHKLINE PLC | ||||
Security ID: 37733W105 Ticker: GSK | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Anne Beal | Management | For | Voted - For |
1.2 | Elect Harry Dietz | Management | For | Voted - For |
1.3 | Elect Sir Jonathan R. Symonds | Management | For | Voted - For |
1.4 | Elect Emma N. Walmsley | Management | For | Voted - For |
1.5 | Elect Charles A. Bancroft | Management | For | Voted - For |
1.6 | Elect Manvinder S. Banga | Management | For | Voted - For |
1.7 | Elect Hal V. Barron | Management | For | Voted - For |
1.8 | Elect Dame Vivienne Cox | Management | For | Voted - For |
1.9 | Elect Lynn L. Elsenhans | Management | For | Voted - For |
1.10 | Elect Laurie H. Glimcher | Management | For | Voted - For |
1.11 | Elect Jesse Goodman | Management | For | Voted - For |
1.12 | Elect Iain J. Mackay | Management | For | Voted - For |
1.13 | Elect Urs Rohner | Management | For | Voted - For |
2 | Accounts and Reports | Management | For | Voted - For |
3 | Remuneration Report | Management | For | Voted - For |
4 | Remuneration Policy | Management | For | Voted - For |
5 | Appointment of Auditor | Management | For | Voted - For |
6 | Authority to Set Auditor's Fees | Management | For | Voted - For |
7 | Authorisation of Political Donations | Management | For | Voted - For |
8 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
10 | Authority to Issue Shares w/o Preemptive Rights | |||
(Specified Capital Investment) | Management | For | Voted - For | |
11 | Authority to Repurchase Shares | Management | For | Voted - For |
12 | Approve exemption from statement of the senior | |||
statutory auditor's name in published auditors' | ||||
reports | Management | For | Voted - For | |
13 | Authority to Set General Meeting Notice Period at | |||
14 Days | Management | For | Voted - For | |
14 | Share Save Plan 2022 | Management | For | Voted - For |
15 | Share Reward Plan 2022 | Management | For | Voted - For |
16 | Adoption of New Articles | Management | For | Voted - For |
496
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
HUNTINGTON INGALLS INDUSTRIES, INC. | ||||
Security ID: 446413106 Ticker: HII | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Philip M. Bilden | Management | For | Voted - For |
1.2 | Elect Augustus L. Collins | Management | For | Voted - For |
1.3 | Elect Kirkland H. Donald | Management | For | Voted - For |
1.4 | Elect Victoria D. Harker | Management | For | Voted - For |
1.5 | Elect Frank R. Jimenez | Management | For | Voted - For |
1.6 | Elect Christopher D. Kastner | Management | For | Voted - For |
1.7 | Elect Anastasia D. Kelly | Management | For | Voted - For |
1.8 | Elect Tracy B. McKibben | Management | For | Voted - For |
1.9 | Elect Stephanie L. O'Sullivan | Management | For | Voted - For |
1.10 | Elect C. Michael Petters | Management | For | Voted - For |
1.11 | Elect Thomas C. Schievelbein | Management | For | Voted - For |
1.12 | Elect John K. Welch | Management | For | Voted - For |
1.13 | Elect Stephen R. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Stock Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INTEL CORPORATION
Security ID: 458140100 Ticker: INTC
Meeting Date: 12-May-22
1.1 | Elect Patrick P. Gelsinger | Management | For | Voted - For |
497
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect James J. Goetz | Management | For | Voted - For |
1.3 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.4 | Elect Alyssa H. Henry | Management | For | Voted - Against |
1.5 | Elect Omar Ishrak | Management | For | Voted - For |
1.6 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.7 | Elect Tsu-Jae King Liu | Management | For | Voted - For |
1.8 | Elect Gregory D. Smith | Management | For | Voted - For |
1.9 | Elect Dion J. Weisler | Management | For | Voted - For |
1.10 | Elect Frank D. Yeary | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2006 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | ||||
Security ID: 459200101 Ticker: IBM | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect David N. Farr | Management | For | Voted - For |
1.3 | Elect Alex Gorsky | Management | For | Voted - For |
1.4 | Elect Michelle Howard | Management | For | Voted - For |
1.5 | Elect Arvind Krishna | Management | For | Voted - For |
1.6 | Elect Andrew N. Liveris | Management | For | Voted - For |
1.7 | Elect F. William McNabb, III | Management | For | Voted - For |
1.8 | Elect Martha E. Pollack | Management | For | Voted - For |
1.9 | Elect Joseph R. Swedish | Management | For | Voted - For |
1.10 | Elect Peter R. Voser | Management | For | Voted - For |
1.11 | Elect Frederick H. Waddell | Management | For | Voted - For |
1.12 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
INTERNATIONAL PAPER COMPANY | ||||
Security ID: 460146103 Ticker: IP | ||||
Meeting Date: 09-May-22 | ||||
1.1 | Elect Christopher M. Connor | Management | For | Voted - For |
1.2 | Elect Ahmet Cemal Dorduncu | Management | For | Voted - For |
1.3 | Elect Ilene S. Gordon | Management | For | Voted - Against |
498
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Anders Gustafsson | Management | For | Voted - For |
1.5 | Elect Jacqueline C. Hinman | Management | For | Voted - For |
1.6 | Elect Clinton A. Lewis, Jr. | Management | For | Voted - For |
1.7 | Elect D. G. Macpherson | Management | For | Voted - For |
1.8 | Elect Kathryn D. Sullivan | Management | For | Voted - For |
1.9 | Elect Mark S. Sutton | Management | For | Voted - For |
1.10 | Elect Anton V. Vincent | Management | For | Voted - For |
1.11 | Elect Raymond Guy Young | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on | |||
Climate-related Activities | Shareholder | Against | Voted - Against | |
IRON MOUNTAIN INCORPORATED | ||||
Security ID: 46284V101 Ticker: IRM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Jennifer Allerton | Management | For | Voted - For |
1.2 | Elect Pamela M. Arway | Management | For | Voted - For |
1.3 | Elect Clarke H. Bailey | Management | For | Voted - For |
1.4 | Elect Kent P. Dauten | Management | For | Voted - For |
1.5 | Elect Monte E. Ford | Management | For | Voted - For |
1.6 | Elect Robin L. Matlock | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Wendy J. Murdock | Management | For | Voted - For |
1.9 | Elect Walter C. Rakowich | Management | For | Voted - For |
1.10 | Elect Doyle R. Simons | Management | For | Voted - For |
1.11 | Elect Alfred J. Verrecchia | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
JOHNSON & JOHNSON | ||||
Security ID: 478160104 Ticker: JNJ | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Darius Adamczyk | Management | For | Voted - For |
1.2 | Elect Mary C. Beckerle | Management | For | Voted - For |
1.3 | Elect D. Scott Davis | Management | For | Voted - For |
1.4 | Elect Ian E.L. Davis | Management | For | Voted - For |
1.5 | Elect Jennifer A. Doudna | Management | For | Voted - For |
1.6 | Elect Joaquin Duato | Management | For | Voted - For |
1.7 | Elect Alex Gorsky | Management | For | Voted - For |
1.8 | Elect Marillyn A. Hewson | Management | For | Voted - For |
1.9 | Elect Hubert Joly | Management | For | Voted - For |
1.10 | Elect Mark B. McClellan | Management | For | Voted - Against |
1.11 | Elect Anne Mulcahy | Management | For | Voted - For |
499
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.12 | Elect A. Eugene Washington | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
1.14 | Elect Nadja Y. West | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Adoption of | |||
Mandatory Arbitration Bylaw | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Racial Impact Audit | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Discontinuation of | |||
Talc-based Baby Powder | Shareholder | Against | Voted - For | |
11 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
12 | Shareholder Proposal Regarding Lobbying Activities | |||
Alignment with Universal Health Coverage | Shareholder | Against | Voted - Against | |
13 | Shareholder Proposal Prohibiting Adjustments for | |||
Legal and Compliance Costs | Shareholder | Against | Voted - For | |
14 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
JUNIPER NETWORKS, INC. | ||||
Security ID: 48203R104 Ticker: JNPR | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Gary J. Daichendt | Management | For | Voted - For |
1.2 | Elect Anne DelSanto | Management | For | Voted - For |
1.3 | Elect Kevin A. DeNuccio | Management | For | Voted - For |
1.4 | Elect James Dolce | Management | For | Voted - For |
1.5 | Elect Christine M. Gorjanc | Management | For | Voted - For |
1.6 | Elect Janet B. Haugen | Management | For | Voted - For |
1.7 | Elect Scott Kriens | Management | For | Voted - For |
1.8 | Elect Rahul Merchant | Management | For | Voted - For |
1.9 | Elect Rami Rahim | Management | For | Voted - For |
1.10 | Elect William Stensrud | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2015 Equity Incentive Plan | Management | For | Voted - For |
KELLOGG COMPANY | ||||
Security ID: 487836108 Ticker: K | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Roderick Gillum | Management | For | Voted - For |
500 |
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Mary A. Laschinger | Management | For | Voted - For |
1.3 | Elect Erica L. Mann | Management | For | Voted - For |
1.4 | Elect Carolyn Tastad | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Employee Salary | |||
Considerations When Setting Executive Compensation | Shareholder | Against | Voted - Against | |
KINDER MORGAN, INC. | ||||
Security ID: 49456B101 Ticker: KMI | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Richard D. Kinder | Management | For | Voted - For |
1.2 | Elect Steven J. Kean | Management | For | Voted - For |
1.3 | Elect Kimberly A. Dang | Management | For | Voted - For |
1.4 | Elect Ted A. Gardner | Management | For | Voted - For |
1.5 | Elect Anthony W. Hall, Jr. | Management | For | Voted - For |
1.6 | Elect Gary L. Hultquist | Management | For | Voted - For |
1.7 | Elect Ronald L. Kuehn, Jr. | Management | For | Voted - For |
1.8 | Elect Deborah A. Macdonald | Management | For | Voted - For |
1.9 | Elect Michael C. Morgan | Management | For | Voted - For |
1.10 | Elect Arthur C. Reichstetter | Management | For | Voted - For |
1.11 | Elect C. Park Shaper | Management | For | Voted - For |
1.12 | Elect William A. Smith | Management | For | Voted - For |
1.13 | Elect Joel V. Staff | Management | For | Voted - For |
1.14 | Elect Robert F. Vagt | Management | For | Voted - For |
1.15 | Elect Perry M. Waughtal | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
L3HARRIS TECHNOLOGIES, INC. | ||||
Security ID: 502431109 Ticker: LHX | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Sallie B. Bailey | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
1.3 | Elect Peter W. Chiarelli | Management | For | Voted - For |
1.4 | Elect Thomas A. Corcoran | Management | For | Voted - For |
1.5 | Elect Thomas A. Dattilo | Management | For | Voted - For |
1.6 | Elect Roger B. Fradin | Management | For | Voted - For |
1.7 | Elect Harry B. Harris, Jr. | Management | For | Voted - For |
1.8 | Elect Lewis Hay III | Management | For | Voted - For |
1.9 | Elect Lewis Kramer | Management | For | Voted - For |
1.10 | Elect Christopher E. Kubasik | Management | For | Voted - For |
1.11 | Elect Rita S. Lane | Management | For | Voted - For |
1.12 | Elect Robert B. Millard | Management | For | Voted - For |
501
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.13 | Elect Lloyd W. Newton | Management | For | Voted - For |
2 | Board Size | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
LOBLAW COMPANIES LIMITED | ||||
Security ID: 539481101 Ticker: L | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Scott B. Bonham | Management | For | Voted - For |
1.2 | Elect Christie J.B. Clark | Management | For | Voted - For |
1.3 | Elect Daniel Debow | Management | For | Voted - For |
1.4 | Elect William A. Downe | Management | For | Voted - For |
1.5 | Elect Janice Fukakusa | Management | For | Voted - For |
1.6 | Elect M. Marianne Harris | Management | For | Voted - For |
1.7 | Elect Claudia Kotchka | Management | For | Voted - For |
1.8 | Elect Sarah Raiss | Management | For | Voted - For |
1.9 | Elect Galen G. Weston | Management | For | Voted - For |
1.10 | Elect Cornell Wright | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Human Rights Impact | |||
Assessment | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Supplier | |||
Audits | Shareholder | Against | Voted - For | |
LOCKHEED MARTIN CORPORATION | ||||
Security ID: 539830109 Ticker: LMT | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Daniel F. Akerson | Management | For | Voted - For |
1.2 | Elect David B. Burritt | Management | For | Voted - For |
1.3 | Elect Bruce A. Carlson | Management | For | Voted - For |
1.4 | Elect John Donovan | Management | For | Voted - For |
1.5 | Elect Joseph Dunford Jr. | Management | For | Voted - For |
1.6 | Elect James O. Ellis, Jr. | Management | For | Voted - For |
1.7 | Elect Thomas J. Falk | Management | For | Voted - For |
1.8 | Elect Ilene S. Gordon | Management | For | Voted - For |
1.9 | Elect Vicki A. Hollub | Management | For | Voted - For |
1.10 | Elect Jeh C. Johnson | Management | For | Voted - For |
1.11 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.12 | Elect James D. Taiclet | Management | For | Voted - For |
1.13 | Elect Patricia E. Yarrington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
502
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Human | |||
Rights Impact Assessments | Shareholder | Against | Voted - Against | |
MERCK & CO., INC. | ||||
Security ID: 58933Y105 Ticker: MRK | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.2 | Elect Mary Ellen Coe | Management | For | Voted - For |
1.3 | Elect Pamela J. Craig | Management | For | Voted - For |
1.4 | Elect Robert M. Davis | Management | For | Voted - For |
1.5 | Elect Kenneth C. Frazier | Management | For | Voted - For |
1.6 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.7 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.8 | Elect Stephen L. Mayo | Management | For | Voted - For |
1.9 | Elect Paul B. Rothman | Management | For | Voted - For |
1.10 | Elect Patricia F. Russo | Management | For | Voted - For |
1.11 | Elect Christine E. Seidman | Management | For | Voted - For |
1.12 | Elect Inge G. Thulin | Management | For | Voted - For |
1.13 | Elect Kathy J. Warden | Management | For | Voted - For |
1.14 | Elect Peter C. Wendell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
MURPHY USA INC. | ||||
Security ID: 626755102 Ticker: MUSA | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect R. Madison Murphy | Management | For | Voted - For |
1.2 | Elect Andrew Clyde | Management | For | Voted - For |
1.3 | Elect David B. Miller | Management | For | Voted - For |
1.4 | Elect Rosemary Turner | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
503
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NATIONAL FUEL GAS COMPANY | ||||
Security ID: 636180101 Ticker: NFG | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect David C. Carroll | Management | For | Voted - For |
1.2 | Elect Steven C. Finch | Management | For | Voted - For |
1.3 | Elect Joseph N. Jaggers | Management | For | Voted - For |
1.4 | Elect David F. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
NEWMARKET CORPORATION | ||||
Security ID: 651587107 Ticker: NEU | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Mark M. Gambill | Management | For | Voted - For |
1.2 | Elect Bruce C. Gottwald | Management | For | Voted - For |
1.3 | Elect Thomas E. Gottwald | Management | For | Voted - For |
1.4 | Elect Patrick D. Hanley | Management | For | Voted - For |
1.5 | Elect H. Hiter Harris, III | Management | For | Voted - For |
1.6 | Elect James E. Rogers | Management | For | Voted - For |
1.7 | Elect Ting Xu | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
NEWMONT CORPORATION | ||||
Security ID: 651639106 Ticker: NEM | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Patrick G. Awuah, Jr. | Management | For | Voted - For |
1.2 | Elect Gregory H. Boyce | Management | For | Voted - For |
1.3 | Elect Bruce R. Brook | Management | For | Voted - For |
1.4 | Elect Maura J. Clark | Management | For | Voted - For |
1.5 | Elect Emma FitzGerald | Management | For | Voted - For |
1.6 | Elect Mary A. Laschinger | Management | For | Voted - For |
1.7 | Elect Jose Manuel Madero | Management | For | Voted - For |
1.8 | Elect Rene Medori | Management | For | Voted - For |
1.9 | Elect Jane Nelson | Management | For | Voted - For |
1.10 | Elect Thomas Palmer | Management | For | Voted - For |
1.11 | Elect Julio M. Quintana | Management | For | Voted - For |
1.12 | Elect Susan N. Story | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
504
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NIPPON TELEGRAPH AND TELEPHONE CORPORATION | ||||
Security ID: 654624105 Ticker: 9432 | ||||
Meeting Date: 24-Jun-22 | ||||
1.1 | Elect Jun Sawada | Management | For | Voted - For |
1.2 | Elect Akira Shimada | Management | For | Voted - For |
1.3 | Elect Katsuhiko Kawazoe | Management | For | Voted - For |
1.4 | Elect Takashi Hiroi | Management | For | Voted - For |
1.5 | Elect Akiko Kudo | Management | For | Voted - For |
1.6 | Elect Ken Sakamura | Management | For | Voted - For |
1.7 | Elect Yukako Uchinaga | Management | For | Voted - For |
1.8 | Elect Ryoji Chubachi | Management | For | Voted - For |
1.9 | Elect Koichiro Watanabe | Management | For | Voted - For |
1.10 | Elect Noriko Endo Noriko Tsujihiro | Management | For | Voted - For |
1.11 | Elect Keiichiro Yanagi | Management | For | Voted - For |
1.12 | Elect Kensuke Koshiyama | Management | For | Voted - For |
2 | Allocation of Profits/Dividends | Management | For | Voted - For |
3 | Amendments to Articles | Management | For | Voted - For |
NORTHROP GRUMMAN CORPORATION | ||||
Security ID: 666807102 Ticker: NOC | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Kathy J. Warden | Management | For | Voted - For |
1.2 | Elect David P. Abney | Management | For | Voted - For |
1.3 | Elect Marianne C. Brown | Management | For | Voted - For |
1.4 | Elect Donald E. Felsinger | Management | For | Voted - For |
1.5 | Elect Ann M. Fudge | Management | For | Voted - For |
1.6 | Elect William H. Hernandez | Management | For | Voted - For |
1.7 | Elect Madeleine A. Kleiner | Management | For | Voted - For |
1.8 | Elect Karl J. Krapek | Management | For | Voted - For |
1.9 | Elect Graham N. Robinson | Management | For | Voted - For |
1.10 | Elect Gary Roughead | Management | For | Voted - For |
1.11 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
1.13 | Elect Mark A. Welsh III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
OPEN TEXT CORPORATION | ||||
Security ID: 683715106 Ticker: OTEX | ||||
Meeting Date: 15-Sep-21 | ||||
1.1 | Elect P. Thomas Jenkins | Management | For | Voted - For |
505 |
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Mark J. Barrenechea | Management | For | Voted - For |
1.3 | Elect Randy Fowlie | Management | For | Voted - For |
1.4 | Elect David Fraser | Management | For | Voted - For |
1.5 | Elect Gail E. Hamilton | Management | For | Voted - For |
1.6 | Elect Robert Hau | Management | For | Voted - For |
1.7 | Elect Ann M. Powell | Management | For | Voted - For |
1.8 | Elect Stephen J. Sadler | Management | For | Voted - For |
1.9 | Elect Harmit J. Singh | Management | For | Voted - For |
1.10 | Elect Michael Slaunwhite | Management | For | Voted - For |
1.11 | Elect Katharine B. Stevenson | Management | For | Voted - For |
1.12 | Elect Deborah Weinstein | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ORACLE CORPORATION | ||||
Security ID: 68389X105 Ticker: ORCL | ||||
Meeting Date: 10-Nov-21 | ||||
1.1 | Elect Jeffrey S. Berg | Management | For | Voted - For |
1.2 | Elect Michael J. Boskin | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - Withheld |
1.4 | Elect Bruce R. Chizen | Management | For | Voted - For |
1.5 | Elect George H. Conrades | Management | For | Voted - Withheld |
1.6 | Elect Lawrence J. Ellison | Management | For | Voted - For |
1.7 | Elect Rona Fairhead | Management | For | Voted - For |
1.8 | Elect Jeffrey O. Henley | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Charles W. Moorman IV | Management | For | Voted - Withheld |
1.11 | Elect Leon E. Panetta | Management | For | Voted - Withheld |
1.12 | Elect William G. Parrett | Management | For | Voted - For |
1.13 | Elect Naomi O. Seligman | Management | For | Voted - Withheld |
1.14 | Elect Vishal Sikka | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Independent Board | |||
Chair | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Requiring and | |||
Posting Disclosures from Outside Organizations | Shareholder | Against | Voted - Against | |
ORGANON & CO. | ||||
Security ID: 68622V106 Ticker: OGN | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Robert Essner | Management | For | Voted - For |
506 |
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Shelly Lazarus | Management | For | Voted - For |
1.3 | Elect Cynthia M. Patton | Management | For | Voted - For |
1.4 | Elect Grace Puma | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
ORION OFFICE REIT INC. | ||||
Security ID: 68629Y103 Ticker: ONL | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Paul H. McDowell | Management | For | Voted - For |
1.2 | Elect Reginald H. Gilyard | Management | For | Voted - For |
1.3 | Elect Kathleen R. Allen | Management | For | Voted - For |
1.4 | Elect Richard J. Lieb | Management | For | Voted - For |
1.5 | Elect Gregory J. Whyte | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
PACKAGING CORPORATION OF AMERICA | ||||
Security ID: 695156109 Ticker: PKG | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Cheryl K. Beebe | Management | For | Voted - For |
1.2 | Elect Duane C. Farrington | Management | For | Voted - For |
1.3 | Elect Donna A. Harman | Management | For | Voted - For |
1.4 | Elect Mark W. Kowlzan | Management | For | Voted - For |
1.5 | Elect Robert C. Lyons | Management | For | Voted - For |
1.6 | Elect Thomas P. Maurer | Management | For | Voted - For |
1.7 | Elect Samuel M. Mencoff | Management | For | Voted - For |
1.8 | Elect Roger B. Porter | Management | For | Voted - For |
1.9 | Elect Thomas S. Souleles | Management | For | Voted - For |
1.10 | Elect Paul T. Stecko | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PFIZER INC. | ||||
Security ID: 717081103 Ticker: PFE | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ronald E. Blaylock | Management | For | Voted - For |
1.2 | Elect Albert Bourla | Management | For | Voted - For |
1.3 | Elect Susan Desmond-Hellmann | Management | For | Voted - For |
1.4 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.5 | Elect Scott Gottlieb | Management | For | Voted - For |
1.6 | Elect Helen H. Hobbs | Management | For | Voted - For |
1.7 | Elect Susan Hockfield | Management | For | Voted - For |
507
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect Dan R. Littman | Management | For | Voted - For |
1.9 | Elect Shantanu Narayen | Management | For | Voted - For |
1.10 | Elect Suzanne Nora Johnson | Management | For | Voted - For |
1.11 | Elect James Quincey | Management | For | Voted - For |
1.12 | Elect James C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
PORTLAND GENERAL ELECTRIC COMPANY | ||||
Security ID: 736508847 Ticker: POR | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Rodney Brown | Management | For | Voted - For |
1.2 | Elect Jack Davis | Management | For | Voted - For |
1.3 | Elect Dawn L. Farrell | Management | For | Voted - For |
1.4 | Elect Mark Ganz | Management | For | Voted - For |
1.5 | Elect Marie Oh Huber | Management | For | Voted - For |
1.6 | Elect Kathryn Jackson | Management | For | Voted - For |
1.7 | Elect Michael Lewis | Management | For | Voted - For |
1.8 | Elect Michael Millegan | Management | For | Voted - For |
1.9 | Elect Lee Pelton | Management | For | Voted - For |
1.10 | Elect Maria Pope | Management | For | Voted - For |
1.11 | Elect James Torgerson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PPL CORPORATION | ||||
Security ID: 69351T106 Ticker: PPL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Arthur P. Beattie | Management | For | Voted - For |
1.2 | Elect Raja Rajamannar | Management | For | Voted - For |
1.3 | Elect Heather B. Redman | Management | For | Voted - For |
1.4 | Elect Craig A. Rogerson | Management | For | Voted - For |
1.5 | Elect Vincent Sorgi | Management | For | Voted - For |
1.6 | Elect Natica von Althann | Management | For | Voted - For |
1.7 | Elect Keith H. Williamson | Management | For | Voted - For |
1.8 | Elect Phoebe A. Wood | Management | For | Voted - For |
1.9 | Elect Armando Zagalo de Lima | Management | For | Voted - For |
508
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
QUEST DIAGNOSTICS INCORPORATED | ||||
Security ID: 74834L100 Ticker: DGX | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Tracey C. Doi | Management | For | Voted - For |
