We Stay the Course
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 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)
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