Mid-Cap Value

Strategy Description
The Mid-Cap Value strategy has a successful track record dating back more than 14 years. The goal of the strategy is to exploit market mispricings that result from Wall Street’s limited coverage of mid-cap stocks. We seek to capitalize on these opportunities by applying a consistent investment process centered on a balanced assessment of return and risk. Our focus is on mid-cap companies with sustainable cash flows and strong balance sheets whose stocks appear undervalued relative to their tangible assets and long-term normal earnings power. Portfolio construction is based on rigorous, independent research and bottom-up security selection.
 

What to Expect

• Exposure to medium capitalization, undervalued equities
• Price-to-normal earnings lower than the benchmark
• Active, bottom-up management unconstrained by the benchmark
• Controlled asset level that preserves the integrity of the investment process
• Thoroughly researched ideas vetted by an experienced team of 20 investment analysts

Read more about the mid-cap diversified value strategy