Small-Mid Cap Core
Why This Strategy?
- The strategy employs an investment philosophy predicated on rigorous fundamental research
- The investment team seeks to invest in high-quality, small- and mid-cap companies that can sustain more durable returns on capital than the market expects
- The strategy’s focus on the long term allows the team to seek to exploit inefficiencies derived from the short-term focus of other investors
Key Facts
OTHER VEHICLES:
| Key Facts | |
|---|---|
| Inception Date | 6/1/2017 |
| Benchmark | Russell 2500™ Index |
Investment Philosophy
- Quality companies embody long-term corporate success given experienced and incentivized management teams, differentiated business models, and attractive financial characteristics
- We believe our ability to outperform is driven by seeking to exploit three market inefficiencies among stocks of quality companies
