Why Mid Caps Now
Mid caps represent approximately 20% of U.S. equity market capitalization but only about 9% of invested assets. Historically, they’ve outperformed large and small caps with superior risk-adjusted returns.1
Given the growth and success of the US large caps in recent years, we believe allocations towards mid caps remain underrepresented in portfolios despite strong historical performance. This under-allocation creates an opportunity for advisors to differentiate client outcomes by introducing an asset class that has demonstrated resilience and growth across multiple market cycles.
