Mid-Cap Value
Strategy Description
The Mid-Cap Value strategy has a successful track record dating back more than 22 years. The goal of the strategy is to exploit market mispricings that result from Wall Street’s limited coverage of mid-cap stocks. We seek to capitalize on these opportunities by applying a consistent investment process centered on a balanced assessment of return and risk. Our focus is on mid-cap companies with sustainable cash flows and strong balance sheets whose stocks appear undervalued relative to their tangible assets and long-term normal earnings power. Portfolio construction is based on rigorous, independent research and bottom-up security selection.
What to Expect
- Exposure to medium capitalization, undervalued equities
- Price-to-normal earnings lower than the benchmark
- Active, bottom-up management unconstrained by the benchmark
- Controlled asset level that preserves the integrity of the investment process
- Thoroughly researched ideas vetted by an experienced team of 22 investment analysts
Read more about the mid-cap value strategy
As of 9/30/2019
Asset Class | Mid-Cap Value Equity |
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Style Benchmark | Russell Midcap Value |
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Broad Benchmark | Russell Midcap |
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Strategy Assets (millions) | $1,865 |
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Number of Stocks | 50 – 80 |
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Typical Market Cap Range | $500 million to $20 billion |
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Status | Open to new investors |
Investment Team
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 22-person investment team. In addition to our Portfolio Managers, our sector teams play an important role in determining the positioning of your investment strategy.
