Runde & Co. LLC 


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Core Investment Process
Runde Core Strategy
Runde Mega-Cap Core
Runde Large-Cap Core
The Runde Core process is based on a highly-diversified, fundamentally-based, process-driven approach. The fundamental inputs are stock price, earnings per share, earnings per share growth, price/earnings ratio and potential appreciation. The Runde Core process is a PEGR (P/E to Growth Rate) process. The process has been consistently applied for more than ten years and has proven replicable across market capitalizations and market environments. The Runde Core process is based on a proprietary filter developed in-house. The filter allows for the screening of a large number of securities simultaneously in order to identify overvalued and undervalued stocks. Runde's highly diversified portfolios reduce exposure to corporate event risk. Runde's low turnover mitigates style-drift. 
Runde Small/Mid-Cap Core
Runde Small-Cap Core
Runde Large-Cap Core is a long-only, earnings-driven, predominantly U. S. large-cap equity portfolio.  It has a mean market capitalization of $47 billion and a median market capitalization of $24 billion. New purchases to the portfolio must have a minimum equity market capitalization of $7 billion. This product is offensive in nature with a Beta of 1.06 and an upside capture ratio of 117%. As of December 31, 2013, the since inception (September 30, 2003) batting average for Runde Large Cap Core was .590 and the since inception Alpha was 0.69. The benchmarks for Runde Large-Cap Core are the Russell 1000 and the Standard and Poor's 500.

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Runde Mega-Cap Core is a long-only, earnings-driven, predominantly U. S. mega-cap equity portfolio.  It has a mean market capitalization of $69 billion and a median market capitalization of $41 billion.  New purchases to the portfolio must have a minimum equity market capitalization of $20 billion. This product is offensive in nature with a Beta of 0.98 and an upside capture ratio of 111%. As of December 31, 2013, the since inception (June 30, 2004) batting average for Runde Mega Cap Core was .450 and the since inception Alpha was 0.84. The benchmark for Runde Mega-Cap Core is the Russell Top 200.

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Runde Small/Mid-Cap Core is a long-only, earnings-driven, predominantly U. S. small/mid-cap equity portfolio. It has a mean market capitalization of $23 billion and a median market capitalization of $5.8 billion. New purchases to the portfolio are not constrained by equity market capitalization but must meet every parameter of the proprietary filter. This product is offensive in nature with a Beta of 1.16 and an upside capture ratio of 114%. As of December 31, 2013, the since inception (September 30, 2003) batting average for Runde Small/Mid-Cap Core was .510 and the since inception Alpha was -0.87. The benchmark for Runde Small/Mid-Cap Core is the Russell 3000.

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Runde Small-Cap Core is a long-only, earnings-driven, predominantly U. S. small-cap equity portfolio.  It has a mean market capitalization of $2.6 billion and a median market capitalization of $1.7 billion. New purchases to the portfolio must have a maximum equity market capitalization of $3 billion. This product is offensive in nature with a Beta of 1.16 and an upside capture ratio of 118%. As of December 31, 2013, the since inception (September 30, 2003) batting average for Runde Small-Cap Core was .630 and the since inception Alpha was 0.29. The benchmark for Runde Small-Cap Core is the Russell 2000.

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Runde & Co. LLC is registered with the Securities and Exchange Commission as an investment adviser under Section 203(c) of the Investment Adviser Act of 1940.