Our Small to Mid Cap Growth strategy utilizes an active, bottom-up approach to identify US companies with market capitalization between $500 million and $10 billion. We invest in a diverse portfolio of quality companies with strong growth characteristics, carefully weighing the potential of each stock to contribute to the portfolio immediately. Stocks that are not contributing alpha are reviewed on a daily basis, and are likely trimmed or liquidated.
The objectives over a market cycle are to:
achieve above-average returns in relation to the performance of other domestic small to mid cap capitalization growth equity managers
exceed the return of the benchmark on a rolling 3-year and 5-year basis
