1. Large Cap Growth Opportunities
Presented By George Georgiades,
CIMA, CRPC

2. Large Cap Growth Managers of Interest
Winslow LCG
Neuberger LCG
Janus LCG
Atlanta Sosnoff LCG
Aletheia Growth *
* Aletheia Growth is only offered through SPA with a $2mm minimum
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3. LCG Managers‐ Rolling Returns
JUNE 30, 2003 TO JUNE 30, 2010
Latest Month Latest Quarter Year To Date 2 Years 3 Years 5 Years 7 Years
Aletheia R'srch Aletheia Growth -4.11 -7.90 -5.54 -14.89 -8.41 3.52 10.60
Ashfield Capital LARGE CAP GROWTH -5.09 -11.08 -7.23 -8.28 -5.91 0.63 3.46
Atalanta Sosnoff Atalanta Sosnoff LCG -5.41 -13.00 -9.60 -5.82 -5.65 2.94 5.75
BlackRock BlackRock LCG -6.06 -11.12 -6.90 -9.22 -10.66 -1.87 1.48
Cadence Capital LCG VII -5.71 -10.75 -6.44 -12.72 -9.75 -1.12 3.13
ClearBridge Adv LCG VII -6.66 -15.19 -11.32 -4.78 -9.00 -1.92 1.20
Columbus Circle LCG VII -6.16 -11.64 -6.01 -11.18 -7.02 1.32 4.57
Edgewood Mgmt. Large Cap Growth -4.49 -13.19 -12.56 -14.78 -8.16 1.90 3.91
Fayez Sarofim LCG V -3.31 -9.94 -6.46 -9.64 -7.67 -0.14 2.22
Friess Assoc Friess LgCapGr -7.32 -12.98 -7.11 -22.26 -13.64 -2.57 2.91
Invesco LCG -6.23 -11.66 -8.78 -10.37 -9.50 0.71 3.53
Janus Capital LCG VII -6.02 -13.68 -10.27 -15.63 -3.31 3.64 7.65
Loomis Sayles LCG VII -6.21 -12.15 -7.54 -15.13 -10.94 -3.39 2.26
Marsico Capital LCG VII -6.68 -12.30 -7.38 -9.95 -8.50 -1.52 2.98
Neuberger Berman LCG VI -5.13 -11.06 -7.73 -7.40 -4.39 2.55 6.19
Sands Capital SG -4.79 -9.14 -6.01 -3.26 -2.27 1.45 5.64
Santa Barbara LCG VI -5.97 -13.31 -8.93 -5.18 -6.22 0.63 2.31
Taylor Frigon Frigon Core Growth -4.88 -5.32 1.67 6.14 -2.23 N/A N/A
TCW Group LCG VII -4.67 -11.54 -8.34 -3.84 -4.81 -0.18 3.41
Victory Cap Mgmt Victory - LCG -5.24 -11.47 -6.41 -8.17 -5.43 3.09 6.49
Winslow Capital Winslow LCG -5.66 -13.01 -9.70 -9.49 -5.12 2.54 5.78
Wellington Mgmt Wellington LCV -5.74 -12.74 -7.49 -8.25 -8.44 1.83 5.30
William Blair LCG VII -4.89 -11.10 -7.85 -8.48 -7.00 -0.41 2.35
Standard & Poor's 500 -5.23 -11.43 -6.65 -8.11 -9.81 -0.79 2.84
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4. LCG Managers‐ Calendar Year Returns since 2001
DECEMBER 31, 2000 TO JUNE 30, 2010
2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Aletheia R'srch Aletheia Growth -5.54 33.84 -44.09 17.44 20.72 31.39 18.05 63.35 -26.09 -11.68
Ashfield Capital LARGE CAP GROWTH -7.23 37.49 -39.93 17.21 7.71 4.02 7.25 34.27 -26.98 -16.91
