Investment Objective
The portfolio managers seek long-term capital appreciation and consistently superior return versus the Russell Mid Cap Growth Index.
Benchmark
Russell Mid Cap Growth Index
Investment Philosophy
- Invest with discipline, consistency, transparency and risk awareness
- Mid cap stock prices may vary significantly from fair value over the short term, due to the mis-pricing of risk in the market, the deluge of short-term data, and market illiquidity
Investment Process
- Quantitative Screening
- Fundamental Security Analysis
- Portfolio Construction and Risk Management
- Portfolio Review Process