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Low Rates and a Weak Economy Have Supported Outperformance of Growth Vs. Value, Creating a Wider Valuation Gap

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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US Trade-Weighted Major Currencies and Currencies Sensitive to China from Exports

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Annualized Asset Class Returns (Mar 2009-Dec 2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Significant Divergence Across Asset Class Returns Provides Meaningful Opportunities to Add Value (2000-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Baa Corporate Spreads Versus S&P High Quality Index Relative to S&P Low Quality Index (Dec 2010-Dec 2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Global Investment Grade Spreads Have Compressed But Remain Near Long-Term Average Levels (1973-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Percentage of Underperforming Domestic Active Funds in the Large-, Mid-, and Small-Cap Categories

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Correlation of Major Regions And Countries of Large Cap US Equity

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Historical Weight of U.S. in Global Market

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Percentage of Active Funds Outperformed by Benchmarks Over 1-, 3-, 5-Year Periods

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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