Artificial Intelligence: An Accelerating Revolution
The revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
Composite Inception
5/31/2004
Strategy AUM
$4.3 Billion as of 9/30/24
Benchmark
Russell 2500TM Index
Holdings Range
Typically 110 – 135
Avg. Position Size
<2.5%
Turnover
40 – 60% under normal market conditions
Active Share
Approximately 90%
Cash
<5%
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Our SMid Cap team includes two portfolio managers and three research professionals. The investment universe is divided by sectors and/or industries, with individual team members having responsibility within their areas of expertise. Portfolio managers and analysts continually discuss the merits and risks of each security, reviewing the fundamental outlook and stock valuation. This interactive process leverages the knowledge and skill of the entire investment team.
The revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
AI is one of the most significant secular, long-term growth themes in the markets today.
Analyst Owen Hyde explains how the revolutionary impact of AI-driven change is becoming evident in most industries and is accelerating.
Performance Disclosures: Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.