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Global Small Cap
This product capitalizes on two observations - the continuing globalization of the world economy and the inherent advantages of investing in small-cap companies versus larger capitalization firms. It is our contention that through the application of the Law of Comparative Advantage, real growth, productivity, and earnings at the global level will grow faster than most pundits believe. With superior return inherently.
 
available in small-cap universes, well diversified, global oriented, small-cap portfolios offer superior investment returns to most investors.
Global Small Cap Performance*
As of June 30, 2008
YTD 1 Year 3 Years 5 Years Since Inception Inception
Date1
12/31/02
Epoch Gross Return -7.4% -8.2% 12.5% 16.8% 17.7%
Epoch Net Return

-8.0%

-9.2%

11.2%

15.5%

16.4%
S&P/Citigroup EMI World Index -8.7% -13.4% 10.2% 16.4% 18.1%
Risk Statistics Since Inception (December 31, 2002 - June 30, 2008)2
Annual
Standard
Deviation
Sharpe
Ratio
Information
Ratio
Alpha Beta R-Squared
Epoch 11.2 1.3 Epoch vs.
S&P/Citigroup EMI World Index 12.6 1.2 S&P/Citigroup EMI World Index -0.1 2.2 0.9 0.9
*Effective 5/2007, the benchmark was changed from the MSCI World (Gross) Index to the S&P Citigroup EMI World Index as it is more representative of the composite’s investment strategy. This change has been applied retroactively.
Click here for Schedule of Fees.
1See End Notes (Download Adobe Acrobat Here) for further information and composite performance disclosure.
2The risk statistics are shown as supplemental information only and complement the Composite presentation which is located within the Performance Disclosure section of the End Notes.
Additional information regarding policies for calculating and reporting returns is available upon request.
Past performance is no guarantee of future results.
© 2008 Epoch Investment Partners, Inc.