Brady Investments : Investment Returns

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David P. Brady, CFA
President and Chief Investment Officer
Brady Investment Counsel LLC
0S277 Kellar Square
Geneva, IL 60134
david.brady@bradyinvestmentcounsel.com
630.845.1125

"Brady Investment Counsel LLC was founded on the belief that successful investing is a long-term pursuit and superior risk-adjusted results are achieved through a powerful combination of comprehensive research, accurate appraisal of fundamentals and the courage to act on convictions."

PROFESSIONAL EXPERIENCE

2003 - PresentBRADY INVESTMENT COUNSEL LLC

Successfully formed boutique investment advisory firm providing superior and proprietary investment counsel to individual and institutional clients at industry-leading, low-cost fee structure
Selected by informa investment solutions as a Top Gun Manager performing in top 10% of their large cap growth peer group for three-year period ending December 31, 2006

1994 - 2002COLUMBIA MANAGEMENT GROUP

Developed and trained a team of professionals responsible for managing large, mid and small cap growth-oriented equity mutual funds

1994 - 2002YOUNG INVESTOR FUND

Achieved cumulative 16th percentile ranking versus Morningstar Large Cap peer group, 1994 - 2002
Earned Money magazine's Top 100 Mutual Funds award five consecutive years, 1998 - 2002
Raised assets to over $800 million in 2002 from $14.0 million in 1994
Developed, launched and managed Japan Young Investor Fund, 2001

1998 - 2001FOCUS FUND

Raised $50 million in start-up assets making Focus the most successful new fund launch in firm history
Selected as Smart Money magazine Top New Fund in 1998
Achieved the top-performing fund status for 1-year period ending May 2001 relative to Lipper Large Cap Growth peer group

1999 - 2001CAPITAL OPPORTUNITIES FUND

Assumed lead portfolio manager responsibility for troubled and failing mid cap growth fund
Successfully repositioned the fund in mid cap aggressive growth category
Hired lead portfolio manager once turnaround was complete

1986 - 1993STATE FARM INSURANCE COMPANIES

Developed retail sector investment portfolio
Managed investments in consumer and forest products sectors

RELATED RELEVANT ACTIVITIES

CNN market commentator
CNBC Power Lunch guest
WBBM NewsRadio 780 market commentator
Worth magazine Best Picks column contributor
Daily Herald Stock Picker Sunday contributor
Kane County Chronicle investment expert
Subject of feature stories in The Wall Street Journal, Investors Business Daily, The Chicago Tribune BusinessWeek, Crain's Chicago Business and Money magazine

EDUCATION

University of Chicago MBA, 1989
University of Arizona, Magna Cum Laude, 1986
Chartered Financial Analyst, 1991
Chartered Investment Counselor, 1995

OTHER ACTIVITIES AND INVOLVEMENT

Member University of Arizona Finance Department Advisory Board
Guest Lecturer University of Arizona
Chairman University of Arizona Finance Dept. Advisory Board Fund Raising Committee, 2005
Member Highsight Advisory Board, 2003
Member University of Arizona Portfolio Theory Class Advisory Board
Advisor Illinois State University Foundation Board Manager Selection Committee, 1991-1992
Advisor Ss. Peter & Paul Grade School Foundation, 1999-2001
Advisor Central Catholic High School Foundation, 1993-1999

PERSONAL

Married to Megan
Six children: AnnCatherine, Kaitlin, Nora , Luke, Liam and Ruby
Enjoy active family time