Economic Overview - The October Personal Consumption Expenditures (PCE) Price Index indicates a re-acceleration of inflation, with consumer prices rising 2.3% year over year, up from 2.1% in September, which raises questions about the Federal Reserve's timeline for further rate cuts [1] Value Investing Strategy - Amid inflationary pressures and policy uncertainty, value investing is highlighted as a resilient strategy, focusing on stocks undervalued relative to their intrinsic worth [2] - Earnings yield is a key metric for identifying attractive value opportunities, calculated as annual earnings per share (EPS) divided by market price [3] - A higher earnings yield indicates a stock is undervalued compared to those with lower earnings yield, which are seen as overpriced [3] Comparison with Fixed-Income Securities - Earnings yield serves as a more illuminating metric than the traditional P/E ratio, allowing for comparisons with fixed-income securities like the 10-year Treasury yield [4] - If a stock's yield is lower than the 10-year Treasury yield, it is considered overvalued relative to bonds, while a higher yield indicates it is undervalued [5] Stock Screening Criteria - An earnings yield greater than 10% is set as a primary screening criterion, supplemented by estimated EPS growth for the next 12 months greater than or equal to the S&P 500 [6] - Additional criteria include an average daily volume greater than or equal to 100,000 and a current price of at least $5 [7][8] Selected Stocks - **Pitney Bowes (PBI)**: Expected earnings growth of 850% and 176% for 2024 and 2025, respectively, with a Zacks Rank 1 and Value Score of A [9] - **Mr. Cooper Group Inc (COOP)**: Anticipated earnings growth of 62% and 29% for 2024 and 2025, respectively, with a Zacks Rank 1 and Value Score of B [11] - **BrightSphere Investment Group (BSIG)**: Projected earnings growth of 46% and 12% for 2024 and 2025, respectively, with a Zacks Rank 1 and Value Score of B [12] - **Qifu Technology Inc. (QFIN)**: Expected earnings growth of 55% and 12% for 2024 and 2025, respectively, with a Zacks Rank 1 and Value Score of A [13] - **Quad Graphics (QUAD)**: Forecasted earnings growth of 62% and 29% for 2024 and 2025, respectively, with a Zacks Rank 2 and Value Score of A [14]

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system helps identify promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - BrightSphere Investment Group (BSIG) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth indicating strong prospects [3] - BrightSphere's projected EPS growth for this year is 45.5%, significantly higher than the industry average of 12.5% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important indicator of efficiency in growth investing [5] - BrightSphere has an S/TA ratio of 0.84, indicating it generates $0.84 in sales for every dollar in assets, compared to the industry average of 0.23 [6] Group 4: Sales Growth - Sales growth is another key metric, with BrightSphere expected to achieve a sales growth of 16.6% this year, far exceeding the industry average of 1.2% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - BrightSphere has seen a 7.9% increase in current-year earnings estimates over the past month [8] Group 6: Overall Positioning - BrightSphere has earned a Growth Score of B and a Zacks Rank 1 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

Core Viewpoint - BrightSphere Investment Group (BSIG) has shown significant stock performance, with a 17.3% increase over the past month and a 59.3% rise since the beginning of the year, outperforming both the Zacks Finance sector and the Zacks Financial - Investment Management industry [1][2]. Financial Performance - In the last earnings report on October 31, 2024, BSIG reported an EPS of $0.59, exceeding the consensus estimate of $0.52, and beat the revenue estimate by 7.09% [2]. - For the current fiscal year, BSIG is projected to achieve earnings of $2.59 per share on revenues of $497.42 million, reflecting a 45.51% increase in EPS and a 16.6% increase in revenues [3]. - The next fiscal year forecasts earnings of $2.90 per share on revenues of $530.45 million, indicating year-over-year changes of 11.97% and 6.64%, respectively [3]. Valuation Metrics - BSIG currently trades at 11.8X current fiscal year EPS estimates, below the peer industry average of 12.7X, and at 13.6X on a trailing cash flow basis compared to the peer group's average of 11.4X [7]. - The stock has a Value Score of B, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of A [6]. Zacks Rank - BSIG holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, aligning with the recommendation for investors to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [8][9]. Industry Comparison - The Financial - Investment Management industry is performing well, with BSIG and Federated Hermes, Inc. (FHI) both showing strong fundamentals. FHI has a Zacks Rank of 1 and is expected to post earnings of $4.23 per share on revenue of $1.63 billion for the current fiscal year [10][11]. - FHI shares have gained 8.1% over the past month, trading at a forward P/E of 13.26X and a P/CF of 10.86X, indicating favorable conditions within the industry [12].

