Perkins Small Cap Value Portfolio

Portfolio Facts
Composite Inception7/1/1988
Total Composite Assets
(As of 1/31/18)
$3.06B
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 1/31/18)
83
Weighted Average Market Capitalization ($ billion) (As of 1/31/18)$3.12B
Median Market
Capitalization ($ billion) (As of 1/31/18)
$2.84B
COMPOSITE PERFORMANCE (As of 12/31/17)GROSSNETRussell 2000® Value Index
Year 113.91%12.90%7.84%
Year 312.55%11.55%9.55%
Year 515.12%14.10%13.01%
Year 1010.51%9.54%8.17%

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

Justin Tugman

Justin Tugman, CFA

Portfolio Manager since 2009
Industry since 2000

Craig Kempler

Craig Kempler, CFA

Portfolio Manager since 2017
Industry since 1999

Robert Perkins

Robert Perkins

Portfolio Manager since 1987
Industry since 1966