Small Cap Growth   Small/Mid-Cap Growth Small/Mid-Cap Growth Overview The ACM Small/Mid-Cap Growth Portfolio seeks to generate capital appreciation by investing in rapidly growing, reasonably priced small to mid-cap growth companies. Our focus is on companies with market capitalization ranges below $10 billion at purchase. The minimum criteria for securities to be considered are strong revenue growth, strong earnings growth, and reasonable valuation levels based on forward PEG ratio (price earnings/growth rate). Turnover within the portfolio is relatively low versus our peer group and investors should expect between 50-100%. The most appropriate benchmark for this portfolio is the Russell 2500 Growth Index. Documents    BrochureBrochure   Quarterly Commentary:    Select One Q2 2008 Q3 2007 Q2 2007 Q1 2007 Q4 2006 Q3 2006 Q2 2006 Q1 2006 Q4 2005 Q3 2005 Q2 2005 Q1 2005 Q4 2004 Q3 2004 Q2 2004 Q1 2004 Q4 2003 Q3 2003 Q2 2003 Q1 2003 Q4 2002 Q3 2002 Q2 2002 Q1 2002 Q4 2001 Q3 2001 Q2 2001 Q1 2001 Q4 2000 Q3 2000 Q2 2000 Q1 2000 Q4 1999 Q3 1999 Q2 1999 Q1 1999 Q4 1998 Q3 1998 Representative Holdings (as of 06/30/2008)   Corrections Corp. of America [CXW]   Southwestern Energy Co. [SWN]   McDermott International [MDR]   Activision Inc. [ATVID]   Petrohawk Energy Corp. [HK]   Arch Coal Inc. [ACI]   Psychiatric Solutions [PSYS]   J.B. Hunt Transport Services [JBHT]   Priceline.com [PCLN]   Airgas Inc. [ARG] The above list is a partial list of holdings that may currently be contained in an ACM portfolio. A complete list of all current portfolio recommendations made by ACM is available upon request. It should not be assumed that recommendations made in the future will be as profitable or will equal the performance of the above securities. This information is supplemental. We utilize a proprietary fundamental research process to focus on small, relatively undiscovered growth companies. © 2002 Atlantic Capital Management, LLC. All rights reserved.   |   Privacy Statement   |   Developed with CapTech