|
The following table provides a description of the three
investment managers and their allocation of the total
portfolio, experience, and investment style. Generally,
the portion of the fund assigned to each manager is
fixed. These fixed allocations are allowed to drift
slightly under the scrutiny of the Advisor. The timing
and degree of any rebalancing is determined by the Advisor.
| Investment Manager
| Target Manager Allocation
| Size of Companies
| Stock-Picking Style
|
| Chris Davis & Ken Feinberg |
33.33% |
Mostly large companies |
Growth at a reasonable price |
| Michael Embler & Peter Langerman |
33.33% |
All sizes and global |
Value |
| Frank Sands Jr. & Michael Sramek |
33.3% |
Mostly mid- and large-sized companies |
Growth |
|
