CHARACTERISTICS TO CONSIDER...

ACTIVE MANAGEMENT: Investment returns are predominantly derived through stock selection

CONSISTENCY: An exclusive focus on managing high-growth equity portfolios, unchanged since 1987

CONCENTRATED: Top-weighted securities generally comprise a significant portion of the portfolio

COMPLEMENT: Allocations to ZCI should be considered as part of a well diversified strategy

LONG-TERM: Investment returns are volatile; a lengthened investment horizon is advisable