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Curran Investment Management Institutional Summary


Firm Inception

Firm AUM (12/31/2017)

Institutional AUM (12/31/2017)

Staff

2004

$340M

$39M

14


Curran Investment Management Institutional Equity Portfolios
Statistic Portfolio Summaries:

Portfolio
Core GrowthMid CapSmall CapAll Cap
Inception Date6/30/19989/30/20039/30/20092/29/2012
Min # Yrs Public Data10532
Min # Yrs EPS & ROE5331
Market Cap Range ($B)5+2-14<2All Cap
# of Stocks in Portfolio20-2525-3535-4020-25
# of Stocks in Starting Universe900100028004700
Post Initial Screen Universe270175145300
Post Valuation Model Focus List*3030300*
Portfolio Annual Turnover40-60%40-60%40-60%80-100%
Maximum Cash Level5%5%5%7.5%

*No Valuation Model used in All Cap and Smid Cap

Fee Schedules:

Portfolio1st $10milNext $10milOver $20mil
All Cap0.650.60Negotiable
Core0.500.45Negotiable
Mid Cap0.600.55Negotiable
Small Cap0.800.75Negotiable
Smid Cap0.750.70Negotiable