Lateef Investment Management maintains composites based on portfolio management team, asset mix and tax status. Lateef has implemented policies and procedures designed to calculate and present performance results in compliance with GIPS standards and maintains its composites in accordance with GIPS requirements. Compliance with GIPS standards has been verified firmwide by an independent accounting firm. In addition, a performance examination has been conducted on the Lateef Non-Taxable All-Cap GARP Equity Composite and the Lateef Taxable All-Cap GARP Equity Composite. The Independent Verifier's Reports are available in PDF format from the links below. In addition, the Lateef Non-Taxable All-Cap Growth Equity Composite, the Lateef Taxable All-Cap Growth Equity Composite performance presentations through the most recent month-end are available in PDF (Adobe Acrobat) format from the links below



Lateef Non-Taxable All-Cap GARP Equity Composite Performance Presentation (updated monthly)

Lateef Taxable All-Cap GARP Equity Composite Presentation (updated monthly)

Lateef Non-Taxable Large Cap Equity Composite Performance Presentation (updated monthly)

Lateef Taxable Large Cap Equity Composite Performance Presentation (updated monthly)

Lateef GIPS Firmwide Verification Report

Lateef GIPS Performance Examination Report: Non-Taxable Equity

Lateef GIPS performance Examination Report: Taxable Equity