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Products Overview
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 March 31, 2020
Key Stats
| Asset Class | U.S. All Cap Equity |
| Primary Index | Russell 3000® |
| Inception Date | December 31, 1995 |
| Avg. Annual Return Since Inception | 10.17% |
| 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
Disclosure Information
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
Disclosure Information
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.