U.S. Equity Mid Cap Growth

Our goal: To exploit opportunities which arise when our perspective differs from the wisdom of the crowd.

These companies are generally characterized by developed management teams, a diverse portfolio of products and services, growing addressable markets, and unconsolidated industry structures. Generally these companies exhibit higher revenue and earnings growth than their larger cap peers.

We construct portfolios of approximately 45-65 growing companies from a starting universe of approximately 1,300 companies. We invest in companies with a market capitalization of $1 billion or greater at the time of initial investment. We limit the upper end of market capitalization to the level represented by the largest company in the Russell Midcap Index.

Inception date

May 5, 2005

Performance benchmark

Russell Midcap Growth Index

Portfolio Manager:

Tedd M. Alexander III