• Style Small/Mid Cap Core
  • Approach Active; Bottom-Up
  • Benchmark Russell 2500 Index

STRATEGY HIGHLIGHTS

  • Research Intensive¬†– Stock selection emphasizes well managed companies with sustainable earnings growth
  • Focus On Quality – Aim to hold stocks for long term and protect returns when markets decline
  • Unrestricted Opportunity Set – Our core approach leads us to quality companies that may be either growth or value oriented

Portfolio Managers

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