Small-Mid Cap Growth
Why This Strategy?
- The strategy employs a quality growth investment philosophy and process predicated on rigorous fundamental research
- The investment team seeks to invest in high-quality, small- and mid-cap companies that can sustain a higher level of growth for a longer period of time 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 | 7/1/1998 |
| Benchmark | Russell 2500™ Growth Index |
Investment Philosophy
- Quality growth 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 growth companies
