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%
Investment Policy Committee
Todd Solomon, CFA Committee Chair
Gregg O'Keefe, CFA
Amy Noyes, CFA
John O'Reilly, CFA
Nicholas Koup, CFA