CHOICE Special Opportunities Portfolio
Our Special Opportunities Portfolio is designed for moderately aggressive investors seeking to maximize pre-tax capital appreciation. This is a multi-cap, multi-style portfolio that emphasizes stock picking from all areas of the public equity markets. We are sensitive to tax considerations, but those cannot be our primary investment consideration. Turnover historically has been less than 50%, although there can be no assurance that that will remain constant in the future.

Portfolio holdings are likely to be a combination of younger "growth" companies and well-known names we believe are attractively valued. The overall yield has traditionally been less than 1.0%. We evaluate this portfolio primarily against the Russell 3000 Index to reflect the combination of large-, mid-, and small-cap stocks that can define the portfolio.

Although the portfolio’s historical performance has been superior to that of the Russell 3000 Index, we believe it is notable that volatility (as measured by “beta”) nevertheless has been below the Russell 3000 Index since the portfolio’s inception (January 1, 2001).

It is not possible to invest directly in an index.

Past performance is not a guarantee of future results.