Overview


Benchmark: Russell Midcap® Growth Index
Inception Date: 6/30/93

We are a traditional growth manager, providing a portfolio that has true exposure to mid-cap companies.  Our primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the Russell Midcap Growth benchmark.  We believe our sound, long standing philosophy executed over different market cycles by the founding portfolio manager is a powerful combination.  All team resources and effort are dedicated to our high quality growth investment style and we stay true to our investment principals regardless of the environment.

Portfolio Construction

  • A concentrated portfolio of generally 50–60 stocks
  • The average position is 1%–3%, not to exceed 5% 
  • Sector weights 75%–125% relative to the benchmark, generally limited to 30% of portfolio
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Performance

ALL DATA AS OF 12/31/2023
QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Mid Cap Growth (Gross) 13.28 21.18 21.18 2.90 15.28 10.96 12.16
Mid Cap Growth (Net) 13.08 20.30 20.30 2.15 14.46 10.17 11.51
Russell Midcap Growth Index 14.55 25.87 25.87 1.31 13.81 10.57 10.10
2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Mid Cap Growth (Gross) -27.17 23.42 36.01 37.43 -0.79 28.00 6.37 -2.79 5.80 34.13
Mid Cap Growth (Net) -27.66 22.56 35.06 36.46 -1.50 27.10 5.63 -3.49 5.06 33.09
Russell Midcap Growth Index -26.72 12.73 35.59 35.47 -4.75 25.27 7.33 -0.20 11.90 35.75
  • Disclosure

    Annualized Returns
    Returns less than one year are not annualized.

    Past performance does not guarantee future results.