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| This portfolio uses the same security selection process as our other services, but the holdings are generally limited to 20-30 US equity positions and is fully invested. |
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| As of June 30, 2008 |
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YTD |
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1
Year |
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3 Year |
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Since
Inception |
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Inception
Date1 |
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04/30/05 |
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| Epoch Gross Return |
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-9.3% |
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-11.6% |
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6.5% |
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8.1% |
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| Epoch Net Return |
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-10.0% |
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-12.9% |
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4.9% |
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6.5% |
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| Russell 3000 |
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-11.0% |
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-12.7% |
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4.7% |
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5.9% |
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| Risk Statistics Since Inception
(April 30, 2005 - June 30, 2008)2 |
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Annual
Standard
Deviation |
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Sharpe
Ratio |
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Information
Ratio |
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Alpha |
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Beta |
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R-Squared |
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| Epoch |
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10.7 |
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0.4 |
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Epoch vs. |
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| Russell 3000 |
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10.2 |
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0.2 |
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Russell 3000 |
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0.5 |
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2.5 |
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0.9 |
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0.8 |
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