Investment Strategies

U.S. Equity

Firm Style Primary Benchmark Track Record Approximate Positions Approximate Turnover
HydePark Enhanced 200 Russell Top 200® 2007 180-205 65%
HydePark Enhanced 500 S&P 500® 2001 400-490 50%
HydePark Enhanced Long/Short (130/30) S&P 500® 2007 350 long/150 short 50-100%
HydePark Enhanced Large Cap Value Russell 1000® Value 2007 500-600 85%
HydePark Enhanced Large Cap Growth Russell 1000® Growth 2007 550-650 75%
HydePark Enhanced Mid Cap Russell Mid Cap® 2005 600-700 75%
HydePark Enhanced 2000 Russell 2000® 2007 600-800 100%
HydePark Enhanced Custom Portfolios Client Specified 2000 Varies Varies
NWQ Large Cap Value Russell 1000® Value 1990 35-50 30-50%
NWQ Special Equity Russell Mid Cap Value®/ Russell 3000 Value® 1990 40-60 30-50%
NWQ Concentrated Russell 3000® 2007 10-20 30-50%
NWQ Small/Mid Cap Value Russell 2500® Value 2006 45-70 40-70%
NWQ Small Cap Value Russell 2000® Value 1996 45-70 40-70%
Santa Barbara Balanced Conservative Growth Russell 1000® Growth/
Barclays Aggregate Intermediate Gov’t Bond Index
2007 40-60 30-50%
Santa Barbara Conservative Growth Russell 1000® Growth 2006 30-50 30-50%
Santa Barbara Stable Growth Russell 1000® Growth/ S&P 500® 1988 40-50 15-30%
Santa Barbara Dividend Growth S&P 500® 2004 30-60 15-25%
Santa Barbara Strategic Growth Russell 1000® Growth 2006 40-80 50-100%
Symphony Large Cap Value Russell 1000® Value 2001 45-75 60-80%
Symphony Small Cap Core Russell 2000® 2001 45-75 60-80%
Tradewinds All Cap Russell 3000® Value 1999 40-60 30-60%
Tradewinds Small/Mid Cap Value Russell 2500® Value 1999 40-60 30-60%
Winslow Capital Large Cap Growth Russell 1000® Growth Index 1999 50-60 81%