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those with true potential can be challenging [1] Group 1: Company Overview - BrightSphere Investment Group (BSIG) is recommended as a cutting-edge growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 2.9%, but projected EPS growth for this year is expected to be 45.5%, significantly higher than the industry average of 13.1% [5] Group 2: Financial Metrics - BrightSphere Investment Group has an asset utilization ratio (sales-to-total-assets ratio) of 0.84, indicating it generates $0.84 in sales for every dollar in assets, compared to the industry average of 0.23 [7] - The company's sales are projected to grow by 16.6% this year, while the industry average is only 1% [8] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for BrightSphere Investment Group, with the Zacks Consensus Estimate for the current year increasing by 12.1% over the past month [10] - The combination of a Growth Score of B and a Zacks Rank 1 suggests that BrightSphere Investment Group is a potential outperformer and a solid choice for growth investors [11]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38979 BrightSphere Investment Group Inc. (Exact name of registrant as specified in its charter) Delaware ...

Core Viewpoint - BrightSphere Investment Group (BSIG) has shown significant stock performance, with a 13.9% increase over the past month and a 37.7% gain since the start of the year, outperforming both the Zacks Finance sector and the Zacks Financial - Investment Management industry [1][2]. Financial Performance - In the last earnings report on October 31, 2024, BSIG reported an EPS of $0.59, exceeding the consensus estimate of $0.52, and beat the revenue estimate by 7.09% [2]. - For the current fiscal year, BSIG is expected to post earnings of $2.40 per share on revenues of $488.84 million, reflecting a 34.83% change in EPS and a 14.59% change in revenues [3]. - For the next fiscal year, the company is projected to earn $2.68 per share on revenues of $526.28 million, indicating year-over-year changes of 11.67% and 7.66%, respectively [3]. Valuation Metrics - BSIG currently trades at 11X current fiscal year EPS estimates, below the peer industry average of 12X, and at 11.8X trailing cash flow compared to the peer group's average of 10.9X [7]. - The stock has a Value Score of B, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of A [6]. Zacks Rank - BSIG holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, which positions it favorably for investors [8][9]. Industry Comparison - AllianceBernstein Holding L.P. (AB), a peer in the industry, has a Zacks Rank of 2 (Buy) and is expected to post earnings of $3.56 per share on revenue of $3.44 billion for the current fiscal year [10][11]. - The Financial - Investment Management industry is performing well, ranking in the top 8% of all industries, providing a favorable environment for both BSIG and AB [12].

Contact: Investor Relations ir@bsig.com (617) 369-7300 Exhibit 99.1 BrightSphere Reports Financial and Operating Results for the Third Quarter Ended September 30, 2024 • U.S. GAAP earnings per share of $0.45 for the quarter, compared to $0.46 for Q3'23 • U.S. GAAP net income attributable to controlling interests of $16.9 million for the quarter, compared to $19.6 million for Q3'23 • ENI earnings per share of $0.59 for the quarter, compared to $0.45 for Q3'23 • AUM of $120.3 billion at September 30, 2024, co ...

BrightSphere Investment Group Inc. (NYSE:BSIG) Q3 2024 Earnings Call October 31, 2024 11:00 AM ET Company Participants Melody Huang - Investor Relations Suren Rana - President and Chief Executive Officer Conference Call Participants Kenneth Lee - RBC Capital Markets John Dunn - Evercore ISI Michael Cyprys - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by. Welcome to the BrightSphere Investment Group Earnings Conference Call and Webcast for the Third Quarter 2024. [Operator Instructio ...

Core Insights - BrightSphere Investment Group (BSIG) reported quarterly earnings of $0.59 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, and showing an increase from $0.45 per share a year ago, resulting in an earnings surprise of 13.46% [1] - The company achieved revenues of $123.1 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 7.09% and up from $107.3 million year-over-year [2] - BrightSphere's stock has increased approximately 37.6% since the beginning of the year, outperforming the S&P 500's gain of 21.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.99 on revenues of $160.3 million, and for the current fiscal year, it is $2.40 on revenues of $488.84 million [7] - The estimate revisions trend for BrightSphere is favorable, leading to a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Financial - Investment Management industry, to which BrightSphere belongs, is currently ranked in the top 9% of over 250 Zacks industries, suggesting a strong performance potential [8] - Affiliated Managers Group (AMG), another company in the same industry, is expected to report quarterly earnings of $4.82 per share, reflecting a year-over-year increase of 18.1% [9]