Portfolio Manager: Mark Wynegar, Mike Johnson
Approach: Bottom-up, fundamental research
Portfolio Benchmark: Russell 2000
Number of Holdings: 60 to 70 stocks
Cash Position: Typically below 5%
Expected Turnover: 25-35% Annually
Strategy Inception: 06/30/1996
Portfolio Manager: Donald Radtke, Mark Wynegar
Approach: Bottom-up, fundamental research
Portfolio Benchmark: Russell 2500
Number of Holdings: 50 to 60 stocks
Cash Position: Typically below 5%
Expected Turnover: 25-35% Annually
Strategy Inception: 12/31/2016
Portfolio Manager: Mark Wynegar
Approach: Bottom-up, fundamental research
Portfolio Benchmark: S&P 500 & Russell 3000
Market Cap Focus: At purchase: $500 million to no upper limit
Number of Holdings: Approximately 30 stocks
Expected Turnover: Under 35% Annually
Strategy Inception: 12/31/2014
Portfolio Manager: Nick Nevole
Approach: Bottom-up, fundamental research
Portfolio Benchmark: Russell 1000 Value, S&P 500
Market Cap Focus: At purchase: > $1 billion
Number of Holdings: 45 to 55 stocks
Expected Turnover: 15-30% annually
Strategy Inception: 09/30/2014
Portfolio Manager: Nick Nevole
Approach: Bottom-up, fundamental research
Portfolio Benchmark: S&P 500
Market Cap Focus: At purchase: > $5 billion
Number of Holdings: 50 to 60 stocks
Expected Turnover: 25-35% Annually
Strategy Inception: 03/31/1982