Rational Investing

FMI Funds

	Long	Short
Total Market Capitalization of All Firms (in million)	148154 mm	46142 mm
Average Market Capitalization (in million)	6173 mm	15381 mm
Average Market Cap Weighted Market to Model	1.14	1.55
Average Beta	1.25	0.88
Average Price To Revenue	2.01	2.03
Average Price To Free Cash Flow	30.92	21.73
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
ROG	Rogers Corp.	Rubber Plastics	L	2.5	2,458	7%	42.72	10	1.89	Sep 18
WMGI	Wright Medical Group Inc.	Medical Appliances E	L	2.1	3,286	7%	30	14	1.02	Sep 18
RSG	Republic Services Inc.	Waste Management	S	1.7	26,025	6%	21.39	1	0.66	Dec 18
ATR	Aptargroup Inc.	Packaging solutions	L	1.7	6,375	4%	31.6	11	0.82	Sep 18
IEX	Idex Corp.	Diversified Machiner	L	1.6	10,880	6%	21.44	2	1.24	Dec 18
CRL	Charles River Laboratorie	Biotechnology	L	1.5	6,718	12%	23.62	17	1.01	Dec 18
GWW	Grainger Ww Inc	Industrial Equipment	S	1.4	17,715	7%	17.72	2	1.01	Dec 18
WCN	Waste Connections Inc.	Waste Management	L	1.4	21,724	6%	24.81	5	0.13	Dec 18
LANC	Lancaster Colony Corp	Food Processing	L	1.4	4,390	6%	31.63	7	0.66	Dec 18
ENTG	Entegris Inc.	Semiconductor Equipm	L	1.3	4,868	5%	22.08	6	1.27	Dec 18
KAI	Kadant Inc	Industrial Equipment	L	1.2	971	8%	12.33	30	1.07	Sep 18
AYI	Acuity Brands, Inc.	lighting solutions &	L	1.1	5,595	14%	12.88	8	1.48	Nov 18
BRC	Brady Corp.	Labelling and Graphi	S	1.1	2,402	8%	15.25	3	0.96	Oct 18
PKI	Perkinelmer Inc	Medical Instruments	L	1.0	10,350	5%	19.81	19	1.22	Dec 18
RDC	Rowan Companies, Inc	Offshore Rigs Leasin	L	1.0	1,656	22%	30	-15	2.39	Sep 18
KMT	Kennametal Inc.	Machine Tools Access	L	1.0	3,017	8%	12.79	6	1.94	Dec 18
ICLR	Icon Plc	Biotechnology	L	0.9	7,855	7%	21.84	8	0.73	Sep 18
PKG	Packaging Corp. Of Americ	Packaging Containers	L	0.9	9,219	13%	11.47	13	1.78	Sep 18
BMS	Bemis Co Inc	Packaging Containers	L	0.8	4,804	11%	12.84	1	0.88	Dec 18
ARW	Arrow Electronics Inc	Electronics Wholesal	L	0.9	7,151	13%	11.68	0	1.11	Dec 18
FOE	Ferro Corp	Chemicals - Specialt	L	0.7	1,472	22%	10.77	16	1.66	Sep 18
ABM	Abm Industries Inc.	Business Services	L	0.6	2,030	13%	19.16	4	0.66	Oct 18
MAN	Manpower Inc	Staffing & Outsourci	L	0.7	5,642	13%	11.44	4	1.34	Sep 18
NBL	Noble Energy Inc	Independent Natural	L	0.7	11,471	19%	17.95	31	1.30	Sep 18
CE	Celanese Corp.	Chemicals - Diversif	L	0.7	13,793	9%	20.24	3	1.32	Dec 18
AUDC	Audiocodes Ltd.	Networking Communica	L	0.5	411	30%	11.59	13	0.83	Dec 18

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