Small/Mid Cap Growth Strategy
Overview
Benchmark: Russell 2500® Growth Index
Inception Date: 9/30/15
We are a traditional growth manager, providing a portfolio that has true exposure to small- and 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 2500 Growth benchmark. We believe our sound, long standing philosophy executed over different market environments 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 60-70 stocks
- The average position is 1%-3%, not to exceed 5%
- Sector weights 75%-125% relative to the benchmark
Senior Portfolio Manager Jonathan Good provides Small/Mid Cap Growth Strategy highlights.
Team
Performance
ALL DATA AS OF 6/30/2023
| QTR | YTD | 1 Year | 3 Years | 5 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Small/Mid Cap Growth (Gross) | 3.65 | 13.36 | 15.98 | 9.92 | 11.65 | 14.71 |
| Small/Mid Cap Growth (Net) | 3.43 | 12.90 | 15.00 | 9.01 | 10.71 | 13.77 |
| Russell 2500 Growth Index | 6.41 | 13.38 | 18.58 | 6.56 | 7.00 | 10.37 |
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|
| Small/Mid Cap Growth (Gross) | -26.53 | 19.42 | 45.83 | 38.16 | 1.07 | 29.62 | 6.47 |
| Small/Mid Cap Growth (Net) | -27.15 | 18.44 | 44.61 | 37.04 | 0.21 | 28.70 | 5.59 |
| Russell 2500 Growth Index | -26.21 | 5.04 | 40.47 | 32.65 | -7.47 | 24.46 | 9.73 |