Rational Investing

FMI Funds

	Long	Short
Total Market Capitalization of All Firms (in million)	$56,323 mm	$113,749 mm
Average Market Capitalization (in million)	$14,081 mm	$8,750 mm
Average Market Cap Weighted Market to Model	0.7	1.7
Average Beta	0.9	1.2
Average Price To Revenue	3.6	2.8
Average Price To Free Cash Flow	26.4	64.4
Total Number of Firms	4	13

Ticker	Company Name	IndustryName	Long Or Short	Market To Model	Total Market Cap ($ mm)	Expected Returns	Average EV/EBITDAM	% Growth	Beta	As Of
IEX	Idex Corp.	Diversified Machiner	S	2.57	13,239	5%	25.77	-9	1.1	Jun 20
WMGI	Wright Medical Group Inc.	Medical Appliances E	S	2.20	3,809	6%	30	-30	0.7	Jun 20
CRL	Charles River Laboratorie	Biotechnology	S	2.05	10,596	7%	25.03	16	1.6	Mar 20
GWW	Grainger Ww Inc	Industrial Equipment	S	1.95	19,519	4%	30	2	1.0	Jun 20
KAI	Kadant Inc	Industrial Equipment	S	2.11	1,312	8%	17.93	-6	1.4	Jun 20
ARW	Arrow Electronics Inc	Electronics Wholesal	S	1.77	6,436	14%	20.77	-9	1.3	Mar 20
ROG	Rogers Corp.	Rubber Plastics	S	1.43	2,292	11%	15.7	-18	1.7	Jun 20
MAN	Manpower Inc	Staffing & Outsourci	S	1.33	4,618	8%	30	-18	1.9	Jun 20
PKG	Packaging Corp. Of Americ	Packaging Containers	S	1.26	9,375	13%	13.68	-7	1.2	Jun 20
ICLR	Icon Plc	Diagnostic Substance	S	1.23	10,369	6%	25.3	-2	1.0	Jun 20
WCN	Waste Connections Inc.	Waste Management	S	1.17	26,362	4%	25.34	-1	0.7	Jun 20
LANC	Lancaster Colony Corp	Food Processing	S	1.19	4,712	5%	45.8	3	0.5	Mar 20
FOE	Ferro Corp	Chemicals - Specialt	S	1.19	1,109	17%	14.23	-11	1.7	Jun 20
ENTG	Entegris Inc.	Semiconductor Equipm		1.10	9,575	8%	23.89	12	1.3	Jun 20
ABM	Abm Industries Inc.	Business Services		1.10	2,544	13%	15.63	-3	1.2	Apr 20
BRC	Brady Corp.	Business Support Ser		1.09	2,660	8%	19.22	-5	0.8	Apr 20
KMT	Kennametal Inc.	Machine Tools Access		1.05	2,519	11%	25.99	-27	2.2	Jun 20
NBL	Noble Energy Inc	Exploration and Prod		0.98	4,768	34%	30	-5	2.5	Mar 20
AUDC	Audiocodes Ltd.	Networking Communica	L	0.85	1,048	9%	19.13	11	0.7	Jun 20
ATR	Aptargroup Inc.	Packaging Containers		0.87	7,489	5%	21.8	-1	0.7	Mar 20
AYI	Acuity Brands, Inc.	Electrical Component		0.85	4,327	14%	11.83	-13	1.6	May 20
CE	Celanese Corp.	Chemicals - Diversif	L	0.84	12,793	9%	23.2	-13	1.3	Jun 20
PKI	Perkinelmer Inc	Medical Instruments	L	0.74	13,310	12%	17.32	8	1.1	Jun 20
RSG	Republic Services Inc.	Waste Management	L	0.73	29,171	7%	24	-2	0.7	Jun 20

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