An Enduring Strategy

Our investment process is applied across all strategies. We take a bottom-up approach to building portfolios of quality companies.

PRODUCTS OVERVIEW

INSTITUTIONAL SEPARATE ACCOUNTSINCEPTION DATE
PERKINS SMALL CAP VALUE PORTFOLIOInception Jul 1, 1988
PERKINS MID CAP VALUE PORTFOLIOInception Oct 1, 1998
PERKINS LARGE CAP VALUE PORTFOLIOInception Oct 1, 2006
PERKINS ALL CAP VALUE PORTFOLIOInception Jan 1, 2010
PERKINS GLOBAL VALUE PORTFOLIOInception Jun 1, 1988
INSTITUTIONAL MUTUAL FUNDSINCEPTION DATE
PERKINS GLOBAL VALUE FUND (I SHARES)Inception Jun 29, 2001
PERKINS INTERNATIONAL VALUE FUND (I SHARES)Inception Apr 1, 2013
PERKINS LARGE CAP VALUE FUND (I SHARES)Inception Dec 31, 2008
PERKINS MID CAP VALUE FUND (I SHARES)Inception Aug 12, 1998
PERKINS SELECT VALUE FUND (I SHARES)Inception Dec 15, 2011
PERKINS SMALL CAP VALUE FUND (I SHARES)Inception Oct 21, 1987
PERKINS VALUE PLUS INCOME FUND (I SHARES)Inception Jul 30, 2010