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Mid-Cap Equity


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 Russellâ„¢ Midcap Index. The portfolio managers oversee equity research and stock selection, as well as determine portfolio construction.

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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 Midcap Index 88 out of 113 rolling 5-year periods (on a quarterly basis)

Outperformed Russell Midcap Value Index 76 out of 113 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 12/31/2023

1 Since Inception (1/1/1991)
2 Net of Fees, as of 12/31/2023
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.