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 9/30/2024
QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Mid Cap Growth (Gross) 5.38 0.88 14.30 -1.44 9.65 10.87 11.88
Mid Cap Growth (Net) 5.19 0.33 13.44 -2.17 8.85 10.08 11.23
Russell Midcap Growth Index 6.54 12.91 29.34 2.32 11.48 11.30 10.27
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Mid Cap Growth (Gross) 21.18 -27.17 23.42 36.01 37.43 -0.79 28.00 6.37 -2.79 5.80
Mid Cap Growth (Net) 20.30 -27.66 22.56 35.06 36.46 -1.50 27.10 5.63 -3.49 5.06
Russell Midcap Growth Index 25.87 -26.72 12.73 35.59 35.47 -4.75 25.27 7.33 -0.20 11.90
  • Disclosure

    Annualized Returns
    Returns less than one year are not annualized.

    Past performance does not guarantee future results.