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Large Cap GARP

The Fund invests in a diversified portfolio of large cap stocks expected to show growth at a reasonable price. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The strategy seeks to achieve a balanced outperformance against the Benchmark of the Russell 1000 Growth Index in both up and down markets. The initial selection universe is the Russell 1000 Index from which we exclude stocks less than $5. We also exclude all stocks that are not reasonably priced as measured by their forward-looking PE Ratio. We select stocks with good price momentum that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The Fund is also tax efficient for taxable investors.

For further information on this strategy and its performance, please contact us.