BDHS AT A GLANCE

Company Profile

Established:	1995
Clients:	Primarily institutions (e.g. pension funds)
Assets Under Management:	$139.5 million
Ownership:	100% minority-owned
Style:	Momentum Growth
Account Minimum:	$5 Million

Portfolio Characteristics

LARGE CAP GROWTH
Average Number of Positions:	20 holdings
Turnover:	Averages one buy and one sell per month
Appropriate Benchmark:	Russell 1000 Growth

SMALL CAP GROWTH
Average Number of Positions:	30 holdings
Turnover:	Averages two buys and two sells per month
Appropriate Benchmark:	Russell 2000 Growth

Representative Client List

• Enterprise Rent A Car
• First State Bank Henderson, TN
• Missouri Foundation for Health
• State Universities Retirement System of Illinois
• Illinois State Board of Investments
• Shelby County, Tennessee Retirement System
• St. Louis Public Schools Retirement System
• SSM Healthcare