        |
 |
 |
|
Contrarian Value Equity Composite (CVEC) | |
|
| The Contrarian Value Equity Composite is described as all fee-paying, fully discretionary accounts with a client objective of maintaining greater than 85% of the portfolio in equity assets. Prior to 2005Q4, this composite was the Equity Composite, a name change only. Prior to 2001Q2, this composite was the All Equity Composite, a name change only. |
|||
 |
|||
| Contrarian Value Balanced Composite (CVBC) | |||
| The Contrarian Value Balanced Composite is described as all fee-paying, fully discretionary portfolios with a client objective of a mix of equity and fixed income assets where the equity portion will be less than or equal to 85% of the portfolio. The equity portion will resemble the Contrarian Value Equity Composite and the fixed income portion may be taxable fixed income securities, tax-free fixed income securities, or both. Prior to 2005Q4, this composite was the Balanced Composite, a name change only. | |||
|
|||
| Market Opportunity Composite (MOC) | |||
| The Market Opportunity Composite is described as all fee-paying, fully discretionary accounts with a Market Opportunity objective defined as participating in market timing through long and short positions in exchange traded funds, primarily Standard & Poor’s Depositary Receipts (SPDR’s), including the use of margin to establish short and leveraged long positions. Leverage is employed to obtain net exposures that range from as low as 40% short to as much as 150% long. Short positions and leveraged long positions involve considerable risk and are not suitable for many investors. Prior to 2005Q4, this composite was the Market Timing Equity Composite, a name change only. Prior to 2007Q2, this composite was the Market Opportunity with Margin Composite, a name change only. | |||
| Robinson Value Management, Ltd. 342 W. Woodlawn Avenue, #201 San Antonio, Texas 78212 Phone: 210.490.2545 Fax: 210.490.2353 amy@robinsonvalue.com |
|