Complete composite performance history and disclosures:
Emerging Markets Select Composite Presentation
Emerging Markets Small Cap Composite Presentation
Frontier Emerging Small Countries Composite Presentation
World Innovators Composite Presentation
Global Small Cap Composite Presentation
International Micro Cap Composite Presentation
International Small Cap Growth Composite Presentation
Large Cap Value Composite Presentation
Micro Cap Growth Composite Presentation
Micro Cap Value Composite Presentation
Mid Cap Growth Composite Presentation
Small Cap Core Growth Composite Presentation
Small Cap Growth Composite Presentation
Small Cap Ultra Growth Composite Presentation
Small Cap Value Composite Presentation
Complete List of Composites
ADV Part 2
The information shown above is for a representative account and is supplemental information to the GIPS-compliant composite presentation for each investment strategy.
Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.
The performance of the Small Cap Growth Composite prior to 12/31/94 is not in compliance with the GIPS® standards because the composite structure prior to 12/31/94 is not consistent with our current composite construction policies and procedures. The composite prior to 12/31/94 includes include all separate accounts and mutual funds following the style except those that had significant client-initiated activity (such as cash flows or restrictions) that materially affected our ability to manage them according to the style. In addition, the composite prior to 12/31/89 includes the equity-only portion of separate accounts managed most closely to the Small Cap Growth style. The equity-only performance does not include cash.
CFA® is a trademark owned by CFA Institute.