Perkins All Cap Value Portfolio

Portfolio Facts
Composite Inception1/1/2010
Total Composite Assets
(As of 3/31/18)
$148.55M
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 3/31/18)
64
Weighted Average Market Capitalization ($ billion) (As of 3/31/18)$106.29B
Median Market
Capitalization ($ billion) (As of 3/31/18)
$20.60B
COMPOSITE PERFORMANCE (As of 3/31/18)GROSSNETRussell 3000® Value Index
Year 18.42%7.61%6.81%
Year 39.00%8.19%7.87%
Year 510.43%9.61%10.71%
Year 10N/AN/A7.84%

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

Ted Thome

Ted Thome, CFA

Portfolio Manager since 2017
Industry since 2002

Alec Perkins

Alec Perkins

Portfolio Manager since 2011
Industry since 2002