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Curran Investment Management Institutional Summary


Firm Inception

Firm AUM (3/31/2018)

Institutional AUM (3/31/2018)

Staff

2004

$343M

$40M

14


Curran Investment Management Institutional Equity Portfolios
Statistic Portfolio Summaries:

Portfolio
Core GrowthMidcapSmall 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 Portfolio20-2535-4035-4020-25
# of Stocks in Starting Universe900100028003000
Post Initial Screen Universe270175145500
Post Valuation Model Focus List*306050-600*
Portfolio Annual Turnover40-60%50-60%40-60%100%
Maximum Cash Level5%5%5%7.5%

*No Valuation Model used in All Cap


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