Investment Objective
The Mid Cap Core strategy seeks long-term growth of capital.
Benchmark
S&P 400 MidCap Index
Investment Philosophy
The co-portfolio managers believe that while markets are efficient over the long term, individual stocks are mispriced at times, presenting exploitable inefficiencies. In their opinion the most effective way to identify those inefficiencies is through quantitative and fundamental analysis, and the most cogent means of capitalizing on that analysis is a highly disciplined, consistent and transparent investment process.
Investment Process
- Quantitative Screening
- Fundamental Research - Attractiveness
- Portfolio Construction - Risk/Reward
- Portfolio Review Process