Small/Mid Cap Core

Strategy Summary

  • Style: Small/Mid Cap Core
  • Approach: Active; Bottom-Up
  • Benchmark: Russell 2500 Index
  • Inception: 1/1/2006
  • Strategy Assets: $2,069 MM as of 9/30/19

Investment Philosophy

We believe that a company's ability to generate consistent, long-term sustainable earnings growth will drive enhanced stock price performance over time, due to both the higher level of future earnings and the higher valuation placed on these earnings by the market. Given the tendency of money managers to focus on short-term fundamentals and stock price performance, this sustainability of earnings growth is often overlooked and not properly recognized by the market.