Our philosophy, process, experience, and judgement manifest themselves in the results we have achieved in our portfolios’ performance.
As of December 31, 2011:
CORE: Our flagship portfolio, has outperformed its benchmark over the most recent quarter (MRQ), year-to-date (YTD), 1, 5 and 10 year periods and since inception. The strategy has a 21-year track record.
VALUE: Has outperformed its benchmark over the YTD, 1, 3, 5 and 10 year periods and since inception. The strategy has a 20- year track record.
GROWTH: Has outperformed its benchmark over the MRQ, YTD, 1 and 7 year periods and since inception periods. The strategy has an eight-year track record.