Table of Contents
Long-term S&P 400 MidCap Index outperformance
An actively managed, disciplined and adaptive strategy that seeks to consistently capture alpha by systematically applying fundamental insights and experienced judgment.
- Bottom up stock selection drives exposure to key sources of alpha (valuation, growth, quality)
- Active share* exposure to full spectrum of attractive mid cap stocks
- Time-tested^ analysis on how best to weight alpha drivers for different types of companies
- Cost efficient trading and risk controlled portfolio construction
- Size and style purity
There can be no guarantee that this objective will be achieved.
*Active Share is a measure of the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index.
^Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.