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Issue 2 (Published on November 16, 2012): Our Small-Cap Strategy outperformed the market by 13.4 percentage points in 3 months. Small-Cap Strategy Return: 25.7% S&P 500 ETF (SPY) Return: 12.3% 1. United Rentals (URI): 40.9% 2. Visteon (VC): 16.5% 3.

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