Rational Investing

FMI Funds

	Long	Short
Total Market Capitalization of All Firms (in million)	157759 mm	44914 mm
Average Market Capitalization (in million)	6573 mm	14971 mm
Average Market Cap Weighted Market to Model	2.09	1.30
Average Beta	1.27	0.97
Average Price To Revenue	2.01	1.9
Average Price To Free Cash Flow	42.71	20.67
Total Number of Firms	24	3

Ticker	Company Name	Sub Sector	Long Or Short	Market To Model	Total Market Cap ($ mm)	Expected Returns	Average EV/EBITDAM	% Growth	Beta	As Of
LANC	Lancaster Colony Corp	Food Processing	L	2.7	5,022	5%	31.63	7	0.66	Sep 18
ROG	Rogers Corp.	Rubber Plastics	L	2.3	2,203	10%	18.37	14	1.58	Sep 18
IEX	Idex Corp.	Diversified Machiner	L	1.7	10,386	7%	20.26	6	1.27	Sep 18
MAN	Manpower Inc	Staffing & Outsourci	L	1.6	5,257	18%	15.71	4	1.20	Sep 18
NBL	Noble Energy Inc	Independent Natural	L	1.5	12,342	12%	21.16	15	1.08	Jun 18
PKI	Perkinelmer Inc	Medical Instruments	L	1.5	9,003	9%	19.78	23	1.09	Sep 18
RSG	Republic Services Inc.	Waste Management	S	1.4	25,480	8%	15.85	3	0.66	Sep 18
WMGI	Wright Medical Group Inc.	Medical Appliances E	L	1.5	2,985	14%	26.76	15	1.12	Jun 18
BMS	Bemis Co Inc	Packaging Containers	L	1.4	4,375	9%	14.32	1	0.89	Sep 18
ENTG	Entegris Inc.	Semiconductor Equipm	L	1.3	3,881	12%	12.81	19	1.46	Sep 18
WCN	Waste Connections Inc.	Waste Management	L	1.2	20,286	8%	21.66	14	0.78	Sep 18
GWW	Grainger Ww Inc	Industrial Equipment	S	1.2	17,234	15%	17.85	8	1.07	Sep 18
KMT	Kennametal Inc.	Machine Tools Access	L	1.0	3,318	15%	10.69	13	1.97	Sep 18
AUDC	Audiocodes Ltd.	Networking Communica	L	1.1	353	21%	13.41	15	1.66	Jun 18
BRC	Brady Corp.	Labelling and Graphi	S	1.0	2,200	10%	14.82	2	1.19	Jul 18
ABM	Abm Industries Inc.	Business Services	L	1.0	1,729	12%	19.44	22	0.81	Jul 18
PKG	Packaging Corp. Of Americ	Packaging Containers	L	1.0	9,001	10%	10.2	14	1.74	Jun 18
ICLR	Icon Plc	Biotechnology	L	0.9	7,300	8%	18.53	10	0.66	Sep 18
AYI	Acuity Brands, Inc.	lighting solutions &	L	0.9	5,346	24%	10.31	5	1.34	Aug 18
ATR	Aptargroup Inc.	Packaging solutions	L	0.9	6,579	13%	14.02	18	0.83	Jun 18
RDC	Rowan Companies, Inc	Offshore Rigs Leasin	L	0.9	1,904	34%	30	-15	1.81	Sep 18
KAI	Kadant Inc	Industrial Equipment	L	0.8	1,109	16%	15.12	42	1.30	Jun 18
CE	Celanese Corp.	Chemicals - Diversif	L	0.8	13,998	17%	14.19	20	1.32	Sep 18
FOE	Ferro Corp	Chemicals - Specialt	L	0.8	1,634	17%	9.45	22	1.60	Jun 18
ARW	Arrow Electronics Inc	Electronics Wholesal	L	0.8	6,577	16%	8.56	16	1.15	Jun 18
CRL	Charles River Laboratorie	Biotechnology	L	0.6	6,216	12%	18.2	21	0.76	Sep 18

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