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Process driven.


Results oriented.


Through an average of 25-plus years of experience,  we have gained the wisdom to distinguish true opportunities.  The long-term performance of our family of portfolios justifies our clients' faith in CastleArk Management's principles and process.

Large Cap Growth Performance

March 31, 2012

  Annualized
Performance 1Q2012   YTD 1 yr 2 yr 3 yr               
4 yr
5 yr 7 yr 10 yr Since
Inception
3/1/99
CastleArk Large Cap Growth -
Gross of fees
15.32% 15.32% 8.14% 16.76% 26.42% 5.14% 5.91% 7.35% 6.30%  6.08%
CastleArk Large Cap Growth -
Net of fees
15.20% 15.20% 8.03% 16.51% 26.07% 4.81% 5.56% 6.98% 5.91%  5.71%
Russell 1000
Growth Index
14.69% 14.69% 11.02% 14.58% 25.28% 6.62% 5.10% 6.49% 4.28% 1.44%
Performance CastleArk
Gross
CastleArk
Net
Russell 1000
Growth
2011   1.31%   0.86%   2.64%
2010   22.00%    21.49%    16.71% 
2009  37.80%  37.21%  37.20%
2008 -43.62% -43.87% -38.44%
2007  26.74%  26.23%  11.81%
2006   5.59%   5.16%   9.07%
2005   8.36%   7.96%   5.26%
2004  18.77%  18.33%   6.29%
2003  28.83%  28.33%  29.74%
2002 -30.38% -30.67% -27.88%
2001 -23.39% -23.67% -20.42%
2000  10.43%  10.16% -22.42%
1999*  49.51%  49.26%  31.79%

*Results shown for the year 1999 represent partial period performance from March 1, 1999 through December 31, 1999.

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