Mid Cap Growth
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Mid Cap Growth
Inception: 10/1/1999
Benchmark: Russell Midcap Growth Index
Concentrated: Target Number of Holdings 35-45
Diversification Targets: 5% maximum individual security weight & 15% maximum exposure to a particular industry, in general
Low Turnover: 25 to 50% annually
Fully Invested: Average cash allocation of 1 to 2%
- We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
- Our firm’s experience, research efforts, and understanding of a company's earnings profile provide us with a competitive edge.
- Our internal fundamental, bottom-up research give us an analytical advantage in identifying growth stocks with a proper valuation.
- We seek to generate the majority of our outperformance from stock selection by constructing a high conviction portfolio with a lower realized volatility over time.
Investment Policy Committee
Todd Solomon, CFA Committee Chair
Gregg O'Keefe, CFA
Amy Noyes, CFA
John O'Reilly, CFA
Nicholas Koup, CFA