1.2 | Elect Vicky B. Gregg | Management | For | Voted - For |
1.3 | Elect Wright L. Lassiter III | Management | For | Voted - For |
1.4 | Elect Timothy L. Main | Management | For | Voted - For |
1.5 | Elect Denise M. Morrison | Management | For | Voted - For |
1.6 | Elect Gary M. Pfeiffer | Management | For | Voted - For |
1.7 | Elect Timothy M. Ring | Management | For | Voted - For |
1.8 | Elect Stephen H. Rusckowski | Management | For | Voted - For |
1.9 | Elect Gail R. Wilensky | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Permit Shareholders to Act by Non-Unanimous Written | |||
Consent | Management | For | Voted - For | |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
REALTY INCOME CORPORATION | ||||
Security ID: 756109104 Ticker: O | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Priscilla Almodovar | Management | For | Voted - For |
1.2 | Elect Jacqueline Brady | Management | For | Voted - For |
1.3 | Elect A. Larry Chapman | Management | For | Voted - For |
1.4 | Elect Reginald H. Gilyard | Management | For | Voted - For |
1.5 | Elect Mary Hogan Preusse | Management | For | Voted - For |
1.6 | Elect Priya Huskins | Management | For | Voted - For |
1.7 | Elect Gerardo I. Lopez | Management | For | Voted - For |
1.8 | Elect Michael D. McKee | Management | For | Voted - For |
1.9 | Elect Gregory T. McLaughlin | Management | For | Voted - For |
1.10 | Elect Ronald L. Merriman | Management | For | Voted - For |
1.11 | Elect Sumit Roy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Increase in Authorized Common Stock | Management | For | Voted - For |
509
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
REPUBLIC SERVICES, INC. | ||||
Security ID: 760759100 Ticker: RSG | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Manuel Kadre | Management | For | Voted - For |
1.2 | Elect Tomago Collins | Management | For | Voted - For |
1.3 | Elect Michael A. Duffy | Management | For | Voted - For |
1.4 | Elect Thomas W. Handley | Management | For | Voted - For |
1.5 | Elect Jennifer M. Kirk | Management | For | Voted - For |
1.6 | Elect Michael Larson | Management | For | Voted - For |
1.7 | Elect Kim S. Pegula | Management | For | Voted - For |
1.8 | Elect James P. Snee | Management | For | Voted - For |
1.9 | Elect Brian S. Tyler | Management | For | Voted - For |
1.10 | Elect Jon Vander Ark | Management | For | Voted - For |
1.11 | Elect Sandra M. Volpe | Management | For | Voted - For |
1.12 | Elect Katharine B. Weymouth | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Environmental | |||
Justice Audit | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
SAFETY INSURANCE GROUP, INC. | ||||
Security ID: 78648T100 Ticker: SAFT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Deborah E. Gray | Management | For | Voted - For |
1.2 | Elect Geroge M. Murphy | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Permit Shareholders to Call Special Meetings | Management | For | Voted - For |
5 | Permit Shareholders to Act by Written Consent | Management | For | Voted - For |
6 | Elimination of Supermajority Requirement | Management | For | Voted - For |
7 | Amendment to the 2018 Long-term Incentive Plan | Management | For | Voted - For |
SANOFI | ||||
Security ID: 80105N105 Ticker: SAN | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Paul Hudson | Management | For | Voted - For |
1.2 | Elect Christophe Babule | Management | For | Voted - For |
1.3 | Elect Patrick Kron | Management | For | Voted - For |
1.4 | Elect Gilles Schnepp | Management | For | Voted - For |
1.5 | Elect Carole Ferrand | Management | For | Voted - For |
510
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Emile Voest | Management | For | Voted - For |
1.7 | Elect Antoine Yver | Management | For | Voted - For |
2 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | Voted - For |
3 | Consolidated Accounts and Reports | Management | For | Voted - For |
4 | Allocation of Profits/Dividends (Ordinary Dividend | |||
and Distrbution in Kind of EUROAPI Shares) | Management | For | Voted - For | |
5 | 2021 Remuneration Report | Management | For | Voted - For |
6 | 2021 Remuneration of Serge Weinberg, Chair | Management | For | Voted - For |
7 | 2021 Remuneration of Paul Hudson, CEO | Management | For | Voted - For |
8 | 2022 Remuneration Policy (Board of Directors) | Management | For | Voted - For |
9 | 2022 Remuneration Policy (Chair) | Management | For | Voted - For |
10 | 2022 Remuneration Policy (CEO) | Management | For | Voted - For |
11 | Authority to Repurchase and Reissue Shares | Management | For | Voted - For |
12 | Amendments to Article 25 Regarding Dividends | Management | For | Voted - For |
13 | Authorisation of Legal Formalities | Management | For | Voted - For |
SEAGATE TECHNOLOGY HOLDINGS PLC | ||||
Security ID: G7997R103 Ticker: STX | ||||
Meeting Date: 20-Oct-21 | ||||
1.1 | Elect Mark W. Adams | Management | For | Voted - Against |
1.2 | Elect Shankar Arumugavelu | Management | For | Voted - For |
1.3 | Elect Pratik Bhatt | Management | For | Voted - For |
1.4 | Elect Judy Bruner | Management | For | Voted - For |
1.5 | Elect Michael R. Cannon | Management | For | Voted - For |
1.6 | Elect Jay L. Geldmacher | Management | For | Voted - For |
1.7 | Elect Dylan G. Haggart | Management | For | Voted - For |
1.8 | Elect William D. Mosley | Management | For | Voted - For |
1.9 | Elect Stephanie Tilenius | Management | For | Voted - For |
1.10 | Elect Edward J. Zander | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
SEALED AIR CORPORATION | ||||
Security ID: 81211K100 Ticker: SEE | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Elizabeth M. Adefioye | Management | For | Voted - For |
1.2 | Elect Zubaid Ahmad | Management | For | Voted - For |
1.3 | Elect Francoise Colpron | Management | For | Voted - For |
1.4 | Elect Edward L. Doheny II | Management | For | Voted - For |
1.5 | Elect Henry R. Keizer | Management | For | Voted - For |
1.6 | Elect Harry A. Lawton III | Management | For | Voted - For |
1.7 | Elect Suzanne B. Rowland | Management | For | Voted - For |
1.8 | Elect Jerry R. Whitaker | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
511
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SERVICE CORPORATION INTERNATIONAL | ||||
Security ID: 817565104 Ticker: SCI | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Alan R. Buckwalter, III | Management | For | Voted - Against |
1.2 | Elect Anthony L. Coelho | Management | For | Voted - For |
1.3 | Elect Jakki L. Haussler | Management | For | Voted - For |
1.4 | Elect Victor L. Lund | Management | For | Voted - For |
1.5 | Elect Ellen Ochoa | Management | For | Voted - For |
1.6 | Elect Thomas L. Ryan | Management | For | Voted - For |
1.7 | Elect C. Park Shaper | Management | For | Voted - For |
1.8 | Elect Sara Martinez Tucker | Management | For | Voted - For |
1.9 | Elect W. Blair Waltrip | Management | For | Voted - For |
1.10 | Elect Marcus A. Watts | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SK TELECOM CO., LTD | ||||
Security ID: 78440P108 Ticker: 017670 | ||||
Meeting Date: 12-Oct-21 | ||||
1.1 | Elect CHOI Kyu Nam | Management | For | Voted - For |
2 | Amendments to Articles | Management | For | Voted - For |
3 | Spin-off | Management | For | Voted - For |
SK TELECOM CO., LTD | ||||
Security ID: 78440P306 Ticker: 017670 | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect KANG Jong Ryeol | Management | For | Voted - For |
2 | Financial Statements and Allocation of | |||
Profits/Dividends | Management | For | Voted - Against | |
3 | Amendments to Articles | Management | For | Voted - For |
4 | Share Option Grant | Management | For | Voted - For |
5 | Election of Independent Director to Be Appointed as | |||
Audit Committee Member: KIM Seok Dong | Management | For | Voted - Against | |
6 | Directors' Fees | Management | For | Voted - For |
SNAP-ON INCORPORATED | ||||
Security ID: 833034101 Ticker: SNA | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect David C. Adams | Management | For | Voted - For |
512 |
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Karen L. Daniel | Management | For | Voted - For |
1.3 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.4 | Elect James P. Holden | Management | For | Voted - For |
1.5 | Elect Nathan J. Jones | Management | For | Voted - For |
1.6 | Elect Henry W. Knueppel | Management | For | Voted - For |
1.7 | Elect W. Dudley Lehman | Management | For | Voted - For |
1.8 | Elect Nicholas T. Pinchuk | Management | For | Voted - For |
1.9 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.10 | Elect Donald J. Stebbins | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
STURM, RUGER & COMPANY, INC. | ||||
Security ID: 864159108 Ticker: RGR | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect John A. Cosentino, Jr. | Management | For | Voted - For |
1.2 | Elect Michael O. Fifer | Management | For | Voted - For |
1.3 | Elect Sandra S. Froman | Management | For | Voted - For |
1.4 | Elect Rebecca S. Halstead | Management | For | Voted - For |
1.5 | Elect Christopher J. Killoy | Management | For | Voted - For |
1.6 | Elect Terrence K. O'Connor | Management | For | Voted - For |
1.7 | Elect Amir P. Rosenthal | Management | For | Voted - For |
1.8 | Elect Ronald C. Whitaker | Management | For | Voted - Withheld |
1.9 | Elect Phillip C. Widman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Human Rights Impact | |||
Assessment | Shareholder | Against | Voted - For | |
TARGET CORPORATION | ||||
Security ID: 87612E106 Ticker: TGT | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect David P. Abney | Management | For | Voted - For |
1.2 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.3 | Elect George S. Barrett | Management | For | Voted - For |
1.4 | Elect Gail K. Boudreaux | Management | For | Voted - For |
1.5 | Elect Brian C. Cornell | Management | For | Voted - For |
1.6 | Elect Robert L. Edwards | Management | For | Voted - For |
1.7 | Elect Melanie L. Healey | Management | For | Voted - For |
1.8 | Elect Donald R. Knauss | Management | For | Voted - For |
1.9 | Elect Christine A. Leahy | Management | For | Voted - For |
1.10 | Elect Monica C. Lozano | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
1.12 | Elect Dmitri L. Stockton | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
513
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
THE ALLSTATE CORPORATION | ||||
Security ID: 020002101 Ticker: ALL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Donald E. Brown | Management | For | Voted - For |
1.2 | Elect Kermit R. Crawford | Management | For | Voted - For |
1.3 | Elect Richard T. Hume | Management | For | Voted - For |
1.4 | Elect Margaret M. Keane | Management | For | Voted - For |
1.5 | Elect Siddharth N. Mehta | Management | For | Voted - For |
1.6 | Elect Jacques P. Perold | Management | For | Voted - For |
1.7 | Elect Andrea Redmond | Management | For | Voted - For |
1.8 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.9 | Elect Judith A. Sprieser | Management | For | Voted - For |
1.10 | Elect Perry M. Traquina | Management | For | Voted - For |
1.11 | Elect Thomas J. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | ||||
Security ID: 064058100 Ticker: BK | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Linda Z. Cook | Management | For | Voted - For |
1.2 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.3 | Elect Thomas P. Gibbons | Management | For | Voted - For |
1.4 | Elect M. Amy Gilliland | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Goldstein | Management | For | Voted - For |
1.6 | Elect K. Guru Gowrappan | Management | For | Voted - For |
1.7 | Elect Ralph Izzo | Management | For | Voted - For |
1.8 | Elect Sandie O'Connor | Management | For | Voted - For |
1.9 | Elect Elizabeth E. Robinson | Management | For | Voted - For |
1.10 | Elect Frederick O. Terrell | Management | For | Voted - For |
1.11 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For |
514
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE BANK OF NOVA SCOTIA | ||||
Security ID: 064149107 Ticker: BNS | ||||
Meeting Date: 05-Apr-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Guillermo E. Babatz | Management | For | Voted - For |
1.3 | Elect Scott B. Bonham | Management | For | Voted - For |
1.4 | Elect Daniel H. Callahan | Management | For | Voted - For |
1.5 | Elect Lynn K. Patterson | Management | For | Voted - For |
1.6 | Elect Michael D. Penner | Management | For | Voted - For |
1.7 | Elect Brian J. Porter | Management | For | Voted - For |
1.8 | Elect Una M. Power | Management | For | Voted - For |
1.9 | Elect Aaron W. Regent | Management | For | Voted - For |
1.10 | Elect Calin Rovinescu | Management | For | Voted - For |
1.11 | Elect Susan L. Segal | Management | For | Voted - For |
1.12 | Elect L. Scott Thomson | Management | For | Voted - For |
1.13 | Elect Benita M. Warmbold | Management | For | Voted - For |
2 | Non-Voting Meeting Note | N/A | Non-Voting | |
3 | Appointment of Auditor | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Increase of Shares under the Stock Option Plan | Management | For | Voted - For |
6 | Amendment to Stock Option Plan | Management | For | Voted - For |
7 | Shareholder Proposal Regarding Becoming a Benefit | |||
Company | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Say on Climate | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding Formation of a | |||
Climate Change and Environment Committee | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding French as Official | |||
Company Language | Shareholder | Against | Voted - Against | |
THE J. M. SMUCKER COMPANY | ||||
Security ID: 832696405 Ticker: SJM | ||||
Meeting Date: 18-Aug-21 | ||||
1.1 | Elect Susan Chapman-Hughes | Management | For | Voted - For |
1.2 | Elect Paul J. Dolan | Management | For | Voted - For |
1.3 | Elect Jay L. Henderson | Management | For | Voted - For |
1.4 | Elect Kirk L. Perry | Management | For | Voted - For |
1.5 | Elect Sandra Pianalto | Management | For | Voted - For |
1.6 | Elect Alex Shumate | Management | For | Voted - For |
1.7 | Elect Mark T. Smucker | Management | For | Voted - For |
1.8 | Elect Richard K. Smucker | Management | For | Voted - For |
1.9 | Elect Timothy P. Smucker | Management | For | Voted - For |
1.10 | Elect Jodi L. Taylor | Management | For | Voted - For |
1.11 | Elect Dawn C. Willoughby | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
515
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE KRAFT HEINZ COMPANY | ||||
Security ID: 500754106 Ticker: KHC | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Gregory E. Abel | Management | For | Voted - For |
1.2 | Elect John T. Cahill | Management | For | Voted - For |
1.3 | Elect Joao M. Castro-Neves | Management | For | Voted - For |
1.4 | Elect Lori Dickerson Fouche | Management | For | Voted - For |
1.5 | Elect Timothy Kenesey | Management | For | Voted - For |
1.6 | Elect Alicia Knapp | Management | For | Voted - For |
1.7 | Elect Elio Leoni Sceti | Management | For | Voted - For |
1.8 | Elect Susan R. Mulder | Management | For | Voted - For |
1.9 | Elect James Park | Management | For | Voted - For |
1.10 | Elect Miguel Patricio | Management | For | Voted - For |
1.11 | Elect John C. Pope | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Water Risk | |||
Exposure | Shareholder | Against | Voted - Against | |
THE KROGER CO. | ||||
Security ID: 501044101 Ticker: KR | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Kevin M. Brown | Management | For | Voted - For |
1.3 | Elect Elaine L. Chao | Management | For | Voted - For |
1.4 | Elect Anne Gates | Management | For | Voted - For |
1.5 | Elect Karen M. Hoguet | Management | For | Voted - For |
1.6 | Elect W. Rodney McMullen | Management | For | Voted - For |
1.7 | Elect Clyde R. Moore | Management | For | Voted - For |
1.8 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.9 | Elect Judith Amanda Sourry Knox | Management | For | Voted - For |
1.10 | Elect Mark S. Sutton | Management | For | Voted - For |
1.11 | Elect Ashok Vemuri | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Human Rights | |||
Reporting | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Refrigerants Report | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Report on Workforce | |||
Strategy | Shareholder | Against | Voted - For |
516
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE WESTERN UNION COMPANY | ||||
Security ID: 959802109 Ticker: WU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Martin I. Cole | Management | For | Voted - For |
1.2 | Elect Richard A. Goodman | Management | For | Voted - For |
1.3 | Elect Betsy D. Holden | Management | For | Voted - For |
1.4 | Elect Jeffrey A. Joerres | Management | For | Voted - For |
1.5 | Elect Devin McGranahan | Management | For | Voted - For |
1.6 | Elect Michael A. Miles, Jr. | Management | For | Voted - For |
1.7 | Elect Timothy P. Murphy | Management | For | Voted - For |
1.8 | Elect Joyce A. Phillips | Management | For | Voted - For |
1.9 | Elect Jan Siegmund | Management | For | Voted - For |
1.10 | Elect Angela A. Sun | Management | For | Voted - For |
1.11 | Elect Solomon D. Trujillo | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
TOYOTA MOTOR CORPORATION | ||||
Security ID: 892331307 Ticker: 7203 | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Takeshi Uchiyamada | Management | For | Voted - Against |
1.2 | Elect Shigeru Hayakawa | Management | For | Voted - For |
1.3 | Elect Akio Toyoda | Management | For | Voted - For |
1.4 | Elect James Kuffner | Management | For | Voted - For |
1.5 | Elect Kenta Kon | Management | For | Voted - For |
1.6 | Elect Masahiko Maeda | Management | For | Voted - For |
1.7 | Elect Ikuro Sugawara | Management | For | Voted - For |
1.8 | Elect Philip Craven | Management | For | Voted - For |
1.9 | Elect Teiko Kudo | Management | For | Voted - For |
1.10 | Elect Masahide Yasuda | Management | For | Voted - Against |
1.11 | Elect George Olcott | Management | For | Voted - Against |
2 | Elect Ryuji Sakai as Alternate Statutory Auditor | Management | For | Voted - For |
3 | Amendment to Restricted Stock Plan | Management | For | Voted - For |
4 | Amendments to Articles | Management | For | Voted - For |
TYSON FOODS, INC. | ||||
Security ID: 902494103 Ticker: TSN | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect John H. Tyson | Management | For | Voted - For |
1.2 | Elect Les R. Baledge | Management | For | Voted - Against |
1.3 | Elect Mike D. Beebe | Management | For | Voted - Against |
517
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Maria Claudia Borras | Management | For | Voted - For |
1.5 | Elect David J. Bronczek | Management | For | Voted - Against |
1.6 | Elect Mikel A. Durham | Management | For | Voted - For |
1.7 | Elect Donnie King | Management | For | Voted - For |
1.8 | Elect Jonathan D. Mariner | Management | For | Voted - Against |
1.9 | Elect Kevin M. McNamara | Management | For | Voted - For |
1.10 | Elect Cheryl S. Miller | Management | For | Voted - For |
1.11 | Elect Jeffrey K. Schomburger | Management | For | Voted - For |
1.12 | Elect Barbara A. Tyson | Management | For | Voted - For |
1.13 | Elect Noel White | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
U.S. BANCORP | ||||
Security ID: 902973304 Ticker: USB | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Warner L. Baxter | Management | For | Voted - For |
1.2 | Elect Dorothy J. Bridges | Management | For | Voted - For |
1.3 | Elect Elizabeth L. Buse | Management | For | Voted - For |
1.4 | Elect Andrew Cecere | Management | For | Voted - For |
1.5 | Elect Kimberly N. Ellison-Taylor | Management | For | Voted - For |
1.6 | Elect Kimberly J. Harris | Management | For | Voted - Against |
1.7 | Elect Roland A. Hernandez | Management | For | Voted - For |
1.8 | Elect Olivia F. Kirtley | Management | For | Voted - For |
1.9 | Elect Richard P. McKenney | Management | For | Voted - For |
1.10 | Elect Yusuf I. Mehdi | Management | For | Voted - For |
1.11 | Elect John P. Wiehoff | Management | For | Voted - For |
1.12 | Elect Scott W. Wine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
UGI CORPORATION | ||||
Security ID: 902681105 Ticker: UGI | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Frank S. Hermance | Management | For | Voted - For |
1.2 | Elect M. Shawn Bort | Management | For | Voted - For |
1.3 | Elect Theodore A. Dosch | Management | For | Voted - For |
1.4 | Elect Alan N. Harris | Management | For | Voted - For |
1.5 | Elect Mario Longhi | Management | For | Voted - For |
1.6 | Elect William J. Marrazzo | Management | For | Voted - For |
1.7 | Elect Cindy J. Miller | Management | For | Voted - For |
1.8 | Elect Roger Perreault | Management | For | Voted - For |
1.9 | Elect Kelly A. Romano | Management | For | Voted - For |
1.10 | Elect James B. Stallings, Jr. | Management | For | Voted - For |
518
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.11 | Elect John L. Walsh | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
VEREIT, INC. | ||||
Security ID: 92339V308 Ticker: VER | ||||
Meeting Date: 12-Aug-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | ||||
Security ID: 92343V104 Ticker: VZ | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Shellye L. Archambeau | Management | For | Voted - For |
1.2 | Elect Roxanne S. Austin | Management | For | Voted - For |
1.3 | Elect Mark T. Bertolini | Management | For | Voted - For |
1.4 | Elect Melanie L. Healey | Management | For | Voted - For |
1.5 | Elect Laxman Narasimhan | Management | For | Voted - For |
1.6 | Elect Clarence Otis, Jr. | Management | For | Voted - For |
1.7 | Elect Daniel H. Schulman | Management | For | Voted - For |
1.8 | Elect Rodney E. Slater | Management | For | Voted - For |
1.9 | Elect Carol B. Tome | Management | For | Voted - For |
1.10 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.11 | Elect Gregory G. Weaver | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
WALGREENS BOOTS ALLIANCE, INC. | ||||
Security ID: 931427108 Ticker: WBA | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect David J. Brailer | Management | For | Voted - For |
1.3 | Elect Rosalind G. Brewer | Management | For | Voted - For |
1.4 | Elect William C. Foote | Management | For | Voted - For |
519
LSV U.S. Managed Volatility Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Ginger L. Graham | Management | For | Voted - For |
1.6 | Elect Valerie B. Jarrett | Management | For | Voted - Against |
1.7 | Elect John A. Lederer | Management | For | Voted - For |
1.8 | Elect Dominic P. Murphy | Management | For | Voted - For |
1.9 | Elect Stefano Pessina | Management | For | Voted - For |
1.10 | Elect Nancy M. Schlichting | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding External Public | |||
Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Voted - Against | |
WALMART INC. | ||||
Security ID: 931142103 Ticker: WMT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Cesar Conde | Management | For | Voted - For |
1.2 | Elect Timothy P. Flynn | Management | For | Voted - For |
1.3 | Elect Sarah Friar | Management | For | Voted - For |
1.4 | Elect Carla A. Harris | Management | For | Voted - For |
1.5 | Elect Thomas Horton | Management | For | Voted - For |
1.6 | Elect Marissa A. Mayer | Management | For | Voted - For |
1.7 | Elect C. Douglas McMillon | Management | For | Voted - For |
1.8 | Elect Gregory B. Penner | Management | For | Voted - For |
1.9 | Elect Randall L. Stephenson | Management | For | Voted - For |
1.10 | Elect S. Robson Walton | Management | For | Voted - For |
1.11 | Elect Steuart Walton | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Animal Welfare | |||
Practices | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Creation of a | |||
Pandemic Workforce Advisory Council | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report On Risks From | |||
State Policies Restricting Reproductive Health Care | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Alignment | |||
of Racial Justice Goals with Starting Pay | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
9 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
520
LSV U.S. Managed Volatility Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
WASTE MANAGEMENT, INC. | ||||
Security ID: 94106L109 Ticker: WM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect James C. Fish, Jr. | Management | For | Voted - For |
1.2 | Elect Andres R. Gluski | Management | For | Voted - For |
1.3 | Elect Victoria M. Holt | Management | For | Voted - For |
1.4 | Elect Kathleen M. Mazzarella | Management | For | Voted - For |
1.5 | Elect Sean E. Menke | Management | For | Voted - For |
1.6 | Elect William B. Plummer | Management | For | Voted - For |
1.7 | Elect John C. Pope | Management | For | Voted - For |
1.8 | Elect Maryrose T. Sylvester | Management | For | Voted - For |
1.9 | Elect Thomas H. Weidemeyer | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
