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Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance cycles: Small cap vs. large cap since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance cycles: Small cap value vs. all other small cap since 1963

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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MSCI EAFE vs. MSCI USA since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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The last three significant tightening cycles

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Percentage of US active equity funds outperforming their benchmark since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Components of equity CMAs (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Back to the future for pension & insurance companies?

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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International and US relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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