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CABOTโ€™S 21ST ANNUAL INVESTMENT
   CONFERENCE & LUNCHEON
       Friday, September 24, 2010
Presented by: Les Satlow, CFA, Portfolio Manager

CABOTโ€™S YEAR IN REVIEW
Fat Finger?
The 10-Year Treasury has
  dropped from almost
  4.0% to 2.5% in five
        months.
In โ€œnormalโ€ times (i.e. 2006), equity
  inflows would be much stronger.
Fund Flows in $mln
Dividends = 10-Year Treasury Yield
Cabot's 2010 Year In Review
Cabot's 2010 Year In Review
Cabot's 2010 Year In Review

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Cabot's 2010 Year In Review