Perkins Large Cap Value Portfolio

Portfolio Facts
Composite Inception10/1/2006
Total Composite Assets
(As of 1/31/18)
$212.13M
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 1/31/18)
54
Weighted Average Market Capitalization ($ billion) (As of 1/31/18)$126.85B
Median Market
Capitalization ($ billion) (As of 1/31/18)
$57.46B
COMPOSITE PERFORMANCE (As of 12/31/17)GROSSNETRussell 1000® Value Index
Year 115.33%14.71%13.66%
Year 38.38%7.79%8.65%
Year 512.85%12.24%14.04%
Year 107.29%6.70%7.10%

Uncommon Value

Defensive Large-Cap Value Equities

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

Disciplined valuation process measures downside risk before upside potential

PORTFOLIO MANAGERS

Tom Perkins

Tom Perkins

Portfolio Manager since 2006
Industry since 1970

Kevin Preloger

Kevin Preloger

Portfolio Manager since 2006
Industry since 1997