Strategy Primary Benchmark Track Record Approx. Positions Approx. Turnover Investment Vehicles
Global All-Cap MSCI ACWI 2005 40-70 30-60%
  Mutual Fund
  Institutional
  Separate Account
  Commingled Fund
The Global All-Cap portfolio uses a rigorous bottom-up research approach to identify intrinsically undervalued global companies with strong and/or improving franchise quality. The universe of stocks includes those companies whose capitalizations are $100 million and up. The strategy is typically benchmarked to the MSCI ACWI Index. Risk controls include limiting position weightings to 5%, at cost. Industry and sector weights generally are less than 25% and 30%, respectively. Country weights typically are less than 35%, with emerging markets exposure generally less than 25%.
Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. In addition, a broad range of fundamental valuation metrics are utilized—price-to-cash flow, price-to-book, price-to-earnings and liquidation/replacement value. The portfolios are well diversified across 40-70 companies representing strong risk/return characteristics.
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Strategy Primary Benchmark Track Record Approx. Positions Approx. Turnover Investment Vehicles
Global Natural
Resources		 MSCI ACWI Materials Sector 2006 40-70 30-60%
  Institutional
  Separate Account
The Global Natural Resources portfolio uses a rigorous bottom-up approach to identify intrinsically undervalued companies in the Global Natural Resources sectors with strong and/or improving franchise quality. The universe of securities includes companies with a capitalization of greater than $100 MM located anywhere in the world which mine or develop natural resources or other basic need products or those companies which supply or service such companies. Risk controls include limiting position weightings to 5%, at cost. Industry weights are typically less than 40% and individual country weights outside the US are limited to 35% with emerging markets exposure generally less than 40%.
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