Perkins Mid Cap Value Portfolio

Portfolio Facts
Composite Inception10/1/1998
Total Composite Assets
(As of 1/31/18)
$4.18B
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 1/31/18)
62
Weighted Average Market Capitalization ($ billion) (As of 1/31/18)$10.20B
Median Market
Capitalization ($ billion) (As of 1/31/18)
$7.79B
COMPOSITE PERFORMANCE (As of 12/31/17)GROSSNETRussell Midcap® Value Index
Year 114.60%13.76%13.34%
Year 39.91%9.10%9.00%
Year 513.12%12.28%14.68%
Year 108.07%7.28%9.10%

Uncommon Value

Defensive Mid-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 1998
Industry since 1970

Kevin Preloger

Kevin Preloger

Portfolio Manager since 2013
Industry since 1997

Justin Tugman

Justin Tugman, CFA

Portfolio Manager since 2015
Industry since 2000