Portfolio Fact Sheet

Advisors

Please find links to the most recent composite performance below.

• Focused Advantage Equity Wrap Fee composite
• Advantage Equity Wrap Fee composite

 

Institutions

Please find links to the most recent composite performance below.

• Focused Advantage Equity composite
• Advantage Equity composite

 

Individual Investors

Please find links to the most recent composite performance below.

• Focused Advantage Equity composite
• Advantage Equity composite

 

For a complete list of composites, click here.

To view our most recent GIPS compliant performance disclosure, click here.