2.) Based on Exhibit 1, is there sufficient information for Gatchell to create and interpret
the results of a style box?
A. No, because additional holdings data are required
B. Yes
C. No, because additional index data are required
Answer = A
"Equity Portfolio Management," Gary L. Gastineau, Andrew R. Olma, and Robert G.
Zielinski
Sections 5.1.5, 5.1.6
Holdings data are required to create a style box and interpret the results. Gatchell is
given the styles and the assets under management but not each individual investment
or holding that each investment manager has selected.
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