Hartwell Small Cap Growth

Maximize long-term total return over time by holding a portfolio of industry leading smaller capitalization companies which are believed to possess significant potential for growth.

The strategy seeks a total return that exceeds the Russell 2000 Growth index over time.

Portfolio structure: 25 - 35 Holdings 10 Industry groups or more
Minimum account size: $1 Million
Fee: 1% per annum of assets under management
Benchmark Index: Russell 2000 Growth Index

The J.M. Hartwell Small Cap Growth approach is also available via the following SMA / UMA sponsors:

• NBC Securities, Inc. (Pro Am)
• Raymond James & Associates, Inc.
• RBC Dain Rauscher, Inc.
• Sterne Agee Leach Inc.

Please note that this investment approach may not be available at all times for new investors due to capacity or other constraints.

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