CCI's Small Cap Growth portfolios typically own stocks with market capitalizations of less than $2 billion. The portfolio is assembled using strict diversification rules and CCI relies on its investment discipline for its outperformance. The emphasis is on companies that are lesser known, and smaller businesses providing new technologies, products or services. Such companies often exhibit stronger price appreciation potential than larger companies. The goal for this portfolio is to outperform the Russell 2000 Growth Index as well as the Russell 2000 Index over a market cycle.

CCI's objective is to have a diversified portfolio of positively surprising stocks:

• Portfolios Typically Hold 60 to 80 Issues
• Top Ten Holdings Represent 20-35%
• Minimum Initial Investment 0.5%
• Maximum Holding Size 5%
• Diversify into a Minimum of Eight Themes