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We have developed custom universes of managers from the data obtained through our continuous search process. The composite returns are based on portfolios with similar portfolio. Universe comparisons are made on the basis of the managers' 1, 3 and 5 year annualized returns, volatility of returns, risk/return profile, risk-adjusted and duration adjusted returns.
Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200