GROWTH EQUITY

In 2004, Large Cap Growth was added to round out the suite of Large Cap offerings. This strategy is measured against the Russell 1000 Growth Index and further captures long term “value” by extending the Affinity methodology to the “growth” universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark while supporting a “GARP” or Growth at the Right Price focus. The forward P/E, trailing 12 month P/E and P/B of the portfolio tends to be lower than the Russell Growth Index while maintaining a high potential for earnings and revenue growth. Turnover again is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

Growth_Equity

In 2004, Large Cap Growth was added to round out the suite of Large Cap offerings. This strategy is measured against the Russell 1000 Growth Index and further captures long term “value” by extending the Affinity methodology to the “growth” universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark while supporting a “GARP” or Growth at the Right Price focus. The forward P/E, trailing 12 month P/E and P/B of the portfolio tends to be lower than the Russell Growth Index while maintaining a high potential for earnings and revenue growth. Turnover again is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

Growth_Equity

In 2004, Large Cap Growth was added to round out the suite of Large Cap offerings. This strategy is measured against the Russell 1000 Growth Index and further captures long term “value” by extending the Affinity methodology to the “growth” universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark while supporting a “GARP” or Growth at the Right Price focus. The forward P/E, trailing 12 month P/E and P/B of the portfolio tends to be lower than the Russell Growth Index while maintaining a high potential for earnings and revenue growth. Turnover again is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

Growth_Equity