Value. Delivered.


Concentrated Value
Separate Account

Mid Cap Value
Separate Account


*Versus 408 and 101 Morningstar Peers, respectively as of 3/31/14. The top 10% of separate accounts in the category earn 5 stars, the next 22.5% earn 4 stars..

Learn More about our recent Overall Morningstar Ratings

1st Percentile Sharpe Ratio


Concentrated Value
Separate Account

#1 out of 1,115 Morningstar
peers since inception*

Mid Cap Value
Separate Account

#1 out of 383 Morningstar
peers since inception*


*Since Inception 11/30/2008 to 6/30/2014.

Learn More About Our Sharpe Ratio Rankings

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