Our Performance

Ativo Capital Management LLC claims compliance with the Global Investment Performance Standards (GIPS®). Ativo Capital Management LLC's compliance with the GIPS® standards has been verified for the period from January 1, 2001 through December 31st, 2010 by Ashland Partners & Company LLP. We provide our performance data to a number of industry databases including the Morningstar Separate Account/Commingled Fund Database.

Ativo ADV Part 1

Ativo ADV Part 2

Ativo GIPS Independent Verifier's Report

Investors and prospective investors should be aware that past performance is not indicative of future performance.

Our Products

Ativo offers a spectrum of portfolios based on its Quantitative Process Investing™ methodology as noted:

Domestic Portfolios
Investment Style	Performance PDF
Ativo Large Cap	Ativo_Large_Cap_Performance.pdf
Ativo Large Cap Q-ESG	Ativo Large Cap Q-ESG Performance.pdf
Ativo Mid Cap	Ativo_Mid_Cap_Performance.pdf
Ativo Mid Cap Q-ESG	Ativo Mid Cap Q-ESG Performance.pdf
Ativo SMID	Ativo_SMID_Performance.pdf
Ativo Small Cap	Ativo_Small_Cap_Performance.pdf
Ativo Small Cap Q-ESG	Ativo Small Cap Q-ESG Performance.pdf
Ativo Micro Cap	Ativo_Micro_Cap_Performance.pdf
International Portfolios
Investment Style	Performance PDF
Traded on U.S. Exchanges
Ativo Global Select	Ativo_Global_Quality_Performance.pdf
Ativo International ADR	Ativo_International_ADR_Performance.pdf
Traded on International Exchanges
Ativo International All Country ex US	Ativo_International_Performance.pdf
Ativo International Developed	For more information, please contact us
Ativo International Emerging	For more information, please contact us
Ativo International Small Cap	For more information, please contact us
Ativo All Cap	For more information, please contact us

To receive a complete list and description of Ativo's Composites that adhere to the Global Investment Performance Standards, please contact Michael Brooks or Adan Galvan.