Mid Cap Growth Strategy
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
Learn how the Growth Team has evolved and how its investment philosophy and process have stood the test of time.
Team
Performance
QTR | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
---|---|---|---|---|---|---|---|
Mid Cap Growth (Gross) | 4.03 | -27.17 | -27.17 | 6.93 | 10.76 | 12.09 | 11.87 |
Mid Cap Growth (Net) | 3.88 | -27.66 | -27.66 | 6.20 | 9.99 | 11.30 | 11.23 |
Russell Midcap Growth Index | 6.90 | -26.72 | -26.72 | 3.85 | 7.64 | 11.41 | 9.60 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|
Mid Cap Growth (Gross) | 23.42 | 36.01 | 37.43 | -0.79 | 28.00 | 6.37 | -2.79 | 5.80 | 34.13 | 17.64 |
Mid Cap Growth (Net) | 22.56 | 35.06 | 36.46 | -1.50 | 27.10 | 5.63 | -3.49 | 5.06 | 33.09 | 16.79 |
Russell Midcap Growth Index | 12.73 | 35.59 | 35.47 | -4.75 | 25.27 | 7.33 | -0.20 | 11.90 | 35.75 | 15.82 |