WERNER ENTERPRISES, INC. | ||||
Security ID: 950755108 Ticker: WERN | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Kenneth M. Bird | Management | For | Voted - For |
1.2 | Elect Jack A. Holmes | Management | For | Voted - For |
1.3 | Elect Carmen A. Tapio | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
521
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ABBVIE INC. | ||||
Security ID: 00287Y109 Ticker: ABBV | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect William H.L. Burnside | Management | For | Voted - For |
1.2 | Elect Thomas C. Freyman | Management | For | Voted - For |
1.3 | Elect Brett J. Hart | Management | For | Voted - For |
1.4 | Elect Edward J. Rapp | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
ACUITY BRANDS, INC. | ||||
Security ID: 00508Y102 Ticker: AYI | ||||
Meeting Date: 05-Jan-22 | ||||
1.1 | Elect Neil M. Ashe | Management | For | Voted - For |
1.2 | Elect W. Patrick Battle | Management | For | Voted - For |
1.3 | Elect G. Douglas Dillard, Jr. | Management | For | Voted - For |
1.4 | Elect James H. Hance, Jr. | Management | For | Voted - For |
1.5 | Elect Maya Leibman | Management | For | Voted - For |
1.6 | Elect Laura G. O'Shaughnessy | Management | For | Voted - For |
1.7 | Elect Dominic J. Pileggi | Management | For | Voted - For |
1.8 | Elect Ray M. Robinson | Management | For | Voted - For |
1.9 | Elect Mark J. Sachleben | Management | For | Voted - For |
1.10 | Elect Mary A. Winston | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amendment to the 2012 Omnibus Stock Incentive | |||
Compensation Plan | Management | For | Voted - For | |
AFLAC INCORPORATED | ||||
Security ID: 001055102 Ticker: AFL | ||||
Meeting Date: 02-May-22 | ||||
1.1 | Elect Daniel P. Amos | Management | For | Voted - For |
1.2 | Elect W. Paul Bowers | Management | For | Voted - For |
1.3 | Elect Arthur R. Collins | Management | For | Voted - For |
522
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Toshihiko Fukuzawa | Management | For | Voted - For |
1.5 | Elect Thomas J. Kenny | Management | For | Voted - For |
1.6 | Elect Georgette D. Kiser | Management | For | Voted - For |
1.7 | Elect Karole F. Lloyd | Management | For | Voted - For |
1.8 | Elect Nobuchika Mori | Management | For | Voted - For |
1.9 | Elect Joseph L. Moskowitz | Management | For | Voted - For |
1.10 | Elect Barbara K. Rimer | Management | For | Voted - For |
1.11 | Elect Katherine T. Rohrer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AGCO CORPORATION | ||||
Security ID: 001084102 Ticker: AGCO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Michael C. Arnold | Management | For | Voted - For |
1.2 | Elect Sondra L. Barbour | Management | For | Voted - For |
1.3 | Elect Suzanne P. Clark | Management | For | Voted - For |
1.4 | Elect Bob De Lange | Management | For | Voted - For |
1.5 | Elect Eric P. Hansotia | Management | For | Voted - For |
1.6 | Elect George E. Minnich | Management | For | Voted - For |
1.7 | Elect Niels Porksen | Management | For | Voted - For |
1.8 | Elect David M. Sagehorn | Management | For | Voted - For |
1.9 | Elect Mallika Srinivasan | Management | For | Voted - For |
1.10 | Elect Matthew Tsien | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALLISON TRANSMISSION HOLDINGS, INC. | ||||
Security ID: 01973R101 Ticker: ALSN | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Judy L. Altmaier | Management | For | Voted - For |
1.2 | Elect Stan A. Askren | Management | For | Voted - For |
1.3 | Elect D. Scott Barbour | Management | For | Voted - For |
1.4 | Elect David C. Everitt | Management | For | Voted - For |
1.5 | Elect Alvaro Garcia-Tunon | Management | For | Voted - For |
1.6 | Elect David S. Graziosi | Management | For | Voted - For |
1.7 | Elect Carolann I. Haznedar | Management | For | Voted - For |
1.8 | Elect Richard P. Lavin | Management | For | Voted - For |
1.9 | Elect Thomas W. Rabaut | Management | For | Voted - For |
1.10 | Elect Richard V. Reynolds | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
523
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
ALLY FINANCIAL INC. | ||||
Security ID: 02005N100 Ticker: ALLY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Franklin W. Hobbs | Management | For | Voted - For |
1.2 | Elect Kenneth J. Bacon | Management | For | Voted - For |
1.3 | Elect Maureen Breakiron-Evans | Management | For | Voted - For |
1.4 | Elect William H. Cary | Management | For | Voted - For |
1.5 | Elect Mayree C. Clark | Management | For | Voted - For |
1.6 | Elect Kim S. Fennebresque | Management | For | Voted - For |
1.7 | Elect Melissa Goldman | Management | For | Voted - For |
1.8 | Elect Marjorie Magner | Management | For | Voted - For |
1.9 | Elect David Reilly | Management | For | Voted - For |
1.10 | Elect Brian H. Sharples | Management | For | Voted - For |
1.11 | Elect Michael F. Steib | Management | For | Voted - For |
1.12 | Elect Jeffrey J. Brown | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ALTRIA GROUP, INC. | ||||
Security ID: 02209S103 Ticker: MO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ian L.T. Clarke | Management | For | Voted - For |
1.2 | Elect Marjorie M. Connelly | Management | For | Voted - For |
1.3 | Elect R. Matt Davis | Management | For | Voted - For |
1.4 | Elect William F. Gifford | Management | For | Voted - For |
1.5 | Elect Debra J. Kelly-Ennis | Management | For | Voted - For |
1.6 | Elect W. Leo Kiely III | Management | For | Voted - For |
1.7 | Elect Kathryn B. McQuade | Management | For | Voted - For |
1.8 | Elect George Munoz | Management | For | Voted - For |
1.9 | Elect Nabil Y. Sakkab | Management | For | Voted - For |
1.10 | Elect Virginia E. Shanks | Management | For | Voted - For |
1.11 | Elect Ellen R. Strahlman | Management | For | Voted - For |
1.12 | Elect M. Max Yzaguirre | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - For |
AMC NETWORKS INC. | ||||
Security ID: 00164V103 Ticker: AMCX | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Joseph M. Cohen | Management | For | Voted - For |
1.2 | Elect Leonard Tow | Management | For | Voted - Withheld |
524
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect David E. Van Zandt | Management | For | Voted - For |
1.4 | Elect Carl E. Vogel | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Shareholder Proposal Regarding Majority Vote for | |||
Election of Directors | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
AMDOCS LIMITED | ||||
Security ID: G02602103 Ticker: DOX | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Robert A. Minicucci | Management | For | Voted - For |
1.2 | Elect Adrian Gardner | Management | For | Voted - For |
1.3 | Elect James S. Kahan | Management | For | Voted - For |
1.4 | Elect Rafael de la Vega | Management | For | Voted - For |
1.5 | Elect Giora Yaron | Management | For | Voted - For |
1.6 | Elect Eli Gelman | Management | For | Voted - Against |
1.7 | Elect Richard T.C. LeFave | Management | For | Voted - For |
1.8 | Elect John A. MacDonald | Management | For | Voted - For |
1.9 | Elect Shuky Sheffer | Management | For | Voted - For |
1.10 | Elect Yvette Kanouff | Management | For | Voted - For |
1.11 | Elect Sarah Ruth Davis | Management | For | Voted - For |
2 | Increase Quarterly Dividend | Management | For | Voted - For |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
AMERICAN AXLE & MANUFACTURING HOLDINGS, INC. | ||||
Security ID: 024061103 Ticker: AXL | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Elizabeth A. Chappell | Management | For | Voted - For |
1.2 | Elect Herbert K. Parker | Management | For | Voted - For |
1.3 | Elect John F. Smith | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | ||||
Security ID: 025676206 Ticker: AEL | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Anant Bhalla | Management | For | Voted - For |
1.2 | Elect Alan D. Matula | Management | For | Voted - For |
1.3 | Elect Gerard D. Neugent | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
525
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
AMERICAN FINANCIAL GROUP, INC. | ||||
Security ID: 025932104 Ticker: AFG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carl H. Lindner, III | Management | For | Voted - For |
1.2 | Elect S. Craig Lindner | Management | For | Voted - For |
1.3 | Elect John B. Berding | Management | For | Voted - For |
1.4 | Elect James E. Evans | Management | For | Voted - Withheld |
1.5 | Elect Terry S. Jacobs | Management | For | Voted - For |
1.6 | Elect Gregory G. Joseph | Management | For | Voted - For |
1.7 | Elect Mary Beth Martin | Management | For | Voted - For |
1.8 | Elect Amy Y. Murray | Management | For | Voted - For |
1.9 | Elect Evans N. Nwankwo | Management | For | Voted - For |
1.10 | Elect William W. Verity | Management | For | Voted - For |
1.11 | Elect John I. Von Lehman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AMERIPRISE FINANCIAL, INC. | ||||
Security ID: 03076C106 Ticker: AMP | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect James M. Cracchiolo | Management | For | Voted - For |
1.2 | Elect Dianne Neal Blixt | Management | For | Voted - For |
1.3 | Elect Amy DiGeso | Management | For | Voted - For |
1.4 | Elect Lon R. Greenberg | Management | For | Voted - For |
1.5 | Elect Robert F. Sharpe, Jr. | Management | For | Voted - For |
1.6 | Elect Brian T. Shea | Management | For | Voted - For |
1.7 | Elect W. Edward Walter | Management | For | Voted - For |
1.8 | Elect Christopher J. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
AMGEN INC. | ||||
Security ID: 031162100 Ticker: AMGN | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Wanda M. Austin | Management | For | Voted - For |
1.2 | Elect Robert A. Bradway | Management | For | Voted - For |
1.3 | Elect Brian J. Druker | Management | For | Voted - For |
1.4 | Elect Robert A. Eckert | Management | For | Voted - For |
1.5 | Elect Greg C. Garland | Management | For | Voted - For |
1.6 | Elect Charles M. Holley, Jr. | Management | For | Voted - For |
1.7 | Elect S. Omar Ishrak | Management | For | Voted - For |
1.8 | Elect Tyler Jacks | Management | For | Voted - For |
526
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.10 | Elect Amy Miles | Management | For | Voted - For |
1.11 | Elect Ronald D. Sugar | Management | For | Voted - For |
1.12 | Elect R. Sanders Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
AMKOR TECHNOLOGY, INC. | ||||
Security ID: 031652100 Ticker: AMKR | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect James J. Kim | Management | For | Voted - For |
1.2 | Elect Susan Y. Kim | Management | For | Voted - For |
1.3 | Elect Giel Rutten | Management | For | Voted - For |
1.4 | Elect Douglas A. Alexander | Management | For | Voted - For |
1.5 | Elect Roger A. Carolin | Management | For | Voted - For |
1.6 | Elect Winston J. Churchill | Management | For | Voted - For |
1.7 | Elect Daniel Liao | Management | For | Voted - For |
1.8 | Elect MaryFrances McCourt | Management | For | Voted - For |
1.9 | Elect Robert R. Morse | Management | For | Voted - For |
1.10 | Elect Gil C. Tily | Management | For | Voted - For |
1.11 | Elect David N. Watson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
ANNALY CAPITAL MANAGEMENT, INC. | ||||
Security ID: 035710409 Ticker: NLY | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Francine J. Bovich | Management | For | Voted - For |
1.2 | Elect Wellington J. Denahan | Management | For | Voted - For |
1.3 | Elect Katie Beirne Fallon | Management | For | Voted - For |
1.4 | Elect David L. Finkelstein | Management | For | Voted - For |
1.5 | Elect Thomas Hamilton | Management | For | Voted - For |
1.6 | Elect Kathy Hopinkah Hannan | Management | For | Voted - For |
1.7 | Elect Michael Haylon | Management | For | Voted - For |
1.8 | Elect Eric A. Reeves | Management | For | Voted - For |
1.9 | Elect John H. Schaefer | Management | For | Voted - For |
1.10 | Elect Glenn A. Votek | Management | For | Voted - For |
1.11 | Elect Vicki Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
527
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
APPLIED MATERIALS, INC. | ||||
Security ID: 038222105 Ticker: AMAT | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Rani Borkar | Management | For | Voted - For |
1.2 | Elect Judy Bruner | Management | For | Voted - For |
1.3 | Elect Xun Chen | Management | For | Voted - For |
1.4 | Elect Aart J. de Geus | Management | For | Voted - For |
1.5 | Elect Gary E. Dickerson | Management | For | Voted - For |
1.6 | Elect Thomas J. Iannotti | Management | For | Voted - For |
1.7 | Elect Alexander A. Karsner | Management | For | Voted - For |
1.8 | Elect Adrianna C. Ma | Management | For | Voted - For |
1.9 | Elect Yvonne McGill | Management | For | Voted - For |
1.10 | Elect Scott A. McGregor | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Improvement of | |||
Executive Compensation Program | Shareholder | Against | Voted - Against | |
ARROW ELECTRONICS, INC. | ||||
Security ID: 042735100 Ticker: ARW | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Barry W. Perry | Management | For | Voted - For |
1.2 | Elect William F. Austen | Management | For | Voted - For |
1.3 | Elect Fabian T. Garcia | Management | For | Voted - For |
1.4 | Elect Steven H. Gunby | Management | For | Voted - For |
1.5 | Elect Gail E. Hamilton | Management | For | Voted - For |
1.6 | Elect Andrew Kerin | Management | For | Voted - For |
1.7 | Elect Laurel J. Krzeminksi | Management | For | Voted - For |
1.8 | Elect Michael J. Long | Management | For | Voted - For |
1.9 | Elect Carol P. Lowe | Management | For | Voted - For |
1.10 | Elect Stephen C. Patrick | Management | For | Voted - For |
1.11 | Elect Gerry P. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
AT&T INC. | ||||
Security ID: 00206R102 Ticker: T | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - Abstain |
1.2 | Elect Scott T. Ford | Management | For | Voted - For |
1.3 | Elect Glenn H. Hutchins | Management | For | Voted - For |
528
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect William E. Kennard | Management | For | Voted - For |
1.5 | Elect Debra L. Lee | Management | For | Voted - Abstain |
1.6 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.7 | Elect Michael B. McCallister | Management | For | Voted - For |
1.8 | Elect Beth E. Mooney | Management | For | Voted - For |
1.9 | Elect Matthew K. Rose | Management | For | Voted - For |
1.10 | Elect John T. Stankey | Management | For | Voted - For |
1.11 | Elect Cindy B. Taylor | Management | For | Voted - For |
1.12 | Elect Luis A. Ubinas | Management | For | Voted - For |
1.13 | Elect Geoffrey Y. Yang | Management | For | Voted - Abstain |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Pay Ratio | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
BANK OF AMERICA CORPORATION | ||||
Security ID: 060505583 Ticker: BAC | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Sharon L. Allen | Management | For | Voted - For |
1.2 | Elect Frank P. Bramble, Sr. | Management | For | Voted - For |
1.3 | Elect Pierre J. P. de Weck | Management | For | Voted - For |
1.4 | Elect Arnold W. Donald | Management | For | Voted - For |
1.5 | Elect Linda P. Hudson | Management | For | Voted - For |
1.6 | Elect Monica C. Lozano | Management | For | Voted - For |
1.7 | Elect Brian T. Moynihan | Management | For | Voted - For |
1.8 | Elect Lionel L. Nowell, III | Management | For | Voted - For |
1.9 | Elect Denise L. Ramos | Management | For | Voted - For |
1.10 | Elect Clayton S. Rose | Management | For | Voted - For |
1.11 | Elect Michael D. White | Management | For | Voted - For |
1.12 | Elect Thomas D. Woods | Management | For | Voted - For |
1.13 | Elect R. David Yost | Management | For | Voted - For |
1.14 | Elect Maria T. Zuber | Management | For | Voted - Against |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Ratification of Exclusive Forum Provision | Management | For | Voted - Against |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against |
529
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BERRY GLOBAL GROUP, INC. | ||||
Security ID: 08579W103 Ticker: BERY | ||||
Meeting Date: 16-Feb-22 | ||||
1.1 | Elect B. Evan Bayh | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Idalene F. Kesner | Management | For | Voted - For |
1.4 | Elect Jill A. Rahman | Management | For | Voted - For |
1.5 | Elect Carl J. Rickertsen | Management | For | Voted - For |
1.6 | Elect Thomas E. Salmon | Management | For | Voted - For |
1.7 | Elect Paula A. Sneed | Management | For | Voted - For |
1.8 | Elect Robert A. Steele | Management | For | Voted - For |
1.9 | Elect Stephen E. Sterrett | Management | For | Voted - For |
1.10 | Elect Scott B. Ullem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BEST BUY CO., INC. | ||||
Security ID: 086516101 Ticker: BBY | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Corie S. Barry | Management | For | Voted - For |
1.2 | Elect Lisa M. Caputo | Management | For | Voted - For |
1.3 | Elect J. Patrick Doyle | Management | For | Voted - For |
1.4 | Elect David W. Kenny | Management | For | Voted - For |
1.5 | Elect Mario J. Marte | Management | For | Voted - For |
1.6 | Elect Karen A. McLoughlin | Management | For | Voted - For |
1.7 | Elect Thomas L. Millner | Management | For | Voted - For |
1.8 | Elect Claudia Fan Munce | Management | For | Voted - For |
1.9 | Elect Richelle P. Parham | Management | For | Voted - For |
1.10 | Elect Steven E. Rendle | Management | For | Voted - For |
1.11 | Elect Eugene A. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BIG LOTS, INC. | ||||
Security ID: 089302103 Ticker: BIG | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Sandra Campos | Management | For | Voted - For |
1.2 | Elect James R. Chambers | Management | For | Voted - For |
1.3 | Elect Sebastian J. DiGrande | Management | For | Voted - For |
1.4 | Elect Marla C. Gottschalk | Management | For | Voted - For |
1.5 | Elect Cynthia T. Jamison | Management | For | Voted - For |
1.6 | Elect Thomas A. Kingsbury | Management | For | Voted - For |
530
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Christopher J. McCormick | Management | For | Voted - For |
1.8 | Elect Kimberley A. Newton | Management | For | Voted - For |
1.9 | Elect Nancy A. Reardon | Management | For | Voted - For |
1.10 | Elect Wendy L. Schoppert | Management | For | Voted - For |
1.11 | Elect Bruce K. Thorn | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
BIOGEN INC. | ||||
Security ID: 09062X103 Ticker: BIIB | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Alexander J. Denner | Management | For | Voted - For |
1.2 | Elect Caroline D. Dorsa | Management | For | Voted - For |
1.3 | Elect Maria C. Freire | Management | For | Voted - For |
1.4 | Elect William A. Hawkins | Management | For | Voted - For |
1.5 | Elect William D. Jones | Management | For | Voted - For |
1.6 | Elect Jesus B. Mantas | Management | For | Voted - For |
1.7 | Elect Richard C. Mulligan | Management | For | Voted - Against |
1.8 | Elect Stelios Papadopoulos | Management | For | Voted - For |
1.9 | Elect Eric K. Rowinsky | Management | For | Voted - For |
1.10 | Elect Stephen A. Sherwin | Management | For | Voted - For |
1.11 | Elect Michel Vounatsos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
BORGWARNER INC. | ||||
Security ID: 099724106 Ticker: BWA | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Sara A. Greenstein | Management | For | Voted - For |
1.2 | Elect David S. Haffner | Management | For | Voted - For |
1.3 | Elect Michael S. Hanley | Management | For | Voted - For |
1.4 | Elect Frederic B. Lissalde | Management | For | Voted - For |
1.5 | Elect Paul A. Mascarenas | Management | For | Voted - For |
1.6 | Elect Shaun E. McAlmont | Management | For | Voted - For |
1.7 | Elect Deborah D. McWhinney | Management | For | Voted - For |
1.8 | Elect Alexis P. Michas | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Allow 10% of Shares to Request a Record Date to | |||
Initiate Shareholder Written Consent | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meeting | Shareholder | Against | Voted - For |
531
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
BRISTOL-MYERS SQUIBB COMPANY | ||||
Security ID: 110122108 Ticker: BMY | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Peter J. Arduini | Management | For | Voted - For |
1.2 | Elect Giovanni Caforio | Management | For | Voted - For |
1.3 | Elect Julia A. Haller | Management | For | Voted - For |
1.4 | Elect Manuel Hidalgo Medina | Management | For | Voted - For |
1.5 | Elect Paula A. Price | Management | For | Voted - For |
1.6 | Elect Derica W. Rice | Management | For | Voted - For |
1.7 | Elect Theodore R. Samuels, II | Management | For | Voted - For |
1.8 | Elect Gerald Storch | Management | For | Voted - For |
1.9 | Elect Karen H. Vousden | Management | For | Voted - For |
1.10 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CABOT CORPORATION | ||||
Security ID: 127055101 Ticker: CBT | ||||
Meeting Date: 10-Mar-22 | ||||
1.1 | Elect Michael M. Morrow | Management | For | Voted - For |
1.2 | Elect Susan H. Rataj | Management | For | Voted - For |
1.3 | Elect Frank Anders Wilson | Management | For | Voted - For |
1.4 | Elect Matthias L. Wolfgruber | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CAPITAL ONE FINANCIAL CORPORATION | ||||
Security ID: 14040H105 Ticker: COF | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Richard D. Fairbank | Management | For | Voted - For |
1.2 | Elect Ime Archibong | Management | For | Voted - For |
1.3 | Elect Christine R. Detrick | Management | For | Voted - For |
1.4 | Elect Ann Fritz Hackett | Management | For | Voted - For |
1.5 | Elect Peter Thomas Killalea | Management | For | Voted - For |
1.6 | Elect Eli Leenaars | Management | For | Voted - For |
1.7 | Elect Francois Locoh-Donou | Management | For | Voted - For |
1.8 | Elect Peter E. Raskind | Management | For | Voted - For |
1.9 | Elect Eileen Serra | Management | For | Voted - For |
1.10 | Elect Mayo A. Shattuck III | Management | For | Voted - For |
1.11 | Elect Bradford H. Warner | Management | For | Voted - For |
532
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.12 | Elect Catherine G. West | Management | For | Voted - For |
1.13 | Elect Craig Anthony Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
CARDINAL HEALTH, INC. | ||||
Security ID: 14149Y108 Ticker: CAH | ||||
Meeting Date: 05-Nov-21 | ||||
1.1 | Elect Carrie S. Cox | Management | For | Voted - For |
1.2 | Elect Bruce L. Downey | Management | For | Voted - For |
1.3 | Elect Sheri H. Edison | Management | For | Voted - For |
1.4 | Elect David C. Evans | Management | For | Voted - For |
1.5 | Elect Patricia Hemingway Hall | Management | For | Voted - For |
1.6 | Elect Akhil Johri | Management | For | Voted - For |
1.7 | Elect Michael C. Kaufmann | Management | For | Voted - For |
1.8 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.9 | Elect Nancy Killefer | Management | For | Voted - For |
1.10 | Elect Dean A. Scarborough | Management | For | Voted - For |
1.11 | Elect John H. Weiland | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2021 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings | Management | For | Voted - For | |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
CARTER'S, INC. | ||||
Security ID: 146229109 Ticker: CRI | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Rochester Anderson, Jr. | Management | For | Voted - For |
1.2 | Elect Jeffrey H. Black | Management | For | Voted - For |
1.3 | Elect Hali Borenstein | Management | For | Voted - For |
1.4 | Elect Luis A. Borgen | Management | For | Voted - For |
1.5 | Elect Michael D. Casey | Management | For | Voted - For |
1.6 | Elect A. Bruce Cleverly | Management | For | Voted - For |
1.7 | Elect Jevin S. Eagle | Management | For | Voted - For |
1.8 | Elect Mark P. Hipp | Management | For | Voted - For |
1.9 | Elect William J. Montgoris | Management | For | Voted - For |
1.10 | Elect Stacey S. Rauch | Management | For | Voted - For |
1.11 | Elect Gretchen W. Schar | Management | For | Voted - For |
1.12 | Elect Stephanie P. Stahl | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
533
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CIGNA CORPORATION | ||||
Security ID: 125523100 Ticker: CI | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect David M. Cordani | Management | For | Voted - For |
1.2 | Elect William J. DeLaney | Management | For | Voted - For |
1.3 | Elect Eric J. Foss | Management | For | Voted - For |
1.4 | Elect Dr. Elder Granger | Management | For | Voted - For |
1.5 | Elect Neesha Hathi | Management | For | Voted - For |
1.6 | Elect George Kurian | Management | For | Voted - For |
1.7 | Elect Kathleen M. Mazzarella | Management | For | Voted - For |
1.8 | Elect Mark B. McClellan | Management | For | Voted - For |
1.9 | Elect Kimberly A. Ross | Management | For | Voted - For |
1.10 | Elect Eric C. Wiseman | Management | For | Voted - For |
