Perkins Small Cap Value Portfolio

Portfolio Facts
Composite Inception7/1/1988
Total Composite Assets
(As of 2/28/17)
$2.69B
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 2/28/17)
91
Weighted Average Market Capitalization ($ billion) (As of 2/28/17)$2.87B
Median Market
Capitalization ($ billion) (As of 2/28/17)
$2.57B
COMPOSITE PERFORMANCE (As of 12/31/16)GROSSNETRussell 2000® Value Index
Year 127.50%26.38%31.74%
Year 310.64%9.66%8.31%
Year 514.36%13.35%15.07%
Year 109.37%8.40%6.26%

Uncommon Value

Defensive Small-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 Reynolds

Tom Reynolds

Portfolio Manager since 2013
Industry since 1999

Justin Tugman

Justin Tugman, CFA

Portfolio Manager since 2009
Industry since 2000

Robert Perkins

Robert Perkins

Portfolio Manager since 1987
Industry since 1966