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Small Cap Growth

Summary

Summary

KEY FACTS as of 04/30/2019


Strategy Inception Date
Oct 1973
Strategy AUM
$2.7 B
Benchmark
Russell 2000® Growth Index
eVestment Universe
US Small Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Series Fund

PORTFOLIO MANAGERS

F. Thomas O'Halloran
F. Thomas O'Halloran, J.D., CFA

Partner & Portfolio Manager

32 Years of Industry Experience

Matthew DeCicco
Matthew R. DeCicco, CFA

Managing Director & Portfolio Manager

20 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

18 Years of Industry Experience

Supported By 3 Investment Professionals with 20 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 04/30/2019

Portfolio Index
Portfolio Index
Number of Holdings 93 1232
Forward P/E 36.7x 20.0x
Earnings Growth 23.0% 15.1%
Sales Growth 14.4% 10.6%
Return on Equity 6.8% 12.3%
Weighted Average Mkt. Cap $4.9 B $2.8 B

Performance

Performance

Small Cap Growth Equity Institutional Composite

Average Annual Returns as of 03/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 27.30% 25.65% 24.60% 10.37% 19.95% 11.77%
Net of Fees 27.02% 24.55% 23.49% 9.38% 18.80% 10.62%
Russell 2000® Growth Index 17.14% 3.85% 14.87% 8.41% 16.52% 8.12%

Calendar Year Returnsas of 03/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees 6.04% 31.13% -1.72% -8.00% 4.33% 58.82% 11.60% -0.62% 38.23% 48.71%
Net of Fees 5.12% 29.95% -2.60% -8.83% 3.32% 57.17% 10.45% -1.64% 36.89% 47.28%
Russell 2000® Growth Index -9.31% 22.17% 11.32% -1.38% 5.60% 43.30% 14.59% -2.91% 29.09% 34.47%

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