As of November 22, 2011, the Classical Insights portfolio had gained 1,074% from its founding on December 19, 2002. The portfolio outperformed the S&P 500 by 1,015 percentage points during the period. The chief driver for the outperformance was the portfolio's heavy weighting in commodity and basic industry names.


As of October 27, 2011, the Classical Insights Emerging Market portfolio had gained 519% from its founding on April 18, 2005. The portfolio outperformed the MSCI Emerging Market index by 437 percentage points during the period.


The Classical Insights portfolio is held at UBS. The EM portfolio is held partly at UBS and partly at Pershing. Both are real-money portfolios. We try to inform clients prior to trades being done (and almost always do).
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