1.11 | Elect Donna F. Zarcone | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Median Gender Pay | |||
Equity Report | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
CISCO SYSTEMS, INC. | ||||
Security ID: 17275R102 Ticker: CSCO | ||||
Meeting Date: 13-Dec-21 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Wesley G. Bush | Management | For | Voted - For |
1.3 | Elect Michael D. Capellas | Management | For | Voted - For |
1.4 | Elect Mark Garrett | Management | For | Voted - For |
1.5 | Elect John D. Harris II | Management | For | Voted - For |
1.6 | Elect Kristina M. Johnson | Management | For | Voted - For |
1.7 | Elect Roderick C. McGeary | Management | For | Voted - For |
1.8 | Elect Charles H. Robbins | Management | For | Voted - For |
1.9 | Elect Brenton L. Saunders | Management | For | Voted - For |
1.10 | Elect Lisa T. Su | Management | For | Voted - For |
1.11 | Elect Marianna Tessel | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against |
534
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CITIGROUP INC. | ||||
Security ID: 172967424 Ticker: C | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Ellen M. Costello | Management | For | Voted - For |
1.2 | Elect Grace E. Dailey | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect John C. Dugan | Management | For | Voted - For |
1.5 | Elect Jane N. Fraser | Management | For | Voted - For |
1.6 | Elect Duncan P. Hennes | Management | For | Voted - For |
1.7 | Elect Peter B. Henry | Management | For | Voted - For |
1.8 | Elect S. Leslie Ireland | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Diana L. Taylor | Management | For | Voted - For |
1.12 | Elect James S. Turley | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amendment to the 2019 Stock Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Clawback Policy | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Report on Human | |||
Rights Standards for Indigenous Peoples | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Non-discrimination | |||
Audit | Shareholder | Against | Voted - Against | |
CITIZENS FINANCIAL GROUP, INC. | ||||
Security ID: 174610105 Ticker: CFG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Bruce Van Saun | Management | For | Voted - For |
1.2 | Elect Lee Alexander | Management | For | Voted - For |
1.3 | Elect Christine M. Cumming | Management | For | Voted - For |
1.4 | Elect Kevin Cummings | Management | For | Voted - For |
1.5 | Elect William P. Hankowsky | Management | For | Voted - For |
1.6 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.7 | Elect Robert G. Leary | Management | For | Voted - For |
1.8 | Elect Terrance J. Lillis | Management | For | Voted - For |
1.9 | Elect Michele N. Siekerka | Management | For | Voted - For |
1.10 | Elect Shivan S. Subramaniam | Management | For | Voted - For |
1.11 | Elect Christopher J. Swift | Management | For | Voted - For |
1.12 | Elect Wendy A. Watson | Management | For | Voted - For |
1.13 | Elect Marita Zuraitis | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
535
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
CNO FINANCIAL GROUP, INC. | ||||
Security ID: 12621E103 Ticker: CNO | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Gary C. Bhojwani | Management | For | Voted - For |
1.2 | Elect Ellyn L. Brown | Management | For | Voted - For |
1.3 | Elect Stephen N. David | Management | For | Voted - For |
1.4 | Elect David B. Foss | Management | For | Voted - For |
1.5 | Elect Nina Henderson | Management | For | Voted - For |
1.6 | Elect Daniel R. Maurer | Management | For | Voted - For |
1.7 | Elect Chetlur S. Ragavan | Management | For | Voted - For |
1.8 | Elect Steven E. Shebik | Management | For | Voted - For |
1.9 | Elect Frederick J. Sievert | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Certificate of Incorporation to | |||
include the Replacement NOL Protective Amendment | Management | For | Voted - For | |
4 | Ratification of Auditor | Management | For | Voted - For |
COMCAST CORPORATION | ||||
Security ID: 20030N101 Ticker: CMCSA | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Kenneth J. Bacon | Management | For | Voted - Withheld |
1.2 | Elect Madeline S. Bell | Management | For | Voted - For |
1.3 | Elect Edward D. Breen | Management | For | Voted - Withheld |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Honickman | Management | For | Voted - For |
1.6 | Elect Maritza Gomez Montiel | Management | For | Voted - For |
1.7 | Elect Asuka Nakahara | Management | For | Voted - For |
1.8 | Elect David C. Novak | Management | For | Voted - For |
1.9 | Elect Brian L. Roberts | Management | For | Voted - For |
2 | Advisory vote on executive compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding EEO Policy Risk | |||
Report | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on | |||
Effectiveness of Workplace Sexual Harassment and | ||||
Discrimination Policies | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Aligning Climate | |||
Goals With Employee Retirement Options | Shareholder | Against | Voted - Against |
536
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
CONAGRA BRANDS, INC. | ||||
Security ID: 205887102 Ticker: CAG | ||||
Meeting Date: 15-Sep-21 | ||||
1.1 | Elect Anil Arora | Management | For | Voted - For |
1.2 | Elect Thomas K. Brown | Management | For | Voted - For |
1.3 | Elect Emanuel Chirico | Management | For | Voted - For |
1.4 | Elect Sean M. Connolly | Management | For | Voted - For |
1.5 | Elect Joie A. Gregor | Management | For | Voted - For |
1.6 | Elect Fran Horowitz | Management | For | Voted - For |
1.7 | Elect Rajive Johri | Management | For | Voted - For |
1.8 | Elect Richard H. Lenny | Management | For | Voted - For |
1.9 | Elect Melissa B. Lora | Management | For | Voted - For |
1.10 | Elect Ruth Ann Marshall | Management | For | Voted - For |
1.11 | Elect Craig P. Omtvedt | Management | For | Voted - For |
1.12 | Elect Scott Ostfeld | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - For | |
CRANE CO. | ||||
Security ID: 224399105 Ticker: CR | ||||
Meeting Date: 16-May-22 | ||||
1.1 | Elect Martin R. Benante | Management | For | Voted - For |
1.2 | Elect Michael Dinkins | Management | For | Voted - For |
1.3 | Elect Ronald C. Lindsay | Management | For | Voted - For |
1.4 | Elect Ellen McClain | Management | For | Voted - For |
1.5 | Elect Charles G. McClure, Jr. | Management | For | Voted - For |
1.6 | Elect Max H. Mitchell | Management | For | Voted - For |
1.7 | Elect Jennifer M. Pollino | Management | For | Voted - For |
1.8 | Elect John S. Stroup | Management | For | Voted - For |
1.9 | Elect James L. L. Tullis | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Reorganization | Management | For | Voted - For |
CUMMINS INC. | ||||
Security ID: 231021106 Ticker: CMI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.2 | Elect Jennifer W. Rumsey | Management | For | Voted - For |
1.3 | Elect Robert J. Bernhard | Management | For | Voted - For |
1.4 | Elect Franklin R. Chang Diaz | Management | For | Voted - For |
537
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Bruno V. Di Leo Allen | Management | For | Voted - For |
1.6 | Elect Stephen B. Dobbs | Management | For | Voted - For |
1.7 | Elect Carla A. Harris | Management | For | Voted - For |
1.8 | Elect Robert K. Herdman | Management | For | Voted - For |
1.9 | Elect Thomas J. Lynch | Management | For | Voted - For |
1.10 | Elect William I. Miller | Management | For | Voted - For |
1.11 | Elect Georgia R. Nelson | Management | For | Voted - For |
1.12 | Elect Kimberly A. Nelson | Management | For | Voted - For |
1.13 | Elect Karen H. Quintos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
CURTISS-WRIGHT CORPORATION | ||||
Security ID: 231561101 Ticker: CW | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect David C. Adams | Management | For | Voted - For |
1.2 | Elect Lynn M. Bamford | Management | For | Voted - For |
1.3 | Elect Dean M. Flatt | Management | For | Voted - For |
1.4 | Elect S. Marce Fuller | Management | For | Voted - For |
1.5 | Elect Bruce D. Hoechner | Management | For | Voted - For |
1.6 | Elect Glenda J. Minor | Management | For | Voted - For |
1.7 | Elect Anthony J. Moraco | Management | For | Voted - For |
1.8 | Elect John B. Nathman | Management | For | Voted - For |
1.9 | Elect Robert J. Rivet | Management | For | Voted - For |
1.10 | Elect Peter C. Wallace | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
CVS HEALTH CORPORATION | ||||
Security ID: 126650100 Ticker: CVS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Fernando Aguirre | Management | For | Voted - For |
1.2 | Elect C. David Brown II | Management | For | Voted - For |
1.3 | Elect Alecia A. DeCoudreaux | Management | For | Voted - For |
1.4 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.5 | Elect Roger N. Farah | Management | For | Voted - For |
1.6 | Elect Anne M. Finucane | Management | For | Voted - For |
1.7 | Elect Edward J. Ludwig | Management | For | Voted - For |
1.8 | Elect Karen S. Lynch | Management | For | Voted - For |
1.9 | Elect Jean-Pierre Millon | Management | For | Voted - For |
1.10 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.11 | Elect William C. Weldon | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
538
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Against |
6 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Voted - For |
8 | Shareholder Proposal Regarding Report on External | |||
Public Health Impact | Shareholder | Against | Voted - Against | |
DAVITA INC. | ||||
Security ID: 23918K108 Ticker: DVA | ||||
Meeting Date: 09-Jun-22 | ||||
1.1 | Elect Pamela M. Arway | Management | For | Voted - For |
1.2 | Elect Charles G. Berg | Management | For | Voted - For |
1.3 | Elect Barbara J. Desoer | Management | For | Voted - For |
1.4 | Elect Paul J. Diaz | Management | For | Voted - For |
1.5 | Elect Jason M. Hollar | Management | For | Voted - For |
1.6 | Elect Gregory J. Moore | Management | For | Voted - For |
1.7 | Elect John M. Nehra | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Phyllis R. Yale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against | |
DELL TECHNOLOGIES INC. | ||||
Security ID: 24703L202 Ticker: DELL | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Michael Dell | Management | For | Voted - Withheld |
1.2 | Elect David W. Dorman | Management | For | Voted - For |
1.3 | Elect Egon P. Durban | Management | For | Voted - Withheld |
1.4 | Elect David J. Grain | Management | For | Voted - For |
1.5 | Elect William D. Green | Management | For | Voted - For |
1.6 | Elect Simon Patterson | Management | For | Voted - For |
1.7 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.8 | Elect Ellen J. Kullman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Amended and Restated Certificate of Incorporation | Management | For | Voted - Against |
539
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DELTA AIR LINES, INC. | ||||
Security ID: 247361702 Ticker: DAL | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Edward H. Bastian | Management | For | Voted - For |
1.2 | Elect Francis S. Blake | Management | For | Voted - For |
1.3 | Elect Ashton Carter | Management | For | Voted - For |
1.4 | Elect Greg Creed | Management | For | Voted - For |
1.5 | Elect David G. DeWalt | Management | For | Voted - For |
1.6 | Elect William H. Easter III | Management | For | Voted - For |
1.7 | Elect Leslie D. Hale | Management | For | Voted - Against |
1.8 | Elect Christopher A. Hazleton | Management | For | Voted - For |
1.9 | Elect Michael P. Huerta | Management | For | Voted - For |
1.10 | Elect Jeanne P. Jackson | Management | For | Voted - For |
1.11 | Elect George N. Mattson | Management | For | Voted - For |
1.12 | Elect Sergio A. L. Rial | Management | For | Voted - For |
1.13 | Elect David. S. Taylor | Management | For | Voted - For |
1.14 | Elect Kathy N. Waller | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
DELUXE CORPORATION | ||||
Security ID: 248019101 Ticker: DLX | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect William C. Cobb | Management | For | Voted - For |
1.2 | Elect Paul R. Garcia | Management | For | Voted - For |
1.3 | Elect Cheryl Mayberry McKissack | Management | For | Voted - For |
1.4 | Elect Barry C. McCarthy | Management | For | Voted - For |
1.5 | Elect Don J. McGrath | Management | For | Voted - For |
1.6 | Elect Thomas J. Reddin | Management | For | Voted - For |
1.7 | Elect Martyn R. Redgrave | Management | For | Voted - For |
1.8 | Elect John L. Stauch | Management | For | Voted - For |
1.9 | Elect Telisa L. Yancy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Stock Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
DICK'S SPORTING GOODS, INC. | ||||
Security ID: 253393102 Ticker: DKS | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Mark J. Barrenechea | Management | For | Voted - For |
1.2 | Elect Emanuel Chirico | Management | For | Voted - For |
540
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect William J. Colombo | Management | For | Voted - For |
1.4 | Elect Anne Fink | Management | For | Voted - For |
1.5 | Elect Sandeep Lakhmi Mathrani | Management | For | Voted - Withheld |
1.6 | Elect Desiree Ralls-Morrison | Management | For | Voted - For |
1.7 | Elect Larry D. Stone | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
DIODES INCORPORATED | ||||
Security ID: 254543101 Ticker: DIOD | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Angie Chen Button | Management | For | Voted - For |
1.2 | Elect Warren CHEN | Management | For | Voted - For |
1.3 | Elect Michael R. Giordano | Management | For | Voted - For |
1.4 | Elect Keh-Shew Lu | Management | For | Voted - For |
1.5 | Elect Peter M. Menard | Management | For | Voted - For |
1.6 | Elect Christina Wen-Chi Sung | Management | For | Voted - For |
1.7 | Elect Michael K.C. Tsai | Management | For | Voted - For |
2 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
DISCOVER FINANCIAL SERVICES | ||||
Security ID: 254709108 Ticker: DFS | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Jeffrey S. Aronin | Management | For | Voted - For |
1.2 | Elect Mary K. Bush | Management | For | Voted - For |
1.3 | Elect Gregory C. Case | Management | For | Voted - For |
1.4 | Elect Candace H. Duncan | Management | For | Voted - For |
1.5 | Elect Joseph F. Eazor | Management | For | Voted - For |
1.6 | Elect Cynthia A. Glassman | Management | For | Voted - For |
1.7 | Elect Roger C. Hochschild | Management | For | Voted - For |
1.8 | Elect Thomas G. Maheras | Management | For | Voted - For |
1.9 | Elect Michael H. Moskow | Management | For | Voted - For |
1.10 | Elect David L. Rawlinson II | Management | For | Voted - For |
1.11 | Elect Mark A. Thierer | Management | For | Voted - For |
1.12 | Elect Jennifer L. Wong | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
541
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
DXC TECHNOLOGY COMPANY | ||||
Security ID: 23355L106 Ticker: DXC | ||||
Meeting Date: 17-Aug-21 | ||||
1.1 | Elect Mukesh Aghi | Management | For | Voted - For |
1.2 | Elect Amy E. Alving | Management | For | Voted - For |
1.3 | Elect David A. Barnes | Management | For | Voted - For |
1.4 | Elect Raul J. Fernandez | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect Mary L. Krakauer | Management | For | Voted - For |
1.7 | Elect Ian C. Read | Management | For | Voted - For |
1.8 | Elect Dawn Rogers | Management | For | Voted - For |
1.9 | Elect Michael J. Salvino | Management | For | Voted - For |
1.10 | Elect Manoj P. Singh | Management | For | Voted - For |
1.11 | Elect Akihiko Washington | Management | For | Voted - For |
1.12 | Elect Robert F. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
EASTMAN CHEMICAL COMPANY | ||||
Security ID: 277432100 Ticker: EMN | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Humberto P. Alfonso | Management | For | Voted - For |
1.2 | Elect Brett D. Begemann | Management | For | Voted - For |
1.3 | Elect Mark J. Costa | Management | For | Voted - For |
1.4 | Elect Edward L. Doheny II | Management | For | Voted - For |
1.5 | Elect Julie Fasone Holder | Management | For | Voted - For |
1.6 | Elect Renee J. Hornbaker | Management | For | Voted - For |
1.7 | Elect Kim Ann Mink | Management | For | Voted - For |
1.8 | Elect James J. O'Brien | Management | For | Voted - For |
1.9 | Elect David W. Raisbeck | Management | For | Voted - For |
1.10 | Elect Charles K. Stevens III | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EBAY INC. | ||||
Security ID: 278642103 Ticker: EBAY | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Adriane M. Brown | Management | For | Voted - For |
1.2 | Elect Logan D. Green | Management | For | Voted - For |
1.3 | Elect E. Carol Hayles | Management | For | Voted - For |
1.4 | Elect Jamie Iannone | Management | For | Voted - For |
542
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Kathleen C. Mitic | Management | For | Voted - For |
1.6 | Elect Paul S. Pressler | Management | For | Voted - For |
1.7 | Elect Mohak Shroff | Management | For | Voted - For |
1.8 | Elect Robert H. Swan | Management | For | Voted - For |
1.9 | Elect Perry M. Traquina | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the Employee Stock Purchase Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
EMCOR GROUP, INC. | ||||
Security ID: 29084Q100 Ticker: EME | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect John W. Altmeyer | Management | For | Voted - For |
1.2 | Elect Anthony J. Guzzi | Management | For | Voted - For |
1.3 | Elect Ronald L. Johnson | Management | For | Voted - For |
1.4 | Elect David H. Laidley | Management | For | Voted - For |
1.5 | Elect Carol P. Lowe | Management | For | Voted - For |
1.6 | Elect M. Kevin McEvoy | Management | For | Voted - For |
1.7 | Elect William P. Reid | Management | For | Voted - For |
1.8 | Elect Steven B. Schwarzwaelder | Management | For | Voted - For |
1.9 | Elect Robin A. Walker-Lee | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
ENERGIZER HOLDINGS, INC. | ||||
Security ID: 29272W109 Ticker: ENR | ||||
Meeting Date: 31-Jan-22 | ||||
1.1 | Elect Carlos Abrams-Rivera | Management | For | Voted - For |
1.2 | Elect Bill G. Armstrong | Management | For | Voted - For |
1.3 | Elect Cynthia J. Brinkley | Management | For | Voted - For |
1.4 | Elect Rebecca Frankiewicz | Management | For | Voted - For |
1.5 | Elect Kevin J. Hunt | Management | For | Voted - For |
1.6 | Elect James C. Johnson | Management | For | Voted - For |
1.7 | Elect Mark S. LaVigne | Management | For | Voted - For |
1.8 | Elect Patrick J. Moore | Management | For | Voted - For |
1.9 | Elect Donal L. Mulligan | Management | For | Voted - For |
1.10 | Elect Nneka L. Rimmer | Management | For | Voted - For |
1.11 | Elect Robert V. Vitale | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
543
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
EVEREST RE GROUP, LTD. | ||||
Security ID: G3223R108 Ticker: RE | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect John J. Amore | Management | For | Voted - For |
1.2 | Elect Juan C. Andrade | Management | For | Voted - For |
1.3 | Elect William F. Galtney, Jr. | Management | For | Voted - For |
1.4 | Elect John A. Graf | Management | For | Voted - For |
1.5 | Elect Meryl D. Hartzband | Management | For | Voted - For |
1.6 | Elect Gerri Losquadro | Management | For | Voted - For |
1.7 | Elect Roger M. Singer | Management | For | Voted - For |
1.8 | Elect Joseph V. Taranto | Management | For | Voted - For |
1.9 | Elect John A. Weber | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
EVERGY, INC. | ||||
Security ID: 30034W106 Ticker: EVRG | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect David A. Campbell | Management | For | Voted - For |
1.2 | Elect Thomas D. Hyde | Management | For | Voted - For |
1.3 | Elect B. Anthony Isaac | Management | For | Voted - For |
1.4 | Elect Paul Keglevic | Management | For | Voted - For |
1.5 | Elect Mary L. Landrieu | Management | For | Voted - For |
1.6 | Elect Sandra A.J. Lawrence | Management | For | Voted - For |
1.7 | Elect Ann D. Murtlow | Management | For | Voted - For |
1.8 | Elect Sandra J. Price | Management | For | Voted - For |
1.9 | Elect Mark A. Ruelle | Management | For | Voted - For |
1.10 | Elect James Scarola | Management | For | Voted - For |
1.11 | Elect S. Carl Soderstrom, Jr. | Management | For | Voted - For |
1.12 | Elect C. John Wilder | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the Long-Term Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
EXXON MOBIL CORPORATION | ||||
Security ID: 30231G102 Ticker: XOM | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Michael J. Angelakis | Management | For | Voted - For |
1.2 | Elect Susan K. Avery | Management | For | Voted - For |
1.3 | Elect Angela F. Braly | Management | For | Voted - For |
1.4 | Elect Ursula M. Burns | Management | For | Voted - For |
1.5 | Elect Gregory J. Goff | Management | For | Voted - For |
544
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Kaisa H. Hietala | Management | For | Voted - For |
1.7 | Elect Joseph L. Hooley | Management | For | Voted - For |
1.8 | Elect Steven A. Kandarian | Management | For | Voted - For |
1.9 | Elect Alexander A. Karsner | Management | For | Voted - For |
1.10 | Elect Jeffrey W. Ubben | Management | For | Voted - For |
1.11 | Elect Darren W. Woods | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Executive Perquisites | Shareholder | Against | Voted - Against |
5 | Shareholder Proposal Regarding Restricting | |||
Precatory Proposals | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding GHG Targets and | |||
Alignment with Paris Agreement | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Business | |||
Model Changes | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Audited Report on | |||
Net Zero Emissions 2050 Scenario Analysis | Shareholder | Against | Voted - For | |
9 | Shareholder Proposal Regarding Addressing Virgin | |||
Plastic Demand | Shareholder | Against | Voted - Against | |
10 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - Against | |
FEDEX CORPORATION | ||||
Security ID: 31428X106 Ticker: FDX | ||||
Meeting Date: 27-Sep-21 | ||||
1.1 | Elect Marvin R. Ellison | Management | For | Voted - For |
1.2 | Elect Susan Patricia Griffith | Management | For | Voted - For |
1.3 | Elect Kimberly A. Jabal | Management | For | Voted - For |
1.4 | Elect Shirley Ann Jackson | Management | For | Voted - For |
1.5 | Elect R. Brad Martin | Management | For | Voted - For |
1.6 | Elect Joshua Cooper Ramo | Management | For | Voted - For |
1.7 | Elect Susan C. Schwab | Management | For | Voted - For |
1.8 | Elect Frederick W. Smith | Management | For | Voted - For |
1.9 | Elect David P. Steiner | Management | For | Voted - For |
1.10 | Elect Rajesh Subramaniam | Management | For | Voted - For |
1.11 | Elect Paul S. Walsh | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
7 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For |
545
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
FIFTH THIRD BANCORP | ||||
Security ID: 316773100 Ticker: FITB | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Nicholas K. Akins | Management | For | Voted - Against |
1.2 | Elect Evan Bayh | Management | For | Voted - For |
1.3 | Elect Jorge L. Benitez | Management | For | Voted - For |
1.4 | Elect Katherine B. Blackburn | Management | For | Voted - For |
1.5 | Elect Emerson L. Brumback | Management | For | Voted - For |
1.6 | Elect Greg D. Carmichael | Management | For | Voted - For |
1.7 | Elect Linda W. Clement-Holmes | Management | For | Voted - For |
1.8 | Elect C. Bryan Daniels | Management | For | Voted - For |
1.9 | Elect Mitchell S. Feiger | Management | For | Voted - For |
1.10 | Elect Thomas H. Harvey | Management | For | Voted - For |
1.11 | Elect Gary R. Heminger | Management | For | Voted - For |
1.12 | Elect Jewell D. Hoover | Management | For | Voted - For |
1.13 | Elect Eileen A. Mallesch | Management | For | Voted - For |
1.14 | Elect Michael B. McCallister | Management | For | Voted - For |
1.15 | Elect Marsha C. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Exclusive Forum Provision | Management | For | Voted - Against |
FIRST AMERICAN FINANCIAL CORPORATION | ||||
Security ID: 31847R102 Ticker: FAF | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Reginald H. Gilyard | Management | For | Voted - For |
1.2 | Elect Parker S. Kennedy | Management | For | Voted - Against |
1.3 | Elect Mark C. Oman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2010 Employee Stock Purchase Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
FIRST HORIZON CORPORATION | ||||
Security ID: 320517105 Ticker: FHN | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Harry V. Barton, Jr. | Management | For | Voted - For |
1.2 | Elect Kenneth A. Burdick | Management | For | Voted - For |
1.3 | Elect Daryl G. Byrd | Management | For | Voted - For |
1.4 | Elect John N. Casbon | Management | For | Voted - For |
1.5 | Elect John C. Compton | Management | For | Voted - For |
