Perkins Large Cap Value Portfolio

Portfolio Facts
Composite Inception10/1/2006
Total Composite Assets
(As of 2/28/17)
$238.81M
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 2/28/17)
58
Weighted Average Market Capitalization ($ billion) (As of 2/28/17)$112.96B
Median Market
Capitalization ($ billion) (As of 2/28/17)
$60.62B
COMPOSITE PERFORMANCE (As of 12/31/16)GROSSNETRussell 1000® Value Index
Year 113.27%12.65%17.34%
Year 37.28%6.70%8.59%
Year 512.72%12.11%14.80%
Year 106.49%5.90%5.72%

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