Vulcan Value Partners Small Cap Fund Institutional Class · NASDAQ:VVISX
Vulcan Value Partners Small Cap Fund Institutional Class — Vulcan Value Partners — Fact Sheet (June 2023)
2 slides from Vulcan Value Partners Small Cap Fund Institutional Class's fact sheet, Jun 30, 2023
Slide 1: Vulcan Value Partners Large Cap Fact Sheet
VULCAN FACT SHEET VALUE PARTNERS Large Cap As of 06/30/2023 INVESTMENT STRATEGY YTD 1YEAR 3 YEAR 5 YEAR 10 YEAR Incattion Large Cap Composite (Gross) 25.8% 26.5% 6.7% 6.9% 9.8% 9.5% Large Cap Composite (Net) 25.4% 25.8% 6.1% 6.3% 9.2% 8.7% Russell 1000 Value Index 5.1% 1.5% 14.3% 8.1% 9.2% 6.6% S&P
Slide 2: Disclosures
VULCAN FACT SHEET VALUE PARTNERS Large Cap Disclosures The performance presented is for Vulcan's Large Cap Composite. The composite portfolio performance figures reflect the deduction of brokerage or other commissions and the reinvestment of dividends and capital gains. Past performance is no guaran