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Home 11/21/2008 

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

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Disclosures

One Metropolitan Square
211 North Broadway Suite 2080 St. Louis, MO 63102 (314) 725-5445 www.bdhscapital.com

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