U.S. Equities

Investment Objective: To invest in stocks traded in a United States market and/or any American Depository Receipt that the firm has identified as having the potential for increasing in value.

Product Inception: August 1986
Benchmark: Russell 1000 Growth Index
Approach: Combines a top-down approach with bottom-up fundamental research, focusing on Sectors, Industries, and Stocks
Primary Investments: Growth Stocks
Capitalization: Large Capitalization Bias
Target Range of Holdings: 35-55
Preferred Minimum Account Size: $10 million

NOTE: Some accounts’ investment guidelines modify some or all of the elements of the investment strategy described above and may impose additional restrictions. Marvin & Palmer Associates may accept management of accounts that are smaller than the minimum stated above. Elements of the investment strategy described above may change over time. Please refer to the firm’s Brochure, for use in place of Part 2 of the United States Form ADV, for information on fees and minimum account sizes.