Perkins All Cap Value Portfolio

Portfolio Facts
Composite Inception1/1/2010
Total Composite Assets
(As of 2/28/17)
$257.40M
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 2/28/17)
77
Weighted Average Market Capitalization ($ billion) (As of 2/28/17)$99.82B
Median Market
Capitalization ($ billion) (As of 2/28/17)
$23.08B
COMPOSITE PERFORMANCE (As of 12/31/16)GROSSNETRussell 3000® Value IndexS&P 500
Year 117.09%16.23%18.40%11.96%
Year 38.38%7.57%8.55%8.87%
Year 512.57%11.74%14.81%14.66%
Year 10N/AN/A5.76%6.95%

Uncommon Value

Diversified portfolios of what we believe are high-quality, undervalued stocks

Disciplined valuation process measures downside risk before upside potential

Flexibility to invest across the market-cap spectrum

PORTFOLIO MANAGERS

Tom Perkins

Tom Perkins

Portfolio Manager since 2010
Industry since 1970

Alec Perkins

Alec Perkins

Portfolio Manager since 2011
Industry since 2002