1.6 | Elect Wendy P. Davidson | Management | For | Voted - For |
1.7 | Elect William H. Fenstermaker | Management | For | Voted - For |
546
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect D. Bryan Jordan | Management | For | Voted - For |
1.9 | Elect J. Michael Kemp, Sr. | Management | For | Voted - For |
1.10 | Elect Rick E. Maples | Management | For | Voted - For |
1.11 | Elect Vicki R. Palmer | Management | For | Voted - For |
1.12 | Elect Colin V. Reed | Management | For | Voted - For |
1.13 | Elect E. Stewart Shea III | Management | For | Voted - For |
1.14 | Elect Cecelia D. Stewart | Management | For | Voted - For |
1.15 | Elect Rajesh Subramaniam | Management | For | Voted - For |
1.16 | Elect Rosa Sugranes | Management | For | Voted - For |
1.17 | Elect R. Eugene Taylor | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - Against |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
Meeting Date: 31-May-22 | ||||
1 | Merger | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
FOOT LOCKER, INC. | ||||
Security ID: 344849104 Ticker: FL | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Virginia C. Drosos | Management | For | Voted - For |
1.2 | Elect Alan D. Feldman | Management | For | Voted - For |
1.3 | Elect Richard A. Johnson | Management | For | Voted - For |
1.4 | Elect Guillermo G. Marmol | Management | For | Voted - For |
1.5 | Elect Darlene Nicosia | Management | For | Voted - For |
1.6 | Elect Steven Oakland | Management | For | Voted - For |
1.7 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.8 | Elect Kimberly Underhill | Management | For | Voted - For |
1.9 | Elect Tristan Walker | Management | For | Voted - For |
1.10 | Elect Dona D. Young | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
FORD MOTOR COMPANY | ||||
Security ID: 345370860 Ticker: F | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Kimberly A. Casiano | Management | For | Voted - For |
1.2 | Elect Alexandra Ford English | Management | For | Voted - For |
1.3 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.4 | Elect Henry Ford III | Management | For | Voted - Against |
1.5 | Elect William Clay Ford, Jr. | Management | For | Voted - For |
1.6 | Elect William W. Helman IV | Management | For | Voted - For |
547
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Jon M. Huntsman, Jr. | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - Against |
1.9 | Elect John C. May | Management | For | Voted - For |
1.10 | Elect Beth E. Mooney | Management | For | Voted - For |
1.11 | Elect Lynn M. Vojvodich Radakovich | Management | For | Voted - For |
1.12 | Elect John L. Thornton | Management | For | Voted - For |
1.13 | Elect John B. Veihmeyer | Management | For | Voted - For |
1.14 | Elect John S. Weinberg | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
4 | Extension of Tax Benefit Preservation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | Voted - For |
GENERAL DYNAMICS CORPORATION | ||||
Security ID: 369550108 Ticker: GD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect James S. Crown | Management | For | Voted - Against |
1.2 | Elect Rudy F. deLeon | Management | For | Voted - For |
1.3 | Elect Cecil D. Haney | Management | For | Voted - For |
1.4 | Elect Mark M. Malcolm | Management | For | Voted - For |
1.5 | Elect James N. Mattis | Management | For | Voted - For |
1.6 | Elect Phebe N. Novakovic | Management | For | Voted - For |
1.7 | Elect C. Howard Nye | Management | For | Voted - For |
1.8 | Elect Catherine B. Reynolds | Management | For | Voted - For |
1.9 | Elect Laura J. Schumacher | Management | For | Voted - For |
1.10 | Elect Robert K. Steel | Management | For | Voted - For |
1.11 | Elect John G. Stratton | Management | For | Voted - For |
1.12 | Elect Peter A. Wall | Management | For | Voted - For |
1.13 | Elect James S. Crown | Management | For | Voted - Against |
1.14 | Elect Rudy F. deLeon | Management | For | Voted - For |
1.15 | Elect Cecil D. Haney | Management | For | Voted - For |
1.16 | Elect Mark M. Malcolm | Management | For | Voted - For |
1.17 | Elect James N. Mattis | Management | For | Voted - For |
1.18 | Elect Phebe N. Novakovic | Management | For | Voted - For |
1.19 | Elect C. Howard Nye | Management | For | Voted - For |
1.20 | Elect Catherine B. Reynolds | Management | For | Voted - For |
1.21 | Elect Laura J. Schumacher | Management | For | Voted - For |
1.22 | Elect Robert K. Steel | Management | For | Voted - For |
1.23 | Elect John G. Stratton | Management | For | Voted - For |
1.24 | Elect Peter A. Wall | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Human Rights Due | |||
Diligence Process Report | Shareholder | Against | Voted - Against | |
6 | Ratification of Auditor | Management | For | Voted - For |
7 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
548
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
8 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
9 | Shareholder Proposal Regarding Human Rights Due | |||
Diligence Process Report | Shareholder | Against | Voted - Against | |
GENERAL MILLS, INC. | ||||
Security ID: 370334104 Ticker: GIS | ||||
Meeting Date: 28-Sep-21 | ||||
1.1 | Elect R. Kerry Clark | Management | For | Voted - For |
1.2 | Elect David M. Cordani | Management | For | Voted - For |
1.3 | Elect Jeffrey L. Harmening | Management | For | Voted - For |
1.4 | Elect Maria G. Henry | Management | For | Voted - For |
1.5 | Elect Jo Ann Jenkins | Management | For | Voted - For |
1.6 | Elect Elizabeth C. Lempres | Management | For | Voted - For |
1.7 | Elect Diane L. Neal | Management | For | Voted - For |
1.8 | Elect Stephen A. Odland | Management | For | Voted - For |
1.9 | Elect Maria A. Sastre | Management | For | Voted - For |
1.10 | Elect Eric D. Sprunk | Management | For | Voted - For |
1.11 | Elect Jorge A. Uribe | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Elimination of Supermajority Requirement | Management | For | Voted - For |
GENERAL MOTORS COMPANY | ||||
Security ID: 37045V100 Ticker: GM | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Mary T. Barra | Management | For | Voted - For |
1.2 | Elect Aneel Bhusri | Management | For | Voted - For |
1.3 | Elect Wesley G. Bush | Management | For | Voted - For |
1.4 | Elect Linda R. Gooden | Management | For | Voted - For |
1.5 | Elect Joseph Jimenez | Management | For | Voted - For |
1.6 | Elect Judith A. Miscik | Management | For | Voted - For |
1.7 | Elect Patricia F. Russo | Management | For | Voted - For |
1.8 | Elect Thomas M. Schoewe | Management | For | Voted - For |
1.9 | Elect Carol M. Stephenson | Management | For | Voted - For |
1.10 | Elect Mark A. Tatum | Management | For | Voted - For |
1.11 | Elect Devin N. Wenig | Management | For | Voted - For |
1.12 | Elect Margaret C. Whitman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Child Labor Linked | |||
To Electric Vehicles | Shareholder | Against | Voted - Against |
549
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
GILEAD SCIENCES, INC. | ||||
Security ID: 375558103 Ticker: GILD | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Jacqueline K. Barton | Management | For | Voted - For |
1.2 | Elect Jeffrey A. Bluestone | Management | For | Voted - For |
1.3 | Elect Sandra J. Horning | Management | For | Voted - For |
1.4 | Elect Kelly A. Kramer | Management | For | Voted - For |
1.5 | Elect Kevin E. Lofton | Management | For | Voted - For |
1.6 | Elect Harish Manwani | Management | For | Voted - For |
1.7 | Elect Daniel P. O'Day | Management | For | Voted - For |
1.8 | Elect Javier J. Rodriguez | Management | For | Voted - For |
1.9 | Elect Anthony Welters | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Non-Management | |||
Employee Representation on the Board | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against | |
9 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
GROUP 1 AUTOMOTIVE, INC. | ||||
Security ID: 398905109 Ticker: GPI | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Carin M. Barth | Management | For | Voted - For |
1.2 | Elect Earl J. Hesterberg | Management | For | Voted - For |
1.3 | Elect Steven C. Mizell | Management | For | Voted - For |
1.4 | Elect Lincoln Pereira | Management | For | Voted - For |
1.5 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.6 | Elect Steven P. Stanbrook | Management | For | Voted - For |
1.7 | Elect Charles L. Szews | Management | For | Voted - For |
1.8 | Elect Anne Taylor | Management | For | Voted - For |
1.9 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
550
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
H&R BLOCK, INC. | ||||
Security ID: 093671105 Ticker: HRB | ||||
Meeting Date: 09-Sep-21 | ||||
1.1 | Elect Sean H. Cohan | Management | For | Voted - For |
1.2 | Elect Robert A. Gerard | Management | For | Voted - For |
1.3 | Elect Anuradha Gupta | Management | For | Voted - For |
1.4 | Elect Richard A. Johnson | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Jones II | Management | For | Voted - For |
1.6 | Elect Mia F. Mends | Management | For | Voted - For |
1.7 | Elect Yolande G. Piazza | Management | For | Voted - For |
1.8 | Elect Victoria J. Reich | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Christianna Wood | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HANESBRANDS INC. | ||||
Security ID: 410345102 Ticker: HBI | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Cheryl K. Beebe | Management | For | Voted - For |
1.2 | Elect Stephen B. Bratspies | Management | For | Voted - For |
1.3 | Elect Geralyn R. Breig | Management | For | Voted - For |
1.4 | Elect Bobby J. Griffin | Management | For | Voted - For |
1.5 | Elect James C. Johnson | Management | For | Voted - For |
1.6 | Elect Franck J. Moison | Management | For | Voted - For |
1.7 | Elect Robert F. Moran | Management | For | Voted - For |
1.8 | Elect Ronald L. Nelson | Management | For | Voted - For |
1.9 | Elect William S. Simon | Management | For | Voted - For |
1.10 | Elect Ann E. Ziegler | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HARLEY-DAVIDSON, INC. | ||||
Security ID: 412822108 Ticker: HOG | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Troy M. Alstead | Management | For | Voted - For |
1.2 | Elect R. John Anderson | Management | For | Voted - For |
1.3 | Elect Michael J. Cave | Management | For | Voted - For |
1.4 | Elect Jared D. Dourdeville | Management | For | Voted - For |
1.5 | Elect James D. Farley, Jr. | Management | For | Voted - For |
1.6 | Elect Allan C. Golston | Management | For | Voted - For |
1.7 | Elect Sara L. Levinson | Management | For | Voted - For |
551
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.8 | Elect N. Thomas Linebarger | Management | For | Voted - For |
1.9 | Elect Maryrose T. Sylvester | Management | For | Voted - For |
1.10 | Elect Jochen Zeitz | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
5 | Approval of the 2022 Aspirational Incentive Stock | |||
Plan | Management | For | Voted - For | |
HCA HEALTHCARE, INC. | ||||
Security ID: 40412C101 Ticker: HCA | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Thomas F. Frist III | Management | For | Voted - For |
1.2 | Elect Samuel N. Hazen | Management | For | Voted - For |
1.3 | Elect Meg G. Crofton | Management | For | Voted - For |
1.4 | Elect Robert J. Dennis | Management | For | Voted - For |
1.5 | Elect Nancy-Ann DeParle | Management | For | Voted - For |
1.6 | Elect William R. Frist | Management | For | Voted - For |
1.7 | Elect Charles O. Holliday, Jr. | Management | For | Voted - For |
1.8 | Elect Hugh F. Johnston | Management | For | Voted - For |
1.9 | Elect Michael W. Michelson | Management | For | Voted - For |
1.10 | Elect Wayne J. Riley | Management | For | Voted - For |
1.11 | Elect Andrea B. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Political | |||
Contributions and Expenditures Report | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - Against |
HEWLETT PACKARD ENTERPRISE COMPANY | ||||
Security ID: 42824C109 Ticker: HPE | ||||
Meeting Date: 05-Apr-22 | ||||
1.1 | Elect Daniel Ammann | Management | For | Voted - For |
1.2 | Elect Pamela L. Carter | Management | For | Voted - For |
1.3 | Elect Jean M. Hobby | Management | For | Voted - For |
1.4 | Elect George R. Kurtz | Management | For | Voted - For |
1.5 | Elect Raymond J. Lane | Management | For | Voted - For |
1.6 | Elect Ann M. Livermore | Management | For | Voted - For |
1.7 | Elect Antonio F. Neri | Management | For | Voted - For |
1.8 | Elect Charles H. Noski | Management | For | Voted - For |
1.9 | Elect Raymond E. Ozzie | Management | For | Voted - For |
1.10 | Elect Gary M. Reiner | Management | For | Voted - For |
1.11 | Elect Patricia F. Russo | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2021 Stock Incentive Plan | Management | For | Voted - For |
552
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HF SINCLAIR CORPORATION | ||||
Security ID: 403949100 Ticker: DINO | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect Anne-Marie N. Ainsworth | Management | For | Voted - For |
1.2 | Elect Anna C. Catalano | Management | For | Voted - For |
1.3 | Elect Leldon E. Echols | Management | For | Voted - For |
1.4 | Elect Manuel J. Fernandez | Management | For | Voted - For |
1.5 | Elect Michael C. Jennings | Management | For | Voted - For |
1.6 | Elect R. Craig Knocke | Management | For | Voted - For |
1.7 | Elect Robert J. Kostelnik | Management | For | Voted - For |
1.8 | Elect James H. Lee | Management | For | Voted - For |
1.9 | Elect Ross B. Matthews | Management | For | Voted - For |
1.10 | Elect Franklin Myers | Management | For | Voted - For |
1.11 | Elect Norman J. Szydlowski | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HIGHWOODS PROPERTIES, INC. | ||||
Security ID: 431284108 Ticker: HIW | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Charles A. Anderson | Management | For | Voted - For |
1.2 | Elect Gene H. Anderson | Management | For | Voted - For |
1.3 | Elect Thomas P. Anderson | Management | For | Voted - For |
1.4 | Elect Carlos E. Evans | Management | For | Voted - For |
1.5 | Elect David L. Gadis | Management | For | Voted - For |
1.6 | Elect David J. Hartzell | Management | For | Voted - For |
1.7 | Elect Theodore J. Klinck | Management | For | Voted - For |
1.8 | Elect Anne M. Lloyd | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
HILLENBRAND, INC. | ||||
Security ID: 431571108 Ticker: HI | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect Gary L. Collar | Management | For | Voted - For |
1.2 | Elect F. Joseph Loughrey | Management | For | Voted - For |
1.3 | Elect Joy M. Greenway | Management | For | Voted - For |
553
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | ||
1.4 | Elect Dennis W. Pullin | Management | For | Voted - For | |
1.5 | Elect Kimberly K. Ryan | Management | For | Voted - For | |
1.6 | Elect Inderpreet Sawhney | Management | For | Voted - For | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For | |
HOLLYFRONTIER CORPORATION | |||||
Security ID: 436106108 Ticker: HFC | |||||
Meeting Date: 08-Dec-21 | |||||
1 | Stock Issuance for Acquisition of Sinclair | Management | For | Voted - For | |
2 | Right to Adjourn Meeting | Management | For | Voted - For | |
HP INC. | |||||
Security ID: 40434L105 Ticker: HPQ | |||||
Meeting Date: 19-Apr-22 | |||||
1.1 | Elect Aida M. Alvarez | Management | For | Voted - For | |
1.2 | Elect Shumeet Banerji | Management | For | Voted - For | |
1.3 | Elect Robert R. Bennett | Management | For | Voted - For | |
1.4 | Elect Charles V. Bergh | Management | For | Voted - For | |
1.5 | Elect Bruce Broussard | Management | For | Voted - For | |
1.6 | Elect Stacy Brown-Philpot | Management | For | Voted - For | |
1.7 | Elect Stephanie A. Burns | Management | For | Voted - For | |
1.8 | Elect Mary Anne Citrino | Management | For | Voted - For | |
1.9 | Elect Richard Clemmer | Management | For | Voted - For | |
1.10 | Elect Enrique Lores | Management | For | Voted - For | |
1.11 | Elect Judith Miscik | Management | For | Voted - For | |
1.12 | Elect Kim K.W. Rucker | Management | For | Voted - For | |
1.13 | Elect Subra Suresh | Management | For | Voted - For | |
2 | Ratification of Auditor | Management | For | Voted - For | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For | |
4 | Amendment to the 2004 Stock Incentive Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | ||||
Special Meetings | Shareholder | Against | Voted - Against | ||
HUNTINGTON BANCSHARES INCORPORATED | |||||
Security ID: 446150104 Ticker: HBAN | |||||
Meeting Date: 20-Apr-22 | |||||
1.1 | Elect Lizabeth A. Ardisana | Management | For | Voted - For | |
1.2 | Elect Alanna Y. Cotton | Management | For | Voted - For | |
1.3 | Elect Ann B. Crane | Management | For | Voted - For | |
1.4 | Elect Robert S. Cubbin | Management | For | Voted - For | |
1.5 | Elect Gina D. France | Management | For | Voted - For | |
1.6 | Elect J. Michael Hochschwender | Management | For | Voted - For |
554
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Richard H. King | Management | For | Voted - For |
1.8 | Elect Katherine M.A. Kline | Management | For | Voted - For |
1.9 | Elect Richard W. Neu | Management | For | Voted - For |
1.10 | Elect Kenneth J. Phelan | Management | For | Voted - For |
1.11 | Elect David L. Porteous | Management | For | Voted - For |
1.12 | Elect Roger J. Sit | Management | For | Voted - For |
1.13 | Elect Stephen D. Steinour | Management | For | Voted - For |
1.14 | Elect Jeffrey L. Tate | Management | For | Voted - For |
1.15 | Elect Gary Torgow | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
HUNTINGTON INGALLS INDUSTRIES, INC. | ||||
Security ID: 446413106 Ticker: HII | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Philip M. Bilden | Management | For | Voted - For |
1.2 | Elect Augustus L. Collins | Management | For | Voted - For |
1.3 | Elect Kirkland H. Donald | Management | For | Voted - For |
1.4 | Elect Victoria D. Harker | Management | For | Voted - For |
1.5 | Elect Frank R. Jimenez | Management | For | Voted - For |
1.6 | Elect Christopher D. Kastner | Management | For | Voted - For |
1.7 | Elect Anastasia D. Kelly | Management | For | Voted - For |
1.8 | Elect Tracy B. McKibben | Management | For | Voted - For |
1.9 | Elect Stephanie L. O'Sullivan | Management | For | Voted - For |
1.10 | Elect C. Michael Petters | Management | For | Voted - For |
1.11 | Elect Thomas C. Schievelbein | Management | For | Voted - For |
1.12 | Elect John K. Welch | Management | For | Voted - For |
1.13 | Elect Stephen R. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Stock Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
HUNTSMAN CORPORATION | ||||
Security ID: 447011107 Ticker: HUN | ||||
Meeting Date: 25-Mar-22 | ||||
1.1 | Elect Peter R. Huntsman | Management | N/A | Take No Action |
1.2 | Elect Mary C. Beckerle | Management | N/A | Take No Action |
1.3 | Elect Sonia Dula | Management | N/A | Take No Action |
1.4 | Elect Cynthia L. Egan | Management | N/A | Take No Action |
1.5 | Elect Curtis E. Espeland | Management | N/A | Take No Action |
1.6 | Elect Daniele Ferrari | Management | N/A | Take No Action |
1.7 | Elect Jose Antonio Munoz Barcelo | Management | N/A | Take No Action |
1.8 | Elect Jeanne McGovern | Management | N/A | Take No Action |
555
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect David B. Sewell | Management | N/A | Take No Action |
1.10 | Elect Jan E. Tighe | Management | N/A | Take No Action |
1.11 | Elect James L. Gallogly | Shareholder | N/A | Voted - For |
1.12 | Elect Sandra Beach Lin | Shareholder | N/A | Voted - For |
1.13 | Elect Susan C. Schnabel | Shareholder | N/A | Voted - For |
1.14 | Elect Jeffrey C. Smith | Shareholder | N/A | Voted - For |
1.15 | Elect Management Nominee Peter R. Huntsman | Shareholder | N/A | Voted - For |
1.16 | Elect Management Nominee Sonia Dula | Shareholder | N/A | Voted - For |
1.17 | Elect Management Nominee Curtis E. Espeland | Shareholder | N/A | Voted - For |
1.18 | Elect Management Nominee Jeanne McGovern | Shareholder | N/A | Voted - For |
1.19 | Elect Management Nominee David B. Sewell | Shareholder | N/A | Voted - For |
1.20 | Elect Management Nominee Jan E. Tighe | Shareholder | N/A | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
3 | Ratification of Auditor | Management | N/A | Take No Action |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meeting | Shareholder | N/A | Take No Action | |
5 | Advisory Vote on Executive Compensation | Management | N/A | Voted - For |
6 | Ratification of Auditor | Management | N/A | Voted - For |
7 | SHP Regarding Right to Call a Special Meeting | Shareholder | N/A | Voted - For |
INDUSTRIAL LOGISTICS PROPERTIES TRUST | ||||
Security ID: 456237106 Ticker: ILPT | ||||
Meeting Date: 01-Jun-22 | ||||
1.1 | Elect Lisa Harris Jones | Management | For | Voted - For |
1.2 | Elect Joseph L. Morea | Management | For | Voted - For |
1.3 | Elect Kevin C Phelan | Management | For | Voted - For |
1.4 | Elect John G. Murray | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INGEVITY CORPORATION | ||||
Security ID: 45688C107 Ticker: NGVT | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Jean S. Blackwell | Management | For | Voted - For |
1.2 | Elect Luis Fernandez-Moreno | Management | For | Voted - For |
1.3 | Elect J. Michael Fitzpatrick | Management | For | Voted - For |
1.4 | Elect John C. Fortson | Management | For | Voted - For |
1.5 | Elect Diane H. Gulyas | Management | For | Voted - For |
1.6 | Elect Frederick J. Lynch | Management | For | Voted - For |
1.7 | Elect Karen G. Narwold | Management | For | Voted - For |
1.8 | Elect Daniel F. Sansone | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
556
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
INGREDION INCORPORATED | ||||
Security ID: 457187102 Ticker: INGR | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect David B. Fischer | Management | For | Voted - For |
1.2 | Elect Paul Hanrahan | Management | For | Voted - For |
1.3 | Elect Rhonda L. Jordan | Management | For | Voted - For |
1.4 | Elect Gregory B. Kenny | Management | For | Voted - For |
1.5 | Elect Charles V. Magro | Management | For | Voted - For |
1.6 | Elect Victoria J. Reich | Management | For | Voted - For |
1.7 | Elect Catherine A. Suever | Management | For | Voted - For |
1.8 | Elect Stephan B. Tanda | Management | For | Voted - For |
1.9 | Elect Jorge A. Uribe | Management | For | Voted - For |
1.10 | Elect Dwayne A. Wilson | Management | For | Voted - For |
1.11 | Elect James Zallie | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INSIGHT ENTERPRISES, INC. | ||||
Security ID: 45765U103 Ticker: NSIT | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Richard E. Allen | Management | For | Voted - For |
1.2 | Elect Bruce W. Armstrong | Management | For | Voted - For |
1.3 | Elect Alexander L. Baum | Management | For | Voted - For |
1.4 | Elect Linda M. Breard | Management | For | Voted - For |
1.5 | Elect Timothy A. Crown | Management | For | Voted - For |
1.6 | Elect Catherine Courage | Management | For | Voted - For |
1.7 | Elect Anthony A. Ibarguen | Management | For | Voted - For |
1.8 | Elect Joyce A. Mullen | Management | For | Voted - For |
1.9 | Elect Kathleen S. Pushor | Management | For | Voted - For |
1.10 | Elect Girish Rishi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
INTEL CORPORATION | ||||
Security ID: 458140100 Ticker: INTC | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Patrick P. Gelsinger | Management | For | Voted - For |
1.2 | Elect James J. Goetz | Management | For | Voted - For |
1.3 | Elect Andrea J. Goldsmith | Management | For | Voted - For |
1.4 | Elect Alyssa H. Henry | Management | For | Voted - Against |
1.5 | Elect Omar Ishrak | Management | For | Voted - For |
1.6 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
557
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect Tsu-Jae King Liu | Management | For | Voted - For |
1.8 | Elect Gregory D. Smith | Management | For | Voted - For |
1.9 | Elect Dion J. Weisler | Management | For | Voted - For |
1.10 | Elect Frank D. Yeary | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2006 Equity Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Racism in | |||
Company Culture | Shareholder | Against | Voted - Against | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | ||||
Security ID: 459200101 Ticker: IBM | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Thomas Buberl | Management | For | Voted - For |
1.2 | Elect David N. Farr | Management | For | Voted - For |
1.3 | Elect Alex Gorsky | Management | For | Voted - For |
1.4 | Elect Michelle Howard | Management | For | Voted - For |
1.5 | Elect Arvind Krishna | Management | For | Voted - For |
1.6 | Elect Andrew N. Liveris | Management | For | Voted - For |
1.7 | Elect F. William McNabb, III | Management | For | Voted - For |
1.8 | Elect Martha E. Pollack | Management | For | Voted - For |
1.9 | Elect Joseph R. Swedish | Management | For | Voted - For |
1.10 | Elect Peter R. Voser | Management | For | Voted - For |
