Corporate Only

Philosophy | Process | Performance

Intermediate Duration Corporate Only Composite

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Experienced Portfolio Management Team

Portfolio managers average 17 years of investment management experience

Performance Incentive Plan
Aligns managers’ and clients’ interests to reward long-term performance

Michael J. Wachter, CFA

Michael J.
Wachter, CFA
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Douglas J. Fry, CFA

Douglas J. Fry, CFA
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Katherine M. Doyle

Katherine M. Doyle
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Peter G. Altobelli, CFA

Peter G. Altobelli, CFA
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William F. Ford, CFA

William F. Ford, CFA
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Adam J. Lynch
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Sarah L. Thompson
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Intermediate Duration Corporate Fixed Income Disclosures

  1. Reinhart Partners, Inc. (Reinhart Partners, Reinhart or the Firm) is a privately held, independent investment advisor registered with the Securities and Exchange Commission. The firm provides investment management services for growth equity, value equity, fixed income and balanced accounts to taxable and tax-exempt clients.
  2. Reinhart Partners, Inc. has prepared and presented this report in compliance with the Global Investment Presentation Standards (GIPS®).
  3. The inception date of the Intermediate Duration Corporate Fixed Income composite is 6/30/01. This composite includes all fully discretionary, fee-paying, fixed income only accounts that are run using the Intermediate Duration Corporate Fixed Income strategy.
  4. Composites are asset weighted. Account returns are time weighted, calculated quarterly in US dollars, and include income, accrued interest, realized and unrealized gains and losses. Trade date accounting is used in the calculation of portfolio returns. Performance reflects the reinvestment of dividends, capital gains and interest. No leverage is used in the portfolios represented in this composite.
  1. Gross performance results do not reflect the deduction of investment management fees and are net of trading costs. Net performance results reflect the deduction of investment management fees and any other expenses incurred in the management of the account. Reinhart Partners’ standard fixed income fee schedule is as follows: 0.30% on the first $25 million; 0.25% on the next $50 million; 0.20% on the next $50: and 0.15% on amounts over $125 million.
  2. Dispersion of annual returns (gross of fees) is measured by the asset weighted standard deviation of portfolios in the composite.
  3. Reinhart Partners has additional composites. A list of all composites is available upon request.
  4. Past performance is not a guarantee of future results.
Year End
Dec, 31		 Composite Annual Return Merrill Lynch
1-10 year Corporate		 Annual Composite Dispersion Number of Portfolios in Composite Composite Assets Total Firm Assets
($Mil)
Gross of Fees Net of Fees Dollars
(Millions)		 % of Firm Assets
Q1 2011 0.71% 0.66% 1.19% N/A 188 $205.5 5.7% 3,580.0
2010 7.25% 7.03% 8.75% 0.45 162 $196.4 5.8% 3,388.0
2009 8.97% 8.79% 19.70% 2.54 106 $155.7 5.6% 2,770.3
2008 2.43% 2.16% -6.76% 2.25 2 $9.1 <1.0% 1,831.4
2007 6.19% 5.92% 5.06% 0.22 2 $10.7 <1.0% 1,924.1
2006 4.51% 4.22% 4.58% 0.0 2 $10.1 <1.0% 1,708.9
2005 2.09% 1.87% 1.49% 0.17 2 $9.3 <1.0% 1,419.2
2004 2.50% 2.31% 4.20% 0.0 2 $10.3 <1.0% 1,246.0
2003 3.32% 3.22% 7.58% 0.0 1 $4.7 <1.0% 1,060.0
2002 9.33% 9.30% 9.83% 0.0 1 $4.6 <1.0% 1,035.4
6/30/01-
12-31/01		 4.60% 4.52% 4.75% N/A 1 $4.2 <1.0% 946.4