Strategies

Mid-Cap Value

Summary

Strategy Description

The Mid-Cap Value strategy invests in 50-80 undervalued mid-sized companies with an emphasis on sustainable cash flow, strong balance sheet, and potential for long-term capital appreciation. The strategy invests in industries and companies that may be out of favor and misunderstood due to temporary or cyclical factors.

Strategy Facts

As of 03/31/2020
Asset ClassMid-Cap Value Equity
Style BenchmarkRussell Midcap Value
Strategy Assets (millions)$602
Number of Stocks50 - 80
Typical Market Cap Range$500 million to $20 billion
StatusOpen

Portfolio Managers

Stan Majcher, CFA
23 Years with H&W 26 Years of Industry Experience
Hunter Doble, CFA
14 Years with H&W 24 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

November 2019 Energy Sector Spotlight – November 2019 Portfolio manager Stan Majcher addresses three key myths in the energy sector. Go to Article September 2019 Opportunity in Financials Despite Inversion? Why we think financial stocks look attractive despite the recent yield curve inversion. Go to Article January 2019 What Drives Active Management Performance H&W wades into the active/passive debate with research findings on what drives performance in active equity management. Go to whitepaper