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Fund Comparison

  Carlson Growth Fund Carlson Fixed Income Fund
Assets Approximately $20 million Approximately $19 million
Portfolio Objective Total return Total return
Benchmark Russell 2000 Barclays Intermediate Government/Credit
Size of Company Small Large
Access to Company Mgmt In-person visit with top management Investor relations
Investment Process:    
  Analysts Cover 2-3 stocks 3-4 bonds
  Team Organization By pitch By pitch and by industry
  Assigned Mentors Yes Yes
  Models FAMOUS Build your own
  Economic Overlay Less important Significantly important
  Style Bottom up Top down
  Focus Company growth Cash flow adequacy to service debt
  Portfolio Management Heavy emphasis Heavy emphasis
  Trading Frequency Approximately once a month Approximately twice a month

 

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