Sabino Investment Management, L.L.C.

Performance

In accordance with the Global Investment Performance Standards, all fee-paying discretionary portfolios are included in one of the composites listed below.  A composite is an aggregation of portfolios into a single group that is representative of a particular investment strategy, style, or objective.  Please note that some of the composites did not have portfolios within the composite during all of the periods.

Equity Composite - Portfolios included in the equity composite consist of 80-100% equities and 0-20% cash.

Growth Composite - Portfolios included in the growth composite consist of 60-80% equities, 20-40% fixed income, and 0-20% cash.

Balanced Composite - Portfolios included in the balanced composite consist of 40-60% equities, 40-60% fixed income, and 0-20% cash.

Moderate Risk Composite - Portfolios included in the moderate risk composite consist of 5-35% equities, 60-85% fixed income, and 0-20% cash.

Fixed Income Composite - Portfolios included in the fixed income composite consist of 80 - 100% fixed income and 0-20% cash.

 

Click here for detailed information on investment performance from January 1, 1999 through September 30, 2008.