Essay About Consumer Staplestop And Large Value

Mutual Fund Analysis
Cullen High Dividend Equity Retail        CHDEX        US OE Large Value        35        8/1/2003[pic 1] [pic 2] [pic 3]Top 3 Industries:         Financials | Health Care | Consumer StaplesTop 3 Holdings:        JPMorgan Chase | Johnson & Johnson | 3MPortfolio Structure: Diversification across 30-40 stocks and 15-25 industries.1 Year Beta: 0.89 | 1 Year SD: 10.16 | Total Return in 12mo: -0.11% / S&P 500 index TR: +7.42%Investment Philosophy: a) Investing in the lowest P/E and P/B ratios. b) Investing for the long term. Brown Advisory Growth Equity Inv        BIAGX        US OE Large Growth     33        6/28/1999[pic 4] [pic 5] [pic 6]Top 3 Industries: Consumer Discretionary | Consumer Staples | EnergyTop 3 Holdings: Amazon.com | Starbucks | Charles SchwabPortfolio Structure: Information Technology and Healthcare make up over 50%34 StocksBBH Core Select N                                     BBTEX        US OE Large Blend         32       11/2/1998[pic 7] [pic 8] [pic 9]BBH Core Select hasnt exactly set the world on fire during the past few years. Its returns ranked in the bottom quartile of the large-blend Morningstar Category in both 2013 and 2014, despite gains of 27% and 8%, and it landed in the bottom decile in the first half of 2015.