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Optimizing Management
Performance
Greentree
-Raj B. Patel
Methodology
• Recorded market caps
• Categorized stocks into different caps
• Compared stocks to ETF
• Found Alpha holdings
• Noted YTDs for Alpha-generated holdings
• Searched for sector/industry of Alpha stocks
• Compared similar industry and market caps to come up with suggestions
Oak Associates
8276
Total Holdings
Management Holdings
Holdings in Common
with ETF
Percent of Commonality to the
ETF:
48%
Large Cap Recommendations
-15.0% -10.0% -5.0% 0.0% 5.0% 10.0%
YTD of Recommendation YTD of Oak Associates' Holdings
EXPRESS SCRIPTS HLDG COM
UNIVERSAL HEALTHCARE
SERVICES
Mid Cap Recommendations
-70.00% -50.00% -30.00% -10.00% 10.00% 30.00% 50.00% 70.00%
YTD of Recommendation YTD of Oak Associates' Holdings
URBAN OUTFITTERS
QLIK TECHNOLOGIES INC
ABERCOMBIE & FITCH CO CL A
FIREEYE INC COM
Small Cap Recommendations
-120.00% -70.00% -20.00% 30.00% 80.00% 130.00%
YTD of Recommendation YTD of Oak Associates' Holdings
GUESS INC COM
BURLINGTON STORES
QUALITY SYS INC COM
USA TECHNOLOGIES INC
Advantage of Suggestions
ORIGINAL YTD
AVG
NEW YTD AVG PERCENT
CHANGE
LARGE CAP 9.3% 10.8% 16.2%
MID CAP 15.9% 19.1% 19.7%
SMALL CAP 14.5% 22.2% 52.9%
Sandhill Investment Management
21
42
Total Holdings
Management Holdings
Holdings in Common
with ETF
Percent of Commonality to the
ETF:
67%
Mid Cap Recommendations
-60.00% -40.00% -20.00% 0.00% 20.00% 40.00% 60.00% 80.00%
YTD of Recommendationw YTD of Sandhill Investment Management's Holdings
CEPHEID INC COM
TELEFLEX
PRICESMART INC
BURLINGTON STORES INC
COMCAST CORP
WALT DISNEY CO COM
Advantage of Suggestions
ORIGINAL YTD
AVG
NEW YTD AVG PERCENT
CHANGE
MID CAP 8.6% 18.3% 111.2%
Eachwin Capital
4254
Total Holdings
Management Holdings
Holdings in Common
with ETF
Percent of Commonality to the
ETF:
56%
Large Cap Recommendations
-36.00% -26.00% -16.00% -6.00% 4.00% 14.00% 24.00%
YTD of Recommendation YTD of Eachwin's Holdings
DISNEY WALT CO
COMCAST CORP CL A
PERRIGO CO PLC INCYTE CORP
Mid Cap Recommendations
-40% -30% -20% -10% 0% 10% 20% 30% 40% 50%
YTD of Recommendation YTD of Eachwin's Holdings
AKAMAI TECHNOLOGIES INC
EPAM SYS INC
ARISTA NETWORKS INC
INTERDIGITAL INC
CELANESE CORP DEL FMC CORP
Small Cap Recommendation
-100% -50% 0% 50% 100%
YTD of Recommendation YTD of Eachwin's Holding
NETSCOUT SYS INC
MEETME INC
Advantage of Suggestions
ORIGINAL YTD
AVG
NEW YTD AVG PERCENT
CHANGE
LARGE CAP 3.1% 5.2% 62.2%
MID CAP 3.2% 10.9% 240.3%
SMALL CAP 9.7% 72.5% 647.9%