Small-Mid Cap Growth

Investment Approach

The SMID Cap Growth portfolio is focused on investing in small to mid cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The SMID Cap Growth portfolio typically holds 50 to 75 names and consists of companies that are within the capitalization range of the Russell 2500 Growth Index at the time of purchase. The benchmark index is the Russell 2500 Growth.

Core Principles

  • Long-term growth focused investment approach
  • Seek to identify secular trends
  • Extensive research on Stable and Emerging growth potential
  • Combine bottom-up research with top-down trends
  • Seek to identify underestimated growth areas