Atalanta Sosnoff Atalanta Sosnoff LCG -9.60 32.98 -35.11 14.65 14.62 19.67 9.02 25.92 -18.07 -11.18
BlackRock BlackRock LCG -6.90 19.46 -35.41 5.68 11.45 4.29 9.12 28.74 -23.42 -8.88
Cadence Capital LCG VII -6.44 23.98 -41.56 19.46 7.72 10.28 13.44 28.12 -22.98 -18.10
ClearBridge Adv LCG VII -11.32 37.38 -37.61 4.57 8.30 5.46 3.88 34.42 -22.70 -12.79
Columbus Circle LCG VII -6.01 27.71 -41.03 23.86 10.77 12.61 11.25 30.64 -24.70 -25.99
Edgewood Mgmt. Large Cap Growth -12.56 31.81 -38.62 24.13 15.31 5.21 5.73 32.39 -26.84 -15.31
Fayez Sarofim LCG V -6.46 24.91 -34.42 9.16 14.73 3.40 6.63 19.67 -16.78 -8.96
Friess Assoc Friess LgCapGr -7.11 10.53 -43.72 25.18 12.40 9.81 19.43 31.74 -12.49 -21.93
Invesco LCG -8.78 32.87 -41.51 15.23 15.41 11.28 6.11 31.91 -24.07 -19.40
Janus Capital LCG VII -10.27 45.90 -44.36 39.03 7.85 15.92 19.04 20.32 -14.85 -20.90
Loomis Sayles LCG VII -7.54 33.02 -49.39 23.56 -2.12 13.59 16.92 33.60 -22.17 -23.85
Marsico Capital LCG VII -7.38 28.56 -39.94 14.27 4.72 10.19 14.19 30.76 -15.68 -18.17
Neuberger Berman LCG VI -7.73 29.39 -34.14 20.92 11.03 9.79 13.11 28.15 -17.14 -15.39
Sands Capital SG -6.01 72.23 -48.40 19.73 -5.23 10.99 20.98 36.71 -26.91 -15.38
Santa Barbara LCG VI -8.93 36.27 -33.92 9.08 10.85 1.22 5.01 20.94 -26.15 -17.91
Taylor Frigon Frigon Core Growth 1.67 48.44 -32.23 -1.09 N/A N/A N/A N/A N/A N/A
TCW Group LCG VII -8.34 42.24 -36.81 13.83 -4.97 5.01 13.21 49.89 -27.47 -17.57
Victory Cap Mgmt Victory - LCG -6.41 44.76 -43.21 24.45 5.76 16.13 15.85 23.63 -28.48 -30.63
Winslow Capital Winslow LCG -9.70 39.67 -38.73 23.03 7.77 10.93 14.86 30.01 -27.74 -14.67
Wellington Mgmt Wellington LCV -7.49 23.68 -33.27 9.53 22.31 8.80 10.98 30.84 -22.20 5.05
William Blair LCG VII -7.85 33.21 -37.00 10.46 7.67 5.37 6.50 26.19 -25.80 -17.03
Standard & Poor's 500 -6.65 26.46 -37.00 5.49 15.79 4.91 10.88 28.68 -22.10 -11.89
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5. LCG Managers‐ 3 year ROR and Standard Deviation
see Taylor Frigon GIPS disclosures here. 5

6. Grow With Us

7. Core Growth Strategy
Portfolio Characteristics
TFCM* S&P 500*
5 yr EPS Growth 9.7% 0.6%
5 yr Sales Growth 16.6% 9.9%
Return on Assets 10.1% 2.9%
Return on Equity 16.4% 14.9%
Avg Market Cap $10,692M $19,572M
Projected 10yr Growth Rate 17.0% 10.0%
Net Profit Margin 13.1% 8.6%
Operating EPS Yield 4.3% 7.1%
Average Portfolio Turnover 28.0% n/a
*As of 06/30/10
Grow With Us
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