1.11 | Elect Frederick H. Waddell | Management | For | Voted - For |
1.12 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Voted - For |
INTERNATIONAL PAPER COMPANY | ||||
Security ID: 460146103 Ticker: IP | ||||
Meeting Date: 09-May-22 | ||||
1.1 | Elect Christopher M. Connor | Management | For | Voted - For |
1.2 | Elect Ahmet Cemal Dorduncu | Management | For | Voted - For |
1.3 | Elect Ilene S. Gordon | Management | For | Voted - Against |
1.4 | Elect Anders Gustafsson | Management | For | Voted - For |
1.5 | Elect Jacqueline C. Hinman | Management | For | Voted - For |
1.6 | Elect Clinton A. Lewis, Jr. | Management | For | Voted - For |
1.7 | Elect D. G. Macpherson | Management | For | Voted - For |
1.8 | Elect Kathryn D. Sullivan | Management | For | Voted - For |
558
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Mark S. Sutton | Management | For | Voted - For |
1.10 | Elect Anton V. Vincent | Management | For | Voted - For |
1.11 | Elect Raymond Guy Young | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on | |||
Climate-related Activities | Shareholder | Against | Voted - Against | |
IRON MOUNTAIN INCORPORATED | ||||
Security ID: 46284V101 Ticker: IRM | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Jennifer Allerton | Management | For | Voted - For |
1.2 | Elect Pamela M. Arway | Management | For | Voted - For |
1.3 | Elect Clarke H. Bailey | Management | For | Voted - For |
1.4 | Elect Kent P. Dauten | Management | For | Voted - For |
1.5 | Elect Monte E. Ford | Management | For | Voted - For |
1.6 | Elect Robin L. Matlock | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Wendy J. Murdock | Management | For | Voted - For |
1.9 | Elect Walter C. Rakowich | Management | For | Voted - For |
1.10 | Elect Doyle R. Simons | Management | For | Voted - For |
1.11 | Elect Alfred J. Verrecchia | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY | ||||
Security ID: G50871105 Ticker: JAZZ | ||||
Meeting Date: 29-Jul-21 | ||||
1.1 | Elect Peter Gray | Management | For | Voted - For |
1.2 | Elect Kenneth W. O'Keefe | Management | For | Voted - For |
1.3 | Elect Mark D. Smith | Management | For | Voted - For |
1.4 | Elect Catherine Angell Sohn | Management | For | Voted - For |
2 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 23-Sep-21 | ||||
1 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
2 | Right to Adjourn Meeting | Management | For | Voted - For |
559
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
JETBLUE AIRWAYS CORPORATION | ||||
Security ID: 477143101 Ticker: JBLU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Ben Baldanza | Management | For | Voted - For |
1.2 | Elect Peter Boneparth | Management | For | Voted - For |
1.3 | Elect Monte E. Ford | Management | For | Voted - For |
1.4 | Elect Robin Hayes | Management | For | Voted - For |
1.5 | Elect Ellen Jewett | Management | For | Voted - For |
1.6 | Elect Robert F. Leduc | Management | For | Voted - For |
1.7 | Elect Teri P. McClure | Management | For | Voted - For |
1.8 | Elect Sarah Robb O'Hagan | Management | For | Voted - For |
1.9 | Elect Vivek Sharma | Management | For | Voted - For |
1.10 | Elect Thomas Winkelmann | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
KEYCORP | ||||
Security ID: 493267108 Ticker: KEY | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Alexander M. Cutler | Management | For | Voted - For |
1.2 | Elect H. James Dallas | Management | For | Voted - For |
1.3 | Elect Elizabeth R. Gile | Management | For | Voted - For |
1.4 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.5 | Elect Christopher M. Gorman | Management | For | Voted - For |
1.6 | Elect Robin Hayes | Management | For | Voted - For |
1.7 | Elect Carlton L. Highsmith | Management | For | Voted - For |
1.8 | Elect Richard J. Hipple | Management | For | Voted - For |
1.9 | Elect Devina Rankin | Management | For | Voted - For |
1.10 | Elect Barbara R. Snyder | Management | For | Voted - For |
1.11 | Elect Richard J. Tobin | Management | For | Voted - For |
1.12 | Elect Todd J. Vasos | Management | For | Voted - For |
1.13 | Elect David K. Wilson | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
KOHL'S CORPORATION | ||||
Security ID: 500255104 Ticker: KSS | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Michael J. Bender | Management | For | Voted - For |
1.2 | Elect Peter Boneparth | Management | For | Voted - For |
1.3 | Elect Yael Cosset | Management | For | Voted - For |
560
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Christine M. Day | Management | For | Voted - For |
1.5 | Elect H. Charles Floyd | Management | For | Voted - For |
1.6 | Elect Michelle D. Gass | Management | For | Voted - For |
1.7 | Elect Margaret L. Jenkins | Management | For | Voted - For |
1.8 | Elect Thomas A. Kingsbury | Management | For | Voted - For |
1.9 | Elect Robbin Mitchell | Management | For | Voted - For |
1.10 | Elect Jonas Prising | Management | For | Voted - For |
1.11 | Elect John E. Schlifske | Management | For | Voted - For |
1.12 | Elect Adrianne Shapira | Management | For | Voted - For |
1.13 | Elect Stephanie A. Streeter | Management | For | Voted - For |
2 | George R. Brokaw | Shareholder | N/A | Take No Action |
3 | Jonathan Duskin | Shareholder | N/A | Take No Action |
4 | Francis Ken Duane | Shareholder | N/A | Take No Action |
5 | Pamela J. Edwards | Shareholder | N/A | Take No Action |
6 | Stacy Hawkins | Shareholder | N/A | Take No Action |
7 | Jeffrey A. Kantor | Shareholder | N/A | Take No Action |
8 | Perry M. Mandarino | Shareholder | N/A | Take No Action |
9 | Cynthia S. Murray | Shareholder | N/A | Take No Action |
10 | Kenneth D. Seipel | Shareholder | N/A | Take No Action |
11 | Craig M. Young | Shareholder | N/A | Take No Action |
12 | Advisory Vote on Executive Compensation | Management | N/A | Take No Action |
13 | Ratification of Auditor | Management | N/A | Take No Action |
14 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
15 | Ratification of Auditor | Management | For | Voted - For |
L3HARRIS TECHNOLOGIES, INC. | ||||
Security ID: 502431109 Ticker: LHX | ||||
Meeting Date: 22-Apr-22 | ||||
1.1 | Elect Sallie B. Bailey | Management | For | Voted - For |
1.2 | Elect William M. Brown | Management | For | Voted - For |
1.3 | Elect Peter W. Chiarelli | Management | For | Voted - For |
1.4 | Elect Thomas A. Corcoran | Management | For | Voted - For |
1.5 | Elect Thomas A. Dattilo | Management | For | Voted - For |
1.6 | Elect Roger B. Fradin | Management | For | Voted - For |
1.7 | Elect Harry B. Harris, Jr. | Management | For | Voted - For |
1.8 | Elect Lewis Hay III | Management | For | Voted - For |
1.9 | Elect Lewis Kramer | Management | For | Voted - For |
1.10 | Elect Christopher E. Kubasik | Management | For | Voted - For |
1.11 | Elect Rita S. Lane | Management | For | Voted - For |
1.12 | Elect Robert B. Millard | Management | For | Voted - For |
1.13 | Elect Lloyd W. Newton | Management | For | Voted - For |
2 | Board Size | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
561
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
LAZARD LTD | ||||
Security ID: G54050102 Ticker: LAZ | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Richard N. Haass | Management | For | Voted - For |
1.2 | Elect Jane L. Mendillo | Management | For | Voted - For |
1.3 | Elect Richard D. Parsons | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
LEAR CORPORATION | ||||
Security ID: 521865204 Ticker: LEA | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Mei-Wei Cheng | Management | For | Voted - For |
1.2 | Elect Jonathan F. Foster | Management | For | Voted - For |
1.3 | Elect Bradley M. Halverson | Management | For | Voted - For |
1.4 | Elect Mary Lou Jepsen | Management | For | Voted - For |
1.5 | Elect Roger A. Krone | Management | For | Voted - For |
1.6 | Elect Patricia L. Lewis | Management | For | Voted - For |
1.7 | Elect Kathleen A. Ligocki | Management | For | Voted - For |
1.8 | Elect Conrad L. Mallett, Jr. | Management | For | Voted - For |
1.9 | Elect Raymond E. Scott | Management | For | Voted - For |
1.10 | Elect Gregory C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
LINCOLN NATIONAL CORPORATION | ||||
Security ID: 534187109 Ticker: LNC | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Deirdre P. Connelly | Management | For | Voted - For |
1.2 | Elect Ellen G. Cooper | Management | For | Voted - For |
1.3 | Elect William H. Cunningham | Management | For | Voted - For |
1.4 | Elect Reginald E. Davis | Management | For | Voted - For |
1.5 | Elect Dennis R. Glass | Management | For | Voted - For |
1.6 | Elect Eric G. Johnson | Management | For | Voted - For |
1.7 | Elect Gary C. Kelly | Management | For | Voted - For |
1.8 | Elect M. Leanne Lachman | Management | For | Voted - For |
1.9 | Elect Dale Lefebvre | Management | For | Voted - For |
1.10 | Elect Janet Liang | Management | For | Voted - For |
1.11 | Elect Michael F. Mee | Management | For | Voted - For |
1.12 | Elect Patrick S. Pittard | Management | For | Voted - For |
1.13 | Elect Lynn M. Utter | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
562
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 2020 Incentive Compensation Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
LOCKHEED MARTIN CORPORATION | ||||
Security ID: 539830109 Ticker: LMT | ||||
Meeting Date: 21-Apr-22 | ||||
1.1 | Elect Daniel F. Akerson | Management | For | Voted - For |
1.2 | Elect David B. Burritt | Management | For | Voted - For |
1.3 | Elect Bruce A. Carlson | Management | For | Voted - For |
1.4 | Elect John Donovan | Management | For | Voted - For |
1.5 | Elect Joseph Dunford Jr. | Management | For | Voted - For |
1.6 | Elect James O. Ellis, Jr. | Management | For | Voted - For |
1.7 | Elect Thomas J. Falk | Management | For | Voted - For |
1.8 | Elect Ilene S. Gordon | Management | For | Voted - For |
1.9 | Elect Vicki A. Hollub | Management | For | Voted - For |
1.10 | Elect Jeh C. Johnson | Management | For | Voted - For |
1.11 | Elect Debra L. Reed-Klages | Management | For | Voted - For |
1.12 | Elect James D. Taiclet | Management | For | Voted - For |
1.13 | Elect Patricia E. Yarrington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
5 | Shareholder Proposal Regarding Report on Human | |||
Rights Impact Assessments | Shareholder | Against | Voted - Against | |
LYONDELLBASELL INDUSTRIES N.V. | ||||
Security ID: N53745100 Ticker: LYB | ||||
Meeting Date: 27-May-22 | ||||
1.1 | Elect Jacques Aigrain | Management | For | Voted - For |
1.2 | Elect Lincoln Benet | Management | For | Voted - For |
1.3 | Elect Jagjeet S. Bindra | Management | For | Voted - For |
1.4 | Elect Robin Buchanan | Management | For | Voted - For |
1.5 | Elect Anthony R. Chase | Management | For | Voted - For |
1.6 | Elect Nance K. Dicciani | Management | For | Voted - For |
1.7 | Elect Robert W. Dudley | Management | For | Voted - For |
1.8 | Elect Claire S. Farley | Management | For | Voted - For |
1.9 | Elect Michael S. Hanley | Management | For | Voted - For |
1.10 | Elect Virginia A. Kamsky | Management | For | Voted - For |
1.11 | Elect Albert Manifold | Management | For | Voted - For |
1.12 | Elect Peter Vanacker | Management | For | Voted - For |
2 | Ratification of Board Acts | Management | For | Voted - For |
563
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Accounts and Reports | Management | For | Voted - For |
4 | Appointment of Dutch Statutory Auditor | Management | For | Voted - For |
5 | Ratification of Auditor | Management | For | Voted - For |
6 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
7 | Authority to Repurchase Shares | Management | For | Voted - For |
8 | Cancellation of Shares | Management | For | Voted - For |
MACY'S INC. | ||||
Security ID: 55616P104 Ticker: M | ||||
Meeting Date: 20-May-22 | ||||
1.1 | Elect Francis S. Blake | Management | For | Voted - For |
1.2 | Elect Torrence Boone | Management | For | Voted - For |
1.3 | Elect Ashley Buchanan | Management | For | Voted - For |
1.4 | Elect John A. Bryant | Management | For | Voted - For |
1.5 | Elect Marie A. Chandoha | Management | For | Voted - For |
1.6 | Elect Deirdre P. Connelly | Management | For | Voted - For |
1.7 | Elect Jeff Gennette | Management | For | Voted - For |
1.8 | Elect Jill Granoff | Management | For | Voted - For |
1.9 | Elect Leslie D. Hale | Management | For | Voted - For |
1.10 | Elect William H. Lenehan | Management | For | Voted - For |
1.11 | Elect Sara L. Levinson | Management | For | Voted - For |
1.12 | Elect Paul C. Varga | Management | For | Voted - For |
1.13 | Elect Tracey Zhen | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the Employee Stock Purchase Plan | Management | For | Voted - For |
MANPOWERGROUP INC. | ||||
Security ID: 56418H100 Ticker: MAN | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Gina R. Boswell | Management | For | Voted - For |
1.2 | Elect Jean-Philippe Courtois | Management | For | Voted - For |
1.3 | Elect William A. Downe | Management | For | Voted - For |
1.4 | Elect John F. Ferraro | Management | For | Voted - For |
1.5 | Elect William P. Gipson | Management | For | Voted - For |
1.6 | Elect Patricia Hemingway Hall | Management | For | Voted - For |
1.7 | Elect Julie M. Howard | Management | For | Voted - For |
1.8 | Elect Ulice Payne, Jr. | Management | For | Voted - For |
1.9 | Elect Jonas Prising | Management | For | Voted - For |
1.10 | Elect Paul Read | Management | For | Voted - For |
1.11 | Elect Elizabeth P. Sartain | Management | For | Voted - For |
1.12 | Elect Michael J. Van Handel | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
564
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
MARATHON OIL CORPORATION | ||||
Security ID: 565849106 Ticker: MRO | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Chadwick C. Deaton | Management | For | Voted - For |
1.2 | Elect Marcela E. Donadio | Management | For | Voted - For |
1.3 | Elect M. Elise Hyland | Management | For | Voted - For |
1.4 | Elect Holli C. Ladhani | Management | For | Voted - For |
1.5 | Elect Brent J. Smolik | Management | For | Voted - For |
1.6 | Elect Lee M. Tillman | Management | For | Voted - For |
1.7 | Elect J. Kent Wells | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MARATHON PETROLEUM CORPORATION | ||||
Security ID: 56585A102 Ticker: MPC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Evan Bayh | Management | For | Voted - For |
1.2 | Elect Charles E. Bunch | Management | For | Voted - For |
1.3 | Elect Edward G. Galante | Management | For | Voted - For |
1.4 | Elect Kim K.W. Rucker | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Repeal of Classified Board | Management | For | Voted - For |
5 | Elimination of Supermajority Requirement | Management | For | Voted - For |
6 | Approval of Exclusive Forum Provisions | Management | For | Voted - Against |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
8 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - For | |
9 | Shareholder Proposal Regarding Just Transition | |||
Reporting | Shareholder | Against | Voted - Against | |
MCKESSON CORPORATION | ||||
Security ID: 58155Q103 Ticker: MCK | ||||
Meeting Date: 23-Jul-21 | ||||
1.1 | Elect Dominic J. Caruso | Management | For | Voted - For |
1.2 | Elect Donald R. Knauss | Management | For | Voted - For |
1.3 | Elect Bradley E. Lerman | Management | For | Voted - For |
1.4 | Elect Linda P. Mantia | Management | For | Voted - For |
1.5 | Elect Maria Martinez | Management | For | Voted - For |
1.6 | Elect Edward A. Mueller | Management | For | Voted - For |
1.7 | Elect Susan R. Salka | Management | For | Voted - For |
1.8 | Elect Brian S. Tyler | Management | For | Voted - For |
565
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.9 | Elect Kenneth E. Washington | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
MDU RESOURCES GROUP, INC. | ||||
Security ID: 552690109 Ticker: MDU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas S. Everist | Management | For | Voted - For |
1.2 | Elect Karen B. Fagg | Management | For | Voted - For |
1.3 | Elect David L. Goodin | Management | For | Voted - For |
1.4 | Elect Dennis W. Johnson | Management | For | Voted - For |
1.5 | Elect Patricia L. Moss | Management | For | Voted - For |
1.6 | Elect Dale S. Rosenthal | Management | For | Voted - For |
1.7 | Elect Edward A. Ryan | Management | For | Voted - For |
1.8 | Elect David Sparby | Management | For | Voted - For |
1.9 | Elect Chenxi Wang | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MERCK & CO., INC. | ||||
Security ID: 58933Y105 Ticker: MRK | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.2 | Elect Mary Ellen Coe | Management | For | Voted - For |
1.3 | Elect Pamela J. Craig | Management | For | Voted - For |
1.4 | Elect Robert M. Davis | Management | For | Voted - For |
1.5 | Elect Kenneth C. Frazier | Management | For | Voted - For |
1.6 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.7 | Elect Risa Lavizzo-Mourey | Management | For | Voted - For |
1.8 | Elect Stephen L. Mayo | Management | For | Voted - For |
1.9 | Elect Paul B. Rothman | Management | For | Voted - For |
1.10 | Elect Patricia F. Russo | Management | For | Voted - For |
1.11 | Elect Christine E. Seidman | Management | For | Voted - For |
1.12 | Elect Inge G. Thulin | Management | For | Voted - For |
1.13 | Elect Kathy J. Warden | Management | For | Voted - For |
1.14 | Elect Peter C. Wendell | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - For |
5 | Shareholder Proposal Regarding Report on Access to | |||
COVID-19 Products | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Lobbying Activities | |||
and Values Congruency | Shareholder | Against | Voted - Against |
566
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
METLIFE, INC. | ||||
Security ID: 59156R108 Ticker: MET | ||||
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Cheryl W. Grise | Management | For | Voted - For |
1.2 | Elect Carlos M. Gutierrez | Management | For | Voted - For |
1.3 | Elect Carla A. Harris | Management | For | Voted - For |
1.4 | Elect Gerald L. Hassell | Management | For | Voted - For |
1.5 | Elect David L. Herzog | Management | For | Voted - For |
1.6 | Elect R. Glenn Hubbard | Management | For | Voted - For |
1.7 | Elect Edward J. Kelly, III | Management | For | Voted - For |
1.8 | Elect William E. Kennard | Management | For | Voted - For |
1.9 | Elect Michel A. Khalaf | Management | For | Voted - For |
1.10 | Elect Catherine R. Kinney | Management | For | Voted - For |
1.11 | Elect Diana L. McKenzie | Management | For | Voted - For |
1.12 | Elect Denise M. Morrison | Management | For | Voted - For |
1.13 | Elect Mark A. Weinberger | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MGIC INVESTMENT CORPORATION | ||||
Security ID: 552848103 Ticker: MTG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Analisa M. Allen | Management | For | Voted - For |
1.2 | Elect Daniel A. Arrigoni | Management | For | Voted - For |
1.3 | Elect C. Edward Chaplin | Management | For | Voted - For |
1.4 | Elect Curt S. Culver | Management | For | Voted - For |
1.5 | Elect Jay C. Hartzell | Management | For | Voted - For |
1.6 | Elect Timothy A. Holt | Management | For | Voted - For |
1.7 | Elect Jodeen A. Kozlak | Management | For | Voted - For |
1.8 | Elect Michael E. Lehman | Management | For | Voted - For |
1.9 | Elect Teresita M. Lowman | Management | For | Voted - For |
1.10 | Elect Timothy J. Mattke | Management | For | Voted - For |
1.11 | Elect Gary A. Poliner | Management | For | Voted - For |
1.12 | Elect Sheryl L. Sculley | Management | For | Voted - For |
1.13 | Elect Mark M. Zandi | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MICRON TECHNOLOGY, INC. | ||||
Security ID: 595112103 Ticker: MU | ||||
Meeting Date: 13-Jan-22 | ||||
1.1 | Elect Richard M. Beyer | Management | For | Voted - For |
567 |
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.2 | Elect Lynn A. Dugle | Management | For | Voted - For |
1.3 | Elect Steven J. Gomo | Management | For | Voted - For |
1.4 | Elect Linnie M. Haynesworth | Management | For | Voted - For |
1.5 | Elect Mary Pat McCarthy | Management | For | Voted - For |
1.6 | Elect Sanjay Mehrotra | Management | For | Voted - For |
1.7 | Elect Robert E. Switz | Management | For | Voted - For |
1.8 | Elect MaryAnn Wright | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
MOLSON COORS BEVERAGE COMPANY | ||||
Security ID: 60871R209 Ticker: TAP | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Roger G. Eaton | Management | For | Voted - For |
1.2 | Elect Charles M. Herington | Management | For | Voted - For |
1.3 | Elect H. Sanford Riley | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
MORGAN STANLEY | ||||
Security ID: 617446448 Ticker: MS | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Alistair Darling | Management | For | Voted - For |
1.2 | Elect Thomas H. Glocer | Management | For | Voted - For |
1.3 | Elect James P. Gorman | Management | For | Voted - For |
1.4 | Elect Robert H. Herz | Management | For | Voted - For |
1.5 | Elect Erika H. James | Management | For | Voted - For |
1.6 | Elect Hironori Kamezawa | Management | For | Voted - For |
1.7 | Elect Shelley B. Leibowitz | Management | For | Voted - For |
1.8 | Elect Stephen J. Luczo | Management | For | Voted - For |
1.9 | Elect Judith Miscik | Management | For | Voted - For |
1.10 | Elect Masato Miyachi | Management | For | Voted - For |
1.11 | Elect Dennis M. Nally | Management | For | Voted - For |
1.12 | Elect Mary L. Schapiro | Management | For | Voted - For |
1.13 | Elect Perry M. Traquina | Management | For | Voted - For |
1.14 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against |
568
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
NAVIENT CORPORATION | ||||
Security ID: 63938C108 Ticker: NAVI | ||||
Meeting Date: 02-Jun-22 | ||||
1.1 | Elect Frederick Arnold | Management | For | Voted - For |
1.2 | Elect Edward J. Bramson | Management | For | Voted - For |
1.3 | Elect Anna Escobedo Cabral | Management | For | Voted - For |
1.4 | Elect Larry A. Klane | Management | For | Voted - For |
1.5 | Elect Michael A. Lawson | Management | For | Voted - For |
1.6 | Elect Linda A. Mills | Management | For | Voted - For |
1.7 | Elect John F. Remondi | Management | For | Voted - For |
1.8 | Elect Jane J. Thompson | Management | For | Voted - For |
1.9 | Elect Laura S. Unger | Management | For | Voted - For |
1.10 | Elect David L. Yowan | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
NCR CORPORATION | ||||
Security ID: 62886E108 Ticker: NCR | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Mark W. Begor | Management | For | Voted - For |
1.2 | Elect Gregory R. Blank | Management | For | Voted - For |
1.3 | Elect Catherine L. Burke | Management | For | Voted - For |
1.4 | Elect Deborah A. Farrington | Management | For | Voted - For |
1.5 | Elect Michael D. Hayford | Management | For | Voted - For |
1.6 | Elect Georgette D. Kiser | Management | For | Voted - For |
1.7 | Elect Kirk T. Larsen | Management | For | Voted - For |
1.8 | Elect Frank R. Martire | Management | For | Voted - For |
1.9 | Elect Martin Mucci | Management | For | Voted - For |
1.10 | Elect Laura J. Sen | Management | For | Voted - For |
1.11 | Elect Glenn W. Welling | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - For | |
NRG ENERGY, INC. | ||||
Security ID: 629377508 Ticker: NRG | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect E. Spencer Abraham | Management | For | Voted - For |
1.2 | Elect Antonio Carrillo | Management | For | Voted - For |
1.3 | Elect Matthew Carter, Jr. | Management | For | Voted - For |
1.4 | Elect Lawrence S. Coben | Management | For | Voted - For |
1.5 | Elect Heather Cox | Management | For | Voted - For |
569
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.6 | Elect Elisabeth B. Donohue | Management | For | Voted - For |
1.7 | Elect Mauricio Gutierrez | Management | For | Voted - For |
1.8 | Elect Paul W. Hobby | Management | For | Voted - For |
1.9 | Elect Alexandra Pruner | Management | For | Voted - For |
1.10 | Elect Anne C. Schaumburg | Management | For | Voted - For |
1.11 | Elect Thomas H. Weidemeyer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
OFFICE PROPERTIES INCOME TRUST | ||||
Security ID: 67623C109 Ticker: OPI | ||||
Meeting Date: 16-Jun-22 | ||||
1.1 | Elect Barbara D. Gilmore | Management | For | Voted - For |
1.2 | Elect John L. Harrington | Management | For | Voted - For |
1.3 | Elect William A. Lamkin | Management | For | Voted - For |
1.4 | Elect Elena B. Poptodorova | Management | For | Voted - For |
1.5 | Elect Adam D. Portnoy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
O-I GLASS, INC. | ||||
Security ID: 67098H104 Ticker: OI | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Samuel R. Chapin | Management | For | Voted - For |
1.2 | Elect David V. Clark II | Management | For | Voted - For |
1.3 | Elect Gordon J. Hardie | Management | For | Voted - For |
1.4 | Elect John Humphrey | Management | For | Voted - For |
