1. 00:00 Introduction »
2. 00:08
Summary Comments »
3. 01:36
Performance »
4. 01:50
Characteristics »
5. 02:15
Characteristics »
6. 02:31
Sector Attribution »
7. 03:25
Economic Outlook »
8. 05:19
Investment Outlook & Positioning »
9. 06:45
Classic Large Cap Value »
10. 07:30
We Remember 2011 »
11. 07:36
We Forgot the Great Recession of 2012 »
12. 08:02
For Further Information »