The strategy seeks to provide long-term capital appreciation by investing primarily in U.S. companies in the medium-to-large market capitalization segment.
Companies in our universe generally have a capitalization at the time of review and/or purchase within the market capitalization range of the Russell™ Midcap Index. The portfolio managers oversee equity research and stock selection, as well as determine portfolio construction.
How We Perform1,2
Outperformed Russell Midcap Index and Russell Midcap Value Index by 175+ bps on an annualized basis (Net of Fees)
Outperformed Russell Mid Cap Index 87 out of 112 rolling 5-year periods (on a quarterly basis)
Outperformed Russell Mid Cap Value Index 75 out of 112 rolling 5-year periods (on a quarterly basis)
Outperformed major small-, mid- and large-cap equity indices3
Growth of a Dollar1,4
Cumulative Performance, Gross/Net of Fees, As of 9/30/2023
1 Since Inception (1/1/1991)
2 Net of Fees, as of 9/30/2023
3 Includes Russell 2000 Index, Russell 2000 Value Index, Russell Midcap Index, Russell Midcap Value Index, Russell 1000 Index, Russell 1000 Value Index, and S&P 500 Index
4 All performance returns are shown gross- and/or net-of-fees and are for use only in one-on-one presentations and may not be further distributed unless used for that purpose. Periods over 1 year are annualized. See GIPS Composite Report.