AFG 50 Report and Performance Update

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*Start Date for 2004 is 6/10/2004 (inception) *AFG50 is a model portfolio and results do not include management fees or transaction costs *AFG50 is re-balanced at end of each Quarter to remain sector neutral vs. the S&P500 *Average Annual Turnover: 18%

AFG 50:
• An actively managed portfolio of 50 stocks, remaining sector-neutral.
• Long-only and targeting turnover of less than 40% annually.

Our Goals:
• To consistently beat the index our clients are most often measured against, the S&P 500.
• To serve as an outsourced research team, distributing relevant content to our clients on a weekly basis.
• To provide consistent, actionable buy ideas in each major economic sector.

Sample Report and Process Overview:

MEDCO HEALTH SOLUTIONS (PDF)
AFG 50 Process Overview (PDF)

Click here for more information and a Free Trial of The AFG 50