Perkins All Cap Value Portfolio

Portfolio Facts
Composite Inception1/1/2010
Total Composite Assets
(As of 7/31/17)
Total Number of Equity Issues
(As of 7/31/17)
Weighted Average Market Capitalization ($ billion) (As of 7/31/17)$119.03B
Median Market
Capitalization ($ billion) (As of 7/31/17)
COMPOSITE PERFORMANCE (As of 6/30/17)GROSSNETRussell 3000® Value IndexS&P 500
Year 117.03%16.17%16.21%17.90%
Year 38.02%7.22%7.32%9.61%
Year 512.82%11.99%13.89%14.63%
Year 10N/AN/A5.59%7.18%

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


Ted Thome

Ted Thome, CFA

Portfolio Manager since 2017
Industry since 2002

Tom Reynolds

Tom Reynolds

Portfolio Manager since 2017
Industry since 1999

Alec Perkins

Alec Perkins

Portfolio Manager since 2011
Industry since 2002