Overview

Lifesciences

Internet Technologies

Broadcast Technologies
and Content Management

Information Displays and
Speech Recognition

Wireless
Performance




Small-Cap Growth Portfolio

We seek superior, long-term returns by identifying growth companies at an early or transitional stage of development, before the general market discovers their potential. The team employs a bottom-up, fundamental, active management style, emphasizing growth companies at attractive valuations. We add value for clients by conducting extensive company due diligence, focusing on companies' long-term earnings potential, and differentiation versus their peers.

PERFORMANCE REVIEW – 6/30/05(1)

 

1 Qtr

One
Year

Three
Years

Five
Years

Seven
Years

Ten
Years

YES (Net)

-0.56%

-10.53%

15.32%

-7.24%

10.25%

12.95%

Russell® 2000 Index

4.32%

9.45%

12.81%

5.71%

6.28%

9.90%

Russell® 2000 Growth Index

3.48%

4.29%

11.37%

-4.51%

1.43%

5.16%

(1) Performance figures are net of fees and commissions, and the composite calculation has been weighted for the size of each individual account. Performance reflects the inclusion of dividends, interest and other earnings. All performance figures for periods of one year and greater are annualized. Performance results for individual accounts may vary due to the timing of investments, fees, size of positions and other reasons. PAST PERFORMANCE SHOULD NOT BE CONSTRUED AS A GUARANTEE OF FUTURE PERFORMANCE. YES accounts are included in the above performance composite at the beginning of each account's first full calendar month under management. All accounts are managed on a discretionary basis. Wrap accounts are not included. Performance results prior to 1/1/98 were compiled by the Concord Advisory Group. From 1/1/98, results are calculated internally using the Advent investment management software and information provided by outside custodial firms.

EQUITY CHARACTERISTICS – 6/30/05

 

PCM
YES Portfolio

Russell®
2000

Russell®
2000 Growth

Price/Book

4.2 x

2.28 x

3.40 x

Weighted Average Market Cap

$964.7 M

$1,000 M

$1,000 M

Median Market Cap

$372 M

$556 M

$549 M

 

 

 

Increase Font Size




 

To arrange a meeting with our investment team or to request further information on our Small-Cap Growth Portfolio or any other investment strategies, please call Joe Self at (609) 924-6867 or send an email to [email protected].

 
   
back to top