Overview
- A research-intensive approach is used to build diversified portfolios with stocks in a variety of different industries and sectors
- The team seeks to uncover companies that have attractive valuations and should experience solid earnings growth on an intermediate-term basis
- The underlying philosophy is to buy businesses rather than just stocks
Characteristics & Performance
- Composite Inception: 5/31/04
- 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%
Available Vehicles
- Institutional Separate Account
- Collective Investment Trust
- US Mutual Fund*
- Managed Account
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Investment Team
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.
Meet the Team
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.