|
The following table
provides a description of the five 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
|
| Bill D’Alonzo |
20% |
Small- and mid-sized companies |
Growth |
| Jeffrey Bronchick and Thomas Kerr |
20% |
Small- and mid-sized companies |
Value |
| Robert Rodriguez |
20% |
Small- and mid-sized companies |
Value |
| Michael Malouf and Tucker Walsh |
20% |
Small and mid-sized companies |
Growth |
| Dick Weiss |
20% |
Small- and mid-sized companies |
Growth at a reasonable price |
|
