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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Celebrating 25 Years of Success

Learn how the Growth Team has evolved and how its investment philosophy and process have stood the test of time.

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Performance

ALL DATA AS OF 12/31/2022
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
  • Disclosure

    Annualized Returns
    Returns less than one year are not annualized.

    Past performance does not guarantee future results.