PORTFOLIO MANAGEMENT

We manage both equity and balanced portfolios for individuals and institutions that are taxable and tax-free. Each account can be customized and is managed separately in accordance with client objectives. We focus all of our energy on finding great companies for our clients to own over an extended period of time. We believe that wealth is created by long-term investments in successful and well-managed companies. We place great emphasis on quality of management and spend significant time getting to know and understand the people who run these businesses.

How We Add Value

•	Our Research – Perform independent, focused research to find undiscovered companies,
	investigate them diligently, and avoid poorly managed companies.

•	Our Patience – Focus on the long-term investment horizon allowing the company to
	manage the business, not the stock.

•	Our Size – With $3.24B in assets (as of 12/31/2011), we only need 30-50 great companies to achieve strong
	outperformance. Outsized positions prove our conviction in our names. Great team
	communication allows for nimble portfolio management.

Strategies

All Cap Growth
DF Dent has been managing All Cap Growth portfolios since the firm’s inception in 1976. These portfolios are very concentrated and have very low turnover. They are comprised of large, mid and small capitalization companies. The advantage of an All Cap strategy lies in the ability to research companies regardless of size and own great companies as they grow through a market cap boundary. As of December 31, 2011, approximately $2.8B or 87% of the DF Dent’s assets are managed with an All Cap Growth strategy. Please click here to find more information on DF Dent’s All Cap Separately Managed Accounts..

Midcap Growth
DF Dent has been managing Midcap Growth portfolios since 1995. These portfolios are comprised of primarily midcap companies from our All Cap strategy. These portfolios enjoy the same low turnover and have even greater concentration than our All Cap strategy. The Midcap strategy is a small but growing portion of DF Dent's equity assets. Please click here to find more information on DF Dent’s Midcap Separately Managed Accounts.

The minimum portfolio size for any new individual account is $5,000,000;
The minimum portfolio size for an institutional account is $10,000,000;
And for accounts that don’t meet our minimum, we offer two mutual funds.