U.S. Equities Strategy Description
| Description: | The Marvin & Palmer U.S. Equities Strategy is implemented for investors on a separate account basis. The strategy invests in U.S.-listed equities and is managed relative to the S&P 500 Index. |
| Date of Inception: | August 1, 1988 |
| Investment Approach: | Invests in high-quality companies supported by favorable industry trends. |
| Target Range of Holdings: | Generally 20 – 30 |
| Benchmark: | S&P 500 Index |
| Portfolio Managers: | David Marvin, Stephen Marvin |
| Portfolio Analyst: | Doug Sanna |
| Management Fees: | 1.00% annually of assets under management |