1.5 | Elect Andres A. Lopez | Management | For | Voted - For |
1.6 | Elect Alan J. Murray | Management | For | Voted - For |
1.7 | Elect Hari N. Nair | Management | For | Voted - For |
1.8 | Elect Joseph D. Rupp | Management | For | Voted - For |
1.9 | Elect Catherine I. Slater | Management | For | Voted - For |
1.10 | Elect John H. Walker | Management | For | Voted - For |
1.11 | Elect Carol A. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Amendment to the 2017 Incentive Award Plan | Management | For | Voted - For |
4 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
ONEMAIN HOLDINGS, INC. | ||||
Security ID: 68268W103 Ticker: OMF | ||||
Meeting Date: 13-Jun-22 | ||||
1.1 | Elect Valerie Soranno Keating | Management | For | Voted - For |
1.2 | Elect Aneek S. Mamik | Management | For | Voted - For |
570
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Richard A. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
ORACLE CORPORATION | ||||
Security ID: 68389X105 Ticker: ORCL | ||||
Meeting Date: 10-Nov-21 | ||||
1.1 | Elect Jeffrey S. Berg | Management | For | Voted - For |
1.2 | Elect Michael J. Boskin | Management | For | Voted - For |
1.3 | Elect Safra A. Catz | Management | For | Voted - Withheld |
1.4 | Elect Bruce R. Chizen | Management | For | Voted - For |
1.5 | Elect George H. Conrades | Management | For | Voted - Withheld |
1.6 | Elect Lawrence J. Ellison | Management | For | Voted - For |
1.7 | Elect Rona Fairhead | Management | For | Voted - For |
1.8 | Elect Jeffrey O. Henley | Management | For | Voted - For |
1.9 | Elect Renee J. James | Management | For | Voted - For |
1.10 | Elect Charles W. Moorman IV | Management | For | Voted - Withheld |
1.11 | Elect Leon E. Panetta | Management | For | Voted - Withheld |
1.12 | Elect William G. Parrett | Management | For | Voted - For |
1.13 | Elect Naomi O. Seligman | Management | For | Voted - Withheld |
1.14 | Elect Vishal Sikka | Management | For | Voted - Withheld |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Amendment to the 2020 Equity Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Voted - For |
6 | Shareholder Proposal Regarding Independent Board | |||
Chair | Shareholder | Against | Voted - For | |
7 | Shareholder Proposal Regarding Requiring and | |||
Posting Disclosures from Outside Organizations | Shareholder | Against | Voted - Against | |
ORGANON & CO. | ||||
Security ID: 68622V106 Ticker: OGN | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Robert Essner | Management | For | Voted - For |
1.2 | Elect Shelly Lazarus | Management | For | Voted - For |
1.3 | Elect Cynthia M. Patton | Management | For | Voted - For |
1.4 | Elect Grace Puma | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
571
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
OSHKOSH CORPORATION | ||||
Security ID: 688239201 Ticker: OSK | ||||
Meeting Date: 22-Feb-22 | ||||
1.1 | Elect Keith J. Allman | Management | For | Voted - For |
1.2 | Elect Douglas L. Davis | Management | For | Voted - For |
1.3 | Elect Tyrone M. Jordan | Management | For | Voted - For |
1.4 | Elect Kimberley Metcalf-Kupres | Management | For | Voted - For |
1.5 | Elect Stephen D. Newlin | Management | For | Voted - For |
1.6 | Elect Duncan J. Palmer | Management | For | Voted - For |
1.7 | Elect John C. Pfeifer | Management | For | Voted - For |
1.8 | Elect Sandra E. Rowland | Management | For | Voted - For |
1.9 | Elect John S. Shiely | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
OSI SYSTEMS, INC. | ||||
Security ID: 671044105 Ticker: OSIS | ||||
Meeting Date: 09-Dec-21 | ||||
1.1 | Elect Deepak Chopra | Management | For | Voted - For |
1.2 | Elect William F. Ballhaus, Jr. | Management | For | Voted - For |
1.3 | Elect Kelli Bernard | Management | For | Voted - For |
1.4 | Elect Gerald Chizever | Management | For | Voted - Withheld |
1.5 | Elect Steven C. Good | Management | For | Voted - For |
1.6 | Elect James B. Hawkins | Management | For | Voted - For |
1.7 | Elect Meyer Luskin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
OWENS CORNING | ||||
Security ID: 690742101 Ticker: OC | ||||
Meeting Date: 14-Apr-22 | ||||
1.1 | Elect Brian D. Chambers | Management | For | Voted - For |
1.2 | Elect Eduardo E. Cordeiro | Management | For | Voted - For |
1.3 | Elect Adrienne D. Elsner | Management | For | Voted - For |
1.4 | Elect Alfred E. Festa | Management | For | Voted - For |
1.5 | Elect Edward F. Lonergan | Management | For | Voted - For |
1.6 | Elect Maryann T. Mannen | Management | For | Voted - For |
1.7 | Elect Paul E. Martin | Management | For | Voted - For |
1.8 | Elect W. Howard Morris | Management | For | Voted - For |
1.9 | Elect Suzanne P. Nimocks | Management | For | Voted - For |
1.10 | Elect John D. Williams | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
572
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PFIZER INC. | ||||
Security ID: 717081103 Ticker: PFE | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Ronald E. Blaylock | Management | For | Voted - For |
1.2 | Elect Albert Bourla | Management | For | Voted - For |
1.3 | Elect Susan Desmond-Hellmann | Management | For | Voted - For |
1.4 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.5 | Elect Scott Gottlieb | Management | For | Voted - For |
1.6 | Elect Helen H. Hobbs | Management | For | Voted - For |
1.7 | Elect Susan Hockfield | Management | For | Voted - For |
1.8 | Elect Dan R. Littman | Management | For | Voted - For |
1.9 | Elect Shantanu Narayen | Management | For | Voted - For |
1.10 | Elect Suzanne Nora Johnson | Management | For | Voted - For |
1.11 | Elect James Quincey | Management | For | Voted - For |
1.12 | Elect James C. Smith | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Report on Political | |||
Expenditures and Values Congruency | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Voted - Against |
7 | Shareholder Proposal Regarding Anticompetitive | |||
Practices | Shareholder | Against | Voted - Against | |
8 | Shareholder Proposal Regarding Public Health Costs | |||
of Limiting COVID-19 Vaccine Technologies | Shareholder | Against | Voted - Against | |
PHILLIPS 66 | ||||
Security ID: 718546104 Ticker: PSX | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Greg C. Garland | Management | For | Voted - For |
1.2 | Elect Gary K. Adams | Management | For | Voted - For |
1.3 | Elect John E. Lowe | Management | For | Voted - For |
1.4 | Elect Denise L. Ramos | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Stock and Performance | |||
Incentive Plan | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Aligning GHG | |||
Reductions with Paris Agreement | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Voted - Against |
573
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PIEDMONT OFFICE REALTY TRUST, INC. | ||||
Security ID: 720190206 Ticker: PDM | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Frank C. McDowell | Management | For | Voted - For |
1.2 | Elect Kelly H. Barrett | Management | For | Voted - For |
1.3 | Elect Glenn G. Cohen | Management | For | Voted - For |
1.4 | Elect Barbara B. Lang | Management | For | Voted - For |
1.5 | Elect C. Brent Smith | Management | For | Voted - For |
1.6 | Elect Jeffrey L. Swope | Management | For | Voted - For |
1.7 | Elect Dale H. Taysom | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
PRINCIPAL FINANCIAL GROUP, INC. | ||||
Security ID: 74251V102 Ticker: PFG | ||||
Meeting Date: 17-May-22 | ||||
1.1 | Elect Michael T. Dan | Management | For | Voted - For |
1.2 | Elect Blair C. Pickerell | Management | For | Voted - For |
1.3 | Elect Clare S. Richer | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
PRUDENTIAL FINANCIAL, INC. | ||||
Security ID: 744320102 Ticker: PRU | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Thomas J. Baltimore, Jr. | Management | For | Voted - Against |
1.2 | Elect Gilbert F. Casellas | Management | For | Voted - For |
1.3 | Elect Robert M. Falzon | Management | For | Voted - For |
1.4 | Elect Martina Hund-Mejean | Management | For | Voted - For |
1.5 | Elect Wendy E. Jones | Management | For | Voted - For |
1.6 | Elect Karl J. Krapek | Management | For | Voted - For |
1.7 | Elect Peter R. Lighte | Management | For | Voted - For |
1.8 | Elect Charles F. Lowrey | Management | For | Voted - For |
1.9 | Elect George Paz | Management | For | Voted - For |
1.10 | Elect Sandra Pianalto | Management | For | Voted - For |
1.11 | Elect Christine A. Poon | Management | For | Voted - For |
1.12 | Elect Douglas A. Scovanner | Management | For | Voted - For |
1.13 | Elect Michael A. Todman | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against |
574
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
PULTEGROUP, INC. | ||||
Security ID: 745867101 Ticker: PHM | ||||
Meeting Date: 04-May-22 | ||||
1.1 | Elect Brian P. Anderson | Management | For | Voted - For |
1.2 | Elect Bryce Blair | Management | For | Voted - For |
1.3 | Elect Thomas J. Folliard | Management | For | Voted - For |
1.4 | Elect Cheryl W. Grise | Management | For | Voted - For |
1.5 | Elect Andre J. Hawaux | Management | For | Voted - For |
1.6 | Elect J. Phillip Holloman | Management | For | Voted - For |
1.7 | Elect Ryan R. Marshall | Management | For | Voted - For |
1.8 | Elect John R. Peshkin | Management | For | Voted - For |
1.9 | Elect Scott F. Powers | Management | For | Voted - For |
1.10 | Elect Lila Snyder | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment to the 382 Rights Agreement | Management | For | Voted - For |
5 | Approval of the 2022 Stock Incentive Plan | Management | For | Voted - For |
RADIAN GROUP INC. | ||||
Security ID: 750236101 Ticker: RDN | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Howard B. Culang | Management | For | Voted - For |
1.2 | Elect Brad L. Conner | Management | For | Voted - For |
1.3 | Elect Debra A. Hess | Management | For | Voted - For |
1.4 | Elect Lisa W. Hess | Management | For | Voted - For |
1.5 | Elect Brian D. Montgomery | Management | For | Voted - For |
1.6 | Elect Lisa Mumford | Management | For | Voted - For |
1.7 | Elect Gaetano Muzio | Management | For | Voted - For |
1.8 | Elect Gregory V. Serio | Management | For | Voted - For |
1.9 | Elect Noel J. Spiegel | Management | For | Voted - For |
1.10 | Elect Richard G. Thornberry | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
REGENERON PHARMACEUTICALS, INC. | ||||
Security ID: 75886F107 Ticker: REGN | ||||
Meeting Date: 10-Jun-22 | ||||
1.1 | Elect Bonnie L. Bassler | Management | For | Voted - For |
1.2 | Elect Michael S. Brown | Management | For | Voted - Against |
1.3 | Elect Leonard S. Schleifer | Management | For | Voted - For |
1.4 | Elect George D. Yancopoulos | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
575
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
REGIONS FINANCIAL CORPORATION | ||||
Security ID: 7591EP100 Ticker: RF | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Samuel A. Di Piazza, Jr. | Management | For | Voted - For |
1.2 | Elect Zhanna Golodryga | Management | For | Voted - For |
1.3 | Elect John D. Johns | Management | For | Voted - For |
1.4 | Elect Joia M. Johnson | Management | For | Voted - For |
1.5 | Elect Ruth Ann Marshall | Management | For | Voted - Against |
1.6 | Elect Charles D. McCrary | Management | For | Voted - For |
1.7 | Elect James T. Prokopanko | Management | For | Voted - For |
1.8 | Elect Lee J. Styslinger III | Management | For | Voted - For |
1.9 | Elect Jose S. Suquet | Management | For | Voted - For |
1.10 | Elect John M. Turner, Jr. | Management | For | Voted - For |
1.11 | Elect Timothy Vines | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
RELIANCE STEEL & ALUMINUM CO. | ||||
Security ID: 759509102 Ticker: RS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Lisa L. Baldwin | Management | For | Voted - For |
1.2 | Elect Karen W. Colonias | Management | For | Voted - For |
1.3 | Elect Frank J. Dellaquila | Management | For | Voted - For |
1.4 | Elect John G. Figueroa | Management | For | Voted - For |
1.5 | Elect James D. Hoffman | Management | For | Voted - For |
1.6 | Elect Mark V. Kaminski | Management | For | Voted - For |
1.7 | Elect Karla R. Lewis | Management | For | Voted - For |
1.8 | Elect Robert A. McEvoy | Management | For | Voted - For |
1.9 | Elect David W. Seeger | Management | For | Voted - For |
1.10 | Elect Douglas W. Stotlar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against | |
RENT-A-CENTER, INC. | ||||
Security ID: 76009N100 Ticker: RCII | ||||
Meeting Date: 07-Jun-22 | ||||
1.1 | Elect Jeffrey J. Brown | Management | For | Voted - For |
1.2 | Elect Mitchell E. Fadel | Management | For | Voted - For |
1.3 | Elect Christopher B. Hetrick | Management | For | Voted - For |
576
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.4 | Elect Harold Lewis | Management | For | Voted - For |
1.5 | Elect Glenn P. Marino | Management | For | Voted - For |
1.6 | Elect Carol A. McFate | Management | For | Voted - For |
1.7 | Elect B.C. Silver | Management | For | Voted - For |
1.8 | Elect Jen You | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
RYDER SYSTEM, INC. | ||||
Security ID: 783549108 Ticker: R | ||||
Meeting Date: 06-May-22 | ||||
1.1 | Elect Robert J. Eck | Management | For | Voted - For |
1.2 | Elect Robert A. Hagemann | Management | For | Voted - For |
1.3 | Elect Michael F. Hilton | Management | For | Voted - For |
1.4 | Elect Tamara L. Lundgren | Management | For | Voted - For |
1.5 | Elect Luis P. Nieto, Jr. | Management | For | Voted - For |
1.6 | Elect David G. Nord | Management | For | Voted - For |
1.7 | Elect Robert E. Sanchez | Management | For | Voted - For |
1.8 | Elect Abbie J. Smith | Management | For | Voted - For |
1.9 | Elect E. Follin Smith | Management | For | Voted - For |
1.10 | Elect Dmitri L. Stockton | Management | For | Voted - For |
1.11 | Elect Hansel E. Tookes II | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Act by | |||
Written Consent | Shareholder | Against | Voted - Against | |
SEAGATE TECHNOLOGY HOLDINGS PLC | ||||
Security ID: G7997R103 Ticker: STX | ||||
Meeting Date: 20-Oct-21 | ||||
1.1 | Elect Mark W. Adams | Management | For | Voted - Against |
1.2 | Elect Shankar Arumugavelu | Management | For | Voted - For |
1.3 | Elect Pratik Bhatt | Management | For | Voted - For |
1.4 | Elect Judy Bruner | Management | For | Voted - For |
1.5 | Elect Michael R. Cannon | Management | For | Voted - For |
1.6 | Elect Jay L. Geldmacher | Management | For | Voted - For |
1.7 | Elect Dylan G. Haggart | Management | For | Voted - For |
1.8 | Elect William D. Mosley | Management | For | Voted - For |
1.9 | Elect Stephanie Tilenius | Management | For | Voted - For |
1.10 | Elect Edward J. Zander | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Approval of the 2022 Equity Incentive Plan | Management | For | Voted - For |
577
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SERVICE PROPERTIES TRUST | ||||
Security ID: 81761L102 Ticker: SVC | ||||
Meeting Date: 15-Jun-22 | ||||
1.1 | Elect Laurie B. Burns | Management | For | Voted - For |
1.2 | Elect Robert E. Cramer | Management | For | Voted - For |
1.3 | Elect Donna D. Fraiche | Management | For | Voted - For |
1.4 | Elect William A. Lamkin | Management | For | Voted - For |
1.5 | Elect Adam D. Portnoy | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2012 Equity Compensation Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
SILGAN HOLDINGS INC. | ||||
Security ID: 827048109 Ticker: SLGN | ||||
Meeting Date: 31-May-22 | ||||
1.1 | Elect Kimberly A. Fields | Management | For | Voted - For |
1.2 | Elect Brad A. Lich | Management | For | Voted - For |
1.3 | Elect R. Philip Silver | Management | For | Voted - Withheld |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
SIMON PROPERTY GROUP, INC. | ||||
Security ID: 828806109 Ticker: SPG | ||||
Meeting Date: 11-May-22 | ||||
1.1 | Elect Glyn F. Aeppel | Management | For | Voted - For |
1.2 | Elect Larry C. Glasscock | Management | For | Voted - For |
1.3 | Elect Karen N. Horn | Management | For | Voted - For |
1.4 | Elect Allan B. Hubbard | Management | For | Voted - For |
1.5 | Elect Reuben S. Leibowitz | Management | For | Voted - For |
1.6 | Elect Gary M. Rodkin | Management | For | Voted - For |
1.7 | Elect Peggy Fang Roe | Management | For | Voted - For |
1.8 | Elect Stefan M. Selig | Management | For | Voted - For |
1.9 | Elect Daniel C. Smith | Management | For | Voted - For |
1.10 | Elect J. Albert Smith, Jr. | Management | For | Voted - For |
1.11 | Elect Marta R. Stewart | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
578
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
SLEEP NUMBER CORPORATION | ||||
Security ID: 83125X103 Ticker: SNBR | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Michael J. Harrison | Management | For | Voted - For |
1.2 | Elect Shelly R. Ibach | Management | For | Voted - For |
1.3 | Elect Deborah Kilpatrick | Management | For | Voted - For |
1.4 | Elect Barbara R. Matas | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
SNAP-ON INCORPORATED | ||||
Security ID: 833034101 Ticker: SNA | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect David C. Adams | Management | For | Voted - For |
1.2 | Elect Karen L. Daniel | Management | For | Voted - For |
1.3 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.4 | Elect James P. Holden | Management | For | Voted - For |
1.5 | Elect Nathan J. Jones | Management | For | Voted - For |
1.6 | Elect Henry W. Knueppel | Management | For | Voted - For |
1.7 | Elect W. Dudley Lehman | Management | For | Voted - For |
1.8 | Elect Nicholas T. Pinchuk | Management | For | Voted - For |
1.9 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.10 | Elect Donald J. Stebbins | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
STATE STREET CORPORATION | ||||
Security ID: 857477103 Ticker: STT | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Patrick de Saint-Aignan | Management | For | Voted - For |
1.2 | Elect Marie A. Chandoha | Management | For | Voted - For |
1.3 | Elect Donnalee Demaio | Management | For | Voted - For |
1.4 | Elect Amelia C. Fawcett | Management | For | Voted - For |
1.5 | Elect William C. Freda | Management | For | Voted - For |
1.6 | Elect Sara Mathew | Management | For | Voted - For |
1.7 | Elect William L. Meaney | Management | For | Voted - For |
1.8 | Elect Ronald. P. O'Hanley | Management | For | Voted - For |
1.9 | Elect Sean O'Sullivan | Management | For | Voted - For |
1.10 | Elect Julio A. Portalatin | Management | For | Voted - For |
1.11 | Elect John B. Rhea | Management | For | Voted - For |
1.12 | Elect Richard P. Sergel | Management | For | Voted - For |
1.13 | Elect Gregory L. Summe | Management | For | Voted - For |
579
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Report on Asset | |||
Management Policies | Shareholder | Against | Voted - Against | |
STEEL DYNAMICS, INC. | ||||
Security ID: 858119100 Ticker: STLD | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Mark D. Millett | Management | For | Voted - For |
1.2 | Elect Sheree L. Bargabos | Management | For | Voted - For |
1.3 | Elect Keith E. Busse | Management | For | Voted - For |
1.4 | Elect Kenneth W. Cornew | Management | For | Voted - For |
1.5 | Elect Traci M. Dolan | Management | For | Voted - For |
1.6 | Elect James C. Marcuccilli | Management | For | Voted - For |
1.7 | Elect Bradley S. Seaman | Management | For | Voted - For |
1.8 | Elect Gabriel L. Shaheen | Management | For | Voted - For |
1.9 | Elect Luis M. Sierra | Management | For | Voted - For |
1.10 | Elect Steven A. Sonnenberg | Management | For | Voted - For |
1.11 | Elect Richard P. Teets, Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
TARGET CORPORATION | ||||
Security ID: 87612E106 Ticker: TGT | ||||
Meeting Date: 08-Jun-22 | ||||
1.1 | Elect David P. Abney | Management | For | Voted - For |
1.2 | Elect Douglas M. Baker, Jr. | Management | For | Voted - For |
1.3 | Elect George S. Barrett | Management | For | Voted - For |
1.4 | Elect Gail K. Boudreaux | Management | For | Voted - For |
1.5 | Elect Brian C. Cornell | Management | For | Voted - For |
1.6 | Elect Robert L. Edwards | Management | For | Voted - For |
1.7 | Elect Melanie L. Healey | Management | For | Voted - For |
1.8 | Elect Donald R. Knauss | Management | For | Voted - For |
1.9 | Elect Christine A. Leahy | Management | For | Voted - For |
1.10 | Elect Monica C. Lozano | Management | For | Voted - For |
1.11 | Elect Derica W. Rice | Management | For | Voted - For |
1.12 | Elect Dmitri L. Stockton | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Proxy Access Bylaw | |||
Amendment | Shareholder | Against | Voted - Against |
580
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
TEGNA INC. | ||||
Security ID: 87901J105 Ticker: TGNA | ||||
Meeting Date: 17-May-22 | ||||
1 | Acquisition by Standard General | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 21-Jun-22 | ||||
1.1 | Elect Gina L. Bianchini | Management | For | Voted - For |
1.2 | Elect Howard D. Elias | Management | For | Voted - For |
1.3 | Elect Stuart J. Epstein | Management | For | Voted - For |
1.4 | Elect Lidia Fonseca | Management | For | Voted - For |
1.5 | Elect David T. Lougee | Management | For | Voted - For |
1.6 | Elect Karen H. Grimes | Management | For | Voted - For |
1.7 | Elect Scott K. McCune | Management | For | Voted - For |
1.8 | Elect Henry W. McGee | Management | For | Voted - For |
1.9 | Elect Bruce P. Nolop | Management | For | Voted - For |
1.10 | Elect Neal Shapiro | Management | For | Voted - For |
1.11 | Elect Melinda C. Witmer | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
TEXTRON INC. | ||||
Security ID: 883203101 Ticker: TXT | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Scott C. Donnelly | Management | For | Voted - For |
1.2 | Elect Richard F. Ambrose | Management | For | Voted - For |
1.3 | Elect Kathleen M. Bader | Management | For | Voted - For |
1.4 | Elect R. Kerry Clark | Management | For | Voted - For |
1.5 | Elect James T. Conway | Management | For | Voted - For |
1.6 | Elect Ralph D. Heath | Management | For | Voted - For |
1.7 | Elect Deborah Lee James | Management | For | Voted - For |
1.8 | Elect Lionel L. Nowell, III | Management | For | Voted - For |
1.9 | Elect James L. Ziemer | Management | For | Voted - For |
1.10 | Elect Maria T. Zuber | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For |
581
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE ALLSTATE CORPORATION | ||||
Security ID: 020002101 Ticker: ALL | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Donald E. Brown | Management | For | Voted - For |
1.2 | Elect Kermit R. Crawford | Management | For | Voted - For |
1.3 | Elect Richard T. Hume | Management | For | Voted - For |
1.4 | Elect Margaret M. Keane | Management | For | Voted - For |
1.5 | Elect Siddharth N. Mehta | Management | For | Voted - For |
1.6 | Elect Jacques P. Perold | Management | For | Voted - For |
1.7 | Elect Andrea Redmond | Management | For | Voted - For |
1.8 | Elect Gregg M. Sherrill | Management | For | Voted - For |
1.9 | Elect Judith A. Sprieser | Management | For | Voted - For |
1.10 | Elect Perry M. Traquina | Management | For | Voted - For |
1.11 | Elect Thomas J. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | ||||
Security ID: 064058100 Ticker: BK | ||||
Meeting Date: 12-Apr-22 | ||||
1.1 | Elect Linda Z. Cook | Management | For | Voted - For |
1.2 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.3 | Elect Thomas P. Gibbons | Management | For | Voted - For |
1.4 | Elect M. Amy Gilliland | Management | For | Voted - For |
1.5 | Elect Jeffrey A. Goldstein | Management | For | Voted - For |
1.6 | Elect K. Guru Gowrappan | Management | For | Voted - For |
1.7 | Elect Ralph Izzo | Management | For | Voted - For |
1.8 | Elect Sandie O'Connor | Management | For | Voted - For |
1.9 | Elect Elizabeth E. Robinson | Management | For | Voted - For |
1.10 | Elect Frederick O. Terrell | Management | For | Voted - For |
1.11 | Elect Alfred W. Zollar | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE CHEMOURS COMPANY | ||||
Security ID: 163851108 Ticker: CC | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Curtis V. Anastasio | Management | For | Voted - For |
1.2 | Elect Bradley J. Bell | Management | For | Voted - For |
1.3 | Elect Mary B. Cranston | Management | For | Voted - For |
1.4 | Elect Curtis J. Crawford | Management | For | Voted - For |
582
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Dawn L. Farrell | Management | For | Voted - For |
1.6 | Elect Erin Kane | Management | For | Voted - For |
1.7 | Elect Sean D. Keohane | Management | For | Voted - For |
1.8 | Elect Mark E. Newman | Management | For | Voted - For |
1.9 | Elect Guillaume Pepy | Management | For | Voted - For |
1.10 | Elect Sandra Phillips Rogers | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
THE GOLDMAN SACHS GROUP, INC. | ||||
Security ID: 38141G104 Ticker: GS | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect M. Michele Burns | Management | For | Voted - For |
