A small- to mid-cap equity strategy. Investments are made opportunistically, on a risk-adjusted basis. Portfolio construction reflects the Portfolio Manager's views on macroeconomic trends and business cycles.
A valuation-aware process, but names across the spectrum are investigated: value, core, and growth. The resulting portfolio profile maps core. Approximately seventy-five percent of holdings are in the market capitalization of the Russell 2500 Index.
Macroeconomic framework developed and monitored by the Portfolio Managers broadly informs portfolio construction and risk profile.
3-year audited track record across a variety of market cycles.
“This process is bottom-up in nature...we start with ‘where are the great stock investment ideas we have identified?’”
“We look to participate in up markets and protect the downside in more challenging periods. The ability to critically assess business models is essential to success over a whole market cycle.”
