Magee-Thomson


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Our portfolios are constructed bottom-up, one stock at a time based on our disciplined fundamental research. Sector weights are a residual of our stock selection process.

Large Cap Growth

Our Large Cap Growth strategy invests in companies that are industry leaders with innovative products. We offer a pure growth strategy concentrated in 20 – 30 of our highest potential stocks. Higher earnings and revenue growth rates, higher P/E ratios, low dividend yields and a larger average market cap are typical for the strategy.

Product Highlights:

	Concentrates in innovative, industry leaders with fundamental catalysts
	Offers a pure growth compliment to client's portfolio
	Outperformed the Russell 1000 Growth Index since inception 300.7% (252.2% net) compares to 144.5% (total return)
	Beat the Russell 1000 Growth Index and the S&P 500 Index on an annualized basis for the last 1, 2, 3, 4, 5, 6, 7, 8 and 9 year periods
	15+ year track record

Inception date January 1, 1996
Benchmark: Russell 1000 Growth Index

Small Cap Growth

Our Small Cap Growth strategy is a pure growth strategy investing in 50 - 75 stocks. Higher earnings and revenue growth rates, higher P/E ratios, low dividend yields and an average market cap of approximately $800 million are typical for the strategy.

Product Highlights:

	Invests in innovative, young growth companies with new product catalysts
	Access to new IPO's

Inception date January 1, 2003
Benchmark: Russell 2000 Growth Index

Micro Cap Growth

Our Micro Cap Growth strategy invests in undiscovered, early stage companies with impressive earnings potential due to demand for their products. We spread our investment across 50 - 75 companies to balance the upside opportunity with enough diversification to mitigate downside volatility. Higher earnings and revenue growth rates, higher P/E ratios, low dividend yields and an average market cap of approximately $400 million are typical for the strategy.

Product Highlights:

	A more liquid alternative to venture capital that invests in tiny emerging companies with new product catalysts
	Beat the Russell Micro Cap Growth, the Russell 2000 Growth Index and the S&P 500 Index on an annualized basis for the last 1, 2 and 3 year periods.

Inception date January 1, 2008
Benchmark: Russell Micro Cap Growth Index

Performance Disclosure:
All performance data is through March 31, 2011. Please click here for additional disclosure information.