1.2 | Elect Drew G. Faust | Management | For | Voted - For |
1.3 | Elect Mark Flaherty | Management | For | Voted - For |
1.4 | Elect Kimberley Harris | Management | For | Voted - For |
1.5 | Elect Ellen J. Kullman | Management | For | Voted - For |
1.6 | Elect Lakshmi N. Mittal | Management | For | Voted - For |
1.7 | Elect Adebayo O. Ogunlesi | Management | For | Voted - For |
1.8 | Elect Peter Oppenheimer | Management | For | Voted - For |
1.9 | Elect David M. Solomon | Management | For | Voted - For |
1.10 | Elect Jan E. Tighe | Management | For | Voted - For |
1.11 | Elect Jessica Uhl | Management | For | Voted - For |
1.12 | Elect David A. Viniar | Management | For | Voted - For |
1.13 | Elect Mark O. Winkelman | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable Giving | |||
Reporting | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Voted - Abstain |
6 | Shareholder Proposal Regarding Fossil Fuel | |||
Financing Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
THE GOODYEAR TIRE & RUBBER COMPANY | ||||
Security ID: 382550101 Ticker: GT | ||||
Meeting Date: 11-Apr-22 | ||||
1.1 | Elect James A. Firestone | Management | For | Voted - For |
1.2 | Elect Werner Geissler | Management | For | Voted - For |
1.3 | Elect Laurette T. Koellner | Management | For | Voted - For |
1.4 | Elect Richard J. Kramer | Management | For | Voted - For |
1.5 | Elect Karla R. Lewis | Management | For | Voted - For |
1.6 | Elect Prashanth Mahendra-Rajah | Management | For | Voted - For |
583
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.7 | Elect John E. McGlade | Management | For | Voted - For |
1.8 | Elect Roderick A. Palmore | Management | For | Voted - For |
1.9 | Elect Hera K. Siu | Management | For | Voted - For |
1.10 | Elect Michael R. Wessel | Management | For | Voted - For |
1.11 | Elect Thomas L. Williams | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Approval of the 2022 Performance Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Voted - For |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | ||||
Security ID: 416515104 Ticker: HIG | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Larry D. De Shon | Management | For | Voted - For |
1.2 | Elect Carlos Dominguez | Management | For | Voted - For |
1.3 | Elect Trevor Fetter | Management | For | Voted - For |
1.4 | Elect Donna A. James | Management | For | Voted - For |
1.5 | Elect Kathryn A. Mikells | Management | For | Voted - For |
1.6 | Elect Teresa W. Roseborough | Management | For | Voted - For |
1.7 | Elect Virginia P. Ruesterholz | Management | For | Voted - For |
1.8 | Elect Christopher J. Swift | Management | For | Voted - For |
1.9 | Elect Matthew E. Winter | Management | For | Voted - For |
1.10 | Elect Greig Woodring | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
5 | Shareholder Proposal Regarding Fossil Fuel | |||
Underwriting Policy | Shareholder | Against | Voted - Against | |
THE J. M. SMUCKER COMPANY | ||||
Security ID: 832696405 Ticker: SJM | ||||
Meeting Date: 18-Aug-21 | ||||
1.1 | Elect Susan Chapman-Hughes | Management | For | Voted - For |
1.2 | Elect Paul J. Dolan | Management | For | Voted - For |
1.3 | Elect Jay L. Henderson | Management | For | Voted - For |
1.4 | Elect Kirk L. Perry | Management | For | Voted - For |
1.5 | Elect Sandra Pianalto | Management | For | Voted - For |
1.6 | Elect Alex Shumate | Management | For | Voted - For |
1.7 | Elect Mark T. Smucker | Management | For | Voted - For |
1.8 | Elect Richard K. Smucker | Management | For | Voted - For |
1.9 | Elect Timothy P. Smucker | Management | For | Voted - For |
1.10 | Elect Jodi L. Taylor | Management | For | Voted - For |
1.11 | Elect Dawn C. Willoughby | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
584
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE KRAFT HEINZ COMPANY | ||||
Security ID: 500754106 Ticker: KHC | ||||
Meeting Date: 05-May-22 | ||||
1.1 | Elect Gregory E. Abel | Management | For | Voted - For |
1.2 | Elect John T. Cahill | Management | For | Voted - For |
1.3 | Elect Joao M. Castro-Neves | Management | For | Voted - For |
1.4 | Elect Lori Dickerson Fouche | Management | For | Voted - For |
1.5 | Elect Timothy Kenesey | Management | For | Voted - For |
1.6 | Elect Alicia Knapp | Management | For | Voted - For |
1.7 | Elect Elio Leoni Sceti | Management | For | Voted - For |
1.8 | Elect Susan R. Mulder | Management | For | Voted - For |
1.9 | Elect James Park | Management | For | Voted - For |
1.10 | Elect Miguel Patricio | Management | For | Voted - For |
1.11 | Elect John C. Pope | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Water Risk | |||
Exposure | Shareholder | Against | Voted - Against | |
THE KROGER CO. | ||||
Security ID: 501044101 Ticker: KR | ||||
Meeting Date: 23-Jun-22 | ||||
1.1 | Elect Nora A. Aufreiter | Management | For | Voted - For |
1.2 | Elect Kevin M. Brown | Management | For | Voted - For |
1.3 | Elect Elaine L. Chao | Management | For | Voted - For |
1.4 | Elect Anne Gates | Management | For | Voted - For |
1.5 | Elect Karen M. Hoguet | Management | For | Voted - For |
1.6 | Elect W. Rodney McMullen | Management | For | Voted - For |
1.7 | Elect Clyde R. Moore | Management | For | Voted - For |
1.8 | Elect Ronald L. Sargent | Management | For | Voted - For |
1.9 | Elect Judith Amanda Sourry Knox | Management | For | Voted - For |
1.10 | Elect Mark S. Sutton | Management | For | Voted - For |
1.11 | Elect Ashok Vemuri | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Amendment to the 2019 Long-Term Incentive Plan | Management | For | Voted - For |
5 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Human Rights | |||
Reporting | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Refrigerants Report | Shareholder | Against | Voted - Against |
8 | Shareholder Proposal Regarding Report on Workforce | |||
Strategy | Shareholder | Against | Voted - For |
585
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
THE ODP CORPORATION | ||||
Security ID: 88337F105 Ticker: ODP | ||||
Meeting Date: 27-Apr-22 | ||||
1.1 | Elect Quincy L. Allen | Management | For | Voted - For |
1.2 | Elect Kristin A. Campbell | Management | For | Voted - For |
1.3 | Elect Marcus Dunlop | Management | For | Voted - For |
1.4 | Elect Cynthia T. Jamison | Management | For | Voted - For |
1.5 | Elect Shashank Samant | Management | For | Voted - For |
1.6 | Elect Wendy L. Schoppert | Management | For | Voted - For |
1.7 | Elect Gerry P. Smith | Management | For | Voted - For |
1.8 | Elect David M. Szymanski | Management | For | Voted - For |
1.9 | Elect Joseph Vassalluzzo | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Amendment Regarding Limited Liability Company | |||
Agreement | Management | For | Voted - For | |
THE WESTERN UNION COMPANY | ||||
Security ID: 959802109 Ticker: WU | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Martin I. Cole | Management | For | Voted - For |
1.2 | Elect Richard A. Goodman | Management | For | Voted - For |
1.3 | Elect Betsy D. Holden | Management | For | Voted - For |
1.4 | Elect Jeffrey A. Joerres | Management | For | Voted - For |
1.5 | Elect Devin McGranahan | Management | For | Voted - For |
1.6 | Elect Michael A. Miles, Jr. | Management | For | Voted - For |
1.7 | Elect Timothy P. Murphy | Management | For | Voted - For |
1.8 | Elect Joyce A. Phillips | Management | For | Voted - For |
1.9 | Elect Jan Siegmund | Management | For | Voted - For |
1.10 | Elect Angela A. Sun | Management | For | Voted - For |
1.11 | Elect Solomon D. Trujillo | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
TRI POINTE HOMES, INC. | ||||
Security ID: 87265H109 Ticker: TPH | ||||
Meeting Date: 20-Apr-22 | ||||
1.1 | Elect Douglas F. Bauer | Management | For | Voted - For |
1.2 | Elect Lawrence B. Burrows | Management | For | Voted - For |
1.3 | Elect Steven J. Gilbert | Management | For | Voted - For |
1.4 | Elect R. Kent Grahl | Management | For | Voted - For |
586
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.5 | Elect Vicki D. McWilliams | Management | For | Voted - For |
1.6 | Elect Constance B. Moore | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Approval of the 2022 Long-Term Incentive Plan | Management | For | Voted - For |
TRINSEO PLC | ||||
Security ID: G9059U107 Ticker: TSE | ||||
Meeting Date: 14-Jun-22 | ||||
1.1 | Elect K'Lynne Johnson | Management | For | Voted - For |
1.2 | Elect Joseph Alvarado | Management | For | Voted - For |
1.3 | Elect Frank A. Bozich | Management | For | Voted - For |
1.4 | Elect Victoria Brifo | Management | For | Voted - For |
1.5 | Elect Jeffrey J. Cote | Management | For | Voted - For |
1.6 | Elect Pierre-Marie De Leener | Management | For | Voted - For |
1.7 | Elect Jeanmarie Desmond | Management | For | Voted - For |
1.8 | Elect Matthew T. Farrell | Management | For | Voted - For |
1.9 | Elect Sandra Beach Lin | Management | For | Voted - For |
1.10 | Elect Philip R. Martens | Management | For | Voted - For |
1.11 | Elect Donald T. Misheff | Management | For | Voted - For |
1.12 | Elect Henri Steinmetz | Management | For | Voted - For |
1.13 | Elect Mark E. Tomkins | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Appointment of Auditor and Authority to Set Fees | Management | For | Voted - For |
4 | Authority to Issue Shares w/ Preemptive Rights | Management | For | Voted - For |
5 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Voted - For |
6 | Cancellation of Authorized Preferred Stock | Management | For | Voted - For |
7 | Authorize the Price Range at which the Company can | |||
Re-allot Treasury Shares | Management | For | Voted - For | |
8 | Amendment and Restatement of Omnibus Incentive Plan | Management | For | Voted - For |
TRITON INTERNATIONAL LIMITED | ||||
Security ID: G9078F107 Ticker: TRTN | ||||
Meeting Date: 26-Apr-22 | ||||
1.1 | Elect Brian M. Sondey | Management | For | Voted - For |
1.2 | Elect Robert W. Alspaugh | Management | For | Voted - For |
1.3 | Elect Malcolm P. Baker | Management | For | Voted - For |
1.4 | Elect Annabelle G. Bexiga | Management | For | Voted - For |
1.5 | Elect Claude Germain | Management | For | Voted - For |
1.6 | Elect Kenneth Hanau | Management | For | Voted - For |
1.7 | Elect John S. Hextall | Management | For | Voted - For |
1.8 | Elect Niharika Ramdev | Management | For | Voted - For |
1.9 | Elect Robert L. Rosner | Management | For | Voted - For |
1.10 | Elect Simon R. Vernon | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
587
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
3 | Ratification of Auditor | Management | For | Voted - For |
TYSON FOODS, INC. | ||||
Security ID: 902494103 Ticker: TSN | ||||
Meeting Date: 10-Feb-22 | ||||
1.1 | Elect John H. Tyson | Management | For | Voted - For |
1.2 | Elect Les R. Baledge | Management | For | Voted - Against |
1.3 | Elect Mike D. Beebe | Management | For | Voted - Against |
1.4 | Elect Maria Claudia Borras | Management | For | Voted - For |
1.5 | Elect David J. Bronczek | Management | For | Voted - Against |
1.6 | Elect Mikel A. Durham | Management | For | Voted - For |
1.7 | Elect Donnie King | Management | For | Voted - For |
1.8 | Elect Jonathan D. Mariner | Management | For | Voted - Against |
1.9 | Elect Kevin M. McNamara | Management | For | Voted - For |
1.10 | Elect Cheryl S. Miller | Management | For | Voted - For |
1.11 | Elect Jeffrey K. Schomburger | Management | For | Voted - For |
1.12 | Elect Barbara A. Tyson | Management | For | Voted - For |
1.13 | Elect Noel White | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Shareholder Proposal Regarding Report on Plastic | |||
Packaging | Shareholder | Against | Voted - Against | |
UNITED AIRLINES HOLDINGS, INC. | ||||
Security ID: 910047109 Ticker: UAL | ||||
Meeting Date: 25-May-22 | ||||
1.1 | Elect Carolyn Corvi | Management | For | Voted - For |
1.2 | Elect Matthew Friend | Management | For | Voted - For |
1.3 | Elect Barnaby "Barney" M. Harford | Management | For | Voted - For |
1.4 | Elect Michele J. Hooper | Management | For | Voted - For |
1.5 | Elect Walter Isaacson | Management | For | Voted - For |
1.6 | Elect James A.C. Kennedy | Management | For | Voted - For |
1.7 | Elect J. Scott Kirby | Management | For | Voted - For |
1.8 | Elect Edward M. Philip | Management | For | Voted - For |
1.9 | Elect Edward L. Shapiro | Management | For | Voted - For |
1.10 | Elect Laysha Ward | Management | For | Voted - For |
1.11 | Elect James M. Whitehurst | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Voted - For |
588
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
UNITED THERAPEUTICS CORPORATION | ||||
Security ID: 91307C102 Ticker: UTHR | ||||
Meeting Date: 27-Jun-22 | ||||
1.1 | Elect Christopher Causey | Management | For | Voted - For |
1.2 | Elect Richard Giltner | Management | For | Voted - For |
1.3 | Elect Katherine Klein | Management | For | Voted - For |
1.4 | Elect Raymond Kurzweil | Management | For | Voted - For |
1.5 | Elect Linda Maxwell | Management | For | Voted - For |
1.6 | Elect Nilda Mesa | Management | For | Voted - For |
1.7 | Elect Judy Olian | Management | For | Voted - For |
1.8 | Elect Martine Rothblatt | Management | For | Voted - For |
1.9 | Elect Louis Sullivan | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2015 Stock Incentive Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
UNIVERSAL HEALTH SERVICES, INC. | ||||
Security ID: 913903100 Ticker: UHS | ||||
Meeting Date: 18-May-22 | ||||
1.1 | Elect Maria Singer | Management | For | Voted - Withheld |
2 | Amendment to the 2020 Omnibus Stock and Incentive | |||
Plan | Management | For | Voted - For | |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Majority Vote for | |||
Director Election | Shareholder | Against | Voted - For | |
VALERO ENERGY CORPORATION | ||||
Security ID: 91913Y100 Ticker: VLO | ||||
Meeting Date: 28-Apr-22 | ||||
1.1 | Elect Fred M. Diaz | Management | For | Voted - For |
1.2 | Elect H. Paulett Eberhart | Management | For | Voted - For |
1.3 | Elect Joseph W. Gorder | Management | For | Voted - For |
1.4 | Elect Kimberly S. Greene | Management | For | Voted - For |
1.5 | Elect Deborah P. Majoras | Management | For | Voted - For |
1.6 | Elect Eric D. Mullins | Management | For | Voted - For |
1.7 | Elect Donald L. Nickles | Management | For | Voted - For |
1.8 | Elect Philip J. Pfeiffer | Management | For | Voted - For |
1.9 | Elect Robert A. Profusek | Management | For | Voted - For |
1.10 | Elect Randall J. Weisenburger | Management | For | Voted - For |
1.11 | Elect Rayford Wilkins Jr. | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
589
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
4 | Shareholder Proposal Regarding Report on GHG | |||
Targets and Alignment with Paris Agreement | Shareholder | Against | Voted - For | |
VALVOLINE INC. | ||||
Security ID: 92047W101 Ticker: VVV | ||||
Meeting Date: 25-Jan-22 | ||||
1.1 | Elect Gerald W. Evans, Jr. | Management | For | Voted - For |
1.2 | Elect Richard J. Freeland | Management | For | Voted - For |
1.3 | Elect Stephen F. Kirk | Management | For | Voted - For |
1.4 | Elect Carol H. Kruse | Management | For | Voted - For |
1.5 | Elect Stephen E. Macadam | Management | For | Voted - For |
1.6 | Elect Vada O. Manager | Management | For | Voted - For |
1.7 | Elect Samuel J. Mitchell | Management | For | Voted - For |
1.8 | Elect Charles M. Sonsteby | Management | For | Voted - For |
1.9 | Elect Mary J. Twinem | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
VEREIT, INC. | ||||
Security ID: 92339V308 Ticker: VER | ||||
Meeting Date: 12-Aug-21 | ||||
1 | Merger/Acquisition | Management | For | Voted - For |
2 | Advisory Vote on Golden Parachutes | Management | For | Voted - For |
3 | Right to Adjourn Meeting | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | ||||
Security ID: 92343V104 Ticker: VZ | ||||
Meeting Date: 12-May-22 | ||||
1.1 | Elect Shellye L. Archambeau | Management | For | Voted - For |
1.2 | Elect Roxanne S. Austin | Management | For | Voted - For |
1.3 | Elect Mark T. Bertolini | Management | For | Voted - For |
1.4 | Elect Melanie L. Healey | Management | For | Voted - For |
1.5 | Elect Laxman Narasimhan | Management | For | Voted - For |
1.6 | Elect Clarence Otis, Jr. | Management | For | Voted - For |
1.7 | Elect Daniel H. Schulman | Management | For | Voted - For |
1.8 | Elect Rodney E. Slater | Management | For | Voted - For |
1.9 | Elect Carol B. Tome | Management | For | Voted - For |
1.10 | Elect Hans E. Vestberg | Management | For | Voted - For |
1.11 | Elect Gregory G. Weaver | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Charitable | |||
Contributions Disclosure | Shareholder | Against | Voted - Against |
590
LSV Value Equity Fund | ||||
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
5 | Shareholder Proposal Regarding Amendment to | |||
Clawback Policy | Shareholder | Against | Voted - Against | |
6 | Shareholder Proposal Regarding Severance Approval | |||
Policy | Shareholder | Against | Voted - Against | |
7 | Shareholder Proposal Regarding Report on Corporate | |||
Operations with China | Shareholder | Against | Voted - Against | |
VIATRIS INC. | ||||
Security ID: 92556V106 Ticker: VTRS | ||||
Meeting Date: 10-Dec-21 | ||||
1.1 | Elect Neil F. Dimick | Management | For | Voted - For |
1.2 | Elect Michael Goettler | Management | For | Voted - For |
1.3 | Elect Ian C. Read | Management | For | Voted - For |
1.4 | Elect Pauline van der Meer Mohr | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | Voted - 1 Year |
4 | Ratification of Auditor | Management | For | Voted - For |
VISHAY INTERTECHNOLOGY, INC. | ||||
Security ID: 928298108 Ticker: VSH | ||||
Meeting Date: 24-May-22 | ||||
1.1 | Elect Gerald Paul | Management | For | Voted - For |
1.2 | Elect Renee B. Booth | Management | For | Voted - For |
1.3 | Elect Michiko Kurahashi | Management | For | Voted - For |
1.4 | Elect Timothy V. Talbert | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
VISTRA CORP. | ||||
Security ID: 92840M102 Ticker: VST | ||||
Meeting Date: 03-May-22 | ||||
1.1 | Elect Scott B. Helm | Management | For | Voted - For |
1.2 | Elect Hilary E. Ackermann | Management | For | Voted - For |
1.3 | Elect Arcilia C. Acosta | Management | For | Voted - For |
1.4 | Elect Gavin R. Baiera | Management | For | Voted - For |
1.5 | Elect Paul M. Barbas | Management | For | Voted - For |
1.6 | Elect Lisa Crutchfield | Management | For | Voted - For |
1.7 | Elect Brian K. Ferraioli | Management | For | Voted - For |
1.8 | Elect Jeff D. Hunter | Management | For | Voted - For |
1.9 | Elect Curtis A. Morgan | Management | For | Voted - For |
1.10 | Elect John R. Sult | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
591
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
VOYA FINANCIAL, INC. | ||||
Security ID: 929089100 Ticker: VOYA | ||||
Meeting Date: 26-May-22 | ||||
1.1 | Elect Lynne Biggar | Management | For | Voted - For |
1.2 | Elect Yvette S. Butler | Management | For | Voted - For |
1.3 | Elect Jane P. Chwick | Management | For | Voted - For |
1.4 | Elect Kathleen DeRose | Management | For | Voted - For |
1.5 | Elect Ruth Ann M. Gillis | Management | For | Voted - For |
1.6 | Elect Aylwin B. Lewis | Management | For | Voted - For |
1.7 | Elect Rodney O. Martin, Jr. | Management | For | Voted - For |
1.8 | Elect Byron H. Pollitt, Jr. | Management | For | Voted - For |
1.9 | Elect Joseph V. Tripodi | Management | For | Voted - For |
1.10 | Elect David K. Zwiener | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WALGREENS BOOTS ALLIANCE, INC. | ||||
Security ID: 931427108 Ticker: WBA | ||||
Meeting Date: 27-Jan-22 | ||||
1.1 | Elect Janice M. Babiak | Management | For | Voted - For |
1.2 | Elect David J. Brailer | Management | For | Voted - For |
1.3 | Elect Rosalind G. Brewer | Management | For | Voted - For |
1.4 | Elect William C. Foote | Management | For | Voted - For |
1.5 | Elect Ginger L. Graham | Management | For | Voted - For |
1.6 | Elect Valerie B. Jarrett | Management | For | Voted - Against |
1.7 | Elect John A. Lederer | Management | For | Voted - For |
1.8 | Elect Dominic P. Murphy | Management | For | Voted - For |
1.9 | Elect Stefano Pessina | Management | For | Voted - For |
1.10 | Elect Nancy M. Schlichting | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - Against |
3 | Ratification of Auditor | Management | For | Voted - For |
4 | Shareholder Proposal Regarding Becoming a Public | |||
Benefit Corporation | Shareholder | Against | Voted - Against | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - For | |
6 | Shareholder Proposal Regarding External Public | |||
Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Voted - Against | |
WERNER ENTERPRISES, INC. | ||||
Security ID: 950755108 Ticker: WERN | ||||
Meeting Date: 10-May-22 | ||||
1.1 | Elect Kenneth M. Bird | Management | For | Voted - For |
1.2 | Elect Jack A. Holmes | Management | For | Voted - For |
592
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
1.3 | Elect Carmen A. Tapio | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
WESTROCK COMPANY | ||||
Security ID: 96145D105 Ticker: WRK | ||||
Meeting Date: 28-Jan-22 | ||||
1.1 | Elect Colleen F. Arnold | Management | For | Voted - For |
1.2 | Elect Timothy J. Bernlohr | Management | For | Voted - For |
1.3 | Elect J. Powell Brown | Management | For | Voted - For |
1.4 | Elect Terrell K. Crews | Management | For | Voted - For |
1.5 | Elect Russell M. Currey | Management | For | Voted - For |
1.6 | Elect Suzan F. Harrison | Management | For | Voted - For |
1.7 | Elect Gracia C. Martore | Management | For | Voted - For |
1.8 | Elect James E. Nevels | Management | For | Voted - For |
1.9 | Elect David B. Sewell | Management | For | Voted - For |
1.10 | Elect Alan D. Wilson | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Amendment to the 2020 Incentive Stock Plan | Management | For | Voted - For |
4 | Ratification of Auditor | Management | For | Voted - For |
WHIRLPOOL CORPORATION | ||||
Security ID: 963320106 Ticker: WHR | ||||
Meeting Date: 19-Apr-22 | ||||
1.1 | Elect Samuel R. Allen | Management | For | Voted - For |
1.2 | Elect Marc R. Bitzer | Management | For | Voted - For |
1.3 | Elect Greg Creed | Management | For | Voted - For |
1.4 | Elect Gary T. DiCamillo | Management | For | Voted - For |
1.5 | Elect Diane M. Dietz | Management | For | Voted - For |
1.6 | Elect Geraldine Elliott | Management | For | Voted - For |
1.7 | Elect Jennifer A. LaClair | Management | For | Voted - For |
1.8 | Elect John D. Liu | Management | For | Voted - For |
1.9 | Elect James M. Loree | Management | For | Voted - For |
1.10 | Elect Harish Manwani | Management | For | Voted - For |
1.11 | Elect Patricia K. Poppe | Management | For | Voted - For |
1.12 | Elect Larry O. Spencer | Management | For | Voted - For |
1.13 | Elect Michael D. White | Management | For | Voted - For |
2 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
3 | Ratification of Auditor | Management | For | Voted - For |
593
LSV Value Equity Fund
Proposal | Proposed by | Mgt. Position | Registrant Voted | |
XEROX HOLDINGS CORPORATION | ||||
Security ID: 98421M106 Ticker: XRX | ||||
Meeting Date: 19-May-22 | ||||
1.1 | Elect Joseph J. Echevarria | Management | For | Voted - For |
1.2 | Elect Scott Letier | Management | For | Voted - For |
1.3 | Elect Jesse A. Lynn | Management | For | Voted - For |
1.4 | Elect Nichelle Maynard-Elliott | Management | For | Voted - For |
1.5 | Elect Steven D. Miller | Management | For | Voted - For |
1.6 | Elect James L. Nelson | Management | For | Voted - Against |
1.7 | Elect Margarita Palau-Hernandez | Management | For | Voted - For |
1.8 | Elect Giovanni Visentin | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Provide Shareholders with the Right to Request | |||
Action by Written Consent | Management | For | Voted - For | |
5 | Shareholder Proposal Regarding Right to Call | |||
Special Meetings | Shareholder | Against | Voted - Against | |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION | ||||
Security ID: 989701107 Ticker: ZION | ||||
Meeting Date: 29-Apr-22 | ||||
1.1 | Elect Maria Contreras-Sweet | Management | For | Voted - For |
1.2 | Elect Gary L. Crittenden | Management | For | Voted - For |
1.3 | Elect Suren K. Gupta | Management | For | Voted - For |
1.4 | Elect Claire Huang | Management | For | Voted - For |
1.5 | Elect Vivian S. Lee | Management | For | Voted - For |
1.6 | Elect Scott J. McLean | Management | For | Voted - For |
1.7 | Elect Edward F. Murphy | Management | For | Voted - For |
1.8 | Elect Stephen D. Quinn | Management | For | Voted - For |
1.9 | Elect Harris H. Simmons | Management | For | Voted - For |
1.10 | Elect Aaron B. Skonnard | Management | For | Voted - For |
1.11 | Elect Barbara A. Yastine | Management | For | Voted - For |
2 | Ratification of Auditor | Management | For | Voted - For |
3 | Advisory Vote on Executive Compensation | Management | For | Voted - For |
4 | Approval of the 2022 Omnibus Incentive Plan | Management | For | Voted - For |
594