Rational Investing

FMI Funds

	Long	Short
Total Market Capitalization of All Firms (in million)	158006 mm	49502 mm
Average Market Capitalization (in million)	6584 mm	16500 mm
Average Market Cap Weighted Market to Model	1.47	1.08
Average Beta	1.30	0.84
Average Price To Revenue	2.12	2.27
Average Price To Free Cash Flow	47.87	26.33
Total Number of Firms	24	3

Ticker	Company Name	IndustryName	Long Or Short	Market To Model	Total Market Cap ($ mm)	Expected Returns	Average EV/EBITDAM	% Growth	Beta	As Of
ENTG	Entegris Inc.	Semiconductor Equipm	L	2.5	6,340	7%	22.13	5	1.29	Jun 19
PKI	Perkinelmer Inc	Medical Instruments	L	2.0	10,389	8%	23.57	11	1.25	Sep 19
NBL	Noble Energy Inc	Independent Natural	L	1.8	10,430	19%	30	-9	1.38	Sep 19
ROG	Rogers Corp.	Rubber Plastics	L	2.0	2,356	11%	22.73	4	1.97	Sep 19
ARW	Arrow Electronics Inc	Electronics Wholesal	L	1.8	6,962	15%	46.23	-4	1.30	Sep 19
IEX	Idex Corp.	Diversified Machiner	L	1.7	12,327	5%	22.54	1	1.18	Sep 19
WCN	Waste Connections Inc.	Waste Management	L	1.6	23,833	6%	29.08	9	0.34	Sep 19
CE	Celanese Corp.	Chemicals - Diversif	L	1.5	15,682	11%	23	-3	1.32	Sep 19
PKG	Packaging Corp. Of Americ	Packaging Containers	L	1.5	10,728	11%	12.95	0	1.61	Sep 19
CRL	Charles River Laboratorie	Biotechnology	L	1.4	7,055	6%	20.05	15	1.08	Sep 19
BRC	Brady Corp.	Business Support Ser	S	1.3	3,003	6%	20.77	1	0.90	Oct 19
ATR	Aptargroup Inc.	Packaging Containers	L	1.2	7,117	7%	15.18	10	0.74	Sep 19
KMT	Kennametal Inc.	Machine Tools Access	L	1.2	2,933	17%	7.92	-3	2.15	Sep 19
ABM	Abm Industries Inc.	Business Services	L	1.2	2,528	9%	20.88	4	0.66	Jul 19
RSG	Republic Services Inc.	Waste Management	S	1.1	28,519	9%	18.93	2	0.66	Sep 19
AYI	Acuity Brands, Inc.	Electrical Component	L	1.1	5,308	13%	11.17	-7	1.46	Aug 19
AUDC	Audiocodes Ltd.	Networking Communica	L	1.1	681	12%	23.68	13	0.75	Mar 19
GWW	Grainger Ww Inc	Industrial Equipment	S	1.0	17,980	8%	15.23	6	0.96	Sep 19
WMGI	Wright Medical Group Inc.	Medical Appliances E	L	1.0	3,723	20%	30	15	0.88	Sep 19
MAN	Manpower Inc	Staffing & Outsourci	L	0.9	5,667	13%	14.92	-2	1.53	Sep 19
KAI	Kadant Inc	Industrial Equipment	L	0.8	1,122	14%	11.1	18	1.26	Jun 19
FOE	Ferro Corp	Chemicals - Specialt	L	0.8	1,176	11%	13.48	-2	1.98	Sep 19
ICLR	Icon Plc	Biotechnology	L	0.9	8,702	7%	18.26	11	0.73	Sep 19
LANC	Lancaster Colony Corp	Food Processing	L	0.6	4,326	10%	23.93	7	0.66	Sep 19

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