|
Process
and Performance
Investment
Process Overview
Our philosophy is
based upon the
fundamental premise that earnings growth ultimately drives
investor returns. The objective of SmallCap Growth
is to invest in the most rapidly growing companies that:
-
Exhibit
accelerating operating fundamentals supported by strong
technical trends with high quality earnings and sustainable
growth.
-
Meet our criteria before the earnings growth
inflection point is recognized by other investors, and we;
Performance
History
| Year |
MindShare SmallCap Growth |
Russell
2000 Growth |
|
2006 |
9.73% |
13.35% |
|
2005 |
3.78% |
4.15% |
|
2004 |
11.47% |
14.31% |
|
2003 |
91.66% |
48.54% |
|
2002 |
-20.75% |
-30.26% |
|
2001 |
24.90% |
-9.23% |
|
2001(beg
5/1) |
-18.94% |
-21.05% |
| Annualized
as of December 31, 2006 |
|
3 Years |
8.28% |
10.51% |
|
5 Years |
14.03% |
6.93% |
|
Inception |
10.56% |
0.03% |
|
