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Mid Cap Core

Focus

A U.S. mid-cap equity strategy that employs fundamental research to identify companies with superior execution, strong value creation potential and a compelling risk/reward profile.

Investment Approach

The strategy employs in-depth fundamental research to identify companies that demonstrate superior execution and that have strong value creation potential and a compelling risk/reward profile.

Mid cap core infographic 1

Risk Management

Security Level

  • Seek to manage risk by limiting position sizes to 3% active weight at purchase; maximum position size of 5% active weight
  • Constant monitoring and discussion to identify non-quantifiable risk

Strategy Level

  • Seek a well balanced strategy by limiting sector weights to /- 8% of benchmark
  • Barra Risk Model – monthly portfolio evaluation (60 risk factors)

Firm Level – Independent Risk Management Team

  • Performs comprehensive portfolio reviews with investment team and senior management
  • Monitors individual security holdings across the entire firm

Available Vehicles

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