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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, 2019

Key Stats

Asset Class U.S. All Cap Equity
Primary Index Russell 3000®
Inception Date December 31, 1995
Strategy Assets $282 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

Key Valuation Statistics (Median)

Product Information

Investment Report 3rd Qtr. 2019

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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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Performance Disclosure

1) Aurora Investment Counsel (”Aurora”) was an independent investment advisor from Jan. 2001 to Nov. 2014. 100% of the Assets of Aurora were purchased by Lebenthal Asset Management, LLC (”LAM”) on November 30, 2014. During which time LAM was a registered investment advisor with the SEC. In August 2017 Aurora separated from LAM and returned to independently owned Aurora which is a registered investment advisor. Prior to Jan. 1, 2001 Aurora was known as Randy Seckman & Associates. 2) Past Performance is not a guarantee of future results, and individual account performance will vary based upon the different risk/return profiles of a given account. The composite is NOT a mutual fund, but a composite of individual accounts. Returns include reinvestment of dividends. 3) The monthly composite performance numbers allocate 98% to Equity and 2% to Cash for all composite accounts. 4) A copy of all Composite Performance reports is available upon request. 5) An investment fee schedule and Form ADV is available upon request. 6) The Russell Midcap is a capitalization-weighted index which measures the returns of the 800 smallest market capitalization stocks that are contained among the 1,000 largest market capitalization U.S. stocks. 7) The S&P 500 is a recognized capitalization-weighted index composed of 500 publicly traded stocks in the U.S. 8) Fees would reduce these returns by the amount paid on a compounding basis. 9) For a $1,000,000 account being charged 0.90% and assuming an annual portfolio growth rate of 10% the management fees would compound to be $9,299; $30,487; and $55,669 for one, three, and five years respectively. *Prior to 2012 the Market Capitalization Separation between Small and Mid-Cap was $1 Billion. And prior to 2013 the separation between mid and large was $10 Billion.

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 5%
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. 2019

Read

Aurora Dividend Growth Fact Sheet

Read

Disclosure Information

Form ADV (Parts 1 & 2)

Read

GIPS Disclosure

Read

Additional Disclosures

Read

Performance Disclosure

1) Aurora Investment Counsel (”Aurora”) was an independent investment advisor from Jan. 2001 to Nov. 2014. 100% of the Assets of Aurora were purchased by Lebenthal Asset Management, LLC (”LAM”) on November 30, 2014. During which time LAM was a registered investment advisor with the SEC. In August 2017 Aurora separated from LAM and returned to independently owned Aurora which is a registered investment advisor. Prior to Jan. 1, 2001 Aurora was known as Randy Seckman & Associates. 2) Past Performance is not a guarantee of future results, and individual account performance will vary based upon the different risk/return profiles of a given account. The composite is NOT a mutual fund, but a composite of individual accounts. Returns include reinvestment of dividends. 3) The monthly composite performance numbers allocate 98% to Equity and 2% to Cash for all composite accounts. 4) A copy of all Composite Performance reports is available upon request. 5) An investment fee schedule and Form ADV is available upon request. 6) The Russell Midcap is a capitalization-weighted index which measures the returns of the 800 smallest market capitalization stocks that are contained among the 1,000 largest market capitalization U.S. stocks. 7) The S&P 500 is a recognized capitalization-weighted index composed of 500 publicly traded stocks in the U.S. 8) Fees would reduce these returns by the amount paid on a compounding basis. 9) For a $1,000,000 account being charged 0.90% and assuming an annual portfolio growth rate of 10% the management fees would compound to be $9,299; $30,487; and $55,669 for one, three, and five years respectively. *Prior to 2012 the Market Capitalization Separation between Small and Mid-Cap was $1 Billion. And prior to 2013 the separation between mid and large was $10 Billion.