Bold Performance


December 4, 2019


As an asset manager, it is important to be different from the “crowd.”  While there are many ways to do this, one of the more obvious ones is to deliver consistently strong performance.


Miles Capital’s active equity approach is targeted to delivering strong upside participation and mitigating downside volatility. While past performance is not a guarantee of future performance, we are proud to say that all of our domestic equity strategies are outperforming their benchmarks on a trailing 1 year, 2 year and 3 year basis!


In addition to the benchmark performance, we compare ourselves relative to peers. As of 9/30, our Large Cap Core and Dividend Advantage strategies are both ranked #1 among their peers (more than 200 peers*) on a YTD basis and are in the top quartile for 1 year, 2 years and 3 years!


This is a great example of living out one of our core values at Miles Capital: BOLDNESS. To us, this means viewing every day as an opportunity to improve and embracing opportunities to add value. Congratulations to our equity team on this achievement!  


*PSN Large Cap Core Universe and Large Cap Value Universe

Disclosures
 

The views expressed herein are the current views of Miles Capital as the stated date and are provided for informational purposes only. They are believed to be correct, but accuracy and completeness cannot be guaranteed and should not be relied upon for legal or investment decision purposes. All expressions of opinion and predictions presented are subject to change without notice. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not a guarantee of future results. Diversification does not ensure a profit or protect against market loss. As with all strategies, there is a risk of loss or all or a portion of the amount invested.

Contact Us


1415 28th Street, Suite 200
West Des Moines, IA 50266
Phone: (515) 543-8400
Toll Free: (800) 343-7084
inforequest@miles-capital.com

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DISCLOSURES: The information provided herein is furnished by Miles Capital, Inc. solely for informational purposes and is confidential. It may not be reproduced or distributed to anyone else without prior consent. This document contains the current views of Miles Capital and is not intended to be, and should not be interpreted as, a recommendation of a particular security, product, or investment strategy. Such opinions and predictions are subject to change without notice. The strategies described in the presentation may not be suitable for all investors. There is no assurance that any of the objectives described will be achieved. This information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. You should consult your tax or legal advisor before making an investment, and investors are advised to thoroughly and carefully review financial, legal, and tax consequences of all investments to determine suitability. Investments in alternative assets may be illiquid and present significant risks. Past performance is not a guarantee of future results. There can be no guarantee that any investment strategy discussed in this Presentation will achieve its investment objectives. As with all strategies, there is a risk of loss of all or a portion of the amount invested. Diversification does not ensure a profit or protect against market loss.