Cortland Associates, Inc
Performance
Specialty Equity
Minimum Account Size: $500,000
Client Contact:
William M. Carey
Thomas Podlesny
Fourth Quarter 2011 Update
| Characteristics | Cortland | S&P 500 | Russell 2000 |
|---|---|---|---|
| Avg. Market Cap | $32.9B | $87.0B | $1.05B |
| Price / Earnings | 15.3X | 15.2X | 21.75X |
| Beta | 0.69 | 1.00 | 1.17 |
| Qtr. Standard Deviation | 7.3% | 8.4% | 11.0% |
| Up Market Percentage | 85.1% | 72.8% | |
| Down Market Percentage | 61.6% | 50.7% | |
Historical Performance
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Capital Preservation & Capital Growth Historical Cumulative Performance
Long Term Performance Results*
* Disclosure Information
Past performance is not necessarily indicative of future results. The equity composite (fully discretionary equity accounts without special requirements) consists of accounts that are managed with a view towards capital appreciation. Returns reflect the reinvestment of dividends and other earnings. Performance results reflect the deduction of advisory fees, brokerage or other commissions and other expenses charged to client accounts. Fourth Quarter 2011 Performance results are preliminary results. The Russell 2000 Index is an unmanaged index that assumes reinvestment of all dividends and distributions and is generally considered representative of the U.S. equity market for small and mid-capitalization common stocks.