1. 00:00 Introduction »
2. 00:07
Characteristics »
3. 00:33
Characteristics of Our Largest Holdings »
4. 01:31
Characteristics Against Our Peers »
5. 02:06
Momentum + Growth + Fear »
6. 02:51
Performance »
7. 03:09
Third Quarter 2015 Sector Attribution »
8. 03:44
Economic Outlook »
9. 05:31
Investment Outlook & Positioning »
10. 06:28
For Further Information »
11. 06:36
Disclosure »