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 Growth4,5 Russell 1000® Growth/
Barclays Aggregate Intermediate Gov’t Bond Index
2007 40-60 30-50%
Santa Barbara Conservative Growth4,5 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 Small/Mid Cap Russell 2500® 2003 40-60 40-100%
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%

4 Balanced Conservative Growth formerly known as Rittenhouse Large-Cap Growth Equity;
Conservative Growth formerly known as Rittenhouse Large-Cap Growth Balanced
5 Effective January 1, 2009, Rittenhouse Asset Management combined with its Nuveen affiliate, Santa Barbara Asset Management, LLC. Rittenhouse’s employees and products will operate under the Santa Barbara name. Rittenhouse’s flagship product, Rittenhouse Large-Cap Growth Equity, has been renamed Santa Barbara Conservative Growth and the Rittenhouse Large-Cap Growth Balanced has been renamed Santa Barbara Balanced Conservative Growth. The investment team, investment philosophy and investment process will remain materially unchanged.