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Performance
In building our core equity portfolio, the objective is to outperform the S&P 500 Index or the Wilshire 5000 Index by 100-200 basis points (1% to 2%) net of fees on an annualized basis over a three- to five-year period with 20% less volatility than such indexes during the period. South Texas Money Management, Ltd. claims compliance with the Global Investment Performance Standards (GIPSŪ). To receive a complete list and description of STMM’s composites, and/or a presentation that adheres to the GIPS® standards, contact Lupita Molina, 210.824.8916, and/or lmolina@stmmltd.com.


1Q2010

2009 Year End