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Aurora manages an All-Cap GARP Strategy with an inception date of December 31, 1995.

Aurora has recently launched an All-Cap GARP Dividend Growth Strategy with an inception date of December 31, 2017.

HISTORICAL ANNUALIZED PERFORMANCE (%)

as of September 30, 2018

Key Stats

Asset Class U.S. All Cap Equity
Primary Index Russell 3000®
Inception Date December 31, 1995
Strategy Assets $224 Million
Current Holdings 55-60
Market Cap Parameters $500 Million Floor
Max Position Sizes 4%
Sector Constraint +/- 50% of Benchmark
Avg. Turnover 40-45%

All-Cap GARP Equity Composite

Key Growth Statistics (Median)

All-Cap GARP Equity Composite

ROE & ROIC Statistics (Median)

Product Information

Investment Report 3rd Qtr 2018

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Aurora GARP Equity Fact Sheet

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Russell Box Chart

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Value Added

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Disclosure Information

Form ADV (Parts 1 & 2)

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GIPS Disclosure

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Additional Disclosures

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Key Stats

Asset Class U.S. All Cap Equity
Primary Index Russell 1000®
Inception Date December 31, 2017
Strategy Assets <$5 Million
Current Holdings 45-55
Market Cap Parameters $500 Million Floor
Max Position Sizes 4%
Sector Constraint +/- 50% of Benchmark
Avg. Turnover 40-45%

All-Cap GARP Dividend Growth

Key Dividend Statistics

All-Cap GARP Dividend Growth

Key Growth & Valuation Statistics

Source: Bloomberg, L.P. & Aurora Investment Counsel

Product Information

Investment Report 3rd Qtr 2018

Read

Aurora Dividend Growth Fact Sheet

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Disclosure Information

Form ADV (Parts 1 & 2)

Read

GIPS Disclosure

Read

Additional Disclosures

Read