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Sims Capital Management

Sims Capital Management LLC, headquartered in Milwaukee, Wisconsin, is an SEC-registered* investment advisor. We seek appreciation while limiting risk. We seek to achieve this through disciplined investing in high-quality companies. Research and patience underlie our investment strategy. Net Asset Value: $9.18. As of August 6, 2015. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing. Form ADV, part II (Brochure).

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David Sims

205 E. Wis●●●●●●●●●● Suite 120

Mil●●●kee , WI, 53202

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1.41●●●●6488

da●●@simscapital.com

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David Sims

205 E. Wis●●●●●●●●●● Suite 120

Mil●●●kee , WI, 53202

US

1.41●●●●6488

da●●@simscapital.com

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Sims Capital Management | scmfunds.net Reviews

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Sims Capital Management LLC, headquartered in Milwaukee, Wisconsin, is an SEC-registered* investment advisor. We seek appreciation while limiting risk. We seek to achieve this through disciplined investing in high-quality companies. Research and patience underlie our investment strategy. Net Asset Value: $9.18. As of August 6, 2015. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing. Form ADV, part II (Brochure).

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Sims Capital Management | scmfunds.net Reviews

https://scmfunds.net

Sims Capital Management LLC, headquartered in Milwaukee, Wisconsin, is an SEC-registered* investment advisor. We seek appreciation while limiting risk. We seek to achieve this through disciplined investing in high-quality companies. Research and patience underlie our investment strategy. Net Asset Value: $9.18. As of August 6, 2015. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing. Form ADV, part II (Brochure).

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SCM Philosophy

http://www.scmfunds.net/philosophy.html

At Sims Capital we invest for the long-term. Our preferred holding period is forever, but at the very minimum, we approach every potential investment with an expected 3- to 5-year holding period. The purpose of holding stocks for such a long time span is to allow premium companies to generate strong profits (and gain from stock price and dividends) and limit tax liabilities by locking in long-term capital gains. Research and patience are at the core of our investing strategy. Form ADV, part II (Brochure).

2

SCM Benefits of Performance

http://www.scmfunds.net/benefits.html

Is 10% really much better than 7%? The keys to great investing are time and investment performance. While 7% and 10% seem pretty close, there's a huge divide between those returns. Small differences in annual performance have dramatic effects over time:. Value of $100 with 7% annual return. Value of $100 with 8.5% annual return. Value of $100 with 10% annual return. They add up over time- $2.8 million dollars is notably better than $1.1 million dollars! Form ADV, part II (Brochure).

3

Sims Capital Management

http://www.scmfunds.net/index.html

Sims Capital Management LLC, headquartered in Milwaukee, Wisconsin, is an SEC-registered* investment advisor. We seek appreciation while limiting risk. We seek to achieve this through disciplined investing in high-quality companies. Research and patience underlie our investment strategy. Net Asset Value: $9.38. As of September 1, 2016. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing. Form ADV, part II (Brochure).

4

SCM Invest

http://www.scmfunds.net/invest.html

Sims Capital has one strategy: invest in high-quality companies that are available at attractive prices. There are three ways Sims Capital manages investments for clients:. Sims Total Return Fund, Inc. Sims Total Return Fund, Inc. (SIMFX) is an open-end mutual fund. More information on Sims Total Return Fund, Inc. is available on the Fund's site. Eagle Capital Growth Fund. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing.

5

SCM Principals

http://www.scmfunds.net/scm_us.html

Sims Capital Management was started in 2003 to provide investment advisory services to individuals and institutions. Our principals are:. Luke E. Sims, Chairman. David C. Sims, President. An investor should consider an investment s objectives, risks, and charges and expenses carefully before investing. Registration with the Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Form ADV, part II (Brochure).

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